A Knowledge-Based Consultant for Financial Marketing

This article describes an effort to develop a knowledgebased financial marketing consultant system. Financial marketing is an excellent vehicle for both research and application in artificial intelligence (AI). This domain differs from the great majority of previous expert system domains in that there are no well-defined answers (in the traditional sense); the goal here is to obtain satisfactory arguments to support the conclusions made. A large OPS5based system was implemented as an initial prototype We present the organization and principles underlying this system and offer our ongoing research directions. The experience gained in the initial prototyping effort is currently being used to further expert systems research and to develop an extensive system that ultimately can be used by the marketing organization. WINTER 1986 71 AI Magazine Volume 7 Number 5 (1986) (© AAAI)