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Web Intelligence and Intelligent Agent Technology, International Conference on (2006)
Hong Kong, China
Dec. 18, 2006 to Dec. 22, 2006
ISBN: 0-7695-2749-3
pp: 259-262
Kelvin K.K. Lee , Hong Kong University of Science and Technology, Hong Kong
Dickson K.W. Chiu , Senior Member, IEEE; Dickson Computer Systems, Hong Kong
Patrick C.K. Hung , University of Ontario Institute of Technology, Canada
Gathering and using information extracted and integrated from heterogeneous source for decision making is not an easy task, especially for the decisions of investment or selection of insurance, which are the two main components of financial planning. Well organized financial planning is significant to achieve their various life goals and quality after retiring. However, most people have inadequate investment knowledge to choose suitable investment tools for them. In this paper, we present a conceptual model to formalize such financial requirements and solutions under risk as well as our implementation based on Web services, which are essential for an effective Electronic Financial Planning System (EFPS). This helps increase the quality of the consultation and decision support and lower the service costs due to process improvements.
Kelvin K.K. Lee, Dickson K.W. Chiu, Patrick C.K. Hung, "Web-Service Based Information Integration for e-Financial Planning System Matchmaking Decision Support", Web Intelligence and Intelligent Agent Technology, International Conference on, vol. 00, no. , pp. 259-262, 2006, doi:10.1109/WI-IATW.2006.149
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