Socio-Conformal Calibration in Complex Survey Data: Marginal Validity Is Not Enough for Subgroup Reliability
Abstract
Machine-learning systems used in survey-based social measurement require uncertainty estimates that are reliable across population subgroups, not merely valid in aggregate. We study ordinal conformal prediction for five-level AI-attitude forecasting on the Pew American Trends Panel (Wave 152; n=4,591; 12 race x education subgroups), comparing standard split conformal, Mondrian (group-specific) conformal, and a regularized Mondrian comparator across 100 respondent-disjoint splits with survey-weighted evaluation. Standard conformal achieves nominal marginal coverage for all four base predictors but leaves weighted subgroup gaps of ~13 percentage points. For the strongest predictor (XGBoost), Mondrian worsens the fairness-efficiency trade-off: weighted set size rises by +0.036 (dz =1.66) while the weighted subgroup gap grows by +0.013 (dz =0.30). A regularized comparator that shrinks group thresholds toward the global quantile mitigates this instability (Delta gap = -0.001, Delta size = +0.012) but does not yield a decisive fairness gain. Failure analysis traces the mechanism to calibration-cell fragmentation interacting with group-specific confidence mismatch. The negative result persists across alternate outcome codings and subgroup granularities, demonstrating that nominal marginal validity is insufficient for subgroup reliability and that naive group-specific calibration is not a dependable fairness remedy in complex survey settings.
Cite
@article{arxiv.2605.05562,
title = {Socio-Conformal Calibration in Complex Survey Data: Marginal Validity Is Not Enough for Subgroup Reliability},
author = {Amir Rafe and Subasish Das},
journal= {arXiv preprint arXiv:2605.05562},
year = {2026}
}