Piotr Oleksyk

Towards process-oriented ontology for financial analysis

The article presents an approach to integrate a business process knowledge of Decision Support Systems. It concerns two major aspects of the system, i.e. the formalization of processes predefined in Business Process Modeling Notation, the reuse of a domain ontology, and the analysis of economic and financial information. The described approach is a continuation of the construction of the intelligent cockpit for managers (InKoM project), whose main objective was to facilitate financial analysis and the evaluation of the economic status of the company in a competitive market. The current project is related to the design of smart decision support systems based on static (structural) and procedural knowledge. The content of the knowledge is focused on essential financial concepts and relationships related to the management of small and medium enterprises (SME). An experiment was carried out on real financial data extracted from the financial information system.

Attempt to extend knowledge of Decision Support Systems for small and medium-sized enterprises

The article presents a proposal to extend the functionality and knowledge of Business Intelligence systems to answer the requirements of managers of small and medium-sized enterprises (SMEs). It concerns two major aspects of the system, i.e. the interface that takes into account the level of knowledge of the manager, and supports the interpretation of economic and financial information using the built-in domain ontologies. The project is related to the design of smart decision support systems based on financial ontology and on the model of manager knowledge created by eye tracking analysis. An experiment was carried out on real financial data extracted from the database of Business Intelligent BINOCLE, developed by Bilander Co. To create a model of manager knowledge, a number of financial analysts, experts and economists were invited to analyze the pre-defined financial reports. Their tasks were observed and analyzed by the eye-tracking system StudioTM, Tobii. The logs of the system as well as the financial ontology have been used to develop the intelligent interface of a Decision Support System.

Semantic Approach to Financial Knowledge Specification - Case of Emergency Policy Workflow

The article presents an approach to integrate a business process knowledge in Decision Support Systems. The main research findings are related to the ontological and procedural issues of knowledge specification. The mathematical rigor used in process descriptions guarantees for precise definition of concepts and relationships in the domain knowledge. It concerns three major aspects of the system design, i.e. formalization of processes predefined in Business Process Modeling Notation, reuse of a domain ontology, and analysis of economic and financial information. Formally specified analytical processes and ontology allowed considerably minimize sources of ambiguity and confusion in the system design and implementation. The described approach is a continuation of the development of the intelligent cockpit for managers (InKoM project), whose main objective was to facilitate financial analysis and evaluation of economic status of the company. The current work and case studies are focused on specification of static (structural) and procedural knowledge of financial analysis in Small and Medium Enterprises. The content of the knowledge covers essential financial concepts and relationships related to the processes of emergency policy. An experiment has been carried out on real financial data extracted from the financial information system.

Extension of Intelligence of Decision Support Systems: Manager Perspective

The article presents an approach to extend the functionality and knowledge of Decision Support Systems to answer the requirements of managers of small and medium-sized enterprises (SMEs). It concerns two major aspects of the system, i.e. the interface that takes into account the level of knowledge of the manager, and the interpretation of economic and financial information using the built-in domain ontologies. The project is related to the design of smart decision support systems based on financial ontology and on the model of manager knowledge created by eye-tracking analysis. An experiment was carried out on real financial data extracted from the database of BINOCLE system, developed by Bilander Co. To create a model of manager knowledge, a number of financial analysts, experts and economists were invited to analyze the pre-defined financial reports. Their tasks were observed and analyzed by the eye-tracking system StudioTM, Tobii. The logs of the system as well as the financial ontology have been used to develop the intelligent interface of a Decision Support System.