Abstract
This paper’s objective is to show that Distributed Artificial Intelligence offers methods well suited to provide support to the process of customer consulting in financial services. Firstly, the demands made upon this type of advisory support system will be highlighted. Then, the design and realization of a distributed problem-solving system will be described. Some of the results have already been published.166 New developments are the inclusion of distributed solving of asset allocation problems under risk (cf. section 2) and the expansion of the system to incorporate a formerly stand-alone system acting as a problem-solving agent to provide support for buy-or-lease decision-making (section 3).
Access this chapter
Tax calculation will be finalised at checkout
Purchases are for personal use only
Preview
Unable to display preview. Download preview PDF.
Bibliography
Buhl, H.U.: Optimale Kreditfinanzierung; Zeitschrift für Betriebswirtschaft 4 (1994), pp. 515–529.
Buhl, E.V., Hasenkamp, U., Müller-Wünsch, M., Roßbach, P., Sandbiller, K.: Wettbewerbsorientierte Systemunterstützung in der Finanzberatung; Wirtschaftsinformatik 3 (1993), pp. 262–279.
Buhl, H.U., Sandbiller, K., Will, A.: Vorteilhaftigkeit und Systemunterstützung kombinierter Allfinanzprodukte; Discussion Paper No. 48, Professur für BWL-Wirtschaftsinformatik, Universität Gießen 1993.
Buhl, H.H., Sandbiller, K., Will, A.: The Advantage of System Support for Combined Bank Assurance Products; Bachern, A. et al. (eds.): Operations Research ‘93; Heidelberg 1994, pp. 76-79.
Buhl, H.U., Will, A.: Unterstützung von Allfinanz-Angebotsprozessen mit verteilten wissensbasierten Systemen (ALLFIWIB); Information Management IM 2 (1993), pp. 42–50.
Chorafas, D.N., Steinmann, H.: Expert Systems in Banking; Worcester 1991.
Davis, S.R.: From Technology Push to Market Pull: Expert Systems in the Front Office; IEEE (ed.): Artificial Intelligence Applications on Wall Street; Washington 1991, pp. 220-225.
Hoppe, U.: Methoden des Knowledge Engineering. Ein Expertensystem für das Wertpapiergeschäft in Banken; Wiesbaden 1992.
Jablonsky, A.: Systems for Survival; The Banker 7 (1993), pp. 14–15.
König, H.-J.: Dezentrale Datenhaltung in der Allfinanzkundenberatung; Informationstechnik it-ti 1 (1993), pp. 45–54.
Roemer, M.: IV-Unterstützung zur Erstellung wettbewerbsorientierter Allfinanzangebote — Konzeption und prototypische Realisierung; Wirtschaftsinformatik 1 (1994), pp. 15–24.
Roβbach, P.: Supporting the Process of Customer Consulting in the Field of Financial Services; Intelligent Systems in Accounting, Finance and Management 1 (1996).
Sandbiller, K., Weinhardt, Ch., Will, A.: Cooperating Agents Solving Financial Problems: A Scenario; Tagungsband des Arbeitskreises “Verteilte Künstliche Intelligenz” in der GI; Erlangen 17.-18.12.1992.
Talmor, S.: Step by Step; The Banker 1 (1994), pp. 71–75.
Weinhardt, Ch.: Financial Engineering — A Knowledge Based Buy/Lease Decision Support System; Karmann, A., Mosler, K., Schader, M., Uebe, G. (eds.): Operations Research’ 92; Heidelberg 1993, pp. 572-575.
Weinhardt, Ch., Detloff, U., Gomber, R., Krause, R., Schneider, J.: IV-Unterstützung in der Finanzierungsberatung — Integration von Methoden und Paradigmen; Wirtschaftsinformatik 1 (1994), pp. 5–14.
Wiederhold, G., Rathmann, P., Barsalou, T., Lee, B.S., Quass, D.: Partitioning and Composing Knowledge; Information Systems 1 (1990), pp. 61–72.
Wigston, I.: Encouraging Innovation; The Banker 1 (1994), pp. 12–13.
Will, A.: Die Erstellung von Allfinanzprodukten — Produktgestaltung und verteiltes Problemlösen; Wiesbaden 1995.
Editor information
Editors and Affiliations
Rights and permissions
Copyright information
© 1996 Springer-Verlag Berlin • Heidelberg
About this chapter
Cite this chapter
Einsfeld, U., Roemer, M., Roßbach, P., Sandbiller, K., Will, A. (1996). ALLFIWIB: Customer Consulting in Financial Services with Distributed Knowledge Based Systems. In: König, W., Kurbel, K., Mertens, P., Pressmar, D. (eds) Distributed Information Systems in Business. Springer, Berlin, Heidelberg. https://doi.org/10.1007/978-3-642-80216-4_13
Download citation
DOI: https://doi.org/10.1007/978-3-642-80216-4_13
Publisher Name: Springer, Berlin, Heidelberg
Print ISBN: 978-3-642-80218-8
Online ISBN: 978-3-642-80216-4
eBook Packages: Springer Book Archive