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PreprintCC BY-NC-ND 4.0arXiv

Conformal Policy Selection: When to Deploy AI Decisions for Targeted Intervention

Abstract

Artificial-intelligence (AI) policies are increasingly used to make consequential decisions in medicine, finance, education, and public services, yet deploying them responsibly requires knowing not only whether a policy helps on average, but for whom. Existing tools for off-policy evaluation and safe policy learning provide population-level guarantees, but some individuals may experience adverse treatment effects. We recast targeted deployment as a multiple-testing problem: for each candidate unit, test whether the outcome under the AI policy would exceed a user-specified threshold, and control the false discovery rate (FDR) among the selected set. Our method, Conformal Policy Selection, combines weighted conformal p-values that account for the distributional shift from behavior to target policy with a two-step selection-and-pruning procedure. We prove finite-sample FDR control and establish a doubly robust asymptotic guarantee, where FDR remains controlled if either the outcome model or the propensity model is correctly specified. Synthetic experiments verify these guarantees across four misspecification regimes, and a semi-synthetic study built on real electronic-health-record covariates illustrates how the same FDR control can act as a deployment safety gate, bounding the harmful treatments that a globally trained policy would otherwise administer to a high-risk subpopulation where it misgeneralizes. The framework offers a principled method for safe AI deployment in high-stakes applications.

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BibTeX
@misc{cao2026conformal,
  title = {{Conformal Policy Selection: When to Deploy AI Decisions for Targeted Intervention}},
  author = {Junyu Cao and Ruijiang Gao and Maytal Saar-Tsechansky and Mingzhang Yin},
  howpublished = {arXiv},
  year = {2026},
  month = oct,
  doi = {10.48550/arxiv.2610.22930},
  eprint = {2610.22930},
  archivePrefix = {arXiv},
  url = {https://arxiv.org/abs/2610.22930},
  note = {CC BY-NC-ND 4.0},
}
RIS
TY  - UNPB
TI  - Conformal Policy Selection: When to Deploy AI Decisions for Targeted Intervention
AU  - Junyu Cao
AU  - Ruijiang Gao
AU  - Maytal Saar-Tsechansky
AU  - Mingzhang Yin
PY  - 2026
DA  - 2026/10/16
PB  - arXiv
DO  - 10.48550/arxiv.2610.22930
UR  - https://arxiv.org/abs/2610.22930
AB  - Artificial-intelligence (AI) policies are increasingly used to make consequential decisions in medicine, finance, education, and public services, yet deploying them responsibly requires knowing not only whether a policy helps on average, but for whom. Existing tools for off-policy evaluation and safe policy learning provide population-level guarantees, but some individuals may experience adverse treatment effects. We recast targeted deployment as a multiple-testing problem: for each candidate unit, test whether the outcome under the AI policy would exceed a user-specified threshold, and control the false discovery rate (FDR) among the selected set. Our method, Conformal Policy Selection, combines weighted conformal p-values that account for the distributional shift from behavior to target policy with a two-step selection-and-pruning procedure. We prove finite-sample FDR control and establish a doubly robust asymptotic guarantee, where FDR remains controlled if either the outcome model or the propensity model is correctly specified. Synthetic experiments verify these guarantees across four misspecification regimes, and a semi-synthetic study built on real electronic-health-record covariates illustrates how the same FDR control can act as a deployment safety gate, bounding the harmful treatments that a globally trained policy would otherwise administer to a high-risk subpopulation where it misgeneralizes. The framework offers a principled method for safe AI deployment in high-stakes applications.
ER  -