针对小规模用户个性化需求,提出双层聚合的联邦微调方法。
Bi-level Personalization for Federated Foundation Models: A Task-vector Aggregation Approach
- 客户端用私有数据做个性化微调,服务器用任务向量聚类相似用户。
- 在多个基准数据集上验证有效,提升小样本场景下的模型性能。
- 适合数据异构、用户少但需个性化服务的联邦学习场景。
联邦基础模型代表了一种新的联合微调预训练基础模型的范式。然而,在新用户或特定场景下进行微调仍具挑战性,因为这些场景的数据量远小于预训练阶段的大规模数据。在此背景下,个性化与联邦之间的权衡更加敏感。为此,我们提出一种用于联邦基础模型微调的双层个性化框架。具体而言,首先在客户端使用其私有数据进行个性化微调,然后在服务器端基于客户端特定的任务向量测量相似用户,进行个性化聚合。利用客户端微调获得的个性化信息,服务器端的个性化聚合能够在保持群体个性化的同时,缓解非独立同分布(non-IID)数据下无关或兴趣冲突客户端的干扰。大量实验分析证明了所提算法在基准数据集上的有效性。
原文摘要 · Abstract (English)
Federated foundation models represent a new paradigm to jointly fine-tune pre-trained foundation models across clients. It is still a challenge to fine-tune foundation models for a small group of new users or specialized scenarios, which typically involve limited data compared to the large-scale data used in pre-training. In this context, the trade-off between personalization and federation becomes more sensitive. To tackle these, we proposed a bi-level personalization framework for federated fine-tuning on foundation models. Specifically, we conduct personalized fine-tuning on the client-level using its private data, and then conduct a personalized aggregation on the server-level using similar users measured by client-specific task vectors. Given the personalization information gained from client-level fine-tuning, the server-level personalized aggregation can gain group-wise personalization information while mitigating the disturbance of irrelevant or interest-conflict clients with non-IID data. The effectiveness of the proposed algorithm has been demonstrated by extensive experimental analysis in benchmark datasets.
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