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The parity stack, explained with a flu shot

Science

The parity stack, explained with a flu shot

A parity score is only as good as the test behind it. Five layers make a Synthetic Organic Parity test hard to argue with. Here they are, in one simple healthcare example.

We stack five layers on a Synthetic Organic Parity test. Each layer closes one way a score can fool you. This post walks through all five with one simple healthcare example.
A note on the numbers

Every number in this example is illustrative. We made them up to show the method. They are not results from a client study.

§ 1The example: a flu shot reminder

A regional health system wants more adults over 60 to book a flu shot. It has three text messages to choose from.

  • Message A. "Flu can put you in hospital. Protect yourself."
  • Message B. "Keep your grandchildren safe this winter."
  • Message C. "Free. Ten minutes. No appointment needed."

The question is simple. Which message gets the most bookings?

The organic way: survey 400 patients. It takes weeks.
The synthetic way: ask 400 synthetic users built to match the same audience. It takes an afternoon.

Before the health system trusts the afternoon version, it wants proof. Here is that proof, one layer at a time.

5 · The client runs it Who graded the test? 4 · Outcome prediction Did it predict what people did? 3 · Organic ceiling How high can the score go? 2 · Blind scoring Was the judge fair? 1 · Holdout Were the answers hidden?
Figure 1. The parity stack. Holdout is the base. Every layer above it answers one more question a skeptic will ask.

§ 2Layer 1: Holdout

The rule: synthetic users never see the organic answers.

The health system surveys 400 organic patients. Then it seals the results.

We receive two things only: the audience definition and the questionnaire. The synthetic users answer. Only then is the seal broken.

400 organic patients answer the survey Organic answers SEALED no organic answers cross this line Audience + questions all we receive 400 synthetic users answer the survey Compare only after both are finished
Figure 2. Holdout in one picture. The organic answers stay sealed until the synthetic users have finished.

Here is what the health system sees when it opens the seal.

Preferred messageOrganicSynthetic
A. Protect yourself31%36%
B. Grandchildren45%40%
C. Free and fast24%24%

Both groups pick Message B. The agreement score is 95%.

Why it matters

If the synthetic users had seen the organic answers, a match would prove nothing. It would be a student with the answer key. If a client wants to share past data for calibration, split it. Share half. Lock half. Test only against the locked half.

§ 3Layer 2: Blind scoring

The rule: the judge does not know which side is which.

The survey also asks why. Those open answers become themes. A researcher at the health system receives two theme lists, labelled Set 1 and Set 2. Nothing says which one is synthetic.

Set 1 Protecting family Bad flu last year Doubt it will be quick Fear of side effects Simply forgetting Hard to reach the pharmacy 5 of 6 themes match Set 2 Protecting family Bad flu last year Doubt it will be quick Fear of side effects Simply forgetting Worried about cost
Figure 3. What the scorer sees. Set 1 was organic and Set 2 was synthetic, but the scorer only learns that after scoring.

Five of six themes match.
Only organic patients raised getting to the pharmacy.
Only synthetic users raised cost.

We report the misses, not just the matches.

Why it matters

People see what they hope to see. A scorer who knows which list is synthetic will grade it kindly or harshly. Removing the labels removes the bias.

§ 4Layer 3: The organic ceiling

The rule: measure how much organic people agree with each other first.

Two groups of organic people never agree 100%. So 100% is the wrong target.

The health system surveys a second group of 400 organic patients. Same questions. Same audience.

Preferred messageOrganic, group 1Organic, group 2
A. Protect yourself31%33%
B. Grandchildren45%43%
C. Free and fast24%24%

The two organic groups agree at 98%. That is the ceiling.

Organic vs organic 98% Synthetic vs organic 95% ceiling 95 ÷ 98 = 97% of the best possible score
Figure 4. The score that matters is the distance to the ceiling, not the distance to 100%.
Why it matters

Without a ceiling, nobody can tell if 95% is excellent or mediocre. With it, the claim becomes precise. Synthetic users landed three points below what a second organic study would have delivered.

§ 5Layer 4: Outcome prediction

The rule: predict what people do, before they do it.

Survey answers are what people say. Bookings are what people do.

Before the campaign starts, the synthetic users predict the booking rate for each message. The prediction is written down and sealed.

Then 30,000 patients receive a text. 10,000 get each message. The health system counts the bookings.

0% 5% 10% 15% 20% 11% 12% Message A 16% 18% Message B 9% 8% Message C Predicted by synthetic users, sealed Actual bookings
Figure 5. Right winner. Right order. The average miss is 1.3 points.
Why it matters

This is the strongest layer. Nobody could have seen the answer in advance. It did not exist yet.

§ 6Layer 5: The client runs it

The rule: the buyer holds the keys.

Look back at who did what.

  • The health system recruited the organic patients.
  • The health system held the seal.
  • The health system chose the scorer.
  • The health system counted the bookings.

We supplied the synthetic side. Nothing else.

A parity score we grade ourselves asks for trust. A parity score you grade yourself needs none.

§ 7Keep it fresh

Once a holdout is opened, it is seen data. It cannot be used as a holdout again.

Next flu season, the health system repeats the test with new patients and a new seal.

Parity is a habit, not a certificate.

§ 8The stack at a glance

LayerQuestion it answersIn the flu shot example
1. HoldoutWere the answers hidden?Organic survey sealed until synthetic users finished
2. Blind scoringWas the judge fair?Theme lists labelled Set 1 and Set 2
3. Organic ceilingHow high can the score go?Two organic groups agreed at 98%
4. Outcome predictionDid it predict what people did?Sealed forecast, then 30,000 texts
5. Client runs itWho graded the test?The health system, on its own data

Hide the answers. Blind the judge. Measure the ceiling. Predict the outcome. Hand over the keys.

Notes

  1. The agreement score used here is 100 minus half the sum of the absolute gaps between two sets of shares. For organic versus synthetic: gaps of 5, 5 and 0 points give 100 − 5 = 95. For the two organic groups: gaps of 2, 2 and 0 points give 100 − 2 = 98.
  2. The average miss in Layer 4 is the mean absolute error across the three messages: 1, 2 and 1 points, or 1.3 points.
  3. A cheaper way to measure the ceiling is to split one organic sample into two random halves. If you do, size the synthetic panel to match one half, so every comparison uses the same sample size.