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Record W4210759718 · doi:10.1016/j.mlwa.2022.100269

Fraud prediction using machine learning: The case of investment advisors in Canada

2022· article· en· W4210759718 on OpenAlex

Why this work is in the frame

A frame that forgets how it found something cannot be audited. These are the routes that admitted this work.

affAt least one author lists a Canadian institution in the pinned OpenAlex snapshot.
fundA Canadian funder is recorded on the work.
aboutThe title or abstract carries a Canadian signal from the geographic lexicon.

Bibliographic record

VenueMachine Learning with Applications · 2022
Typearticle
Languageen
FieldComputer Science
TopicImbalanced Data Classification Techniques
Canadian institutionsRoyal Roads University
FundersSocial Sciences and Humanities Research Council of Canada
KeywordsInvestment (military)Machine learningArtificial intelligenceComputer scienceBusinessData sciencePolitical scienceLaw

Abstract

fetched live from OpenAlex

The paper contributes to a growing body of empirical work on regulatory technology by proposing machine learning models to detect fraud in financial markets. The recent spate of investment fraud in Canada has exposed regulators’ inability to protect vulnerable investors and the financial markets from financial abuse. As evident by the numerous regulatory task force commissioned in the past two years, Canadian regulators have been looking for ways to detect and prevent fraudulent activities before they occur and support enhanced enforcement powers. The purpose of this study is to use data collected from the Investment Industry Regulatory Organization of Canada (IIROC) to build a machine-learning algorithm to predict fraud in the Canadian securities industry. Data for this project were collected from IIROC’s tribunal cases covering June 2008 to December 2019. In total, 406 cases were retrieved from the IIROC’s website. The results from four machine learning models reveal that across all the features, the amount of money invested and whether the offender was from a bank-owned investment firm were the high predictors of fraud in terms of the standardized coefficient. Branch managers and regulators should pay careful attention to portfolios that continuously incur losses as a sign of potential fraud. The findings are particularly relevant to regulators seeking new and effective fraud detection techniques while providing enhanced clarity to Canada’s financial markets’ self-regulation.

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.

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.000
metaresearch head score (Gemma)0.000
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Simulation or modeling · Consensus signal: Simulation or modeling
GenreCandidate signal: Empirical · Consensus signal: none
Teacher disagreement score0.876
Threshold uncertainty score0.816

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0000.000
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0000.001
Science and technology studies0.0010.000
Scholarly communication0.0000.000
Open science0.0010.000
Research integrity0.0000.001
Insufficient payload (model declined to judge)0.0000.000

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 head0.012
GPT teacher head0.233
Teacher spread0.220 · 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