臺灣博碩士論文加值系統

投資市場上有資金需求者，他們希望找到投資者來投資其公司，也有擁有資金的投資者，他們希望找到適合的投資案件。市場上資金供需雙方都需要資金供需相關資訊。創業投資理財顧問公司協助投資者選擇投資對象、協助資金需求者(公司)找到資金提供者，擔任資金供需媒合的角色。
創業投資顧問公司會設立相關網站，以提供給眾多投資者(資金提供者)與 資金需求者雙方找到各自的偏好對象。然而，目前在投資顧問公司的網站中，許多電子化的服務皆尚未被開發運用。本研究提出『個人化偏好』的模式做為資金提供者、資金需求者之資訊擷取服務功能，以及「投資方及資金需求方之間資金供需媒合配對」服務功能，以提升理財網站之整體服務範圍與客戶滿意度。

There are two sides in the capital market: (1) the capital supply─investors who seek for the investment objectives, and (2) the capital demand─technology or business projects which the investors invest. The capital is needed to support the Technology projects while the investors provide the capital. The venture capital firm is broker. A web-based decision support system helps the venture capital firm to improve the customer services. We propose a framework of the web-based decision support system for the venture capital firms. Three functions are demonstrated in our research:
(1) Preference-based information retrieval for the investors
(2) Preference-based information retrieval for the technology projects
(3) Matching optimization between the capital supply and demand
These functions are related to the information retrieval, user preference, case-based reasoning and optimization. The venture capital firm can improve customer services via the preference-oriented decision support system and the new business process.

誌　謝 I
摘　要 III
Abstract IV
目　錄 V
表　錄 VI
圖　錄 IX
第1章 緒論 1
1.1 研究背景與動機 1
1.2 研究目的 4
1.3 研究限制與範圍 5
1.4 研究架構 6
第2章 文獻探討 7
2.1 案例式推理(Case-based Reasoning, CBR) 7
2.2 灰關聯分析(Grey Relational Analysis) 9
2.3 遺傳基因演算法 14
第3章 系統架構 18
3.1 個人化偏好投資資訊擷取 22
3.2 資金供需媒合最佳化 25
第4章 系統發展 26
4.1 投資者偏好構面因素探討 26
4.2 資金需求者偏好構面因素探討 32
4.3 相似度計算程序 35
4.4 資金供需媒合最佳化 37
第5章 實例展示 47
5.1 投資者偏好之一般相似度計算 47
5.2 投資者偏好之歐幾里得(Euclidean Disktancd)計算 52
5.3 投資者偏好之灰關聯分析計算 55
5.4 資金需求者偏好相似度計算說明 60
5.5 投資者偏好之歐幾里得(Euclidean Disktancd)計算 64
5.6 資金需求者偏好之灰關聯分析計算 67
5.7 資金供應等於需求情況下之最佳化 71
5.8 資金供應小於需求情況下之最佳化 75
5.9 資金供應大於需求情況下之最佳化 79
第6章 結論 83
參考文獻 84

中文部份：
江金山、吳佩玲、蔣祥第等人，1998，灰色理論入門，高立圖書有限公司
楊英魁、孫宗瀛、鄭魁香、林建德、蔣旭堂，2001，模糊控制理論與技術，全華科技圖書股份有限公司，台北。
周鵬程，2001，遺傳演算法原理與應用－活用Matlab，全華科技圖書股份有限公司，台北。
潘俊答，1997，以案例式推理模式之故障診斷專家系統研究，元智大學管理研究所碩士論文
楊振興，2001，應用案例式推理建構機車維修管理系統，國立台北科技大學生產系統工程與管理研究所碩士論文。
林志明，1999，應用案例推理、灰色關聯性分析法發展產品設計評估決策支援系統，國立中山大學工業管理研究所碩士論文
曹軍、胡萬義，1993，灰色系統理論與方法，東北林業大學出版社
黃章仁，2001，創投公司高科技產業與傳統產業投資評估因素研究，國立東華大學國際企業研究所碩士論文。
英文部份：
Aamodt, E. Plaza (1994) ,“Case Based Reasoning : Foundational Issues , Methodological Variations, and System Approaches. AI Communications. IOS Press, Vol. 7: 1, pp. 39-59.
Buckles,B.P. and Petry,F.E (1992), Genetic Algorithms , IEEE Computer Society Press.
C. L. Huang, T. S. Li and T. K. Peng (2003),“A Hybrid Approach of Rough Set Theory and Genetic Algorithm for Fault Diagnosis”
Fang,H.L. (1994), “Genetic Algorithms in Timetabling and Scheduling”, Ph.D. Thesis, Department of Artificial Intelligence, University of Edinburgh, UK.
Gonzalez, A.J., Lingli, X. and Gupta, U.M. (1998), “Validation techniques for case-based reasoning systems”, IEEE Transactions On Systems, Man, and Cybernetics-part A: Systems and Humans, Vol.28, No.4, pp.465-477
Goldberg D. E. (1989), Genetic Algorithms in Search, Optimisation, and Machine Learning. Addison-Wesley, Reading
Holland,J.H.(1975), Adaptive in Natural and Artificial Systems , MI. Univ.Mich. Press.
Haque, B.U., R.A. Belecheanu, R.J. Barson and K.S.Pawar (2000),“Towards the Application of Case Based Reasoning toDecision-Making in Concurrent Product Development (Concurrent Engineering),” Knowledge-Based Systems, Vol. 13,pp.101-112.
Ian Watson (1997) ,“ Applying Case-Based Reasoning: Techniques for Enterprise Systems,” Morgan Kaufmann Publishers, San Francisco,
Kolodner, J. (1993), Case-Based Reasoning, Morgan KaufmannPublishers, San Mateo.
Kwong, C.K., G.F. Smith and W.S. Lau (1997), “Application of Case Based Reasoning in Injection Moulding,” Journal of Materials Processing Technology, Vol. 63, pp.463-467.
Liao, S. H.(1996),” Case-Based Support System：A Methodology for Military Command and Control.” Ph. D. Thesis, University of Warwick, U.K.
Montazemi, A.R. and K.M. Gupta (1996), “An Adaptive Agent for Case Description in Diagnostic CBR Systems, “ Computers in Industry, Vol. 29, pp.209-224.
Shin, K.S. and I.G. Han (1999), “Case-Based Reasoning Supported by Genetic Algorithm for Corporate Bond Rating,” Expert Systems with Applications, Vol. 16, pp.85-95.
Tu Yu-Chen, Chin-Tsai Lin, Hsiang — Ju Tsai (2001), “The Performance of Stock — Listed Banks in Taiwan via Grey Relational Analysis” The Journal of Grey System 2, 153-164
Wu, J.H. and Chen, C.B. (1999),“An Alternative Form for Grey Correlative Graders,” The Journal of Grey System, Vol. 11, No. 1, 7-12.
Wu, J.H., Deng, J.L. and Wen, K.L. (1996), The alphabet of Grey Analysis, Taipei: Kao-Li Book Company (in Chinese).