INVEST: an expert system for financial investments
Stephan Heuer, Ursula Koch, Colin Cryer · IEEE Expert · 1988
A description is given of INVEST, an expert system developed to help make financial decisions. In dialogues with bank officials, INVEST obtains information about a customer's wishes and attempts to make useful and well-founded investment proposals. INVEST is being written as an application of an expert system shell, DONALD, specially developed for this purpose. DONALD is a frame-based system using frame matching as its principal inference mechanism. The inference method and representation of objects as frames are examined in detail, and a brief description of DONALD is given.>