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Record W3177259224 · doi:10.3934/qfe.2021024

Learning about financial health in Canada

2021· article· en· W3177259224 on OpenAlexaffabout
Adam Metzler, Yuhao Zhou, Chuck Grace

Bibliographic record

VenueQuantitative Finance and Economics · 2021
Typearticle
Languageen
FieldSocial Sciences
TopicHealth disparities and outcomes
Canadian institutionsWestern UniversityWilfrid Laurier University
Fundersnot available
KeywordsPayrollDemographicsPerspective (graphical)Cluster (spacecraft)Coping (psychology)Point (geometry)Cluster analysisPsychologyFinancial distressDemographic economicsActuarial scienceBusinessEconomicsDemographySociologyAccountingComputer scienceClinical psychologyArtificial intelligenceMathematicsFinancial system

Abstract

fetched live from OpenAlex

This paper applies cluster analysis to eleven (continuous) years' worth of responses to the Canadian Payroll Association (CPA) survey of employed Canadians. The clustering algorithm clearly identifies three distinct groups of respondents. Between-group comparison of response patterns reveals that two of the groups lie on opposite sides of the financial health spectrum, and leads us to label their members "financially stressed" and "financially capable", respectively. The third group shares characteristics with both the stressed and capable groups, and we label its members as "financially coping". We find that financial stress is both widespread (one third of all respondents are identified as stressed) and complex (stress is only weakly related to simple demographics such as age or income). From a methodological perspective, an important point is that our use of cluster analysis allows us to generate rigorous insights into financial well-being, without having to measure it directly.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.004
metaresearch head score (Gemma)0.019
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: Observational
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.083
Threshold uncertainty score0.600

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0040.019
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0020.004
Science and technology studies0.0080.003
Scholarly communication0.0060.002
Open science0.0010.003
Research integrity0.0010.002
Insufficient payload (model declined to judge)0.0090.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.031
GPT teacher head0.316
Teacher spread0.286 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designObservational
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations7
Published2021
Admission routes2
Has abstractyes

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