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Happiness as a Measure of Fairness

Georg Pichler, Marco Romanelli, Pablo Piantanida

TL;DR

The paper introduces a happiness-based fairness framework for post-processing soft classifiers, where a vector-valued happiness function $\boldsymbol{\eta}$ captures group utility from outcomes. Fairness is defined by an $\varepsilon$-bounded difference in average happiness across groups, and the optimal post-processing rule $p_{\tilde{Y}|\hat{Y}Z}$ is found by solving a linear program that minimizes misclassification loss. The framework unifies several standard fairness notions (statistical parity, overall accuracy, equalized odds) as special cases via appropriate choices of $\boldsymbol{\eta}$, and is demonstrated through synthetic and real-world case studies (including loan approval and the Adult dataset) to achieve favorable fairness-utility trade-offs with minimal accuracy loss. The method is scalable, requiring only a linear program and enabling application to resource allocation problems where happiness or utility, not just accuracy, matters for fairness.

Abstract

In this paper, we propose a novel fairness framework grounded in the concept of happiness, a measure of the utility each group gains fromdecisionoutcomes. Bycapturingfairness through this intuitive lens, we not only offer a more human-centered approach, but also one that is mathematically rigorous: In order to compute the optimal, fair post-processing strategy, only a linear program needs to be solved. This makes our method both efficient and scalable with existing optimization tools. Furthermore, it unifies and extends several well-known fairness definitions, and our empirical results highlight its practical strengths across diverse scenarios.

Happiness as a Measure of Fairness

TL;DR

The paper introduces a happiness-based fairness framework for post-processing soft classifiers, where a vector-valued happiness function captures group utility from outcomes. Fairness is defined by an -bounded difference in average happiness across groups, and the optimal post-processing rule is found by solving a linear program that minimizes misclassification loss. The framework unifies several standard fairness notions (statistical parity, overall accuracy, equalized odds) as special cases via appropriate choices of , and is demonstrated through synthetic and real-world case studies (including loan approval and the Adult dataset) to achieve favorable fairness-utility trade-offs with minimal accuracy loss. The method is scalable, requiring only a linear program and enabling application to resource allocation problems where happiness or utility, not just accuracy, matters for fairness.

Abstract

In this paper, we propose a novel fairness framework grounded in the concept of happiness, a measure of the utility each group gains fromdecisionoutcomes. Bycapturingfairness through this intuitive lens, we not only offer a more human-centered approach, but also one that is mathematically rigorous: In order to compute the optimal, fair post-processing strategy, only a linear program needs to be solved. This makes our method both efficient and scalable with existing optimization tools. Furthermore, it unifies and extends several well-known fairness definitions, and our empirical results highlight its practical strengths across diverse scenarios.

Paper Structure

This paper contains 18 sections, 7 theorems, 19 equations, 4 figures.

Key Result

Theorem 1

For fixed $\varepsilon \ge 0$ we can find the minimum $L$, such that $(\varepsilon, L)$ is achievable by solving This is a linear programming problem.

Figures (4)

  • Figure 1: Our post-processing method (Equal Funding) guarantees any target accuracy level (up to 83.3%) while minimizing funding disparities between groups. Notably, it achieves perfect fairness, i.e., zero difference in loan allocations between g0 and g1 with less than a one percentage point loss in accuracy w.r.t. the baseline unfair classifier.
  • Figure 2: Experiment on Adult dataset.
  • Figure 3: Experiment on Financial Risk for Loan Approval dataset.
  • Figure 4: Experiment on Synthetic dataset.

Theorems & Definitions (17)

  • Definition 1
  • Theorem 1
  • Definition 2: Statistical Parity
  • Lemma 1
  • proof
  • Definition 3: Overall Accuracy
  • Lemma 2
  • proof
  • Definition 4: Equalized Odds
  • Lemma 3
  • ...and 7 more