Double sum identity involving binomial coefficients, possibly connected to umbral calculus

binomial-coefficientscombinatoricsderangementssummationumbral-calculus

I would be interested in seeing an insightful proof, or really, any alternative proof of the identity
$$
\begin{aligned}
&\sum_{j=0}^h(x+1)^j\binom{h}{j}\sum_{k=0}^r\binom{r}{k}x^k(r-k+h-j)!=\sum_{j=0}^h\binom{h}{j}(r+j)!\sum_{i=0}^{j+r}\frac{x^i}{i!}.
\end{aligned}
$$

The only proof I've managed to come up with is surprisingly cumbersome. It can be seen in this answer by searching for the line, "This is the $x=-2$ case of the sum" in the section "Alternative formula of Wyman and Moser".

I ran across this identity in the course of proving the equality of the two expressions,
$$
\varphi(h; n)=\sum_{i=0}^n(-1)^i\frac{2n}{2n-i}\binom{2n-i}{i}\nu(h,h+n-i),
$$

where
$$
\nu(h,h+n)=\sum_{k=0}^h(-1)^k\binom{h}{k}(n+h-k)!,
$$

and
$$
\varphi(h;n)=\sum_{i\ge0}(-1)^i\frac{n}{n-i}\binom{n-i}{i}\sum_{j=0}^h\binom{h}{j}k_{n-2i+j},
$$

where
$$
k_r=r!\sum_{i=0}^r\frac{(-2)^i}{i!}.
$$

The former is a formula of Touchard, related to double derangements and the ménage problem, and the latter is an, empirically discovered, generalization of a formula of Wyman and Moser for the ménage problem.

My feeling that this is connected with umbral calculus is rather vague. It comes from the observation that
$$
\sum_{i\ge0}(-1)^i\frac{n}{n-i}\binom{n-i}{i}x^{n-2i}
$$

is a rescaled Chebyshev polynomial of the first kind, and that the formula for $\varphi(h;n)$ comes from the umbral-style replacement of $x^{n-2i}$ with
$\sum_{j=0}^h\binom{h}{j}k_{n-2i+j}$, while
$$
\sum_{i=0}^n(-1)^i\frac{2n}{2n-i}\binom{2n-i}{i}x^{\frac{1}{2}(2n-2i)}
$$

is a rescaled Chebyshev polynomial of the first kind of twice the index (in the variable $x^{1/2}$), with $\varphi(h;n)$ arising from the different umbral-style replacement of $x^{n-i}$ with $\nu(h,h+n-i)$. I don't know much about umbral calculus, and don't know whether there's any sort of transformation theory that would shed light on how the replacement of $x^n$ by $x_n$ has to change when polynomial identities are used (such as the identity relating Chebyshev polynomials to Chebyshev polynomials of twice the index). Any comments about umbral calculus would be a bonus, but my main question is about proof of the identity.

Best Answer

Here we derive a more general identity:

$$ \sum_{j=0}^{m} \binom{m}{j}(x+y)^j \sum_{k=0}^{n} \binom{n}{k} x^k (m-j+n-k)! = \sum_{j=0}^{m} \binom{m}{j} y^{m-j} (j+n)! \sum_{i=0}^{j+n} \frac{x^i}{i!}. \tag{*} $$

The proof is fairly simple and relies on the following identity:

$$ \int_{0}^{\infty} (t+x)^n e^{-t} \, \mathrm{d}t = n!\sum_{i=0}^{n} \frac{x^i}{i!}. $$

The above identity can be proved either by the mathematical induction on $n$ or using the Poisson process. Then

\begin{align*} \text{[LHS of (*)]} &= \sum_{j=0}^{m} \binom{m}{j}(x+y)^j \sum_{k=0}^{n} \binom{n}{k} x^k \int_{0}^{\infty} t^{m-j+n-k}e^{-t} \, \mathrm{d}t \\ &= \int_{0}^{\infty} (t+x+y)^m (t+x)^n e^{-t} \, \mathrm{d}t \\ &= \sum_{j=0}^{n} \binom{m}{j} y^{m-j} \int_{0}^{\infty} (t+x)^{j+n} e^{-t} \, \mathrm{d}t \\ &= \sum_{j=0}^{n} \binom{m}{j} y^{m-j} (j+n)! \sum_{i=0}^{j+n} \frac{x^i}{i!} \\ &= \text{[RHS of (*)]}. \end{align*}

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