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Record W7105903772 · doi:10.23952/jano.7.2025.3.04

Robust contextual bandit method for optimal loan offering

2025· article· W7105903772 on OpenAlex

Why this work is in the frame

A frame that forgets how it found something cannot be audited. These are the routes that admitted this work.

venuePublished in a venue whose home country is Canada.
no affNo Canadian affiliation: this work is invisible to an affiliation-only frame.
No Canadian affiliation. An affiliation-only frame, the usual design, would never have seen this work. It is one of the works that make the case for inverting the frame.

Bibliographic record

VenueJournal of Applied and Numerical Optimization · 2025
Typearticle
Language
FieldDecision Sciences
TopicAdvanced Bandit Algorithms Research
Canadian institutionsnot available
Fundersnot available
KeywordsLoanContext (archaeology)Term (time)Production (economics)Robustness (evolution)

Abstract

fetched live from OpenAlex

This paper proposes a Group-DRO enhanced doubly-robust contextual bandit approach to designing optimal policies for loan product offerings.This approach is particularly suited to high-stakes decision-making such as lending decisions, where one must leverage historical data (with inherent biases and uncertainties) to design future policies.By using doubly-robust estimation, we make efficient use of the data and mitigate bias from unknown logging propensities.By incorporating distributional robustness with group-based ambiguity sets, we ensure that the learned policy is insulated against worst-case shifts in each subgroup, thereby protecting the overall performance from crashing if, say, economic conditions change that strongly impact a minority group.By adding fairness constraints such as demographic parity or equal opportunity, we can align the policy with ethical and regulatory standards, ensuring that no group is left behind or unfairly treated by the automated decision process.We present empirical evidence on a small business credit card portfolio, demonstrating significant improvements over standard methods.This proposed framework contributes a step toward responsible AI in finance.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.004
metaresearch head score (Gemma)0.002
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesMeta-epidemiology (narrow)
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Simulation or modeling · Consensus signal: Simulation or modeling
GenreCandidate signal: Methods · Consensus signal: Methods
Teacher disagreement score0.191
Threshold uncertainty score1.000

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0040.002
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0010.000
Bibliometrics0.0010.001
Science and technology studies0.0010.000
Scholarly communication0.0010.001
Open science0.0010.000
Research integrity0.0000.001
Insufficient payload (model declined to judge)0.0000.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.058
GPT teacher head0.388
Teacher spread0.330 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it