Recommending Personalized Asset Investments through Case-Based Reasoning: The SMARTFASI System

G. Leonardi, L. Portinale, P. Artusio, Marco Valsania
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引用次数: 5

Abstract

Personalized financial advisory systems based on Case-Based Reasoning and on historical user activity are an emerging trend. In the present paper, we report the experience related to the development of a case-based recommendation module in a project called SMARTFASI, where the knowledge about past experiences is exploited, in order to suggest suitable asset investments to the final user. We present a solution aimed at personalizing the asset picking phase, by taking into consideration choices made by customers who have a financial and personal data profile "similar" to the current one. We discuss the notion of distance-based similarity adopted in our system and how to actually implement an asset recommendation strategy integrated with the other software modules of SMARTFASI. We finally discuss the impact such a strategy may have both from the point of view of private investors and professional users.
通过基于案例的推理推荐个性化资产投资:SMARTFASI系统
基于案例推理和历史用户活动的个性化财务咨询系统是一个新兴的趋势。在本文中,我们报告了一个名为SMARTFASI的项目中与基于案例的推荐模块开发相关的经验,在该项目中,利用有关过去经验的知识,向最终用户建议合适的资产投资。我们提出了一个解决方案,旨在通过考虑那些拥有与当前“相似”的财务和个人数据配置文件的客户所做的选择,使资产选择阶段个性化。我们讨论了系统中采用的基于距离的相似度概念,以及如何实际实现与SMARTFASI的其他软件模块集成的资产推荐策略。最后,我们从私人投资者和专业用户的角度讨论了这种策略可能产生的影响。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
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