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<pre>
Graz University of Technology
Institute for Software Technology
Inffeldgasse 16b/2
A-8010 Graz
Austria




Alexander Felfernig, Juha Tiihonen, and Paul Blazek, Editors
Proceedings of the 1st International Workshop on Personalization & Recommender Systems in
Financial Services
April 16, 2015, Graz, Austria
                                 Chairs
         Alexander Felfernig, Graz University of Technology, Austria
               Juha Tiihonen, University of Helsinki, Finland
                      Paul Blazek, cyLEDGE, Austria



                      Program Committee
                 Zoran Anišić, University of Novi Sad, Serbia
                  Mathias Bauer, mineway GmbH, Germany
                     Shlomo Berkovsky, NICTA, Australia
                       Paul Blazek, cyLEDGE, Austria
                   Robin Burke, DePaul University, IL, USA
                   Kuan-Ta Chen, Academia Sinica, Taiwan
                Li Chen, Hong Kong Baptist University, China
                  Marco De Gemmis, University of Bari, Italy
     John O’Donovan, University of California Santa Barbara, CA, USA
          Alexander Felfernig, Graz University of Technology, Austria
       Gerhard Friedrich, Alpen-Adria-Universitaet Klagenfurt, Austria
Hagen Habicht, CLIC, HHL Leipzig Graduate School of Management, Germany
                  Dietmar Jannach, TU Dortmund, Germany
        Gerhard Leitner, Alpen-Adria-Universitaet Klagenfurt, Austria
                    Pasquale Lops, University of Bari, Italy
                Hans Lundberg, Linnaeus University, Sweden
                    Eetu Mäkelä, Aalto University, Finland
   Birgit Penzenstadler, California State University Long Beach, CA, USA
                 Giovanni Semeraro, University of Bari, Italy
         Ian Sutherland, IEDC-Bled School of Management, Slovenia
                   Juha Tiihonen, Aalto University, Finland
                 Nava Tintarev, University of Aberdeen, UK
                   Shuang-Hong Yang, Twitter Inc., CA, US
         Markus Zanker, Alpen-Adria-Universitaet Klagenfurt, Austria



                    Organizational Support

          Martin Stettinger, Graz University of Technology, Austria
                                         Preface

Personalization and recommendation technologies provide the basis for applications that are
tailored to the needs of individual users. These technologies play an increasingly important
role for financial service providers. The selection of papers of this year’s workshop
demonstrates the wide range of techniques including contributions on knowledge-based
recommender systems, case-based reasoning, knowledge interchange, psychological
aspects of recommender systems in financial services, MediaWiki-based recommendation
technologies, smart data analysis and big data, and campaign customization.

The workshop is of interest for both, researchers working in the various fields of
personalization and recommender systems as well as for industry representatives. It
provides a forum for the exchange of ideas, evaluations, and experiences. As such, this
year's workshop on “Personalization & Recommender Systems in Financial Services” aims at
providing a stimulating environment for knowledge-exchange among academia and industry
and thus building a solid basis for further developments in the field.




Alexander Felfernig, Juha Tiihonen, and Paul Blazek
                                                 Contents

Smart Data Analysis for Financial Services (invited talk)
Mathias Bauer                                                                       1—2
Conflict Management in Interactive Financial Service Selection
Alexander Felfernig and Martin Stettinger                                           3—10
An Integrated Knowledge Engineering Environment for Constraint-based Recommender
Systems                                                                             11—18
Stefan Reiterer
A Personal Data Framework for Exchanging Knowledge about Users in New Financial
Services                                                                            19—26
Beatriz San Miguel, Jose M. del Alamo and Juan C. Yelmo
Human Computation Based Acquisition Of Financial Service Advisory Practices
Alexander Felfernig, Michael Jeran, Martin Stettinger, Thomas Absenger,             27—34
Thomas Gruber, Sarah Haas, Emanuel Kirchengast, Michael Schwarz, Lukas Skofitsch,
and Thomas Ulz
Case-based Recommender Systems for Personalized Finance Advisory (invited talk)
Cataldo Musto and Giovanni Semeraro                                                 35—36
PSYREC: Psychological Concepts to enhance the Interaction with Recommender
Systems                                                                             37—44
Gerhard Leitner

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