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ISAT 252:Analytical Methods IV L2: Knowledge-based systems (KBS):

KBS READING ASSIGNMENT2. ISAT 252:Analytical Methods IV L2: Knowledge-based systems (KBS): Definitions and requirements overview. Objectives:. Students should be able to: Define a KBS and an ES, and explain the differences Describe the human roles and resources required to build a KBS

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ISAT 252:Analytical Methods IV L2: Knowledge-based systems (KBS):

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  1. KBS READINGASSIGNMENT2 ISAT 252:Analytical Methods IV L2: Knowledge-based systems (KBS): Definitions and requirements overview

  2. Objectives: Students should be able to: • Define a KBS and an ES, and explain the differences • Describe the human roles and resources required to build a KBS • Describe and label the architecture of a KBS and its components • Describe and explain a KBS development methodology • Apply all of the above to a simple credit approval example

  3. Artificial Intelligence (AI) • AI is a field of study that explores how computers can be used for tasks that require (the human characteristics of) intelligence, such as the ability to reason or learn, carry on a conversation, do more or less complicate physical task. • AI includes the following branches of study: • Problem solving • Natural Languages • Artificial Neural Networks • Robotics • Expert/Knowledge-based Systems • …

  4. Expert/Knowledge-Based Systems (EKBS) • EKBS is the branch of AI that “models” computing systems on reasoning. • It present the computer as knowledgeable or “expert” on some particular topic • Higher Ed Advice • Medical diagnostics

  5. Knowledge-Based Systems • A Knowledge-Based System(KBS) is a computer system that emulates human reasoning in a relatively narrow domain of human knowledge. • An Expert System (ES) is a KBSthat emulates human reasoning that embodies “significant” expertise Knowledge-Based Systems = Knowledge + Inference Engine Student Build Examples: • KBS for helping students select a college to attend • KBS for helping with restaurant selection • KBS for helping select a “nutritious snack” Sweet Tooth! Example

  6. E/KBS Problem Categories

  7. E/KBS Problem Categories

  8. KBS human resource requirements - roles/actors • The following are involved (required) when building a KBS: • knowledge engineer $$$ • domain expert(ise) • end user • client • The following are often crucial when building a KBS in a business/industry environment: • champion/mentor • informed and supportive manager

  9. KBS architecture & components: user interface may employ: question & answer menu-driven natural language, or GUI styles KBS editor general knowledge- base user inference engine case specific knowledge- base explanation system

  10. Major KBS Components Knowledge Base* • General knowledge Base • Case Specific Knowledge Base Inference Engine • Perform the reasoning about the knowledge to provide a solution Explanation System • Provides the user with an explanation for the recommendation, why a given question is being asked … Cf human medical diagnostics …

  11. Knowledge Base Example • Crime Solving General Knowledge Base General or Factual knowledge about the problem If a person has boots then (s)he has a boot • Collections of relationships that define the knowledge about the problem • If the subject has a football boot then (s)he has a blunt instrument. • If the subject has a wooden leg then (s)he has a blunt instrument. • If the subject is a footballer then (s)he has football boots. • If the subject has a blunt instrument then (s)he is suspect • If the subject is covered with blood then (s))he is a suspect, . • If the subject knew the victim then (s)he is suspect. • Crime Solving Case Specific Knowledge Base Contains working knowledge such as facts, conclusions and other relevant information about the problem at hand The victim was killed with a blunt instrument. The subject knew the victim The subject is covered in mud. The subject is a footballer.

  12. KBS Development • Problem definition • Shared with all software development projects .. • Acquisition of domain knowledge • knowledge acquisition is the hardest and most time-consuming part. • Representation of domain knowledge • several forms of knowledge representation are used, for example, pseudo code and decision trees. Cf: flow charts. • Designing a solution • prototyping involves designing for something less than the complete system. Show and tell emphasis … • Coding the solution • this is often the easiest part. • Testing and correcting the solution … • Every step of the way, this is an iterative process. Note: this was not featured in developing a VB project. …

  13. Credit authorization problem Problem definition and Knowledge Acquisition: Any questions, clarification? We have a problem with credit authorization. With the growth in business that we are experiencing, we have more and more customers who don’t pay their bills in a timely fashion. And we’re losing money. Several employees try to deal with this, but they don’t all do it the same way. Sometimes a good customer that we want to keep may be late and we want to interact with them carefully. Sometimes it’s a new account and we don’t know what we want to do. Sometimes the customer has a history of bad payment and we need to do something. For example,Ann looks primarily at their payment history. She gives long term customers and those with good payment records priority treatment, but she gives customers who do not have long-standing familiarity and who have a bad payment history what we think of as normal treatment. Tom, however, starts with their average account balance. If they are big spenders, he gives them priority treatment. If they are not big spenders, he gives them normal treatment. However if they are friends or relatively new customers, he puts them in a special category. We have problems! Can you help us provide more efficient, consistent, treatment?

  14. Client, User, Domain Expert? Client: store/business; business; person in charge of billing? We use “client” to refer to the whoever will pay the bill! Users: customers, customer service, service reps; employees who deal with customers? There could be multiple users all with different needs! Domain experts, expertise: keepers of the knowledge, source to-be of the knowledge-base; service reps., billing department, highest level management, hard copy? (Re) sources could be contradictory! • How long … leads to preferential treatment? • What is preferential treatment? • What is a good payment record? • What are the customer/business demographics? • How old is a new account? • What is a good customer? • When is a customer’s history bad? • What is a timely fashion? • How many late (delinquent) payment qualifies as a bad history? • What is long-term, a long term customer? • What is priority (normal) treatment? • Do you reward for early payments?

  15. Credit authorization problem Best you can tell, how does Ann reason to assigning treatment categories, what are her “business rules”? We have a problem with credit authorization. With the growth in business that we are experiencing, we have more and more customers who don’t pay their bills in a timely fashion. And we’re losing money. Several employees try to deal with this, but they don’t all do it the same way. Sometimes a good customer that we want to keep may be late and we want to interact with them carefully. Sometimes it’s a new account and we don’t know what we want to do. Sometimes the customer has a history of bad payment and we need to do something. For example,Ann looks primarily at their payment history. She gives long term customers and those with good payment records priority treatment, but she gives customers who do not have long-standing familiarity and who have a bad payment history what we think of as normal treatment. Tom, however, starts with their average account balance. If they are big spenders, he gives them priority treatment. If they are not big spenders, he gives them normal treatment. However if they are friends or relatively new customers, he puts them in a special category. We would like to provide uniform treatment. Can you help us? Knowledge representation

  16. Ann’s business rules? 1 If the customer has not been assigned a billing category and the customer has a good payment record Then assign the customer a priority billing category 2 Ifthe customer has not been assigned a billing category and the customer has a bad payment record and the customer has been a customer for less than 10 years. Then assign the customer a normal billing category 3 If the customer has not been assigned a billing category and the customer is a friend or a relatively new customer and the customer has been a customer for over 10 years Then assign the customer a priority billing category

  17. Credit authorization problem Best you can tell, how does Tom reason to assigning treatment categories, what are her “business rules”? We have a problem with credit authorization. With the growth in business that we are experiencing, we have more and more customers who don’t pay their bills in a timely fashion. And we’re losing money. Several employees try to deal with this, but they don’t all do it the same way. Sometimes a good customer that we want to keep may be late and we want to interact with them carefully. Sometimes it’s a new account and we don’t know what we want to do. Sometimes the customer has a history of bad payment and we need to do something. For example,Ann looks primarily at their payment history. She gives long term customers and those with good payment records priority treatment, but she gives customers who do not have long-standing familiarity and who have a bad payment history what we think of as normal treatment. Tom, however, starts with their average account balance. If they are big spenders, he gives them priority treatment. If they are not big spenders, he gives them normal treatment. However if they are friends or relatively new customers, he puts them in a special category. We would like to provide uniform treatment. Can you help us?

  18. Best you can tell, how does Tom reason to assigning treatment categories, what are his “business rules”? Tom’s rules? 1 Ifthe customer has not been assigned a billing category and the customer’s account balance is high (big spender) Then assign the customer a priority billing category 2 Ifthe customer has not been assigned a billing category and the customer’s account balance is not high Then assign the customer a normal billing category 3 If the customer has not been assigned a billing category and the customer is a friend OR a relatively new customer Then assign the customer a priority billing category

  19. How to resolve their differences? Tom’s rules? 1 Ifthe customer has not been assigned a billing category and the customer’s account balance is high Then assign the customer a priority billing category 2 Ifthe customer has not been assigned a billing category and the customer’s account balance is not high Then assign the customer a normal billing category 3 If the customer has not been assigned a billing category and the customer is a friend OR a relatively new customer Then assign the customer a priority billing category Ann’s rules? 1 If the customer has not been assigned a billing category and the customer has a good payment record Then assign the customer a priority billing category 2 Ifthe customer has not been assigned a billing category and the customer has a bad payment record and the customer has been a customer for less than 10 years. Then assign the customer a normal billing category 3 If the customer has not been assigned a billing category and the customer is a friend or a relatively new customer and the customer has been a customer for over 10 years Then assign the customer a priority billing category

  20. After a lot of discussion Ann and Tom agree on the following business rules for CREDIT APPROVAL PSEUDO CODE RULES 1. IF The customer's income is less than 25,000. THEN The customer's line of credit is denied. 2. IF The customer's income is at least 25,000. and The customer's credit rating is excellent. THEN The customer's line of credit is approved. 3. IF The customer's income is at least 25,000. and The customer's credit rating is good. and The customer has been in their present job less than 2.5 years. THEN The customer's line of credit is denied. 4. IF The customer's income is at least 25,000. and The customer's credit rating is good. and The customer has been in their present job at least 2.5 years. THEN The customer's line of credit is approved. 5. IF The customer's income is at least 25,000. and The customer's credit rating is poor. THEN The customer's line of credit is denied.

  21. PSEUDO CODE RULES 1. IF The customer's income isless than 25,000. THEN The customer's line of credit is denied. 2. IF The customer's income isat least 25,000. and The customer's credit rating is excellent. THEN The customer's line of credit is approved. 3. IF The customer's income is at least 25,000. and The customer's credit rating is good. and The customer has been in their present job less than 2.5 years. THEN The customer's line of credit is denied. 4. IF The customer's income is at least 25,000. and The customer's credit rating is good. and The customer has been in their present job at least 2.5 years. THEN The customer's line of credit is approved. 5. IF The customer's income is at least 25,000. and The customer's credit rating is poor. THEN The customer's line of credit is denied. EXSYS Corvid variables values goal-variables

  22. KBS Assistant: DICTIONARY/GLOSSARY! • CORVID Goals: • The customer's line of credit is • approved. • denied. • CORVID Variables and VALUES: • The customer's credit rating is • excellent. • good. • poor. • The customer has been in their present job • less than 2.5 years. • at least 2.5 years. • The customer's income is • less than 25,000. • at least 25,000. 1. IF The customer's income isless than 25,000. THEN The customer's line of credit is denied. 2. IF The customer's income isat least 25,000. and The customer's credit rating is excellent. THEN The customer's line of credit is approved. 3. IF The customer's income is at least 25,000. and The customer's credit rating is good. and The customer has been in their present job less than 2.5 years. THEN The customer's line of credit is denied. 4. IF The customer's income is at least 25,000. and The customer's credit rating is good. and The customer has been in their present job at least 2.5 years. THEN The customer's line of credit is approved. 5. IF The customer's income is at least 25,000. and The customer's credit rating is poor. THEN The customer's line of credit is denied.

  23. HW 2: The department of Human Resources uses a very strict policy to approve or deny hotel reservations for visiting executives from other branches of the company. Every visiting executive has a job title assigned by the company: Director, Senior Manager, and Junior Manager. When a department submits a hotel reservation to HR, it applies the following policy to approve or deny the hotel reservation: The first step in the hotel reservation authorization process is to determine the price of the hotel. HR uses the following policy to establish the price of a hotel: If the visiting executive’s hotel reservation is for Hotel C the cost is $45. If the visiting executive’s hotel reservation is B then the cost is $75.If the visiting executive’s hotel reservation is for A then the cost is $120. Otherwise, if the visiting executive’s hotel reservation is for AA, the cost is $250. After determining the price, HR decides whether the hotel reservation is approved or not. Whenever that visiting executive is a director, the hotel reservation is approved. Whenever the visiting executive is a senior manager that works for the Accounting Department and the cost of the hotel is greater than $100, the hotel reservation is approved. If the visiting executive is a senior manager that does not work for the Accounting Department and the cost of the hotel is greater than $100, then hotel reservation is denied. Whenever the visiting executive is a senior manager and the cost of the hotel is between $50 and $100, the hotel reservation is approved. If the visiting executive is a senior manager or a junior manager and the cost of the hotel is less than $50 then hotel reservation is approved. If the visiting executive is a junior manager and the cost of the hotel is greater than $50 then hotel reservation is denied. Our department has submitted hotel reservations for Terry Smith, Jess Brown, and Robin Spencer to HR. We have made a reservation at Hotel B for Terry, who is a Junior Manager in our branch in Staunton.. Jess has a reservation for Hotel A and he is a Senior Manager in the Accounting Department at Fairfax. Robin has a reservation for hotel C and he is a Junior Manager at Roanoke.

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