• April 4, 2022 - Submissions Due
  • April 29, 2022 - Notification
  • May 14, 2022 - Camera-ready Due
  • June 16, 2022 - Workshop Date



ICAPS Workshop on Planning for Financial Services (FinPlan 2022)

An ICAPS'22 Workshop
June 16, 2022

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 Information

We invite two kind 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 submission page:

Key Dates

  • Paper submission: April 4
  • Notification: April 29
  • Camera-ready: May 14
  • FinPlan Workshop: June 16

The reference timezone for all deadlines is UTC-12, i.e., AoE.

Accepted Papers

The preprints of the accepted papers can be found here.

Invited Talks

  • Daniele Magazzeni (J.P. Morgan)
    AI Planning and Scheduling for Large-Scale Optimization in Financial Services
  • Sarit Kraus (Bar-Ilan University)
    AI for Explaining Decisions in Multi-Agent Environments


Time (GMT)
  • 12:00-13:00 Invited Talk: Daniele Magazzeni - AI Planning and Scheduling for Large-Scale Optimization in Financial Services
  • 13:00-13:15 Break
  • 13:15-13:40 Defending Against Adversarial Attacks on Policies Through Density Estimation. Alberto Villanueva, Marcos Villacañas, Rubén Majadas, Javier García and Fernando Fernández
  • 13:40-14:05 Filtering Top-k Relevant Plans. Mauricio Salerno, Miguel Tabernero, Raquel Fuentetaja and Alberto Pozanco
  • 14:05-14:30 PFPT: a Personal Finance Planning Tool by means of Heuristic Search and Automated Planning. Alberto Pozanco, Kassiani Papasotiriou and Daniel Borrajo
  • 14:30-14:45 Break
  • 14:45-15:45 Invited Talk: Sarit Kraus - AI for Explaining Decisions in Multi-Agent Environments
  • 15:45-16:00 Wrap up

Previous FinPlan workshops

Program Committee

  • Mark Feblowitz, IBM Research
  • Senka Krivic, University of Sarajevo
  • Rui Silva, J.P. Morgan AI Research, UK
  • Fernando Fernandez, Universidad Carlos III de Madrid
  • Giuseppe De Giacomo, Sapienza Universita di Roma
  • Daniel Borrajo, J.P. Morgan AI Research, UK

Organising Committee

  • Shirin Sohrabi, IBM Research, USA
  • Alberto Pozanco, J.P. Morgan AI Research, Spain
  • Parisa Zehtabi, J.P. Morgan AI Research, UK