Daan Caljon , Jente Van Belle , Jeroen Berrevoets , Wouter Verbeke
{"title":"在存在干扰的情况下优化处理分配","authors":"Daan Caljon , Jente Van Belle , Jeroen Berrevoets , Wouter Verbeke","doi":"10.1016/j.ejor.2025.09.015","DOIUrl":null,"url":null,"abstract":"<div><div>In Influence Maximization (IM), the objective is to — given a budget — select the optimal set of entities in a network to target with a treatment so as to maximize the total effect. For instance, in marketing, the objective is to target the set of customers that maximizes the total response rate, resulting from both direct treatment effects on targeted customers and indirect, spillover, effects that follow from targeting these customers. Recently, new methods to estimate treatment effects in the presence of network interference have been proposed. However, the issue of how to leverage these models to make better treatment allocation decisions has been largely overlooked. Traditionally, in Uplift Modeling (UM), entities are ranked according to estimated treatment effect, and the top entities are allocated treatment. Since, in a network context, entities influence each other, the UM ranking approach will be suboptimal. The problem of finding the optimal treatment allocation in a network setting is NP-hard, and generally has to be solved heuristically. To fill the gap between IM and UM, we propose OTAPI: Optimizing Treatment Allocation in the Presence of Interference to find solutions to the IM problem using treatment effect estimates. OTAPI consists of two steps. First, a causal estimator is trained to predict treatment effects in a network setting. Second, this estimator is leveraged to identify an optimal treatment allocation by integrating it into classic IM algorithms. We demonstrate that this novel method outperforms classic IM and UM approaches on both synthetic and semi-synthetic datasets.</div></div>","PeriodicalId":55161,"journal":{"name":"European Journal of Operational Research","volume":"328 2","pages":"Pages 620-632"},"PeriodicalIF":6.0000,"publicationDate":"2025-09-15","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":"{\"title\":\"Optimizing treatment allocation in the presence of interference\",\"authors\":\"Daan Caljon , Jente Van Belle , Jeroen Berrevoets , Wouter Verbeke\",\"doi\":\"10.1016/j.ejor.2025.09.015\",\"DOIUrl\":null,\"url\":null,\"abstract\":\"<div><div>In Influence Maximization (IM), the objective is to — given a budget — select the optimal set of entities in a network to target with a treatment so as to maximize the total effect. For instance, in marketing, the objective is to target the set of customers that maximizes the total response rate, resulting from both direct treatment effects on targeted customers and indirect, spillover, effects that follow from targeting these customers. Recently, new methods to estimate treatment effects in the presence of network interference have been proposed. However, the issue of how to leverage these models to make better treatment allocation decisions has been largely overlooked. Traditionally, in Uplift Modeling (UM), entities are ranked according to estimated treatment effect, and the top entities are allocated treatment. Since, in a network context, entities influence each other, the UM ranking approach will be suboptimal. The problem of finding the optimal treatment allocation in a network setting is NP-hard, and generally has to be solved heuristically. To fill the gap between IM and UM, we propose OTAPI: Optimizing Treatment Allocation in the Presence of Interference to find solutions to the IM problem using treatment effect estimates. OTAPI consists of two steps. First, a causal estimator is trained to predict treatment effects in a network setting. Second, this estimator is leveraged to identify an optimal treatment allocation by integrating it into classic IM algorithms. We demonstrate that this novel method outperforms classic IM and UM approaches on both synthetic and semi-synthetic datasets.</div></div>\",\"PeriodicalId\":55161,\"journal\":{\"name\":\"European Journal of Operational Research\",\"volume\":\"328 2\",\"pages\":\"Pages 620-632\"},\"PeriodicalIF\":6.0000,\"publicationDate\":\"2025-09-15\",\"publicationTypes\":\"Journal Article\",\"fieldsOfStudy\":null,\"isOpenAccess\":false,\"openAccessPdf\":\"\",\"citationCount\":\"0\",\"resultStr\":null,\"platform\":\"Semanticscholar\",\"paperid\":null,\"PeriodicalName\":\"European Journal of Operational Research\",\"FirstCategoryId\":\"91\",\"ListUrlMain\":\"https://www.sciencedirect.com/science/article/pii/S0377221725007325\",\"RegionNum\":2,\"RegionCategory\":\"管理学\",\"ArticlePicture\":[],\"TitleCN\":null,\"AbstractTextCN\":null,\"PMCID\":null,\"EPubDate\":\"\",\"PubModel\":\"\",\"JCR\":\"Q1\",\"JCRName\":\"OPERATIONS RESEARCH & MANAGEMENT SCIENCE\",\"Score\":null,\"Total\":0}","platform":"Semanticscholar","paperid":null,"PeriodicalName":"European Journal of Operational Research","FirstCategoryId":"91","ListUrlMain":"https://www.sciencedirect.com/science/article/pii/S0377221725007325","RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"Q1","JCRName":"OPERATIONS RESEARCH & MANAGEMENT SCIENCE","Score":null,"Total":0}
Optimizing treatment allocation in the presence of interference
In Influence Maximization (IM), the objective is to — given a budget — select the optimal set of entities in a network to target with a treatment so as to maximize the total effect. For instance, in marketing, the objective is to target the set of customers that maximizes the total response rate, resulting from both direct treatment effects on targeted customers and indirect, spillover, effects that follow from targeting these customers. Recently, new methods to estimate treatment effects in the presence of network interference have been proposed. However, the issue of how to leverage these models to make better treatment allocation decisions has been largely overlooked. Traditionally, in Uplift Modeling (UM), entities are ranked according to estimated treatment effect, and the top entities are allocated treatment. Since, in a network context, entities influence each other, the UM ranking approach will be suboptimal. The problem of finding the optimal treatment allocation in a network setting is NP-hard, and generally has to be solved heuristically. To fill the gap between IM and UM, we propose OTAPI: Optimizing Treatment Allocation in the Presence of Interference to find solutions to the IM problem using treatment effect estimates. OTAPI consists of two steps. First, a causal estimator is trained to predict treatment effects in a network setting. Second, this estimator is leveraged to identify an optimal treatment allocation by integrating it into classic IM algorithms. We demonstrate that this novel method outperforms classic IM and UM approaches on both synthetic and semi-synthetic datasets.
期刊介绍:
The European Journal of Operational Research (EJOR) publishes high quality, original papers that contribute to the methodology of operational research (OR) and to the practice of decision making.