Full metadata record
| DC Field | Value | Language |
|---|---|---|
| dc.contributor | Department of Computing | en_US |
| dc.creator | Wong, Fung-kwan Natalie | - |
| dc.identifier.uri | https://theses.lib.polyu.edu.hk/handle/200/1469 | - |
| dc.language | English | en_US |
| dc.publisher | Hong Kong Polytechnic University | - |
| dc.rights | All rights reserved | en_US |
| dc.title | An investment advisory system for selection of banking products | en_US |
| dcterms.abstract | Although computers have become an indispensable tool in today's complex and specialized world, business continue to rely on the human expert's ability to identify and synthesize diverse factors, form judgments, evaluate alternatives and make decisions. This is particularly true in cases where domains are not easily amendable to precise scientific formulations. This study is to develop an advisory expert system which resemble the ways of an investment advisor's knowledge on bank products, recognize and identify the customer's needs and design an appropriate products match with their needs. The process involves identification of customer's goal, factors in the facts of their financial lives and the assessment of their risk. The proposed system can be helpful to potential customer as a decision aid for making better interactive investment decisions on portfolio allocation. Also, it can relieve the bank's burden on relying skilled and expertise investment staff. | en_US |
| dcterms.extent | vi, 172 leaves : ill. ; 30 cm | en_US |
| dcterms.isPartOf | PolyU Electronic Theses | en_US |
| dcterms.issued | 1998 | en_US |
| dcterms.educationalLevel | All Master | en_US |
| dcterms.educationalLevel | M.Sc. | en_US |
| dcterms.LCSH | Investments -- Decision making -- Data processing | en_US |
| dcterms.LCSH | Expert systems (Computer science) | en_US |
| dcterms.LCSH | Banks and banking -- Customer services | en_US |
| dcterms.LCSH | Banks and banking -- Quality control | en_US |
| dcterms.LCSH | Hong Kong Polytechnic University -- Dissertations | en_US |
| dcterms.accessRights | restricted access | en_US |
Files in This Item:
| File | Description | Size | Format | |
|---|---|---|---|---|
| b14391296.pdf | For All Users (off-campus access for PolyU Staff & Students only) | 6.54 MB | Adobe PDF | View/Open |
Copyright Undertaking
As a bona fide Library user, I declare that:
- I will abide by the rules and legal ordinances governing copyright regarding the use of the Database.
- I will use the Database for the purpose of my research or private study only and not for circulation or further reproduction or any other purpose.
- I agree to indemnify and hold the University harmless from and against any loss, damage, cost, liability or expenses arising from copyright infringement or unauthorized usage.
By downloading any item(s) listed above, you acknowledge that you have read and understood the copyright undertaking as stated above, and agree to be bound by all of its terms.
Please use this identifier to cite or link to this item:
https://theses.lib.polyu.edu.hk/handle/200/1469