Multi-Level Cluster Optimization for Computational Efficiency

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Solution Overview

Problem

Current optimization techniques face significant computational complexity and resource challenges when dealing with large sets of items and collections, especially when selection-size constraints convert optimization problems into non-convex forms, making it difficult to determine viable solutions within reasonable time constraints.

Innovation Solution

The implementation of multi-level, cluster-based optimization techniques that involve constraint-based and performance metric-based filtering to reduce the number of items considered, followed by collection-level and cluster-level optimization calculations, allowing for the optimization of collection compositions in a fast and computationally efficient manner by grouping collections into clusters and addressing selection-size constraints in subsequent phases.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If optimization problems are solved using traditional methods with large sets of items and collections, then comprehensive optimization coverage is achieved, but computational complexity and time requirements increase significantly

Engineering Contradiction:
Improveoptimization coverageVSAvoidcomputation time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent divides the large set of collections into multiple clusters based on similarity metrics. Each cluster is optimized separately rather than treating all collections as a single large problem. This segmentation reduces the computational complexity from O(n) to O(n/k) where k is the number of clusters, while still providing comprehensive optimization coverage across all collections.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent performs preliminary filtering of items based on constraints and performance metrics before the main optimization process. Items that cannot satisfy constraints or meet performance thresholds are eliminated in advance, reducing the search space for subsequent optimization steps and significantly decreasing computation time while maintaining optimization quality.

Inventive Principle:
Principle #10Preliminary action

2Adaptability or versatility

If selection-size constraints are applied to optimization problems, then realistic business constraints are enforced, but the problems become non-convex and much more difficult to solve

Engineering Contradiction:
Improveconstraint enforcementVSAvoidoptimization problem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

By segmenting collections into clusters with similar characteristics and constraint profiles, the patent transforms one large non-convex optimization problem into multiple smaller sub-problems. Each sub-problem has fewer items and collections to consider, reducing the combinatorial explosion caused by selection-size constraints while still enforcing the constraints within each cluster context.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent applies different optimization strategies and constraint enforcement mechanisms to different clusters based on their specific characteristics. Rather than applying a uniform approach to all collections, each cluster receives tailored optimization treatment that considers its specific constraint profile, making the overall system more adaptable to diverse constraint types while managing complexity locally.

Inventive Principle:
Principle #3Local quality

3Adaptability or versatility

If the number of permissible input values increases, then more comprehensive optimization options are available, but computational resources and time requirements compound significantly

Engineering Contradiction:
Improveoptimization optionsVSAvoidcomputation efficiency
Core Design Contradiction:
Adaptability or versatilityVSProductivity

Solution Approach 1:

The patent performs preliminary filtering to eliminate items that cannot satisfy constraints or meet performance thresholds before the main optimization process. This pre-filtering step dramatically reduces the number of permissible input values that need to be evaluated, transforming an intractable computation into a manageable one while preserving all viable optimization options.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

By dividing the optimization problem into multiple clusters, the patent reduces the number of input values that need to be evaluated simultaneously in each optimization pass. The total computational burden is distributed across multiple smaller optimization problems, improving overall computation efficiency while maintaining comprehensive optimization coverage across all original input values.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS11550824B2Multi-level, cluster-based optimization techniques
Publication Date: 2023.01.10 ALLIANCEBERNSTEIN
  • US11550824B2 patent drawing
  • US11550824B2 patent drawing
  • US11550824B2 patent drawing

AI summary

Techniques are disclosed relating to multi-level, cluster-based optimization. In various embodiments, the disclosed techniques include performing a multi-level optimization operation to optimize the composition of a cluster of collections. For example, in various embodiments, the disclosed techniques include iteratively filtering a (typically large) set of available items down into progressively smaller subsets, from which items may be selected to modify the composition of the collections in a cluster of related collections. In some embodiments, the disclosed techniques include performing multi-level optimization operation that includes a collection-level optimization calculation for individual collections in the cluster, and, after filtering the set of available items based on the collection-level optimization calculations, performing a cluster-level optimization calculation. Based on this cluster-level optimization calculation, the disclosed techniques may determine a set of modifications to perform to optimize the composition of the collections in the cluster.