policy_targeting
Identify which units to treat under a budget constraint using effect estimates, maximizing total impact while respecting treatment limits and minimum effect thresholds.
Instructions
Rank-and-treat policy under a budget constraint.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cate | Yes | Per-unit effect estimates -- a raw array, a ``metalearner()`` / ``tarnet()`` result, or a fitted ``causal_forest()`` model (training-sample effects are used). | |
| frac | No | Maximum *fraction* of units that can be treated (in ``(0, 1]``). | |
| budget | No | Maximum number of units that can be treated. Mutually exclusive with ``frac``. | |
| detail | No | Payload depth: 'minimal' (~150 tokens) for sub-step calls where only the point estimate is needed; 'standard' (~1K tokens) for diagnostics + coefficient table; 'agent' (~2K tokens, default) adds violations / next_steps / suggested_functions so the LLM can plan its next call without another round-trip. | agent |
| as_handle | No | If true, cache the fitted result on the server and return result_id + result_uri alongside the JSON payload so a subsequent tools/call can chain without re-running. | |
| data_path | No | Absolute path or URL to a data file. Supported: .csv / .tsv / .txt (delimited), .parquet / .pq, .feather / .arrow, .xlsx / .xls, .dta (Stata), .json / .jsonl. Schemes: file://, s3://, gs://, https://. | |
| result_id | No | Optional handle to a previously-fitted result (returned by an earlier call when as_handle=true). Tools that operate on a fitted object accept this in place of re-supplying data_path + columns. | |
| min_effect | No | Never treat a unit whose predicted effect is at or below this threshold, even with budget left over -- treating predicted non-responders wastes budget and can do harm. | |
| data_columns | No | Optional column projection. Parquet/Feather/Stata loaders honour this for fast partial reads. | |
| data_sample_n | No | Optional uniform random subsample size (seed=0, deterministic) — useful on huge panels. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||