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This paper is concerned with the derivation of first- and second-order sufficient optimality conditions for optimistic bilevel optimization problems involving smooth functions. First-order sufficient optimality conditions are obtained by…

Optimization and Control · Mathematics 2019-11-06 Patrick Mehlitz , Alain B. Zemkoho

Second-order optimality conditions of the bilevel programming problems are dependent on the second-order directional derivatives of the value functions or the solution mappings of the lower level problems under some regular conditions,…

Optimization and Control · Mathematics 2023-07-24 Xiang Liu , Mengwei Xu , Liwei Zhang

The mathematical modeling of numerous real-world applications results in hierarchical optimization problems with two decision makers where at least one of them has to solve an optimal control problem of ordinary or partial differential…

Optimization and Control · Mathematics 2019-06-20 Patrick Mehlitz , Gerd Wachsmuth

This paper provides necessary and sufficient optimality conditions for abstract constrained mathematical programming problems in locally convex spaces under new qualification conditions. Our approach exploits the geometrical properties of…

Optimization and Control · Mathematics 2023-02-10 Rafael Correa , Marco A. López , Pedro Pérez-Aros

In this paper we study constraint qualifications and optimality conditions for bilevel programming problems. We strive to derive checkable constraint qualifications in terms of problem data and applicable optimality conditions. For the…

Optimization and Control · Mathematics 2019-10-10 Jane J. Ye

In this paper we begin by discussing the simple bilevel programming problem (SBP) and its extension the simple mathematical programming problem under equilibrium constraints (SMPEC). Here we first define both these problems and study their…

Optimization and Control · Mathematics 2019-12-16 Stephan Dempe , Nguyen Dinh , Joydeep Dutta , Tanushree Pandit

Bilevel optimization has witnessed a resurgence of interest, driven by its critical role in trustworthy and efficient AI applications. While many recent works have established convergence to stationary points or local minima, obtaining the…

Optimization and Control · Mathematics 2024-12-25 Quan Xiao , Tianyi Chen

The authors' paper in Optimization 63 (2014), 505-533, see Ref. [5], was the first one to provide detailed optimality conditions for pessimistic bilevel optimization. The results there were based on the concept of the two-level optimal…

Optimization and Control · Mathematics 2017-12-06 Stephan Dempe , Boris S. Mordukhovich , Alain B. Zemkoho

Solutions of bilevel optimization problems tend to suffer from instability under changes to problem data. In the optimistic setting, we construct a lifted formulation that exhibits desirable stability properties under mild assumptions that…

Optimization and Control · Mathematics 2025-02-25 Johannes O. Royset

We consider the convex bilevel optimization problem, also known as simple bilevel programming. There are two challenges in solving convex bilevel optimization problems. Firstly, strong duality is not guaranteed due to the lack of Slater…

Optimization and Control · Mathematics 2025-09-29 Khanh-Hung Giang-Tran , Nam Ho-Nguyen , Fatma Kılınç-Karzan , Lingqing Shen

We consider bilevel linear problems, where the right-hand side of the lower level problems is stochastic. The leader has to decide in a here-and-now fashion, while the follower has complete information. In this setting, the leader's outcome…

Optimization and Control · Mathematics 2019-07-11 Johanna Burtscheidt , Matthias Claus

This paper studies a multiobjective bilevel optimization problem where each objective is a fractional function. By reformulating the problem into a single-level one, we establish refined necessary and sufficient optimality conditions. These…

Optimization and Control · Mathematics 2025-11-25 Felipe Lara , Rishabh Pandey , Vinay Singh

Bilevel optimization problems embed the optimality of a subproblem as a constraint of another optimization problem. We introduce the concept of near-optimality robustness for bilevel optimization, protecting the upper-level solution…

Optimization and Control · Mathematics 2024-07-15 Mathieu Besançon , Miguel F. Anjos , Luce Brotcorne

In this paper, we propose a combined approach with second-order optimality conditions of the lower level problem to study constraint qualifications and optimality conditions for bilevel programming problems. The new method is inspired by…

Optimization and Control · Mathematics 2023-02-08 Xiaoxiao Ma , Wei Yao , Jane J. Ye , Jin Zhang

Bilevel programming is one of the very active areas of research with many real-life applications in economics and engineering. Bilevel problems are hierarchical problems consisting of lower-level and upper-level problems, respectively. The…

Optimization and Control · Mathematics 2025-10-24 Kuntal Som , Thirumulanathan D , Joydeep Dutta

We provide a generalization of first-order necessary conditions of optimality for infinite-dimensional optimization problems with a finite number of inequality constraints and with a finite number of inequality and equality constraints. Our…

Optimization and Control · Mathematics 2020-01-22 Hasan Yilmaz

We introduce a framework based on bilevel programming that unifies gradient-based hyperparameter optimization and meta-learning. We show that an approximate version of the bilevel problem can be solved by taking into explicit account the…

Machine Learning · Statistics 2018-07-04 Luca Franceschi , Paolo Frasconi , Saverio Salzo , Riccardo Grazzi , Massimilano Pontil

Bilevel Optimization Programming is used to model complex and conflicting interactions between agents, for example in Robust AI or Privacy-preserving AI. Integrating bilevel mathematical programming within deep learning is thus an essential…

Machine Learning · Computer Science 2023-03-01 Francesco Alesiani

This chapter presents a self-contained approach of variational analysis and generalized differentiation to deriving necessary optimality in problems of bilevel optimization with Lipschitzian data. We mainly concentrate on optimistic models,…

Optimization and Control · Mathematics 2019-07-16 Boris S. Mordukhovich

Bilevel linear programming (LP) is one of the simplest classes of bilevel optimization problems, yet it is known to be NP-hard in general. Specifically, determining whether the optimal objective value of a bilevel LP is at least as good as…

Optimization and Control · Mathematics 2026-03-23 Nagisa Sugishita , Margarida Carvalho
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