Abstract:New-user cold-start is a critical bottleneck for e-commerce platforms: predicting user lifetime value (LTV) and conversion rate (CVR) for users with sparse interaction history. Two prior directions -- LLM-based semantic augmentation and learning using privileged information (LUPI) -- each face a key limitation. First, LLM augmentation produces unstructured rationales that are noisy and hard to operationalize in production. Second, naive student-teacher distillation can be brittle due to an information gap between the privileged teacher and the sparse student; moreover, this gap is heterogeneous across users. We propose SemRaD, a Semantic Reasoning-aware Distillation framework addressing both limitations. First, a Structured Semantic Reasoning Pipeline replaces free-form rationales with a structured schema built via a discover-curate-audit workflow, producing per user a Densified Semantic Profile (consumed by the deployed student via a Semantic-Gated Encoder that focuses on the most informative dimensions) and a Hindsight Distillation Target reconciled from pre- and post-conversion reasoning (used only at training). Second, to bridge this gap and handle its heterogeneity, a Hindsight-Aware Distillation Network transfers privileged knowledge via the hindsight target, with Distillation Experts improving transfer under per-user variability. On a large-scale industrial dataset, SemRaD lifts +1.9% LTV (Gini) and +1.0% CVR (AUROC) over a production-grade base; a four-week online A/B at Keeta confirms +1.0% LTV / +0.43% CVR. SemRaD also matches the production system's LTV using only 9% of the training data while improving CVR by 0.8%.




Abstract:Fraudulent activities related to online advertising can potentially harm the trust advertisers put in advertising networks and sour the gaming experience for users. Pay-Per-Click/Install (PPC/I) advertising is one of the main revenue models in game monetization. Widespread use of the PPC/I model has led to a rise in click/install fraud events in games. The majority of traffic in ad networks is non-fraudulent, which imposes difficulties on machine learning based fraud detection systems to deal with highly skewed labels. From the ad network standpoint, user activities are multi-type sequences of temporal events consisting of event types and corresponding time intervals. Time Long Short-Term Memory (Time-LSTM) network cells have been proved effective in modeling intrinsic hidden patterns with non-uniform time intervals. In this study, we propose using a variant of Time-LSTM cells in combination with a modified version of Sequence Generative Adversarial Generative (SeqGAN)to generate artificial sequences to mimic the fraudulent user patterns in ad traffic. We also propose using a Critic network instead of Monte-Carlo (MC) roll-out in training SeqGAN to reduce computational costs. The GAN-generated sequences can be used to enhance the classification ability of event-based fraud detection classifiers. Our extensive experiments based on synthetic data have shown the trained generator has the capability to generate sequences with desired properties measured by multiple criteria.