{"id":"https://openalex.org/W4405936426","doi":"https://doi.org/10.1109/iccais63750.2024.10814377","title":"Case-Based Reasoning for Enhanced Financial Planning in China: A Framework for Adaptive Investment Strategies in a Digital Era","display_name":"Case-Based Reasoning for Enhanced Financial Planning in China: A Framework for Adaptive Investment Strategies in a Digital Era","publication_year":2024,"publication_date":"2024-11-26","ids":{"openalex":"https://openalex.org/W4405936426","doi":"https://doi.org/10.1109/iccais63750.2024.10814377"},"language":"en","primary_location":{"id":"doi:10.1109/iccais63750.2024.10814377","is_oa":false,"landing_page_url":"https://doi.org/10.1109/iccais63750.2024.10814377","pdf_url":null,"source":null,"license":null,"license_id":null,"version":"publishedVersion","is_accepted":true,"is_published":true,"raw_source_name":"2024 13th International Conference on Control, Automation and Information Sciences (ICCAIS)","raw_type":"proceedings-article"},"type":"article","indexed_in":["crossref"],"open_access":{"is_oa":false,"oa_status":"closed","oa_url":null,"any_repository_has_fulltext":false},"authorships":[{"author_position":"first","author":{"id":"https://openalex.org/A5115720307","display_name":"Wangjiu Gedan","orcid":null},"institutions":[{"id":"https://openalex.org/I48076826","display_name":"Chiang Mai University","ror":"https://ror.org/05m2fqn25","country_code":"TH","type":"education","lineage":["https://openalex.org/I48076826"]}],"countries":["TH"],"is_corresponding":false,"raw_author_name":"Wangjiu Gedan","raw_affiliation_strings":["International College of Digital Innovation, Chiang Mai University, Chiang Mai University,Thailand,50200"],"raw_orcid":null,"affiliations":[{"raw_affiliation_string":"International College of Digital Innovation, Chiang Mai University, Chiang Mai University,Thailand,50200","institution_ids":["https://openalex.org/I48076826"]}]},{"author_position":"last","author":{"id":"https://openalex.org/A5039309597","display_name":"Thacha Lawanna","orcid":null},"institutions":[{"id":"https://openalex.org/I48076826","display_name":"Chiang Mai University","ror":"https://ror.org/05m2fqn25","country_code":"TH","type":"education","lineage":["https://openalex.org/I48076826"]}],"countries":["TH"],"is_corresponding":false,"raw_author_name":"Thacha Lawanna","raw_affiliation_strings":["International College of Digital Innovation, Chiang Mai University, Chiang Mai University,Thailand,50200"],"raw_orcid":null,"affiliations":[{"raw_affiliation_string":"International College of Digital Innovation, Chiang Mai University, Chiang Mai University,Thailand,50200","institution_ids":["https://openalex.org/I48076826"]}]}],"institutions":[],"countries_distinct_count":1,"institutions_distinct_count":1,"corresponding_author_ids":[],"corresponding_institution_ids":["https://openalex.org/I48076826"],"apc_list":null,"apc_paid":null,"fwci":0.0,"has_fulltext":false,"cited_by_count":0,"citation_normalized_percentile":{"value":0.29829526,"is_in_top_1_percent":false,"is_in_top_10_percent":false},"cited_by_percentile_year":null,"biblio":{"volume":null,"issue":null,"first_page":"1","last_page":"6"},"is_retracted":false,"is_paratext":false,"is_xpac":false,"primary_topic":{"id":"https://openalex.org/T12394","display_name":"Insurance and Financial Risk Management","score":0.10909999907016754,"subfield":{"id":"https://openalex.org/subfields/2002","display_name":"Economics and Econometrics"},"field":{"id":"https://openalex.org/fields/20","display_name":"Economics, Econometrics and Finance"},"domain":{"id":"https://openalex.org/domains/2","display_name":"Social Sciences"}},"topics":[{"id":"https://openalex.org/T12394","display_name":"Insurance and Financial Risk Management","score":0.10909999907016754,"subfield":{"id":"https://openalex.org/subfields/2002","display_name":"Economics and Econometrics"},"field":{"id":"https://openalex.org/fields/20","display_name":"Economics, Econometrics and Finance"},"domain":{"id":"https://openalex.org/domains/2","display_name":"Social Sciences"}}],"keywords":[{"id":"https://openalex.org/keywords/china","display_name":"China","score":0.6742842793464661},{"id":"https://openalex.org/keywords/investment","display_name":"Investment (military)","score":0.5906318426132202},{"id":"https://openalex.org/keywords/business","display_name":"Business","score":0.4504826068878174},{"id":"https://openalex.org/keywords/computer-science","display_name":"Computer science","score":0.43703263998031616},{"id":"https://openalex.org/keywords/finance","display_name":"Finance","score":0.3561325669288635},{"id":"https://openalex.org/keywords/political-science","display_name":"Political science","score":0.1004183292388916}],"concepts":[{"id":"https://openalex.org/C191935318","wikidata":"https://www.wikidata.org/wiki/Q148","display_name":"China","level":2,"score":0.6742842793464661},{"id":"https://openalex.org/C27548731","wikidata":"https://www.wikidata.org/wiki/Q88272","display_name":"Investment (military)","level":3,"score":0.5906318426132202},{"id":"https://openalex.org/C144133560","wikidata":"https://www.wikidata.org/wiki/Q4830453","display_name":"Business","level":0,"score":0.4504826068878174},{"id":"https://openalex.org/C41008148","wikidata":"https://www.wikidata.org/wiki/Q21198","display_name":"Computer science","level":0,"score":0.43703263998031616},{"id":"https://openalex.org/C10138342","wikidata":"https://www.wikidata.org/wiki/Q43015","display_name":"Finance","level":1,"score":0.3561325669288635},{"id":"https://openalex.org/C17744445","wikidata":"https://www.wikidata.org/wiki/Q36442","display_name":"Political science","level":0,"score":0.1004183292388916},{"id":"https://openalex.org/C199539241","wikidata":"https://www.wikidata.org/wiki/Q7748","display_name":"Law","level":1,"score":0.0},{"id":"https://openalex.org/C94625758","wikidata":"https://www.wikidata.org/wiki/Q7163","display_name":"Politics","level":2,"score":0.0}],"mesh":[],"locations_count":1,"locations":[{"id":"doi:10.1109/iccais63750.2024.10814377","is_oa":false,"landing_page_url":"https://doi.org/10.1109/iccais63750.2024.10814377","pdf_url":null,"source":null,"license":null,"license_id":null,"version":"publishedVersion","is_accepted":true,"is_published":true,"raw_source_name":"2024 13th International Conference on Control, Automation and Information Sciences (ICCAIS)","raw_type":"proceedings-article"}],"best_oa_location":null,"sustainable_development_goals":[],"awards":[],"funders":[],"has_content":{"grobid_xml":false,"pdf":false},"content_urls":null,"referenced_works_count":26,"referenced_works":["https://openalex.org/W2164597722","https://openalex.org/W2771785007","https://openalex.org/W2897440678","https://openalex.org/W2952342634","https://openalex.org/W2975179473","https://openalex.org/W3004821906","https://openalex.org/W3010526436","https://openalex.org/W3034560483","https://openalex.org/W3039451581","https://openalex.org/W3085671431","https://openalex.org/W3131564356","https://openalex.org/W3160150172","https://openalex.org/W3174292513","https://openalex.org/W3196849936","https://openalex.org/W3197126650","https://openalex.org/W4214922318","https://openalex.org/W4220965549","https://openalex.org/W4229371730","https://openalex.org/W4284975236","https://openalex.org/W4294588940","https://openalex.org/W4311989503","https://openalex.org/W4313008754","https://openalex.org/W4324142101","https://openalex.org/W4391441484","https://openalex.org/W4399732303","https://openalex.org/W4400258665"],"related_works":["https://openalex.org/W4391375266","https://openalex.org/W2899084033","https://openalex.org/W2748952813","https://openalex.org/W2350270224","https://openalex.org/W2354620178","https://openalex.org/W600967366","https://openalex.org/W2390279801","https://openalex.org/W4391913857","https://openalex.org/W2358668433","https://openalex.org/W2369516547"],"abstract_inverted_index":{"Case-Based":[0],"Reasoning":[1],"(CBR)":[2],"is":[3,77],"an":[4],"advanced":[5],"framework":[6],"for":[7,88],"financial":[8,43,90],"planning":[9],"in":[10,62],"China's":[11],"dynamic":[12,89],"economic":[13],"landscape.":[14],"Unlike":[15],"traditional":[16],"models-Modern":[17],"Portfolio":[18],"Theory":[19],"(MPT),":[20],"Capital":[21],"Asset":[22],"Pricing":[23],"Model":[24],"(CAPM),":[25],"and":[26,60,69],"Value":[27],"at":[28],"Risk":[29],"(VaR)-which":[30],"have":[31],"limited":[32],"adaptability,":[33,63],"CBR":[34,49,76],"leverages":[35],"historical":[36],"data":[37,65],"to":[38],"provide":[39],"a":[40],"more":[41],"responsive":[42],"decision-making":[44],"approach.":[45],"This":[46],"study":[47],"evaluates":[48],"using":[50],"statistical":[51],"analyses,":[52],"showing":[53],"that":[54,75],"it":[55,86],"significantly":[56],"outperforms":[57],"MPT,":[58],"CAPM,":[59],"VaR":[61],"real-time":[64],"integration,":[66],"risk":[67],"management,":[68],"strategy":[70],"formulation.":[71],"The":[72],"results":[73],"indicate":[74],"the":[78],"most":[79],"robust":[80],"model":[81],"among":[82],"those":[83],"tested,":[84],"making":[85],"well-suited":[87],"environments.":[91]},"counts_by_year":[],"updated_date":"2026-06-26T08:34:08.712188","created_date":"2025-10-10T00:00:00"}
