Context-Aware Clustering using Large Language Models

Despite the remarkable success of Large Language Models (LLMs) in text understanding and generation, their potential for text clustering tasks remains underexplored. We observed that powerful closed-source LLMs provide good quality clusterings of entity sets but are not scalable due to the massive compute power required and the associated costs. Thus, we propose CACTUS (Context-Aware ClusTering with aUgmented triplet losS), a systematic approach that leverages open-source LLMs for efficient and effective supervised clustering of entity subsets, particularly focusing on text-based entities. Existing text clustering methods fail to effectively capture the context provided by the entity subset. Moreover, though there are several language modeling based approaches for clustering, very few are designed for the task of supervised clustering. This paper introduces a novel approach towards clustering entity subsets using LLMs by capturing context via a scalable inter-entity attention mechanism. We propose a novel augmented triplet loss function tailored for supervised clustering, which addresses the inherent challenges of directly applying the triplet loss to this problem. Furthermore, we introduce a self-supervised clustering task based on text augmentation techniques to improve the generalization of our model. For evaluation, we collect ground truth clusterings from a closed-source LLM and transfer this knowledge to an open-source LLM under the supervised clustering framework, allowing a faster and cheaper open-source model to perform the same task. Experiments on various e-commerce query and product clustering datasets demonstrate that our proposed approach significantly outperforms existing unsupervised and supervised baselines under various external clustering evaluation metrics.

ForeSeer: Product Aspect Forecasting Using Temporal Graph Embedding

Developing text mining approaches to mine aspects from customer reviews has been well-studied due to its importance in understanding customer needs and product attributes. In contrast, it remains unclear how to predict the future emerging aspects of a new product that currently has little review information. This task, which we named product aspect forecasting, is critical for recommending new products, but also challenging because of the missing reviews. Here, we propose ForeSeer, a novel textual mining and product embedding approach progressively trained on temporal product graphs for this novel product aspect forecasting task. ForeSeer transfers reviews from similar products on a large product graph and exploits these reviews to predict aspects that might emerge in future reviews. A key novelty of our method is to jointly provide review, product, and aspect embeddings that are both time-sensitive and less affected by extremely imbalanced aspect frequencies. We evaluated ForeSeer on a real-world product review system containing 11,536,382 reviews and 11,000 products over 3 years. We observe that ForeSeer substantially outperformed existing approaches with at least 49.1\% AUPRC improvement under the real setting where aspect associations are not given. ForeSeer further improves future link prediction on the product graph and the review aspect association prediction. Collectively, Foreseer offers a novel framework for review forecasting by effectively integrating review text, product network, and temporal information, opening up new avenues for online shopping recommendation and e-commerce applications.

Metric Elicitation; Moving from Theory to Practice

Metric Elicitation (ME) is a framework for eliciting classification metrics that better align with implicit user preferences based on the task and context. The existing ME strategy so far is based on the assumption that users can most easily provide preference feedback over classifier statistics such as confusion matrices. This work examines ME, by providing a first ever implementation of the ME strategy. Specifically, we create a web-based ME interface and conduct a user study that elicits users' preferred metrics in a binary classification setting. We discuss the study findings and present guidelines for future research in this direction.

Classification Performance Metric Elicitation and its Applications

Given a learning problem with real-world tradeoffs, which cost function should the model be trained to optimize? This is the metric selection problem in machine learning. Despite its practical interest, there is limited formal guidance on how to select metrics for machine learning applications. This thesis outlines metric elicitation as a principled framework for selecting the performance metric that best reflects implicit user preferences. Once specified, the evaluation metric can be used to compare and train models. In this manuscript, we formalize the problem of Metric Elicitation and devise novel strategies for eliciting classification performance metrics using pairwise preference feedback over classifiers. Specifically, we provide novel strategies for eliciting linear and linear-fractional metrics for binary and multiclass classification problems, which are then extended to a framework that elicits group-fair performance metrics in the presence of multiple sensitive groups. All the elicitation strategies that we discuss are robust to both finite sample and feedback noise, thus are useful in practice for real-world applications. Using the tools and the geometric characterizations of the feasible confusion statistics sets from the binary, multiclass, and multiclass-multigroup classification setups, we further provide strategies to elicit from a wider range of complex, modern multiclass metrics defined by quadratic functions of confusion statistics by exploiting their local linear structure. From application perspective, we also propose to use the metric elicitation framework in optimizing complex black box metrics that is amenable to deep network training. Lastly, to bring theory closer to practice, we conduct a preliminary real-user study that shows the efficacy of the metric elicitation framework in recovering the users' preferred performance metric in a binary classification setup.

Optimizing Black-box Metrics with Iterative Example Weighting

We consider learning to optimize a classification metric defined by a black-box function of the confusion matrix. Such black-box learning settings are ubiquitous, for example, when the learner only has query access to the metric of interest, or in noisy-label and domain adaptation applications where the learner must evaluate the metric via performance evaluation using a small validation sample. Our approach is to adaptively learn example weights on the training dataset such that the resulting weighted objective best approximates the metric on the validation sample. We show how to model and estimate the example weights and use them to iteratively post-shift a pre-trained class probability estimator to construct a classifier. We also analyze the resulting procedure's statistical properties. Experiments on various label noise, domain shift, and fair classification setups confirm that our proposal is better than the individual state-of-the-art baselines for each application.

Quadratic Metric Elicitation with Application to Fairness

Metric elicitation is a recent framework for eliciting performance metrics that best reflect implicit user preferences. This framework enables a practitioner to adjust the performance metrics based on the application, context, and population at hand. However, available elicitation strategies have been limited to linear (or fractional-linear) functions of predictive rates. In this paper, we develop an approach to elicit from a wider range of complex multiclass metrics defined by quadratic functions of rates by exploiting their local linear structure. We apply this strategy to elicit quadratic metrics for group-based fairness, and also discuss how it can be generalized to higher-order polynomials. Our elicitation strategies require only relative preference feedback and are robust to both feedback and finite sample noise.

Fair Performance Metric Elicitation

What is a fair performance metric? We consider the choice of fairness metrics through the lens of metric elicitation -- a principled framework for selecting performance metrics that best reflect implicit preferences. The use of metric elicitation enables a practitioner to tune the performance and fairness metrics to the task, context, and population at hand. Specifically, we propose a novel strategy to elicit fair performance metrics for multiclass classification problems with multiple sensitive groups that also includes selecting the trade-off between performance and fairness. The proposed elicitation strategy requires only relative preference feedback and is robust to both finite sample and feedback noise.

Rich-Item Recommendations for Rich-Users via GCNN: Exploiting Dynamic and Static Side Information

We study the standard problem of recommending relevant items to users; a user is someone who seeks recommendation, and an item is something which should be recommended. In today's modern world, both users and items are 'rich' multi-faceted entities but existing literature, for ease of modeling, views these facets in silos. In this paper, we provide a general formulation of the recommendation problem that captures the complexities of modern systems and encompasses most of the existing recommendation system formulations. In our formulation, each user and item is modeled via a set of static entities and a dynamic component. The relationships between entities are captured by multiple weighted bipartite graphs. To effectively exploit these complex interactions for recommendations, we propose MEDRES -- a multiple graph-CNN based novel deep-learning architecture. In addition, we propose a new metric, pAp@k, that is critical for a variety of classification+ranking scenarios. We also provide an optimization algorithm that directly optimizes the proposed metric and trains MEDRES in an end-to-end framework. We demonstrate the effectiveness of our method on two benchmarks as well as on a message recommendation system deployed in Microsoft Teams where it improves upon the existing production-grade model by 3%.

Online Diverse Learning to Rank from Partial-Click Feedback

Learning to rank is an important problem in machine learning and recommender systems. In a recommender system, a user is typically recommended a list of items. Since the user is unlikely to examine the entire recommended list, partial feedback arises naturally. At the same time, diverse recommendations are important because it is challenging to model all tastes of the user in practice. In this paper, we propose the first algorithm for online learning to rank diverse items from partial-click feedback. We assume that the user examines the list of recommended items until the user is attracted by an item, which is clicked, and does not examine the rest of the items. This model of user behavior is known as the cascade model. We propose an online learning algorithm, cascadelsb, for solving our problem. The algorithm actively explores the tastes of the user with the objective of learning to recommend the optimal diverse list. We analyze the algorithm and prove a gap-free upper bound on its n-step regret. We evaluate cascadelsb on both synthetic and real-world datasets, compare it to various baselines, and show that it learns even when our modeling assumptions do not hold exactly.

Clustered Monotone Transforms for Rating Factorization

Exploiting low-rank structure of the user-item rating matrix has been the crux of many recommendation engines. However, existing recommendation engines force raters with heterogeneous behavior profiles to map their intrinsic rating scales to a common rating scale (e.g. 1-5). This non-linear transformation of the rating scale shatters the low-rank structure of the rating matrix, therefore resulting in a poor fit and consequentially, poor recommendations. In this paper, we propose Clustered Monotone Transforms for Rating Factorization (CMTRF), a novel approach to perform regression up to unknown monotonic transforms over unknown population segments. Essentially, for recommendation systems, the technique searches for monotonic transformations of the rating scales resulting in a better fit. This is combined with an underlying matrix factorization regression model that couples the user-wise ratings to exploit shared low dimensional structure. The rating scale transformations can be generated for each user, for a cluster of users, or for all the users at once, forming the basis of three simple and efficient algorithms proposed in this paper, all of which alternate between transformation of the rating scales and matrix factorization regression. Despite the non-convexity, CMTRF is theoretically shown to recover a unique solution under mild conditions. Experimental results on two synthetic and seven real-world datasets show that CMTRF outperforms other state-of-the-art baselines.