• Submission deadline: 28 May, 2021 UTC-12
  • Notification: 25 June, 2021
  • Submit


Workshop on Planning for Financial Services


    Planning is becoming a mature field in terms of base techniques and algorithms to solve goal- oriented tasks. It has been successfully applied to many domains including classical domains such as logistics or mars rovers, or more recently in oil and gas, as well as mining industry. However, very little work has been done in relation to financial institutions problems. Recently, some big financial corporations have started AI research labs and researchers at those teams have found there are plenty of open planning problems to be tackled by the planning community. For example, these include, trading markets, workflow learning, generation and execution, transactions flow understanding, risk management, fraud detection and customer journeys.

    Workshop Topics:

    The workshop includes - but is not limited to - the following topics:

    • planning in trading and markets
    • process mining of organizational workflows
    • planning, execution and simulation of organizational processes
    • explainable planning for financial applications
    • goal reasoning in the context of financial services
    • goal and plan recognition from customers behavior or transactions history
    • human-AI teaming in organizational processes
    • links between planning and other disciplines related to finance (e.g., behavioral economics, econometry, markets, ...)
    • use cases, benchmarks and applications of planning for financial services
    • plan similarity and plan diversity
    • anomaly detection using planning techniques
    • planning with unstructured information

    Submission Guidelines:

    We invite two kinds of submissions:

    • Full papers, making an original contribution (up to 9 pages including references)
    • Short papers presenting industry challenges or outlining ideas around planning for financial services (up to 5 pages including references);

    Please note that papers submissions should not be anonymous, and will undergo single-blind peer review. Every submission will be reviewed by members of the program committee according to the usual criteria such as relevance to the workshop, significance of the contribution, and technical quality. Submissions should be formatted using the ICAPS style. The final submission must be in PDF. Papers should be submitted on Easychair at: https://www.easychair.org/my/conference?conf=finplan2021

    Key Dates:

    • Submission deadline: 28 May, 2021 (UTC-12 timezone)
    • Notification of acceptance/rejection: 25 June, 2021
    • Camera-ready upload: TBD, 2021
    • Workshop: 4-6 August, 2021


    • Shirin Sohrabi (IBM Research)
    • Sameena Shah (J.P. Morgan AI Research)
    • Daniel Borrajo (J.P. Morgan AI Research, consultant)
    • Daniele Magazzeni (J.P. Morgan AI Research)

    Program committee (to be completed):

    • Daniel Borrajo (J.P. Morgan AI Research, consultant, USA)
    • Amedeo Cesta (ISTC-CNR, Italy)
    • Giuseppe De Giacomo (Sapienza Università di Roma, Italy)
    • Mark Feblowitz (IBM, USA)
    • Fernando Fernández (Universidad Carlos III de Madrid, Spain)
    • Sarah Keren (Harvard University, USA)
    • Daniele Magazzeni (J.P. Morgan AI Research, UK)
    • Fabio Mercorio (Università di Milan-Bicocca, Italy)
    • Sameena Shah (J.P. Morgan AI Research, USA)
    • Shirin Sohrabi (IBM, USA)
    • Biplav Srivastava (University of South Carolina, USA)