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Record W7161983593 · doi:10.82308/51379

Exploring the personal financial information management of young adults

2023· dissertation· en· W7161983593 on OpenAlexaboutno aff
Rob Ferguson

Bibliographic record

Venuenot available
Typedissertation
Languageen
FieldDecision Sciences
TopicPersonal Information Management and User Behavior
Canadian institutionsnot available
Fundersnot available
KeywordsAccounting managementPersonally identifiable informationFinancial servicesThematic analysisContext (archaeology)Personal information managementFinancial managementReflexivityPersonal genomics

Abstract

fetched live from OpenAlex

Personal financial records receive limited attention from researchers working in the areas of Personal Information Management, Personal Archiving, and Human-Computer Interaction. Competing definitions and conceptual models of Personal Information do not adequately account for knowledge-production during interactions with personal financial records. This research addresses these gaps by exploring the collections of personal financial data and records of 23 young adults between the ages of 18 to 25 in Montréal and Toronto, Canada. Using guided tours in the homes of participants, research data was collected in the form of audio recordings and photographic examples of financial data, information, knowledge, and wisdom from the context of personal finance. Using Reflexive Thematic Analysis, research data was analyzed deductively using the Wisdom Hierarchy and inductively from a social constructivist perspective. Findings show, young adults interact with personal financial data as the content of self-authored personal financial documents such as spreadsheets and spending logs, directed-to financial records such as receipts and statements, and financial service provider websites and apps. Young adults generated personal financial information through the curation of personal financial data in support of financial sense-making and narrative construction. Young adults generated personal financial knowledge through direct practical experience managing personal financial records and identified other humans as sources of financial knowledge that could be shared through financial socialization. Young adults used personal financial wisdom to manage their personal finances intuitively, control collection volume, and reduce their reliance on financial records to track changes in their financial situation. Some young adults relied on financial service provider information systems to preserve and provide long-term access to large portions of their collections of personal financial records. Emerging adulthood was a critical period for the development of financial records management skills and processes. Learning to create, manage, and use personal financial records is embedded in the social practice of coming of age. Young adults used their collections of personal financial records to reflect on their level of financial responsibility and shape future financial action as they worked towards greater levels of financial independence. Results of this research point to the need for a unified conceptual model of personal information management that incorporates both the knowledge-production and knowledge-transfer perspectives from Information Studies and accounts for both the curation and consumption of personal data as routine human-information interactions with personal records

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 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)0.001
metaresearch head score (Gemma)0.000
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesInsufficient payload (model declined to judge)
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Other design · Consensus signal: none
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.867
Threshold uncertainty score0.999

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0010.000
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0010.001
Science and technology studies0.0000.000
Scholarly communication0.0000.002
Open science0.0010.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0000.002

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 head0.280
GPT teacher head0.396
Teacher spread0.117 · 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 teacher head, not a consensus.

Study designOther design
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

Citations0
Published2023
Admission routes1
Has abstractyes

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