Shaping the Experience of a Cognitive Investment Adviser

Shaping the Experience of a Cognitive Investment Adviser
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塑造认知投资顾问的体验

DOI:
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发表时间:
2017
期刊:
Interacción
影响因子:
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通讯作者:
B. D. Andrade
B. D. Andrade
中科院分区:
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文献类型:
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作者:
Heloisa Candello;Claudio S. Pinhanez;D. Millen;B. D. Andrade

文献摘要

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在本文中,我们描述了一个多机器人对话系统的设计过程,以帮助人们做出更明智的金融决策。举办了几次用户活动,以了解投资决策的体验、设计财务认知顾问的机会以及用户对这类系统的看法。从四项用户研究中收集了有价值的信息,这些研究帮助项目小组决定什么是帮助人们就利用技术作出更明智的投资决定的最佳方法。用户研究结果强调,财务决策是基于人们从朋友、新闻和社交网络获得的信息,这导致我们探索智能系统,这些系统将收集此类信息,并在多方对话系统中扮演财务顾问的角色。我们在一个名为CognIA的原型的背景下讨论了我们研究的主要设计含义,并结束了对设计对话系统的几个挑战的讨论。
In this paper we describe the design process of a multi-bot conversational system to assist people to make more informed decisions about finance. Several user activities were held to understand the experience of investment decisions, the opportunities to design financial cognitive advisers, and the user perceptions of such systems. Valuable information was gathered from four user studies which assisted the project team to decide what would be the best approach to help people to make more informed decisions about investments using technology. The user studies findings highlighted that financial decisions are made based on information people receive from friends, news, and social networks, which led us to explore intelligent systems that would gather such information and play the role of financial advisers in a multiparty conversational system. We discuss the main design implications of our studies in the context of a prototype called CognIA and conclude discussing several challenges of designing conversational systems.