Represent
Behavior creates the geometry.
Compress pre-decision activity into an embedding, combine it with ordinary customer attributes, and estimate enrollment propensity for every eligible program.
This is where the main predictive gain appears.
Utilities need to choose the right eligible program for each customer. This project tests whether behavioral history and local prediction errors can improve that choice. It also identifies when the evidence is too thin to trust.
Program recommendation · calibration · reliability
Behavioral embeddings reveal what customers are likely to choose. Propensity neighborhoods ask a harder second question: is the nearby evidence strong enough to trust?
The best recommendation is not always the most locally refined one. It is the one whose specificity is still supported by evidence.
The story arc
Each step solves one problem and exposes the next. The empirical result gives the three steps distinct jobs.
Represent
Compress pre-decision activity into an embedding, combine it with ordinary customer attributes, and estimate enrollment propensity for every eligible program.
This is where the main predictive gain appears.
Refine
Add matching dimensions to find more relevant peers. The remaining neighbors become more alike, but every refinement can only reduce their number.
A better match arrives with greater uncertainty.
Decide
Balance residual mismatch against finite-sample uncertainty. Correct when supported; otherwise keep the direct ranking or flag low confidence.
The theory makes restraint part of the method.
The mathematical core
The notation says something simple: local correction is useful only while closer peers compensate for having fewer of them.
At neighborhood level $m$, the score uncertainty is bounded by a mismatch term plus a support term:
Under the theorem's assumptions, the chosen program's propensity regret is at most $2b_m(x)$. The preferred level minimizes the frontier rather than blindly choosing the most detailed neighborhood.
Chronological KuaiRec study
The strongest result is also the simplest operational recommendation: encode pre-decision behavior as customer embeddings, use them to estimate enrollment propensities, then rank eligible programs directly by those scores. KuaiRec is an almost fully observed dataset of viewing and feedback logs from the Kuaishou video app.
The honest ending: neighborhoods contain real calibration information, but neither they nor the supplemental reranking variants establish a confirmed improvement in the winning recommendation. Better probability estimates do not automatically produce a better top choice.
Primary publication
The HTML and PDF are equivalent editions of the main manuscript. The browser edition is designed for the easiest first read; the PDF is ready to download and share.
Featured · HTML + PDF
The complete story, formal statements, proofs, operating workflow, and KuaiRec evidence in a concise, accessible presentation.
Source edition
Inspect the manuscript source, theorem statements, notation, and references used to build the accessible edition.
Supplemental materials
These artifacts document how the conclusion was tested, challenged, and narrowed. They support the paper; they are not competing entry points.
Follow-up tests of reranking, preprocessing, embedding neighborhoods, uncertainty gates, and decision boundaries.
The longer technical paper, earlier geometric note, executable scripts, and data-layout instructions.
Reproducible by design. Source, specifications, split-level metrics, and negative results are retained alongside the manuscript.
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