Fair Allocation in Dynamic Mechanism Design

We consider a dynamic mechanism design problem where an auctioneer sells an indivisible good to groups of buyers in every round, for a total of $T$ rounds. The auctioneer aims to maximize their discounted overall revenue while adhering to a fairness constraint that guarantees a minimum average allocation for each group. We begin by studying the static case ($T=1$) and establish that the optimal mechanism involves two types of subsidization: one that increases the overall probability of allocation to all buyers, and another that favors the groups which otherwise have a lower probability of winning the item. We then extend our results to the dynamic case by characterizing a set of recursive functions that determine the optimal allocation and payments in each round. Notably, our results establish that in the dynamic case, the seller, on the one hand, commits to a participation bonus to incentivize truth-telling, and on the other hand, charges an entry fee for every round. Moreover, the optimal allocation once more involves subsidization, which its extent depends on the difference in future utilities for both the seller and buyers when allocating the item to one group versus the others. Finally, we present an approximation scheme to solve the recursive equations and determine an approximately optimal and fair allocation efficiently.

Paper

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Peer review

Reviewer ZeA87/10 · confidence 3/52024-07-12

Summary

The paper explores an auction mechanism where an auctioneer aims to maximize discounted overall revenue while adhering to fairness constraints that ensure a minimum average allocation to two distinct groups. The study begins with a simple T = 1 scenario to establish the foundational optimal mechanism constraints, which include: - Overall probability distribution to all buyers - Preferential treatment for the group with an otherwise lower probability of winning In a dynamic setting, the paper extends to explore recursive solutions that utilize price history to optimize revenue while maintaining fairness. This approach extends with incentives beyond the traditional second price auction optimality, adjusting for group-based discrimination in each round.

Strengths

- The manuscript is exceptionally well-written, with all assumptions clearly justified and results thoroughly explained prior to their introduction. The logical flow and clarity of exposition make the results easily interpretable. - Although brief, experiments using randomly generated datasets illustrate the practical application of the theoretical results, especially emphasizing the dynamic setting's theoretical contributions. - The discussion on optimal allocation rules is insightful and presents a novel extension beyond existing literature, addressing new contexts of fairness in auction settings.

Weaknesses

- The paper would benefit from a more comprehensive discussion of related works to better situate its contributions within the existing body of knowledge. - Concluding remarks discussing potential future directions and the real-world applicability of the theory are missing. While the limited space of conference submissions is acknowledged, such discussion could significantly enhance the paper's impact.

Questions

- Could the model be extended to more than two groups, and if so, would this add significant complexity or insight compared to the current settings? - How standard is Assumption 1 used within the model, and how does it compare to assumptions typically made in similar studies? - The term "dynamic" used to describe settings with T > 1 might need clarification or justification. Is there a more precise terminology that could better describe these recursive, history-dependent solutions? Dynamic usually refers to some flexibility in the allocation of items.

Rating

7

Confidence

3

Soundness

4

Presentation

4

Contribution

4

Limitations

Addressed in the prior comments. Further experimentation on real world datasets could be useful but not a major limitation as this is largely a theoretical paper.

Reviewer ssTM7/10 · confidence 4/52024-07-13

Summary

This paper studies the incorporation of fairness constraints into revenue-optimal single-item auctions. Specifically, it focuses on a scenario with two groups bidders. Within each group, bidders' private valuations are sampled i.i.d. from a distribution, with the two groups having different valuation distributions. The fairness constraint is defined by two numbers, $\alpha_1$ and $\alpha_2$, requiring the mechanism to ensure that the expected allocation to group $i$ is at least $\alpha_i$. The objective is to identify the revenue-optimal EPIC and IR mechanism that meets this fairness criterion. The submission first investigates the static case where only one round of the auction is conducted and characterizes the optimal mechanism. The authors demonstrate that, compared to the optimal auction without fairness constraints, the optimal mechanism with fairness constraints subsidizes all bidders in the virtual value space to enhance their chances of allocation. Additionally, the paper observes that the optimal mechanism provides subsidies to the disadvantaged group. From a technical perspective, the argument extends Myerson’s original proof of optimal auctions without fairness considerations in a relatively straightforward manner. Next, the authors extend their analysis to a dynamic auction setting where the auction is conducted over $T$ rounds, with an item being auctioned in each round. Valuations can vary across rounds. In this dynamic setting, the fairness constraint imposes a lower bound on the expected number of allocated items in future rounds based on the allocation history of previous rounds. Bidder incentives become more complex, as they might underbid in the current round to gain an advantage in future rounds with higher-valued items due to the fairness constraints. The authors characterize the optimal mechanism using backward induction, noting that the optimal mechanism starting from round $t$ depends only on the remaining fairness quota for each group. With this insight, the optimal mechanism starting from round $t$ can be determined by implementing Myerson’s auction after adjusting the bidder's value by the externality (the decrease in future revenue from awarding the item to the bidder in the current round). With a discounting factor, finding the exact optimal mechanism requires exponential time. The authors propose methods to efficiently approximate it through early stopping and discretization. The paper concludes with a numerical experiment illustrating how different fairness constraints impact revenue and bidders’ utilities in each group. Minor comments: - There is an extra symbol in equation (6). - It would be much clearer to add a description of the allocation for each region in Figure 1.

Strengths

- The problem is well-motivated. I believe studying fairness notions in dynamic auction settings has its potential. In addition, the specific model considered in the paper feels reasonable. - The paper fully characterizes the optimal mechanism and provides some high-level interpretations. - The paper is well-written. Technical parts are easy to follow.

Weaknesses

- Experiments seem too simple, it would be better if the authors conducted a more extensive experiment. - Though the authors claim that results should extend to more than 2 groups, it would better to include some formal statements.

Questions

- Do the results still hold when bidders in one group have different valuation distributions? - The paper assumes that all distributions are regular. Do main results extend to arbitrary distribution by ironing?

Rating

7

Confidence

4

Soundness

4

Presentation

4

Contribution

3

Limitations

Yes, the authors have adequately addressed the limitations.

Reviewer WPVa6/10 · confidence 2/52024-07-13

Summary

This paper studies a fair allocation problem where an auctioneer sells an indivisible good to two groups of buyers every round for T rounds. The auctioneer’s objective is to maximize their discounted revenue with fairness constraints. The authors show that for the static case with T=1, the optimal mechanism subsidizes one group to meet the fairness constraints, and may increase the probability of allocating the item to both groups by reducing the reserve price (compared to Myerson’s auction). For the dynamic case with multiple rounds, they characterize the optimal allocation by a set of recursive functions. They establish that in the optimal allocation, to incentivize truthful value reporting, the seller pays a participation reward for the winning group, but also charges the buyers an entry fee. Similar to the static case, the optimal allocation involves subsidizing in favor of one group. Finally, they present an approximation algorithm to solve the recursive equations.

Strengths

The problem of allocating an indivisible good with some fairness constraints is well motivated. This paper extends previous work with a similar fairness definition in the single group and single round setting to two groups and multiple rounds, and characterizes different types of subsidization for this setting. This paper is mostly well written and related work is adequately cited.

Weaknesses

* Minor comments * The discount factor $\delta$ is mentioned in the introduction, better to make sure it’s also defined in the Model section for notation reference. * Page 1, line 11: “on one hand” -> “on the one hand” * Page 6, line 231: “methods is provided” -> “methods are provided” * Page 6, line 253: “Aggregated-SP seem to be” -> “Aggregated-SP seems to be” * Page 8, line 315: “provide upper bound” -> “provide an upper bound”

Questions

* Would you add some motivation for the discount factor? * Would you add some discussions of the limitations of this work and future directions in the main paper?

Rating

6

Confidence

2

Soundness

3

Presentation

3

Contribution

3

Limitations

The authors discussed limitations in the paper checklist form, but those are not explicitly mentioned in the main paper, potentially because of page limitations.

Reviewer 5sNL5/10 · confidence 2/52024-07-14

Summary

The authors study the problem of dynamic mechanism design when in which for $T$ rounds an auctioneer sells an indivisible good to two groups of people. The goal is to design a mechanism which incentivizes the agents first to participate in the auction and second to bid truthfully and moreover maximizes the discounted revenue of the seller while guaranteeing a minimum expected allocation for each group. The proposed mechanism utilizes two types of subsidization. One is to reduce the reserved bid to increase the probability of allocation for all buyers and another is to favor the group which otherwise is less probable to win the good. These hold even when $T=1$. For $T>1$, the seller rewards the winner to incentivize truth-telling since otherwise, the agents might benefit from underbidding to increase the probability of winning in later rounds (which they might expect to value more). Moreover, the seller also charges the participants with an entry fee which is the expected reward payment they lose by not participating. The proposed mechanism finds the optimal allocation in exponential time in terms of $T$. However, the authors propose an efficient approximation scheme and a poly-time constant approximation scheme. They also implement their mechanism and compare the utility to the case with no fairness constraints.

Strengths

The studied problem of achieving fairness in mechanism design where agents are strategic is important and interesting. While the paper is quite notation-heavy, intuitions are provided to better understand what is going on.

Weaknesses

The paper is not clear in some parts. The parameter $\delta$ is never clearly defined and it was very confusing to see it in line 112 without any proper previous description. Furthermore, the setting is not motivated. It would be useful to mention some real-world scenarios in which these groups are formed and the goal is to be fair towards the groups as a whole while allocating the goods to individuals. Also, the fairness is defined as giving each group a certain amount of goods in expectation. It is not intuitive at all why this is a good fairness measure while the value of the agents for the goods are totally ignored in this notion. Also, it would be very useful to have a theorem in the paper which is stand-alone and concisely mentions the main contribution of the paper.

Questions

Could you please clarify the points mentioned in the last section. Namely, 1. please motivate the studied setting by real-world instances. 2. please justify the proposed fairness notion.

Rating

5

Confidence

2

Soundness

3

Presentation

2

Contribution

3

Limitations

The limitations are addressed in a sense that the assumptions on the studied setting are mentioned.

Reviewer 5sNL2024-08-09

I sincerely thank the authors for their thorough response. With the provided examples and explanation, I understand the significance of the work and the motivation behind the proposed fairness criteria better. I increased my score.

Reviewer ZeA82024-08-07

Thanks for such a detailed response! This clarifies my noted questions and hope the authors revise the text accordingly to clarify these points for other readers. I'm keeping my score a 7 as I believe the paper should be accepted and would be a nice inclusion to the upcoming conference.

Reviewer WPVa2024-08-12

I thank the authors for their response. I will keep my score.

Reviewer ssTM2024-08-14

Thank you for the detailed response. I'm pleased with the proposed clarifications and modifications, so I'll be maintaining my score.

Program Chairsdecision2024-09-25

Decision

Accept (poster)

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