Conceptual design of financial ontology

Abstract

The article presents the approach to the conceptualization of the financial knowledge used for an Intelligent Dashboard for Managers. The content of the knowledge is focused on essential financial concepts and relationships related to the management of small and medium enterprises (SME). That includes the illustration of the conceptualization of the ontology. The designed ontology was split into six ontologies describing areas of Cash Flow at Risk, Comprehensive Risk Measurement, Early Warning Models, Credit Scoring, Financial Market, and General Financial Knowledge. The examples of the topic map of key financial indicators and their interpretation are given. The results of this research have been implemented in the Business Intelligence system.