Title :
An intelligent system for personal and family financial service
Author :
Ye, Zhongxing ; Liu, Xiaojun ; Yao, Yi ; Wang, Jun ; Zhou, Xu ; Lu, Peili ; Yao, Junmin
Author_Institution :
Dept. of Math., Jiao Tong Univ., Shanghai, China
Abstract :
An intelligent system for personal and family financial service is designed. The technologies of data mining, data warehouses, neural networks and expert systems are applied in different moduli of the system. This system is designed for bank representatives to serve their clients by providing the case-based financial plan according to client´s request. After collecting necessary information from the customer the system classifies the type of the client, analyzes his/her financial situation and finally provides a suggested financial plan.
Keywords :
bank data processing; data mining; data warehouses; expert systems; neural nets; bank representatives; case-based financial plan; data mining; data warehouses; expert system; family financial service; intelligent system; neural networks; personal financial service; Business; Customer service; Data warehouses; Expert systems; Finance; Input variables; Intelligent systems; Mathematics; Psychology; System testing;
Conference_Titel :
Neural Information Processing, 2002. ICONIP '02. Proceedings of the 9th International Conference on
Print_ISBN :
981-04-7524-1
DOI :
10.1109/ICONIP.2002.1201909
