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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>SIGAMER: A Decision Management in the Intelligent Analysis Networks</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Diego Roldán</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Ronghao Pan</string-name>
          <email>ronghao.pan@um.es</email>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Camilo Caparrós-Laiz</string-name>
          <email>camilo.caparrosl@um.es</email>
        </contrib>
        <contrib contrib-type="author">
          <string-name>José Antonio García-Díaz</string-name>
          <email>joseantonio.garcia8@um.es</email>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Rafael Valencia-García</string-name>
          <email>valencia@um.es</email>
        </contrib>
      </contrib-group>
      <abstract>
        <p>This project aims to develop a state-of-the-art decision support platform for retail management. The project, called SIGAMER, integrates Natural Language Processing technologies and big data capabilities. The main objective is to use historical data from companies' ERPs and extract insights from diferent sources such as structured data, open data, social media and news. The platform, accessible through a centralized interface and various REST APIs, follows a Software as a Service approach for seamless integration with existing Enterprise Resource Planning systems. The platform's technologies include semantic extraction, knowledge graphs, aspect-based multimodal sentiment analysis, topic modeling, author profiling, and regression and classification models for demand forecasting. The final system is accessible through a web technology-based dashboard composed of configurable key performance indicators to provide decision support to retailers who can use this insight to improve asset management, optimize deployment and identify lucrative market sectors.</p>
      </abstract>
      <kwd-group>
        <kwd>eol&gt;Retail Management</kwd>
        <kwd>Multi-modal</kwd>
        <kwd>Aspect-based Emotion Analysis</kwd>
        <kwd>Knowledge Graphs</kwd>
        <kwd>Natural Language Processing</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>• (OB1) Development of an intelligent information
crawler for news for oficial reports and social
media for subjective information and news sources
for oficial reports. The crawlers will compile
multimodal data from text, images or PDF
documents.
• (OB2) Implementation of a semantic extraction
and representation system based on ontologies.
The goal is to associate information extracted
from indexed documents with semantic
structures based on knowledge graphs for data
reasoning.
• (OB3) Create a subjective text analysis system
that uses state-of-the-art language models to
build an aspect-based multimodal emotion
analysis based on aspects extracted from ontologies.
• (OB4) Develop regression and classification
models for demand forecasting based on product types
and sales forecasts.
• (OB5) Create an intelligent retail demand
management platform based on intelligent analysis
of structured data and social networks. This
includes integration of the previous modules,
validation processes and testing to obtain the final
system. The final modular system will consist of
a configuration section, a dashboard view, and an
alert system to notify users of potential problems.</p>
    </sec>
    <sec id="sec-2">
      <title>2. System architecture</title>
      <sec id="sec-2-1">
        <title>The architecture of the proposed system is shown in Figure 1. Below is a brief description of each of these components.</title>
        <sec id="sec-2-1-1">
          <title>2.1. Smart Crawlers module</title>
        </sec>
      </sec>
      <sec id="sec-2-2">
        <title>This component consists of a set of smart crawlers that</title>
        <p>collect information from websites and social networks.
The crawlers can adapt to diferent domains, although
they share a common interface. In the case of social
networks, specific crawlers have been developed separately,
such as X (formerly Twitter) or YouTube. Each smart
crawler is configurable and diferent strategies can be
defined, such as the frequency with which each crawler
starts monitoring and the criteria it must have to decide
whether a page is linked or not based on the content and
specific keywords.</p>
        <p>The smart crawlers can extract metadata from the web
pages and multimedia content. On the one hand,
metadata in in formats such as JSON-LD1 (JSON for
LinkedData) to try to give interoperability to the data and have
more confidence in the subject of linked data. Metadata
about published and updated data is also tracked. On
the other hand, multimodal content such as audio and</p>
      </sec>
      <sec id="sec-2-3">
        <title>1https://json-ld.org/</title>
        <p>images. For audio data extraction, we use Whisper [1], an
automatic speech recognition (ASR) model based on the
Transformers architecture. Whisper has demonstrated
human-level performance and robustness, making it a
valuable tool for accurately transcribing audio data. For
image data extraction, we use Vision Transformer (ViT)
[2], which enables the extraction of visual features and
image descriptions. ViT has shown remarkable
capabilities in handling image data by transforming images into
sequences of tokens, allowing eficient processing and
extraction of relevant information.
bedding using Sentence Transformers [9] models such as
paraphrase-spanish-distilroberta. This
representation allows us to encode documents as dense vectors
that store the relationships between semantically similar
entities. Second, we apply a dimensional reduction
process using UMAP [10]. Third, we use HDBSCAN [11],
which is a density-based clustering algorithm. Fourth, we
extract the topics from the clusters. using a customized
variant of TF–IDF.</p>
        <sec id="sec-2-3-1">
          <title>2.3. Subjective data analysis module</title>
          <p>2.2. Extraction and Semantic The subjetive data analysis module consists of two main
components: (1) an aspect-based multimodal emotion
representation module analysis system and (2) and an author profiling model.
The goal of this module is to extract information from The aspect-based multimodal emotion analysis
compreviously compiled and indexed documents using an ponent focuses on identifying and analyzing emotions
ontology that includes concepts related to retail man- expressed within specific topics. Aspect-based emotion
agement. This ontology was created by merging and analysis is a valuable asset in product reviews, as it
faadapting existing ontologies and applies to diferent sub- cilitates the identification of emotions expressed toward
domains related to retail management. The retail domain diferent features or attributes of the product, such as
includes product concepts and types, distribution areas its performance, design or usability among others. We
and their relationship with external agents. This ontol- first build a new multimodal dataset by merging
existogy has been enriched with the information about prod- ing textual datasets such as EmoEvalEs [12] with custom
ucts and services that each organization has in its own multimodal data extracted from social networks such as
database. For example, when a supermarket wants to use YouTube, where audio and its transcription have been
the system, its entire product catalog is loaded into the extracted using Whisper [1]. Next, we train a multimodal
ontology to identify these concepts as possible aspects emotion analysis model using textual features extracted
to be discovered. from MarIA [13] and acoustic features from Wav2Vec</p>
          <p>
            Relevant concepts and their relationships are iden- [14]. Finally, we use the extraction and semantic
reptified from the documents using Stanza’s modules for resentation module to determine the aspects. We use
Dependency Parsing, Named Entity Recognition (NER), this approach because ontologies have been shown to be
Part-of-Speech Tagger (PoS) [3]. In addition to ontology efective in aspect-based sentiment analysis in the past
enrichment, KnowGL [4] is used and the dataset is ex- [
            <xref ref-type="bibr" rid="ref6">15, 16</xref>
            ].
tended by merging Wikidata with an extended version of The Author Profiling (AP) component is used to
exthe REBEL dataset [5]. More information about this sys- tract demographic traits from the authors of the compiled
tem can be found at [6]. Once the system The concepts documents in order to obtain a better segmentation of
of the ontology are linked to the collected data using the compiled data. The demographic traits are the age
extended TF–IDF [7]. range, gender and location. For this purpose two novel
          </p>
          <p>Another stage if topic extraction. For this, we devel- datasets are developed for conducting AP in Spanish:
oped a Topic Modeling model based on KeyBERT2 and the (1) Spanish IncluCorpus 2023 and the (2) Spanish
BERTopic [8]. To do this, we first build a dataset from CCAACorpus 2023. Both datasets are compiled from
the collected evidence, including news and social net- Twitter using the UMUCorpusClassifier tool [ 17]. From
works related to retail management. These documents the first list of users, we selected those whose accounts
are stored in markdown format to preserve information were public and had published at least 100 tweets. Next,
about the structure of the document, such as titles and di- we manually checked the users to ensure that only those
visions by content sections. We preprocess the dataset by users were included whose location in their profile could
removing the markdown tags as external links. We then be recognized as a place in Spain, or whose gender could
apply a stemming process and use Stanza’s PosTagger to be recognized by analyzing their profile name or
descripremove non-relevant grammatical information. Once the tion. In the case of gender, we first checked to see if the
dataset is assembled, we train the topic modeling model user was gender non-binary. If they could not be
classias follows. First, we encode each document as an em- fied as such, we tried to classify them as male or female.
For the former, a list of words and phrases associated
with non-binary gender was created. For example, it is
common for people of this gender to use the pronoun
2https://towardsdatascience.com/
keyword-extraction-with-bert-724efca412ea
“elle” in their description. If any keyword from the list of reading and processing data periodically and whose
appeared in the user’s description, they were classified output can also be configured, including graphs or tables,
as non-binary gender. For the second case, a dictionary among others. In addition, options will be implemented
of male and female names was created by consulting var- to allow users to export the data obtained. Figure 2
disious websites that suggest names for babies according plays a screen capture of the dashboard.
to gender. Names that were considered unisex were dis- The system also allows personalized alerts to be sent
carded and, analogous to the previous case, if the user’s through multiple channels, such as email, when the data
name matched one in the dictionary, it was classified exceeds a configurable threshold.
as the appropriate gender. To train the author profiling
modules, we first merge several existing datasets based
on authorship analysis and then extract user-level fea- 3. Future work
tures based on sentence embeddings from MarIA [13]
and linguistic features [18].</p>
        </sec>
        <sec id="sec-2-3-2">
          <title>2.4. Regression and classification modules</title>
          <p>In this module, several machine learning models focus
on demand forecasting. These models include
classification and clustering models to classify trends and group
similar products based on a set of patterns and
characteristics. On the other hand, regression models are used
to estimate the optimal demand for a given product in a
given situation. Explainable Artificial Intelligence (XAI)
techniques [19] will help to interpret the results of the
machine learning models.</p>
          <p>On the one hand, classification models are used to
predict the class or category to which the data belongs. For
example, they can be used to predict whether or not a
product belongs to a particular category. On the other
hand, clustering models are used to group similar data
into clusters or groups, i.e., products that share similar
characteristics or exhibit similar patterns of behavior on
various dimensions, such as sales characteristics, prices,
or similar product characteristics. The models evaluated
include decision trees, support vector machines and
logistic regressions, as they are more interpretable than
deep neural networks. For regression models, on the
other hand, various time series-based models were
evaluated to model a dependent variable over time and other
independent variables. In addition, external variables
such as weather, current economic conditions,
commodity prices, or other exogenous variables were included
to improve the prediction of future demand trends. The
models evaluated include LSTM, ARIMA, and Prophet.</p>
        </sec>
        <sec id="sec-2-3-3">
          <title>2.5. Dashboard</title>
        </sec>
      </sec>
      <sec id="sec-2-4">
        <title>The final system will be available on a web dashboard.</title>
        <p>This dashboard will allow the creation and configuration
of campaigns in which managers and stakeholders will be
able to define the products, websites and social networks
to be monitored, as well as other spatio-temporal
criteria. Once configured, all the data will be displayed on
a dashboard composed of several semantic KPIs, which
are independent and autonomous components capable</p>
      </sec>
      <sec id="sec-2-5">
        <title>The project will be completed during 2024 and most of the goals have been successfully achieved. However, there are some improvements that can be made in the near future.</title>
        <p>On the one hand, future work for this project includes
several key areas aimed at enhancing the retail
management decision support platform. First, there is a focus
on expanding data sources to include emerging social
media platforms, additional open data repositories, and
real-time market data feeds. This broader data
integration will provide retailers with a more comprehensive
view of market trends and consumer sentiment. Second,
the project aims to refine and enhance sentiment analysis
capabilities, including multilingual support. These
advances will enable the platform to extract more valuable
insights from textual data.</p>
        <p>Meanwhile, the platform’s user interface and user
experience are being improved based on user feedback and
usability testing. This includes providing customizable
dashboards to meet the diverse needs of retail
professionals. Integration with third-party services and APIs is also
being explored to extend the platform’s usefulness, such
as integration with e-commerce platforms, marketing
automation tools, and customer relationship management
(CRM) systems. Finally, scalability and performance
optimizations will be critical as the volume of data processed
increases, involving distributed computing techniques,
database query optimizations, and the use of cloud
infrastructure to ensure eficiency and responsiveness.</p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>Acknowledgments</title>
      <sec id="sec-3-1">
        <title>This work was funded by the Spanish Government,</title>
        <p>Ministerio para la Transformación Digital y la Función
Pública through the "Recovery, Transformation and
Resilience Plan" and also funded by the European Union
NextGenerationEU/PRTR through the research project
2021/C005/00149877.</p>
      </sec>
    </sec>
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