Tomás Pariente Lobo – Atos Spain

Final Review Meeting, Luxembourg. 20 November 2012

Conclusion

Overall Project Objectives

Technical Impact Near real-time and scalable financial

unstructured data acquisition, extraction, analysis, integration, and visualization pipeline

Well grounded, deep semantic sentiment analysis (using financial and knowledge representation theories)

Advanced financial decision support models based on high-level features

Advanced real-time visualization techniques

Real-world use cases using the underlying FIRST infrastructure

Open source and commercial versions to maximize business possibilities.

Increase the ability to exploit very large financial information spaces for citizens and professionals.

Decrease information asymmetry and increase market transparency at the financial markets and thus contribute to making such markets more trustworthy.

Increase the competitiveness of European financial service providers and institutions

2

Project Achievements

Technical Near real-time and scalable financial

unstructured data acquisition, extraction, analysis, integration, and visualization pipeline

Well grounded, deep semantic sentiment analysis (using financial and knowledge representation theories)

Advanced financial decision support models based on high-level features

Advanced real-time visualization techniques

Real-world use cases using the underlying FIRST infrastructure

3

3,159 RSS feeds

15 million unique documents collected

Project Achievements

Technical Near real-time and scalable financial

unstructured data acquisition, extraction, analysis, integration, and visualization pipeline

Well grounded, deep semantic sentiment analysis (using financial and knowledge representation theories)

Advanced financial decision support models based on high-level features

Advanced real-time visualization techniques

Real-world use cases using the underlying FIRST infrastructure

Hybrid Fuzzy

sentiment

Corpus

Crisp sentime

nt

5 degrees of positive & negative

sentiment

Labeled by domain uc#

experts

Knowledge-based

approach

4

Project Achievements

Technical Near real-time and scalable financial

unstructured data acquisition, extraction, analysis, integration, and visualization pipeline

Well grounded, deep semantic sentiment analysis (using financial and knowledge representation theories)

Advanced financial decision support models based on high-level features

Advanced real-time visualization techniques

Real-world use cases using the underlying FIRST infrastructure

Enhanced Financial Decision Support

Qualitative Modeling

Machine Learning

Techniques

Visualization Techniques

Price Vola P&L Assess

high low good unacc

med high good unacc

med Med good acc

low Low acc acc

low Low good good 5

Quantitative models for doc. categorization, P&D detection, and Twitter sentiment classification

Qualitative models for RIM and P&D

Project Achievements

Technical

Gauge

Canyon

Confidence

Sentiment with volume

…6

Near real-time and scalable financial unstructured data acquisition, extraction, analysis, integration, and visualization pipeline

Well grounded, deep semantic sentiment analysis (using financial and knowledge representation theories)

Advanced financial decision support models based on high-level features

Advanced real-time visualization techniques

Real-world use cases using the underlying FIRST infrastructure

Project Achievements

Technical Near real-time and scalable financial

unstructured data acquisition, extraction, analysis, integration, and visualization pipeline

Well grounded, deep semantic sentiment analysis (using financial and knowledge representation theories)

Advanced financial decision support models based on high-level features

Advanced real-time visualization techniques

Real-world use cases using the underlying FIRST infrastructure

Market SurveillancePrototype for capital market surveillancePositive end-user feedback

Reputational Risk

RIM modelWeb interface

Positive experts

feedback

Retail BrokerageAdditional indicators

(sentiment & tweet volume)

Positive customer feedback

7

Qualitative Quantitative Visualization

Project Achievements

Impact Open source and commercial

versions to maximize business possibilities.

Increase the ability to exploit very large financial information spaces for citizens and professionals.

Decrease information asymmetry and increase market transparency at the financial markets and thus contribute to making such markets more trustworthy.

Increase the competitiveness of European financial service providers and institutions

8

Proprietary

https://github.com/project-first

External usage / commercial

Project Achievements

Impact Open source and commercial

versions to maximize business possibilities.

Increase the ability to exploit very large financial information spaces for citizens and professionals.

Decrease information asymmetry and increase market transparency at the financial markets and thus contribute to making such markets more trustworthy.

Increase the competitiveness of European financial service providers and institutions

9

• Large datasets of:

• Financial Webs, blogs, news, etc.

• Financial Tweets

social

• Several financial scenarios explored

• FIRST OS infrastructure delivered

professionals

• Glassbox model• Open Sentify portal

• Downloadable Datasets

citizens

Project Achievements

Impact Open source and commercial

versions to maximize business possibilities.

Increase the ability to exploit very large financial information spaces for citizens and professionals.

Decrease information asymmetry and increase market transparency at the financial markets and thus contribute to making such markets more trustworthy.

Increase the competitiveness of European financial service providers and institutions

10

Document

sentencesObjectsFeatures

Sentiment

Drill down X

The glassbox model

Use cases

Pump & DumpMarket soundingReputational riskRetail brokerage

Future scenariosSovereign Debt

Market abuseDataset usage…

Project Achievements

Impact Open source and commercial

versions to maximize business possibilities.

Increase the ability to exploit very large financial information spaces for citizens and professionals.

Decrease information asymmetry and increase market transparency at the financial markets and thus contribute to making such markets more trustworthy.

Increase the competitiveness of European financial service providers and institutions

11

Competitive advantage for financial services providers

Customer expectatio

ns

New scenario

s / usage

Open SourceSpin-off

Competitive advantage for usecase providers

Good technical work

High potential impact

Future work

Thanks

13