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Build a function that computes a weighted concentration-index criterion from a two-column response matrix. The first column is treated as the socioeconomic ranking variable and the second as the health outcome.

Usage

ci_factory(type = c("CI", "CIg", "CIc", "L"))

Arguments

type

One of "CI", "CIg", "CIc", or "L". "L" selects the Erreygers-Kessels level-dependent bivariate index. For "L", the first response column is used as a socioeconomic level variable, not converted to ranks.

Value

A function with signature function(y, wt) where y is a two-column numeric matrix and wt is a vector of positive case weights. The returned function drops incomplete rows and non-positive weights, then returns a single non-negative concentration-index value. It returns 0 when fewer than two valid observations remain or when the required denominator is degenerate.

Details

This factory is intended for inequality-aware split scoring, where different concentration-index variants can be swapped in while keeping a common function(y, wt) interface.

"CI", "CIg", and "CIc" are rank-dependent indices. For these scores, the returned function first converts y[, 1] to weighted fractional ranks using rank_wt(). It then computes the weighted covariance between rank and outcome and maps it to the requested index: "CI" divides by the weighted mean of the outcome, "CIg" returns the generalized form, and "CIc" applies an Erreygers-style range correction. Absolute values are returned.

"L" is level-dependent. It uses the observed socioeconomic levels in y[, 1] directly, together with the health outcome in y[, 2]: $$L = \sum_i p_i \left(\frac{s_i - \mu_s}{\mu_s}\right)y_i$$ where p_i = w_i / sum_i w_i and mu_s = sum_i p_i s_i. The returned value is abs(L).

Methodological warning: "L" requires the first response column to be a meaningful socioeconomic level variable, ideally income, consumption, expenditure, or another non-negative ratio-scale SES measure. It should not be used naively with a centered PCA wealth-index score whose mean may be close to zero or whose level scale has no direct interpretation. If using DHS wealth scores, treat "L" as a sensitivity analysis unless a defensible level interpretation exists.

In mathematical notation, for weighted fractional rank R, outcome Y, weighted outcome mean mu, and weighted covariance cov_w, the three implemented scores are: $$CI = \left|2 cov_w(R, Y) / \mu\right|$$ $$CIg = \left|2 cov_w(R, Y)\right|$$ $$CIc = 4\left|2 cov_w(R, Y)\right| / (max(Y) - min(Y))$$

These scores are used as non-negative within-node inequality impurities in the greedy tree and forest. A value closer to zero means less socioeconomic-related inequality in the outcome within that node.

References

Wagstaff A, van Doorslaer E, Watanabe N (2003). "On Decomposing the Causes of Health Sector Inequalities with an Application to Malnutrition Inequalities in Vietnam." Journal of Econometrics, 112(1), 207-223. doi:10.1016/S0304-4076(02)00161-6.

Wagstaff A (2011). "The concentration index of a binary outcome revisited." Health Economics, 20(10), 1155-1160. doi:10.1002/hec.1752.

Erreygers G (2009). "Correcting the concentration index." Journal of Health Economics, 28(2), 504-515. doi:10.1016/j.jhealeco.2008.02.003.

Erreygers G, Kessels R (2017). "Regression-Based Decompositions of Rank- Dependent Indicators of Socioeconomic Inequality of Health." International Journal of Environmental Research and Public Health, 14(7), 673. doi:10.3390/ijerph14070673.