The development, implementation and evaluation of an intelligent financial planning system.

Persistent Link:
http://hdl.handle.net/10150/185244
Title:
The development, implementation and evaluation of an intelligent financial planning system.
Author:
Elder, Kevin Lee.
Issue Date:
1990
Publisher:
The University of Arizona.
Rights:
Copyright © is held by the author. Digital access to this material is made possible by the University Libraries, University of Arizona. Further transmission, reproduction or presentation (such as public display or performance) of protected items is prohibited except with permission of the author.
Abstract:
The need for personal financial planning has increased in the past few years because of deregulation of the financial industries. Expert system development has begun to emerge as a tool for many industries to increase their access and manipulation of information and data. This research looks at the domains of personal financial planning and expert systems technology by combining them with the systems development methodology. The qualitative and quantitative sides of financial planning have not been previously combined in an expert system for financial planning. Experts from the five main areas of financial planning and one hundred and ninety-one financial planning companies were included in the study. The expert system developed was evaluated in a 2 by 2 factorial design with the presence of the expert system on one axis and the presence of the expert planner during the process on the other axis. Eighty-five of the companies had the system installed at their site for two months of everyday use on the job and measurements were taken during the last two weeks. Fifteen hundred and sixty-seven plans were developed and analyzed. Data was collected from the files and the plans generated by the expert system or by the existing system. It was also collected from questionnaires filled out by both the planners and the clients before and after their use of one of the systems. The data were analyzed with respect to twenty-one hypotheses using statistical analysis, primarily ANOVA. The results indicate that the expert system can significantly increase the information processing capacity of financial planning companies. The process used for financial planning by the expert system was more comprehensive than existing systems which tend to focus on only one area of financial planning. The organizational structure was changed as a result of introducing the expert system into the financial planning process as witnessed by the increase of expertise for both the expert planners and the non-expert clerks.
Type:
text; Dissertation-Reproduction (electronic)
Keywords:
Business administration.
Degree Name:
Ph.D.
Degree Level:
doctoral
Degree Program:
Business Administration; Graduate College
Degree Grantor:
University of Arizona
Advisor:
George, Joey F.

Full metadata record

DC FieldValue Language
dc.language.isoenen_US
dc.titleThe development, implementation and evaluation of an intelligent financial planning system.en_US
dc.creatorElder, Kevin Lee.en_US
dc.contributor.authorElder, Kevin Lee.en_US
dc.date.issued1990en_US
dc.publisherThe University of Arizona.en_US
dc.rightsCopyright © is held by the author. Digital access to this material is made possible by the University Libraries, University of Arizona. Further transmission, reproduction or presentation (such as public display or performance) of protected items is prohibited except with permission of the author.en_US
dc.description.abstractThe need for personal financial planning has increased in the past few years because of deregulation of the financial industries. Expert system development has begun to emerge as a tool for many industries to increase their access and manipulation of information and data. This research looks at the domains of personal financial planning and expert systems technology by combining them with the systems development methodology. The qualitative and quantitative sides of financial planning have not been previously combined in an expert system for financial planning. Experts from the five main areas of financial planning and one hundred and ninety-one financial planning companies were included in the study. The expert system developed was evaluated in a 2 by 2 factorial design with the presence of the expert system on one axis and the presence of the expert planner during the process on the other axis. Eighty-five of the companies had the system installed at their site for two months of everyday use on the job and measurements were taken during the last two weeks. Fifteen hundred and sixty-seven plans were developed and analyzed. Data was collected from the files and the plans generated by the expert system or by the existing system. It was also collected from questionnaires filled out by both the planners and the clients before and after their use of one of the systems. The data were analyzed with respect to twenty-one hypotheses using statistical analysis, primarily ANOVA. The results indicate that the expert system can significantly increase the information processing capacity of financial planning companies. The process used for financial planning by the expert system was more comprehensive than existing systems which tend to focus on only one area of financial planning. The organizational structure was changed as a result of introducing the expert system into the financial planning process as witnessed by the increase of expertise for both the expert planners and the non-expert clerks.en_US
dc.typetexten_US
dc.typeDissertation-Reproduction (electronic)en_US
dc.subjectBusiness administration.en_US
thesis.degree.namePh.D.en_US
thesis.degree.leveldoctoralen_US
thesis.degree.disciplineBusiness Administrationen_US
thesis.degree.disciplineGraduate Collegeen_US
thesis.degree.grantorUniversity of Arizonaen_US
dc.contributor.advisorGeorge, Joey F.en_US
dc.contributor.committeememberNunamaker, Jay F.en_US
dc.contributor.committeememberChang, Ai-Meien_US
dc.identifier.proquest9111931en_US
dc.identifier.oclc709913439en_US
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