Continuity-First Lexicographic Optimization for Home-Care Resource Allocation

RESUMO

Home-care allocation must balance continuity of care, caregiver overtime, and caregiver-service compatibility. The published formulation of the Home-Care Optimal Resource Allocation Problem (HCORAP) uses a weighted policy (Weighted) to combine these outcomes, allowing compatibility gains to offset poorer continuity or additional overtime. We introduce LEX-COS, a lexicographic objective for HCORAP that first minimizes continuity violations, then overtime, and finally maximizes compatibility. We give an exact MaxSAT implementation and construct HCORAP-LC, a reproducible 48-instance synthetic evaluation suite with limited caregiver capacity. Compared with Weighted, LEX-COS reduces both continuity violations and overtime in 42 of 48 instances, without increasing either measure in any instance, while yielding lower compatibility. In 36 instances, LEX-COS achieves better continuity and lower overtime than every Weighted-optimal allocation. On the separate 48-instance Original benchmark, Gurobi and CPLEX, two leading commercial MIP solvers, resolve every instance under both policies and are substantially faster than EvalMaxSAT. EvalMaxSAT also resolves the full benchmark under LEX-COS. Within EvalMaxSAT, replacing sorting networks with Totalizer improves runtime under Weighted, with no clear gain under LEX-COS. These results characterize the effects of giving continuity and overtime explicit priority in home-care allocation.