Piero P. Bonissone’s Research Interests:

Knowledge Based Model Lifecycle

 

 

Timeline

 

 

 

Papers

 

 (2010) [6] P. Bonissone, “Soft Computing: A Continuously Evolving Concept”, Int. J. Computational Intelligence Systems, to appear, 2010 - [GE GR Technical Report, 2009GRC845, Sept. 2009 (pdf)].

 

Soft Computing (SC) is a concept with constantly evolving semantics, as researchers have adopted its main philosophy while adding various interpretations and facets to this concept.  Originally defined as a loose association or partnership of components, SC has gone through several transformational phases.  This paper will trace some of the phases experienced by the author as part of his understanding of the evolution of SC and its role in constructing decision-making models.  The first phase is the hybridization phase, driven by the inherit ease of integration of SC components. The second phase is a two-level model characterization, based on the split between object-level and meta-level reasoning. This phase, inspired by traditional AI problem formulation, led to a third phase, in which we addressed the knowledge and meta-knowledge representation required by each of these reasoning levels using a linguistics analogy. The fourth phase is the extension of the heuristics used at the meta-level, e.g.  Metaheuristics (MH’s) from evolutionary MH’s to other MH’s methods.  The fifth and last phase, further described in this paper, is the proposal for a strong separation between offline MH’s (used for design and tuning) and online MH’s (used for models selection or aggregation.) This last view suggests a broader use of SC components, since it enables us to use hybrid SC techniques at each of the MH’s levels as well as at the object level.  Furthermore, this separation facilitates the model lifecycle management, which is required to maintain the models vitality and prevent their obsolescence over time.

 

(2006) [5] P. Bonissone, A. Varma, K. Aggour, and Feng Xue, “Design of local fuzzy models using evolutionary algorithms", Computational Statistics and Data Analysis, 51:398-416, 2006, (pdf) 2007 – [GE GR Technical Report, 2006GRC594, Oct 2, 2007 (pdf)].

The application of local fuzzy models to determine the remaining life of a unit in a fleet of vehicles is described. Instead of developing individual models based on the track history of each unit or developing a global model based on the collective track history of the fleet, local fuzzy models are used based on clusters of peers—similar units with comparable utilization and performance characteristics. A local fuzzy performance model is created for each cluster of peers. This is combined with an evolutionary framework to maintain the models.  A process has been defined to generate a collection of competing models, evaluate their performance in light of the currently available data, refine the best models using evolutionary search, and select the best one after a finite number of iterations. This process is repeated periodically to automatically update and improve the overall model. To illustrate this methodology an asset selection problem has been identified: given a fleet of industrial vehicles (diesel electric locomotives), select the best subset for mission-critical utilization. To this end, the remaining life of each unit in the fleet is predicted.  The fleet is then sorted using this prediction and the highest ranked units are selected. A series of experiments using data from locomotive operations was conducted and the results from an initial validation exercise are presented. The approach of constructing local predictive models using fuzzy similarity with neighboring points along appropriate dimensions is not specific to any asset type and may be applied to any problem where the premise of similarity along chosen attribute dimensions implies similarity in predicted future behavior.

 

(2005) [4] P. Bonissone, A. Varma, K. Aggour, “An Evolutionary Process for Designing and Maintaining a Fuzzy Instance-based Model (FIM)”, Proc. First Workshop of Genetic Fuzzy Systems (GFS 2005), Granada, Spain, March 17-19, 2005 (pdf) – [GE GR Tech. Report, 2005GRC027, Aug 1, 2005 (pdf)].

 

We illustrate the typical life cycle of a fuzzy knowledge-based model, from its development, testing, optimization, and deployment, through the maintenance of its knowledge base. After a brief review of related work on a static problem, the underwriting of insurance applications, we focus on the design, implementation, and updating of a Fuzzy Instance-based Model (FIM) for prediction and classification in a dynamic environment illustrated by a fleet selection problem.  After formalizing the FIM, we describe its evolutionary-based design process and evaluate its performance.  Finally, we advocate the use of evolutionary search, intertwined with local search, to further improve model life cycle.

(2004) [3] A. Patterson, P. Bonissone, and M. Pavese "Six Sigma Quality Applied Throughout the Lifecycle of and Automated Decision System", Journal of Quality and Reliability Engineering International, 21(3):275-292, April 2005 (pdf)  – [GE GR Technical Report, 2003GRC365, Apr, 2004 (pdf)].

 

Automated decision-making systems have been deployed in many industrial, commercial, and financial applications. The needs for such systems are usually motivated by requirements for variation reduction, capacity increase, cost and cycle time reduction, and end-to-end traceability of the transaction or product.  Before we can use any automated decision-making system in a production environment we must develop a strategy to insure high quality throughout its entire life cycle.  We need to guarantee its performance through a rigorous Design for Six Sigma process (DFSS). This process includes validation, tuning, and production testing of the system. Once the system is in production we must monitor and maintain its performance over its lifecycle.  In this paper we will outline the Six Sigma process that led to the deployment of an automated decision-making system in one of the GE Financial Assurance businesses.

 

 (2004) [2] P. Bonissone, “Development and Maintenance of Fuzzy Models in Financial Applications”, in Soft Methodology and Random Information Systems, Lopez-Diaz, Gil, Grzegorzewski, Hyrniewicz, Lawry (Eds.), Springer, 2004

 

We illustrate the typical life cycle of a fuzzy knowledge-based model, starting from its development, testing, optimization, and deployment, and ending with the maintenance of its knowledge base. We illustrate this process within the context of an underwriting insurance application. First we define some key concepts of soft computing models and discuss some design tradeoffs that must be addressed. Then we focus on the design and implementation of a fuzzy rule-based classifier (FRC). We establish a standard reference dataset (SRD), consisting of 3,000 insurance applications with their corresponding decisions. The SRD exemplifies the results achieved by an ideal, optimal classifier, and represents the target for our design. We apply evolutionary algorithms to perform an off-line optimization of the design parameters of the classifier, modifying its behavior to approximate this target. The SRD is also used as a reference for testing and performing a five-fold cross-validation of the classifiers. Finally, we focus on the monitoring and maintenance of the FRC. We describe a fusion architecture that supports an off-line quality assurance process of the on-line FRC. The fusion module takes the outputs of multiple classifiers, determines their degree of consensus, and compares their overall agreement with the decision made by the FRC. From this analysis, we can identify the most suitable cases to update the SRD, to audit, or to be reviewed by senior underwriters.

 

 (2003) [1] P. Bonissone, “The life cycle of a fuzzy knowledge-based classifier”, Proc. North American Fuzzy Information Processing Society (NAFIPS 2003), pp. 488-494, Chicago, IL, Aug. 2003 (pdf)

 

The typical lifecycle of a knowledge-based model starts from its development, testing, optimization, and deployment, and continues with its maintenance phase.  The latter consists of monitoring the model’s performance, editing its knowledge base to prevent obsolescence, and updating the model when required. Quite often, however, models are handcrafted, i.e., a large amount of manual intervention is used in the earlier phase of their lifecycle.  This leaves the maintenance phase as an “after-thought”, often requiring a similar level of manual efforts. We propose a process, based on evolutionary algorithms, that follows the model throughout its entire lifecycle.  For deployment, it generates a collection of competing models, evaluates their performance in light of the currently available data, refines the best models using evolutionary search, and after a finite number of iterations, generates the best-found model. This process is repeated periodically to automatically produce new updated versions of the model.   We chose an asset selection problem to illustrate this methodology. Given a fleet of industrial vehicles (diesel electric locomotives), we want to select the best subset (of fixed or variable size) for mission-critical utilization. To this end, we predict the remaining life for each unit in the fleet. We then sort the fleet using this prediction and select the highest ranked units.  The model chosen to perform this prediction/selection task is a fuzzy instance-based model.  Unlike functional approximators that require an off-line supervised learning stage to create a hyper-surface in the cross-space state-output, instance-based models (IBM’s) only require accessing the data in a local neighborhood of the new point defined by the query.  IBM’s rely on a collection of previously experienced data stored in their raw representation. Unlike Case-Based Reasoning (CBR), they do not need to be refined, abstracted and organized as cases. Like CBR, IBM’s represent an analogical approach to reasoning since they rely on previous instances of similar problems and use them to create an ensemble of local models. Hence the definition of similarity plays a critical role in their performance. Typically, similarity will be a dynamic concept and will change over the use of the IBM’s.  Therefore, it is important to apply learning methodologies to define and adapt it. Furthermore, the concept of similarity is not crisply defined, creating the need to allow for some degree of vagueness in its evaluation.   Hence, we propose the use of Fuzzy IBM’s (F-IBM’s).  We address the issue of similarity by evolving the design of a similarity function in conjunction with the design of the attribute space in which the similarity is to be evaluated.  Specifically, we use four steps: (1) Retrieval of similar instances from the database (DB); (2) Evaluation of similarity measures between the probe and the retrieved instances; (3) Creation of local models using the most similar instances (weighted by their similarity measures); (4) Aggregation of outputs of local models to probe. Within the example of asset selection, we show the accuracy of the evolved F-IBM’s, their robustness to information loss, and the benefit of their automated updating process to avoid performance loss. Finally, we advocate the use of evolutionary search intertwined with local search to further improve model life cycle.

 

Patents (Issued / Applications)

 

 (2009) Method and system for forecasting reliability of assets, P. Bonissone, K. Aggour, A. Varma, US Patent No. 7,509,235, (March 24, 2009).

 

(2003) System for optimization of insurance underwriting suitable for use by an automated system, P. Bonissone, R. Messmer, A. Patterson, D. Yang, M. Pavese, R. Subbu, K. Aggour,  PUB_20030187702 filed June 18, 2002, published October 2, 2003. (WO03058381).

 

(2003) Process for optimization of insurance underwriting suitable for use by an automated system, P. Bonissone, R. Messmer, A. Patterson, D. Yang, M. Pavese, R. Subbu, K. Aggour,  PUB_20030187701 filed June 18, 2002, published October 2, 2003. (WO03058383)

 

Supervised MS – PhD Theses

 

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Projects

 

  • Collective Mind (DARPA) [2005-2005]
  • Automated Term-Life and Long Term Care Insurance Underwriting (GE Financial Assurance, now Genworth Financial). [2000-2003]

 

 

Author: Piero P. Bonissone        Email: bonissone@crd.ge.com

 

 
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