# Unbiased Platform-Level Causal Estimation for Search Systems: A Competitive Isolation PSM-DID Framework

arXiv: https://arxiv.org/abs/2511.01329 · HTML: https://mlsanity.com/paper/2511.01329/

## Key facts

- No citing papers in the map yet (data through 14 Oct 2026).
- Builds on 9 of its 29 references that are in the map.
- First posted on arXiv 3 Nov 2025.

## Builds on (most cited first, 9 of 9)

- [Graph cluster randomization: network exposure to multiple universes](https://mlsanity.com/paper/1305.6979/) (2013)
- [Design and analysis of experiments in networks: Reducing bias from interference](https://mlsanity.com/paper/1404.7530/) (2014)
- [The State of Applied Econometrics - Causality and Policy Evaluation](https://mlsanity.com/paper/1607.00699/) (2016)
- [Experimental Design in Two-Sided Platforms: An Analysis of Bias](https://mlsanity.com/paper/2002.05670/) (2020)
- [Design and Analysis of Switchback Experiments](https://mlsanity.com/paper/2009.00148/) (2020)
- [Interference, Bias, and Variance in Two-Sided Marketplace Experimentation: Guidance for Platforms](https://mlsanity.com/paper/2104.12222/) (2021)
- [Time series experiments and causal estimands: exact randomization tests and trading](https://mlsanity.com/paper/1706.07840/) (2017)
- [Multiple Randomization Designs: Estimation and Inference with Interference](https://mlsanity.com/paper/2112.13495/) (2021)
- [Estimating Average Causal Effects Under General Interference, with Application to a Social Network Experiment](https://mlsanity.com/paper/1305.6156/) (2013)

## Abstract (arXiv)

Evaluating platform-level interventions in search-based two-sided marketplaces is fundamentally challenged by systemic effects such as spillovers and network interference. While widely used for causal inference, the PSM (Propensity Score Matching) - DID (Difference-in-Differences) framework remains susceptible to selection bias and cross-unit interference from unaccounted spillovers. In this paper, we introduced Competitive Isolation PSM-DID, a novel causal framework that integrates propensity score matching with competitive isolation to enable platform-level effect measurement (e.g., order volume, GMV) instead of item-level metrics in search systems. Our approach provides theoretically guaranteed unbiased estimation under mutual exclusion conditions, with an open dataset released to support reproducible research on marketplace interference (github.com/xxxx). Extensive experiments demonstrate significant reductions in interference effects and estimation variance compared to baseline methods. Successful deployment in a large-scale marketplace confirms the framework's practical utility for platform-level causal inference.
