信息资源管理学报 ›› 2020, Vol. 10 ›› Issue (3): 27-35.doi: 10.13365/j.jirm.2020.03.027

• 研究论文 • 上一篇    下一篇

面向金融决策支持的知识获取研究综述

唐晓波1,2 谭明亮1 胡潇然3 石文萱1 周 巧1   

  1. 1. 武汉大学信息管理学院,武汉,430072; 2. 武汉大学信息资源研究中心,武汉,430072;
    3. 武汉大学经济与管理学院,武汉,40072
  • 出版日期:2020-05-26 发布日期:2020-05-26
  • 作者简介:唐晓波,男,教授,博士生导师,研究方向为知识组织与情报研究;谭明亮,男,博士研究生,研究方向为知识组织与商务智能,Email:tanml@whu.edu.cn;胡潇然,男,本科生,研究方向为金融数据分析;石文萱,女,博士研究生,研究方向为语义分析与商务智能;周巧,女,硕士研究生,研究方向为知识组织与情报研究。
  • 基金资助:
    本文系国家自然科学基金项目“基于文本和Web语义分析的智能咨询服务研究”(71673209)的成果之一。

A Review of Financial Decision-making Support-oriented Knowledge Acquisition

Tang Xiaobo1,2 Tan Mingliang1 Hu Xiaoran3 Shi Wenxuan1 Zhou Qiao1   

  1. 1. School of Information Management,Wuhan University,Wuhan,430072; 2.Center for the Studies of Information Resources,Wuhan University,Wuhan,430072; 3. Economics and Management School of Wuhan University, Wuhan,430072
  • Online:2020-05-26 Published:2020-05-26

摘要: 大数据时代,金融行业面临着容量巨大、动态变化和多源异构金融数据所带来的巨大挑战,从金融大数据中挖掘出对金融决策支持有价值的知识,形成各类面向金融决策支持的金融知识库,使其有序化地收敛于高效的金融知识服务,这对于投资决策、风险管理和金融监管等金融决策支持过程具有十分重要的意义。通过梳理面向金融决策支持的知识获取的相关研究,从事实性金融知识获取和规则性金融知识获取两个维度全面考察了该领域的研究现状,并重点调研了细粒度事实性金融知识获取的相关研究进展。结合国内外已有的研究成果来看,未来的研究应重点关注大规模金融知识的高效获取与挖掘、多源金融知识的融合与集成以及金融决策支持的个性化与智能化服务。

关键词: 金融决策支持, 金融知识库, 知识获取, 知识服务, 数据挖掘

Abstract: In the era of big data, the financial industry faces enormous challenges from voluminous, dynamic and multi-source heterogeneous information sources. It is very important to utilize the theories, methods and techniques of knowledge acquisition to extract valuable knowledge for financial decision-making support from massive data resources, and form various financial knowledge bases. These knowledge bases make it orderly converge to efficient financial knowledge service, which is of great significance for financial decision-making support processes such as investment decision-making, risk management and financial supervision. This paper systematically reviews the related research on knowledge acquisition for financial decision-making support, and comprehensively investigates the research status of the field from the two dimensions of factual financial knowledge acquisition and regular financial knowledge acquisition, and focuses on the research progress on fine-grained factual financial knowledge acquisition. Combined with the existing research results at home and abroad, future research should focus on the efficient acquisition and mining of large-scale financial knowledge, the fusion and integration of multi-source financial knowledge, and the personalized and intelligent services of financial decision-making support.

Key words: Financial decision-making support, Financial knowledge base, Knowledge acquisition, Knowledge service, Data mining

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