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Engine-grounded SMD accounting bracket on the FY2024 QC cases - #78

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MaxGhenis merged 1 commit into
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smd-engine
Aug 17, 2026
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MaxGhenis merged 1 commit into
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smd-engine

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The formula-side counterpart to the deployed simulator's SMD scenario, computed on the recorded FY2024 QC cases through the 6,081/6,081-certified administrative sequence — the number promised to the SNAP Screener/Georgetown thread.

Recoverability verdict first (the finding that shapes everything): for a case recorded at the state's standard medical deduction, actual allowable expenses are not recoverable — the SMD process itself replaces qualifying-range values with the standard (FSMEDEXP semantics, FY2024 techdoc p. 75; the minimodel replacement rule, p. 50). So the counterfactual is a bracket, never a point: convention (a) sets censored expenses equal to the standard (delta zero); convention (b) sets them at the $35 floor.

Five of the seven parity-verified states operate an SMD (AZ, CA, CO, GA, TX; MD and NY carry zero registry amounts and are reported, not computed). Colorado: 53 claimant cases, 46 censored; the bracket runs $0 to −$5.4M in annual issuance and 0 to +0.04pp on the measured rate — mechanical, error dollars held fixed over smaller issuance, so the mechanical construction raises the rate where the deployed model's re-prediction lowered its crossing measure (−0.060pp). The memo states why the two constructions answer different questions and that neither is causal or validates the other.

Provenance disclosure: the estimation lane died after writing its artifacts and before committing; the maintainer validated (5 artifact-lock tests pass; Colorado row and recoverability verdict checked against the JSON) and committed with that disclosure in the commit message.

🤖 Generated with Claude Code

Harvested from a lane that died after writing its artifacts and before
committing; the maintainer validated the artifact (5 tests pass, the
Colorado row and the recoverability verdict verified) and committed
with this disclosure. Recoverability: the SMD itself censors actual
expenses, so the counterfactual is a bracket — Colorado between $0
and −$5.4M annual issuance, 0 to +0.04pp mechanical measured-rate
change — reported beside the deployed statistical construction: two
accounting answers to one lever, neither causal.
@MaxGhenis
MaxGhenis merged commit b4deb5d into main Aug 17, 2026
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