{"status":"ok","message-type":"work","message-version":"1.0.0","message":{"indexed":{"date-parts":[[2026,1,5]],"date-time":"2026-01-05T18:29:02Z","timestamp":1767637742030,"version":"3.48.0"},"reference-count":33,"publisher":"Maximum Academic Press","issue":"3","license":[{"start":{"date-parts":[[2009,7,7]],"date-time":"2009-07-07T00:00:00Z","timestamp":1246924800000},"content-version":"unspecified","delay-in-days":6153,"URL":"https:\/\/www.cambridge.org\/core\/terms"}],"content-domain":{"domain":[],"crossmark-restriction":false},"short-container-title":["The Knowledge Engineering Review"],"published-print":{"date-parts":[[1992,9]]},"abstract":"<jats:title>Abstract<\/jats:title>\n                  <jats:p>The financial domain has seen considerable knowledge Systems activity. Some of the efforts have resulted in deployable Systems, but many others have met with much less success. Commentators have attempted to discern broad, universal indicators which explain or predict success. More recently, however, it has become clearer that a principal cause of the difficultes encountered is the incongruence between the real world task and the System architecture employed by developers. Proceeding from the latter perspective, this paper concerns itself with knowledge Systems for the provision of investment related financial advice. The various tasks involved are differentiated and correlated to the System architectures employed by developers. It is seen that while simple rulebased Systems suffice for some tasks, others indicate the need for techniques such as Case-Based Design.<\/jats:p>","DOI":"10.1017\/s0269888900006354","type":"journal-article","created":{"date-parts":[[2009,7,7]],"date-time":"2009-07-07T09:34:48Z","timestamp":1246959288000},"page":"215-249","source":"Crossref","is-referenced-by-count":2,"title":["Knowledge systems for financial advice"],"prefix":"10.48130","volume":"7","author":[{"given":"V.","family":"Mital","sequence":"first","affiliation":[],"role":[{"role":"author","vocabulary":"crossref"}]}],"member":"27968","published-online":{"date-parts":[[2009,7,7]]},"reference":[{"volume-title":"Computer-Based Medical Consultations: MYCIN","year":"1976","author":"Shortliffe","key":"S0269888900006354_ref031"},{"volume-title":"Dynamic Memory\u2014A theory of Reminding and Learning in Computers and People","year":"1982","author":"Schank","key":"S0269888900006354_ref028"},{"volume-title":"Handbook of The Law of Torts","year":"1971","author":"Prosser","key":"S0269888900006354_ref027"},{"key":"S0269888900006354_ref030","unstructured":"Shinn HS , 1988. \u201cAbstractional analogy: a model of analogical reasoning\u201d Proc. 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Expert Systems '87","author":"Butler","year":"1988"},{"key":"S0269888900006354_ref022","doi-asserted-by":"crossref","unstructured":"McCarty LT , 1989. \u201cA language for legal discourse, I, Basic features\u201d Second International Conference on Artificial Intelligence and Law.","DOI":"10.1145\/74014.74037"},{"volume-title":"Exemplar-Based Knowledge Acquisition","year":"1989","author":"Bareiss","key":"S0269888900006354_ref001"},{"key":"S0269888900006354_ref003","doi-asserted-by":"crossref","DOI":"10.1016\/B978-0-273-08766-3.50006-2","volume-title":"Design Problem Solving: Knowledge Structures and Control Strategies","author":"Brown","year":"1989"},{"key":"S0269888900006354_ref013","doi-asserted-by":"publisher","DOI":"10.1207\/s15516709cog1003_2"},{"key":"S0269888900006354_ref002","unstructured":"Barletta R , and Mark W , 1988. \u201cExplanation-based indexing of cases\u201d In: DARPA Case-Based Reasoning Workshop pp 50\u201360."},{"volume-title":"An Artificial Intelligence Approach to Legal Reasoning","year":"1987","author":"Gardner","key":"S0269888900006354_ref012"},{"volume-title":"Advanced Information Systems for Lawyers","year":"1992","author":"Mital","key":"S0269888900006354_ref025"},{"volume-title":"Case-Based Planning","year":"1988","author":"Hammond","key":"S0269888900006354_ref015"},{"key":"S0269888900006354_ref032","doi-asserted-by":"crossref","unstructured":"Stansfield JL and Greenfield NR , 1987. \u201cPlanPower: A comprehensive financial planner\u201d IEEE Expert pp 51\u201360, Fall.","DOI":"10.1109\/MEX.1987.4307091"},{"key":"S0269888900006354_ref029","doi-asserted-by":"crossref","unstructured":"Scholobohm DA and McCarty LT , 1989. \u201cEPS II: Estate planning with prototypes\u201d In: Second International Conference on Artificial Intelligence and Law pp 1\u201310.","DOI":"10.1145\/74014.74015"},{"key":"S0269888900006354_ref006","unstructured":"Chandrasekaran B , 1985. \u201cGeneric tasks in knowledge-based reasoning: characterizing and designing expert Systems at the \u2018right\u2019 level of abstraction\u201d Second Conference of Artificial Intelligence Applications pp 294\u2013300."},{"key":"S0269888900006354_ref005","doi-asserted-by":"publisher","DOI":"10.1016\/S0020-7373(87)80093-7"}],"container-title":["The Knowledge Engineering Review"],"original-title":[],"language":"en","link":[{"URL":"https:\/\/www.cambridge.org\/core\/services\/aop-cambridge-core\/content\/view\/S0269888900006354","content-type":"unspecified","content-version":"vor","intended-application":"similarity-checking"}],"deposited":{"date-parts":[[2026,1,5]],"date-time":"2026-01-05T14:42:25Z","timestamp":1767624145000},"score":1,"resource":{"primary":{"URL":"https:\/\/www.cambridge.org\/core\/product\/identifier\/S0269888900006354\/type\/journal_article"}},"subtitle":[],"short-title":[],"issued":{"date-parts":[[1992,9]]},"references-count":33,"journal-issue":{"issue":"3","published-print":{"date-parts":[[1992,9]]}},"alternative-id":["S0269888900006354"],"URL":"https:\/\/doi.org\/10.1017\/s0269888900006354","relation":{},"ISSN":["0269-8889","1469-8005"],"issn-type":[{"type":"print","value":"0269-8889"},{"type":"electronic","value":"1469-8005"}],"subject":[],"published":{"date-parts":[[1992,9]]}}}