A smart financial advisory system exploiting Case-Based Reasoning

In the financial advisory context, knowledge-based recommendations based on Case-Based Reasoning are an emerging trend. They usually exploit knowledge about past experiences and about the characterization of both customers and financial products. In the present paper, we report the experience related to the development of a case-based recommendation module in a project called SmartFasi. We present a solution aimed at personalizing the asset picking phase, by taking into consideration choices made by customers who have a financial and personal data profile "similar" to the current one. We discuss the notion of distance-based similarity adopted in our system and how to actually implement an asset recommendation strategy integrated with the other software modules of SmartFasi. We finally discuss the impact such a strategy may have both from the point of view of private investors and professional users

Improving the quality of the personalized electronic program guide

As Digital TV subscribers are offered more and more channels, it is becoming increasingly difficult for them to locate the right programme information at the right time. The personalized Electronic Programme Guide (pEPG) is one solution to this problem; it leverages artificial intelligence and user profiling techniques to learn about the viewing preferences of individual users in order to compile personalized viewing guides that fit their individual preferences. Very often the limited availability of profiling information is a key limiting factor in such personalized recommender systems. For example, it is well known that collaborative filtering approaches suffer significantly from the sparsity problem, which exists because the expected item-overlap between profiles is usually very low. In this article we address the sparsity problem in the Digital TV domain. We propose the use of data mining techniques as a way of supplementing meagre ratings-based profile knowledge with additional item-similarity knowledge that can be automatically discovered by mining user profiles. We argue that this new similarity knowledge can significantly enhance the performance of a recommender system in even the sparsest of profile spaces. Moreover, we provide an extensive evaluation of our approach using two large-scale, state-of-the-art online systems—PTVPlus, a personalized TV listings portal and Físchlár, an online digital video library system

The benefits of opening recommendation to human interaction

This paper describes work in progress that uses an interactive recommendation process to construct new objects which are tailored to user preferences. The novelty in our work is moving from the recommendation of static objects like consumer goods, movies or books, towards dynamically-constructed recommendations which are built as part of the recommendation process. As a proof-of-concept we build running or jogging routes for visitors to a city, recommending routes to users according to their preferences and we present details of this system

Is Simple Better? Revisiting Non-linear Matrix Factorization for Learning Incomplete Ratings

Matrix factorization techniques have been widely used as a method for collaborative filtering for recommender systems. In recent times, different variants of deep learning algorithms have been explored in this setting to improve the task of making a personalized recommendation with user-item interaction data. The idea that the mapping between the latent user or item factors and the original features is highly nonlinear suggest that classical matrix factorization techniques are no longer sufficient. In this paper, we propose a multilayer nonlinear semi-nonnegative matrix factorization method, with the motivation that user-item interactions can be modeled more accurately using a linear combination of non-linear item features. Firstly, we learn latent factors for representations of users and items from the designed multilayer nonlinear Semi-NMF approach using explicit ratings. Secondly, the architecture built is compared with deep-learning algorithms like Restricted Boltzmann Machine and state-of-the-art Deep Matrix factorization techniques. By using both supervised rate prediction task and unsupervised clustering in latent item space, we demonstrate that our proposed approach achieves better generalization ability in prediction as well as comparable representation ability as deep matrix factorization in the clustering task.Comment: version

Searching the Físchlár-NEWS archive on a mobile device

The Físchlár-NEWS system provides web-based access to an archive of digitally recorded TV News broadcasts over several months, and has been operational for over a year. Users can browse keyframes, search teletext and have streamed video playback of segments of news broadcasts to their desktops. This paper reports on the development of mFíschlár-NEWS, a version of Físchlár-NEWS which operates on a mobile PDA over a wireless LAN connection. In the design and development of mFíschlár-NEWS we have realised that mobile access to a digital library of video materials is more than just the desktop system on a smaller screen, and the functionality and role that information retrieval techniques play in the mFíschlár-NEWS system are very different to what is present in the desktop system. The paper describes the design, interface, functionality and operational status of this mobile access to a video library

A hybrid recommender system for industrial symbiotic networks

Various solutions enabling the realization of synergies in Industrial Symbiotic Networks have been proposed. However, incorporating intelligence into the platforms that these networks use, supporting the involved actors to automatically find possible candidates able to cover their needs, is still of high importance. Usually, the actors participating in these networks act based on previously predefined patterns, without taking into account all the possible alternatives, usually due to the difficulty of finding and properly evaluating them. Therefore, the recommendation of new matches that the users were not aware of is a big challenge, as companies many times are not willing to change their established workflows if they are not sure about the outcome. Thus, the ability of a platform to properly identify symbiotic alternatives that could provide both economic and environmental benefits for the companies, and the sector as a whole, is of high importance and delivering such recommendations is crucial. In this work, we propose a hybrid recommender system aiming to support users in properly filtering and identifying the symbiotic relationships that may provide them an improved performance. Several criteria are taken into account in order to generate, each time, the list of the most suitable solutions for the current user, at a given moment. In addition, the implemented system uses a graph-based similarity model in order to identify resource similarities while performing a hybrid case-based recommendation in order to find the optimal solutions according to more features than just the resources’ similarities.Peer ReviewedPostprint (published version

An Intelligent Online Shopping Guide Based On Product Review Mining

This position paper describes an on-going work on a novel recommendation framework for assisting online shoppers in choosing the most desired products, in accordance with requirements input in natural language. Existing feature-based Shopping Guidance Systems fail when the customer lacks domain expertise. This framework enables the customer to use natural language in the query text to retrieve preferred products interactively. In addition, it is intelligent enough to allow a customer to use objective and subjective terms when querying, or even the purpose of purchase, to screen out the expected products

A conversational collaborative filtering approach to recommendation

Recent work has shown the value of treating recommendation as a conversation between user and system, which conversational recommenders have done by allowing feedback like “not as expensive as this” on recommendations. This allows a more natural alternative to content-based information access. Our research focuses on creating a viable conversational methodology for collaborative-filtering recommendation which can apply to any kind of information, especially visual. Since collaborative filtering does not have an intrinsic understanding of the items it suggests, i.e. it doesn’t understand the content, it has no obvious mechanism for conversation. Here we develop a means by which a recommender driven purely by collaborative filtering can sustain a conversation with a user and in our evaluation we show that it enables finding multimedia items that the user wants without requiring domain knowledge