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Author:Moulton, Daniel 

Working Paper
One Threshold Doesn’t Fit All: Tailoring Machine Learning Predictions of Consumer Default for Lower-Income Areas

Modeling advances create credit scores that predict default better overall, but raise concerns about their effect on protected groups. Focusing on low- and moderate-income (LMI) areas, we use an approach from the Fairness in Machine Learning literature — fairness constraints via group-specific prediction thresholds — and show that gaps in true positive rates (% of non-defaulters identified by the model as such) can be significantly reduced if separate thresholds can be chosen for non-LMI and LMI tracts. However, the reduction isn’t free as more defaulters are classified as good risks, ...
Working Papers , Paper 22-39

Discussion Paper
Combining AI and Established Methods for Historical Document Analysis

This paper examines methodological approaches for extracting structured data from large-scale historical document archives, comparing “hyperspecialized” versus “adaptive modular” strategies. Using 56 years of Philadelphia property deeds as a case study, we show the benefits of the adaptive modular approach leveraging optical character recognition (OCR), full-text search, and frontier large language models (LLMs) to identify deeds containing specific restrictive use language— achieving 98% precision and 90–98% recall. Our adaptive modular methodology enables analysis of ...
Consumer Finance Institute discussion papers , Paper 25-02

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