O'Donnel, Sheila (2012) Technical Report: Investment Explorer A first touch automated response to Novice Investor Queries. Undergraduate thesis, National College of Ireland.
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Meetings between financial advisors and their clients are often taken up with explanations about straight-forward financial terms. While these terms may be straight-forward to the financial advisor, they are not for the client. This application gives the client a medium through which to gather information but frees the financial advisor as the answer need only be given once to populate the knowledge base. After that, the application responds to the client.
The application uses an AIML engine to try to mimic a human response to the questions asked. Communication is via email.The interaction is simple but a useful starting point for the user.
It can be difficult to find consistent information about financial products and services in Ireland. In particular, many terms that are used on foreign publications are not used here and therefore difficult to understand. The application already has a foundation of useful terms built in but an experienced business user can improve the service by adding additional terms and publishing to the application. Users send emails asking questions which are answered by the application using the knowledge base.
-Seamless communication between the user and the application.
-Give human-like responses.
-Easy to support the application and update the knowledge base.
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