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Conversational Financial Plan Tracker (CFPT-Bot)

Juan M. Huerta (c) 2017

Description:

This is a self contained system for interactive finance tracking in conversational mode. Contains basic NLU, chat, visual and backend components.

Dialog Manager - FSM

Allows for mixed initiative. Directed dialog options when necessary.

Interaction Rendering

Mixed of chat-like interaction with discrete button choices and graphs.

Natural Language Understanding Unit

Tight small domain parsing.

Prediction Engine

Forecast engine to help track goals.

Natural Language Generation

For backend summaries

Backend

Persists user information, provides access to transactional events. Persists goals.

Persistnce is carried out using a MongoDb database.

Domain Specification Object

In memory, keeps track of information provided and available states and substates.

Running

cd src export FLASK_APP=v05.py flask run

go to the browser: localhost:5000

Dependencies:

Flask : microframework

convForm : styles for interactive html pages

MongoDB and pymongo for backend persistence