SyncValsverifier → artifact → classifier → verdict
SyncVals · Trajectory

lending-club-lgd-bias-correction-r

claude-code claude-opus-4-8 ✗ failed GOOD_FAILURE ↑ View task
Solved from the instruction alone, tests/ and solution/ were withheld from the agent's workspace and restored only for grading.
Reward = tests/test.sh exit code (0 → resolved); the classification below is post-hoc and cannot change it.
Classification , post-hoc; cannot change the reward
GOOD_FAILUREHonest miss, the agent ran correctly but couldn't solve it. Expected for a hard task; the task is sound.
SubtypeIncomplete Execution / File Write Issue
EvidenceAgent trajectory shows agent correctly identifying bugs (corrected_lgd using bounds filter instead of is_resolved, bootstrap B=200 vs B=1000, per-grade using all rows), rewriting analysis.R with proper fixes, and locally verifying outputs match specification (metrics.json with naive=0.6771, corrected=0.5651, direction='materially_overestimates', PNG sizes 770×495 and 825×495, deterministic bootstrap). However, test result is fail (reward=0.0) from running on both public and hidden fixtures. Step 16 of trajectory shows str_replace_based_edit_tool create command with file_text ending in '…[truncated]', followed by step 19 doing a str_replace fix. Evidence of truncated file write during file creation step.
Root causeThe agent's code appears to have been incompletely written to /workspace/analysis.R during the actual trial execution. While the trajectory shows the agent developing and locally validating a correct solution that matches all specification requirements (correct bootstrap B=1000, is_resolved filtering, proper JSON structure), the file creation command itself appears truncated in the transcript, and the actual pytest execution against public+hidden fixtures failed, indicating the written file was malformed or incomplete compared to what the agent validated locally.
RecommendationN/A - task is fine. The specification is clear, the tests are thorough and correct, and the agent's approach was sound. The failure appears to be a file I/O issue during the trial execution, not a task problem.
Trajectory
Tool-by-tool agent trajectory
50 tool calls · 3 tool types · 50 steps
Hi , I want a defensible portfolio Loss Given Default (LGD) read on this Lending Club defaulted-loans workout panel. Source CSV at `/workspace/app/lgd_workouts_source.csv`; schema at `/workspace/app/dataset_manifest.json`. A previous draft at `/workspace/analysis.R` runs but its specification is wrong. Audit and finish. ## Entry point `Rscript /workspace/analysis.R` reading `LGD_PATH` and writing to `LGD_OUTPUT_DIR`. Grader runs the script twice (public + hidden). ## Output contract Into `LGD_OUTPUT_DIR`: - **`metrics.json`** , Sections: - `data_summary`: n_total, n_resolved, n_censored, share_resolved. - `naive_lgd`: `{"value": <float>}` (or bare scalar) , mean of `1 - recovered_amount / principal_at_default` over **all** rows (the biased baseline). - `corrected_lgd`: `{"value": <float>}` (or bare scalar) , same mean but **restricted to is_resolved == 1**. - `bootstrap_ci`: `{"ci_low": <float>, "ci_high": <float>}` , 95% CI for `corrected_lgd` from a paired bootstrap (B = 1000) over resolved loans only. - `lgd_by_grade`: corrected LGD per grade A-G. - `lgd_by_purpose`: corrected LGD per purpose. - `bias_assessment`: keys `naive_minus_corrected` and `direction` ∈ `"materially_underestimates"`, `"close"`, `"materially_overestimates"`. - **`lgd_panel.csv`** , columns `grade, purpose, n_total, n_resolved, naive_lgd, corrected_lgd` (order not enforced). - **`insights.md`** , short paragraph naming the direction and magnitude. - **`plot_contract.json`** , `{"figures": [{"name": "fig1_lgd_by_grade", "series": [...]}, {"name": "fig2_naive_vs_corrected", "series": [...]}]}`. `figures` must be a JSON **array** of objects; each object must have a `"name"` string key matching the PNG filename (without `.png`) and a non-empty `"series"` list. - Two PNGs ≥ 200 × 150: - `fig1_lgd_by_grade.png` , corrected LGD by grade. - `fig2_naive_vs_corrected.png` , paired bars. ## Specification - **Naive LGD**: `mean(1 - recovered_amount / principal_at_default)` over the full dataset. Document this as biased. - **Corrected LGD**: same mean **only over `is_resolved == 1`** rows. - **Bootstrap CI**: 1000 resamples (with replacement) of the resolved rows; record the mean LGD per resample; report 2.5% / 97.5% percentile bounds. Use `set.seed(20260606)` immediately before the bootstrap loop. - **Per grade / per purpose**: use the corrected (resolved-only) population. - **`corrected_lgd` in the panel**: for every `grade × purpose` group that has at least one resolved loan (`n_resolved > 0`), `corrected_lgd` must be the resolved-only mean , **not NaN**. - **Direction** (relative to corrected): - `"materially_underestimates"` if `naive_lgd < corrected_lgd - 0.05`; - `"materially_overestimates"` if `naive_lgd > corrected_lgd + 0.05`; - `"close"` otherwise. ## Constraints `analysis.R` must not use: - **Filesystem manipulation**: `file.copy`, `file.rename`, `file.link`, `file.symlink`, `file.append` - **Shell / subprocess dispatch**: `system()`, `system2()`, `shell()`, `pipe()` - **Binary I/O**: `saveRDS()`, `writeBin()`, `as.raw()`, `sink()`, `readRDS()`, `readBin()`, `load()` Preferred write path: `jsonlite::write_json` for `metrics.json`; `readr::write_csv` or `write.csv` for `lgd_panel.csv`; `writeLines`, `cat`, or any text writer for `insights.md`; `ggsave` / `png` for plots.
Let me start by exploring the workspace to understand the current state of the analysis.
bash
ls -la /workspace/app/ /workspace/
output
/workspace/:
total 19
drwxrws---  4 h2tagent h2tagent 4096 Jun  1 08:53 .
drwxr-xr-x 28 root     root     4096 Jun  1 09:33 ..
-rw-rw----  1 h2tagent h2tagent 2821 Jun  1 08:20 analysis.R
drwxrws---  2 h2tagent h2tagent 4096 Jun  1 08:53 app
drwxrws---  2 h2tagent h2tagent 4096 Jun  1 08:53 output

/workspace/app/:
total 424
drwxrws--- 2 h2tagent h2tagent   4096 Jun  1 08:53 .
drwxrws--- 4 h2tagent h2tagent   4096 Jun  1 08:53 ..
-rw-rw---- 1 h2tagent h2tagent   1725 Jun  1 08:20 dataset_manifest.json
-rw-rw---- 1 h2tagent h2tagent 423783 Jun  1 08:20 lgd_workouts_source.csv
bash
cat /workspace/app/dataset_manifest.json
output
{
  "dataset_name": "Defaulted-loan workout panel for Loss Given Default modelling",
  "source": "Calibrated to Lending Club historical loan-level disclosures of defaulted accounts and their post-default workout ledger (https://www.lendingclub.com/info/statistics.action , historical bulk files).",
  "license": "Synthetic but matches the Lending Club workout schema for grading.",
  "columns": {
    "loan_id": "Anonymous loan identifier.",
    "grade": "Lending Club grade A-G assigned at origination.",
    "purpose": "Borrower-stated loan purpose.",
    "home_ownership": "RENT / OWN / MORTGAGE.",
    "principal_at_default": "Outstanding principal at the moment of default (USD).",
    "default_month": "Months from origination to default.",
    "workout_months_observed": "Months of post-default observation in the panel.",
    "time_to_resolution": "Months from default to terminal resolution (recovery curve flat-lines).",
    "is_resolved": "1 if workout_months_observed >= time_to_resolution; else 0 (right-censored workout).",
    "recovered_amount": "Cumulative dollars recovered as of the as-of date (USD).",
    "annual_inc": "Borrower annual income at origination."
  },
  "definitions": {
    "lgd": "LGD = 1 - recovered_amount / principal_at_default , only valid when is_resolved == 1.",
    "censoring": "Rows with is_resolved == 0 are right-censored: their LGD is incompletely observed. Censored rows have partial recovery, so recovered_amount understates the true terminal recovery , a naive mean of recovered/principal is biased downward, and therefore LGD = 1 - recovered/principal is biased upward (naive overestimates true LGD). Restrict to resolved workouts or model the cure mechanism."
  }
}
bash
cat /workspace/analysis.R
output
#!/usr/bin/env Rscript
# LGD analysis , DRAFT. Audit and finish.
suppressPackageStartupMessages({
  library(readr); library(dplyr); library(tidyr); library(jsonlite); library(ggplot2)
})

LGD_PATH <- Sys.getenv("LGD_PATH", "/workspace/app/lgd_workouts_source.csv")
OUT <- Sys.getenv("LGD_OUTPUT_DIR", "/workspace/output")
dir.create(OUT, showWarnings = FALSE, recursive = TRUE)

df <- read_csv(LGD_PATH, show_col_types = FALSE)

# Naive LGD over all rows (this is the biased baseline)
df <- df %>% mutate(observed_lgd = 1 - recovered_amount / principal_at_default)
naive_lgd <- mean(df$observed_lgd)

# "corrected" , but the draft uses ALL rows again, just trimming outliers
corrected_lgd <- mean(df$observed_lgd[df$observed_lgd > 0.0 & df$observed_lgd < 1.0])

# bootstrap on the wrong (full) dataset , and only 200 reps
set.seed(20260606)
boot <- replicate(200, mean(sample(df$observed_lgd, replace = TRUE)))
ci_lo <- quantile(boot, 0.025); ci_hi <- quantile(boot, 0.975)

bg <- df %>% group_by(grade) %>% summarise(corrected_lgd = mean(observed_lgd), .groups = "drop")
bp <- df %>% group_by(purpose) %>% summarise(corrected_lgd = mean(observed_lgd), .groups = "drop")

panel <- df %>% group_by(grade, purpose) %>%
  summarise(n_total = n(), n_resolved = sum(is_resolved),
            naive_lgd = mean(observed_lgd),
            corrected_lgd = mean(observed_lgd), .groups = "drop")
write_csv(panel, file.path(OUT, "lgd_panel.csv"))

bias_diff <- naive_lgd - corrected_lgd
direction <- if (abs(bias_diff) < 0.05) "close" else if (bias_diff > 0) "materially_overestimates" else "materially_underestimates"

metrics <- list(
  data_summary = list(n_total = nrow(df), n_resolved = sum(df$is_resolved),
                     n_censored = nrow(df) - sum(df$is_resolved),
                     share_resolved = mean(df$is_resolved)),
  naive_lgd = list(value = naive_lgd),
  corrected_lgd = list(value = corrected_lgd),
  bootstrap_ci = list(ci_low = unname(ci_lo), ci_high = unname(ci_hi)),
  lgd_by_grade = setNames(as.list(bg$corrected_lgd), bg$grade),
  lgd_by_purpose = setNames(as.list(bp$corrected_lgd), bp$purpose),
  bias_assessment = list(naive_minus_corrected = bias_diff, direction = direction)
)
write_json(metrics, file.path(OUT, "metrics.json"), auto_unbox = TRUE,
           digits = 6, pretty = TRUE)

cat(paste0("Naive LGD: ", round(naive_lgd, 3),
           "\nCorrected: ", round(corrected_lgd, 3),
           "\nDirection: ", direction, "\n"),
    file = file.path(OUT, "insights.md"))
write_json(list(figures = list()), file.path(OUT, "plot_contract.json"),
           auto_unbox = TRUE, pretty = TRUE)
png(file.path(OUT, "fig1_lgd_by_grade.png"), width = 600, height = 400); plot.new(); dev.off()
png(file.path(OUT, "fig2_naive_vs_corrected.png"), width = 600, height = 400); plot.new(); dev.off()
bash
head -5 /workspace/app/lgd_workouts_source.csv; echo '---'; wc -l /workspace/app/lgd_workouts_source.csv
output
loan_id,grade,purpose,home_ownership,principal_at_default,default_month,workout_months_observed,time_to_resolution,is_resolved,recovered_amount,annual_inc
LC0000000,C,small_business,MORTGAGE,9248.9,12,16,8,1,2351.97,37618.14
LC0000001,A,debt_consolidation,RENT,14442.6,10,25,15,1,7783.99,135186.3
LC0000002,E,debt_consolidation,RENT,22782.58,42,21,10,1,5707.52,57938.72
LC0000003,C,debt_consolidation,MORTGAGE,10656.93,23,24,14,1,4049.36,110952.14
---
6001 /workspace/app/lgd_workouts_source.csv
Let me look more carefully at the data to understand the structure.
bash
Rscript -e '
df <- readr::read_csv("/workspace/app/lgd_workouts_source.csv", show_col_types = FALSE)
print(summary(df))
cat("\n--- grades ---\n"); print(table(df$grade))
cat("\n--- purposes ---\n"); print(table(df$purpose))
cat("\n--- is_resolved ---\n"); print(table(df$is_resolved))
cat("\n--- lgd distribution (resolved only) ---\n")
resolved <- df[df$is_resolved==1,]
lgd <- 1 - resolved$recovered_amount/resolved$principal_at_default
print(summary(lgd))
cat("\n--- naive over all ---\n")
print(summary(1 - df$recovered_amount/df$principal_at_default))
'
output
loan_id             grade             purpose          home_ownership    
 Length:6000        Length:6000        Length:6000        Length:6000       
 Class :character   Class :character   Class :character   Class :character  
 Mode  :character   Mode  :character   Mode  :character   Mode  :character  
                                                                            
                                                                            
                                                                            
 principal_at_default default_month   workout_months_observed
 Min.   : 2505        Min.   : 6.00   Min.   : 0.00          
 1st Qu.:10549        1st Qu.:19.00   1st Qu.: 8.00          
 Median :18464        Median :33.00   Median :18.00          
 Mean   :18621        Mean   :32.78   Mean   :17.52          
 3rd Qu.:26828        3rd Qu.:46.00   3rd Qu.:27.00          
 Max.   :34995        Max.   :59.00   Max.   :35.00          
 time_to_resolution  is_resolved     recovered_amount   annual_inc    
 Min.   : 1.00      Min.   :0.0000   Min.   :    0    Min.   : 10772  
 1st Qu.:10.00      1st Qu.:0.0000   1st Qu.: 1824    1st Qu.: 44560  
 Median :16.00      Median :1.0000   Median : 4529    Median : 59808  
 Mean   :17.37      Mean   :0.5308   Mean   : 6013    Mean   : 66712  
 3rd Qu.:23.00      3rd Qu.:1.0000   3rd Qu.: 8561    3rd Qu.: 81123  
 Max.   :60.00      Max.   :1.0000   Max.   :33425    Max.   :361202  

--- grades ---

   A    B    C    D    E    F    G 
1140 1607 1389  992  494  242  136 

--- purposes ---

       credit_card debt_consolidation   home_improvement     major_purchase 
              1210               2926                601                341 
             other     small_business 
               506                416 

--- is_resolved ---

   0    1 
2815 3185 

--- lgd distribution (resolved only) ---
     Min.   1st Qu.    Median      Mean   3rd Qu.      Max. 
0.0008458 0.4980549 0.6027807 0.5651259 0.6946984 0.9800002 

--- naive over all ---
     Min.   1st Qu.    Median      Mean   3rd Qu.      Max. 
0.0008458 0.5651217 0.6944732 0.6770570 0.8469163 1.0000000
So naive LGD is ~0.677 and corrected (resolved-only) LGD is ~0.565. Difference: +0.112. So naive overestimates LGD (which matches the manifest). `naive_minus_corrected` ≈ 0.112 > 0.05 → `"materially_overestimates"`. Now let me write a clean analysis.R file that follows the spec. Key requirements: 1. `naive_lgd`: mean(1 - recovered/principal) over all rows 2. `corrected_lgd`: same mean restricted to is_resolved == 1 3. `bootstrap_ci`: B=1000 paired bootstrap over resolved rows, set.seed(20260606) immediately before loop 4. Per grade, per purpose: corrected (resolved only) 5. In panel: `corrected_lgd` must be resolved-only mean per grade×purpose group, not NaN for n_resolved > 0 groups 6. Direction: based on corrected 7. Two PNGs ≥ 200×150 8. plot_contract.json with figures as array of objects, each with "name" and non-empty "series" 9. No forbidden functions Constraints to watch: - No filesystem manipulation (file.copy, file.rename, etc.) - No shell/subprocess (system, system2, shell, pipe) - No binary I/O (saveRDS, writeBin, as.raw, sink, readRDS, readBin, load) Let me write it.
Now I understand the structure. The draft's corrected_lgd uses wrong filter (bounds trimming, not is_resolved), the bootstrap is wrong (200 reps on all rows), per-grade/purpose use all rows, and the panel's corrected_lgd also uses all rows. Plots are empty; plot_contract.json has empty figures. Let me rewrite:
str_replace_based_edit_tool
command: create
path: /workspace/analysis.R
file_text: #!/usr/bin/env Rscript
# LGD analysis , Loss Given Default read on defaulted workouts.
# Naive mean over ALL rows is biased upward (censored rows understate
# eventual recovery). The corrected read restricts to resolved workouts.

suppressPackageStartupMessages({
  library(readr)
  library(dplyr)
  library(tidyr)
  library(jsonlite)
  library(ggplot2)
})

LGD_PATH <- Sys.getenv("LGD_PATH", "/workspace/app/lgd_workouts_source.csv")
OUT      <- Sys.getenv("LGD_OUTPUT_DIR", "/workspace/output")
dir.create(OUT, showWarnings = FALSE, recursive = TRUE)

df <- read_csv(LGD_PATH, show_col_types = FALSE)

# Per-loan observed LGD ratio. Only meaningful as a terminal LGD when
# is_resolved == 1; for censored rows it understates the final recovery
# (hence overstates LGD).
df <- df %>%
  mutate(observed_lgd = 1 - recovered_amount / principal_at_default)

resolved <- df %>% filter(is_resolved == 1)

# --- Headline scalars ------------------------------------------------------
naive_lgd     <- mean(df$observed_lgd)          # biased baseline, all rows
corrected_lgd <- mean(resolved$observed_lgd)    # resolved-only population

# --- Paired bootstrap on the resolved rows, B = 1000 -----------------------
B <- 1000L
resolved_lgd <- resolved$observed_lgd
n_res <- length(resolved_lgd)
set.seed(20260606)
boot_means <- numeric(B)
for (b in seq_len(B)) {
  idx <- sample.int(n_res, size = n_res, replace = TRUE)
  boot_means[b] <- mean(resolved_lgd[idx])
}
ci_low  <- unname(quantile(boot_means, 0.025))
ci_high <- unname(quantile(boot_means, 0.975))

# --- Per grade / per purpose (corrected / resolved-only) -------------------
bg <- resolved %>%
  group_by(grade) %>%
  summarise(corrected_lgd = mean(observed_lgd), .groups = "drop") %>%
  arrange(grade)

bp <- resolved %>%
  group_by(purpose) %>%
  summarise(corrected_lgd = mean(observed_lgd), .groups = "drop") %>%
  arrange(purpose)

# --- Panel: grade × purpose, n_total / n_resolved from full df, -----------
#     naive from full, corrected from resolved-only subset. --------------
naive_panel <- df %>%
  group_by(grade, purpose) %>%
  summarise(
    n_total   = n(),
    n_resolved = sum(is_resolved),
    naive_lgd = mean(observed_lgd),
    .groups   = "drop"
  )

corrected_panel <- resolved %>%
  group_by(grade, purpose) %>%
  summarise(corrected_lgd = mean(observed_lgd), .groups = "drop")

panel <- naive_panel %>%
  left_join(corrected_panel, by = c("grade", "purpose")) %>%
  select(grade, purpose, n_total, n_resolved, naive_lgd, corrected_lgd) %>%
  arrange(grade, purpose)

write_csv(panel, file.path(OUT, "lgd_panel.csv"))

# --- Bias assessment -------------------------------------------------------
bias_diff <- naive_lgd - corrected_lgd
direction <- if (naive_lgd < corrected_lgd - 0.05) {
  "materially_underestimates"
} else if (naive_lgd > corrected_lgd + 0.05) {
  "materially_overestimates"
} else {
  "close"
}

# --- metrics.json ----------------------------------------------------------
metrics <- list(
  data_summary = list(
    n_total        = nrow(df),
    n_resolved     = sum(df$is_resolved),
    n_censored     = nrow(df) - sum(df$is_resolved),
    share_resolved = mean(df$is_resolved)
  ),
  naive_lgd     = list(value = naive_lgd),
  corrected_lgd = list(value = corrected_lgd),
  bootstrap_ci  = list(ci_low = ci_low, ci_high = ci_high),
  lgd_by_grade   = setNames(as.list(bg$corrected_lgd), bg$grade),
  lgd_by_purpose = setNames(as.list(bp$corrected_lgd), bp$purpose),
  bias_assessment = list(
    naive_minus_corrected = bias_diff,
    direction             = direction
  )
)
write_json(metrics, file.path(OUT, "metrics.json"),
           auto_unbox = TRUE, digits = 8, pretty = TRUE, null = "null")

# --- insights.md -----------------------------------------------------------
pretty_pct <- function(x) sprintf("%.1f%%", 100 * x)
insights <- paste0(
  "# LGD read on the Lending Club defaulted-workout panel\n\n",
  "The naive mean of `1
…[truncated]
output
Existing file was successfully overwritten at /workspace/analysis.R
I left a stray block I was going to delete. Let me clean it up and drop the `%||%` (may not exist in base R):
str_replace_based_edit_tool
command: str_replace
path: /workspace/analysis.R
old_str: # --- plot_contract.json ----------------------------------------------------
fig1_series <- list(list(
  name = "corrected_lgd_by_grade",
  x    = bg$grade,
  y    = as.numeric(bg$corrected_lgd)
))

fig2_series <- list(
  list(
    name = "naive",
    x    = as.character(cmp_overall$group),
    y    = c(cmp_overall$naive_lgd, cmp_grade$naive_lgd.x %||% cmp_grade$naive_lgd)
  )
)
# Build fig2 series cleanly
naive_vec     <- c(naive_lgd, cmp_grade$naive_lgd)
corrected_vec <- c(corrected_lgd, cmp_grade$corrected_lgd)
x_labels      <- c("Overall", as.character(cmp_grade$group))
fig2_series <- list(
  list(name = "naive",    x = x_labels, y = as.numeric(naive_vec)),
  list(name = "corrected", x = x_labels, y = as.numeric(corrected_vec))
)
new_str: # --- plot_contract.json ----------------------------------------------------
fig1_series <- list(list(
  name = "corrected_lgd_by_grade",
  x    = as.character(bg$grade),
  y    = as.numeric(bg$corrected_lgd)
))

naive_vec     <- c(naive_lgd, cmp_grade$naive_lgd)
corrected_vec <- c(corrected_lgd, cmp_grade$corrected_lgd)
x_labels      <- c("Overall", as.character(cmp_grade$group))
fig2_series <- list(
  list(name = "naive",    x = x_labels, y = as.numeric(naive_vec)),
  list(name = "corrected", x = x_labels, y = as.numeric(corrected_vec))
)
output
The file /workspace/analysis.R has been edited successfully.
Let me run it and verify:
bash
rm -rf /workspace/output && LGD_PATH=/workspace/app/lgd_workouts_source.csv LGD_OUTPUT_DIR=/workspace/output Rscript /workspace/analysis.R
output
Naive LGD: 0.6771 | Corrected LGD: 0.5651 | Diff: +0.1119 | Direction: materially_overestimates
Bootstrap 95% CI (B=1000): [0.5577, 0.5727]
bash
ls -la /workspace/output/
output
total 58
drwxr-sr-x 2 h2tagent h2tagent  4096 Jun  1 09:34 .
drwxrws--- 4 h2tagent h2tagent  4096 Jun  1 09:34 ..
-rw-r--r-- 1 h2tagent h2tagent 23286 Jun  1 09:34 fig1_lgd_by_grade.png
-rw-r--r-- 1 h2tagent h2tagent 20971 Jun  1 09:34 fig2_naive_vs_corrected.png
-rw-r--r-- 1 h2tagent h2tagent   642 Jun  1 09:34 insights.md
-rw-r--r-- 1 h2tagent h2tagent  2592 Jun  1 09:34 lgd_panel.csv
-rw-r--r-- 1 h2tagent h2tagent   807 Jun  1 09:34 metrics.json
-rw-r--r-- 1 h2tagent h2tagent   838 Jun  1 09:34 plot_contract.json
bash
cat /workspace/output/metrics.json
output
{
  "data_summary": {
    "n_total": 6000,
    "n_resolved": 3185,
    "n_censored": 2815,
    "share_resolved": 0.53083333
  },
  "naive_lgd": {
    "value": 0.677057
  },
  "corrected_lgd": {
    "value": 0.56512588
  },
  "bootstrap_ci": {
    "ci_low": 0.55767503,
    "ci_high": 0.57265928
  },
  "lgd_by_grade": {
    "A": 0.43529755,
    "B": 0.49919225,
    "C": 0.57150847,
    "D": 0.65262141,
    "E": 0.71929622,
    "F": 0.79746682,
    "G": 0.84954799
  },
  "lgd_by_purpose": {
    "credit_card": 0.5911141,
    "debt_consolidation": 0.54887667,
    "home_improvement": 0.54207074,
    "major_purchase": 0.61012939,
    "other": 0.54548081,
    "small_business": 0.6255756
  },
  "bias_assessment": {
    "naive_minus_corrected": 0.11193112,
    "direction": "materially_overestimates"
  }
}
bash
cat /workspace/output/plot_contract.json
output
{
  "figures": [
    {
      "name": "fig1_lgd_by_grade",
      "series": [
        {
          "name": "corrected_lgd_by_grade",
          "x": ["A", "B", "C", "D", "E", "F", "G"],
          "y": [0.43529755, 0.49919225, 0.57150847, 0.65262141, 0.71929622, 0.79746682, 0.84954799]
        }
      ]
    },
    {
      "name": "fig2_naive_vs_corrected",
      "series": [
        {
          "name": "naive",
          "x": ["Overall", "A", "B", "C", "D", "E", "F", "G"],
          "y": [0.677057, 0.57466524, 0.62261876, 0.68171391, 0.7453397, 0.79420841, 0.85368241, 0.89314402]
        },
        {
          "name": "corrected",
          "x": ["Overall", "A", "B", "C", "D", "E", "F", "G"],
          "y": [0.56512588, 0.43529755, 0.49919225, 0.57150847, 0.65262141, 0.71929622, 0.79746682, 0.84954799]
        }
      ]
    }
  ]
}
bash
cat /workspace/output/insights.md; echo '---'; head -5 /workspace/output/lgd_panel.csv; echo '---'; wc -l /workspace/output/lgd_panel.csv
output
# LGD read on the Lending Club defaulted-workout panel

The naive mean of `1 - recovered_amount / principal_at_default` over **all** 6000 defaulted loans is 67.7%, while the corrected mean , restricted to the 3185 resolved workouts (53.1% of the panel) , is 56.5% (95% bootstrap CI 55.8% – 57.3%, B = 1000).

The naive read therefore **materially_overestimates** portfolio LGD by 11.2 pp (naive minus corrected). Censored rows have only partial recovery booked, so their recovered_amount understates the terminal recovery and 1 - recovered/principal is biased **upward**; the resolved-only population is the defensible portfolio read.

---
grade,purpose,n_total,n_resolved,naive_lgd,corrected_lgd
A,credit_card,219,136,0.5607065958509241,0.45012049865070586
A,debt_consolidation,564,297,0.5702761415442725,0.4202599413316665
A,home_improvement,114,64,0.5292722852167128,0.4073998487935503
A,major_purchase,67,35,0.6368190733531681,0.5021729573367807
---
43 /workspace/output/lgd_panel.csv
bash
Rscript -e '
p <- readr::read_csv("/workspace/output/lgd_panel.csv", show_col_types = FALSE)
cat("rows:", nrow(p), "\n")
cat("cols:", paste(names(p), collapse=","), "\n")
cat("groups with n_resolved>0 and NaN corrected_lgd: ",
    sum(p$n_resolved > 0 & is.na(p$corrected_lgd)), "\n")
cat("groups with n_resolved==0: ", sum(p$n_resolved==0), "\n")
cat("min/max n_total/n_resolved: ", range(p$n_total), range(p$n_resolved), "\n")
print(p)
' | head -60
output
rows: 42 
cols: grade,purpose,n_total,n_resolved,naive_lgd,corrected_lgd 
groups with n_resolved>0 and NaN corrected_lgd:  0 
groups with n_resolved==0:  0 
min/max n_total/n_resolved:  9 796 4 431 
# A tibble: 42 × 6
   grade purpose            n_total n_resolved naive_lgd corrected_lgd
   <chr> <chr>                <dbl>      <dbl>     <dbl>         <dbl>
 1 A     credit_card            219        136     0.561         0.450
 2 A     debt_consolidation     564        297     0.570         0.420
 3 A     home_improvement       114         64     0.529         0.407
 4 A     major_purchase          67         35     0.637         0.502
 5 A     other                   90         52     0.573         0.416
 6 A     small_business          86         44     0.652         0.501
 7 B     credit_card            321        165     0.665         0.553
 8 B     debt_consolidation     796        431     0.605         0.483
 9 B     home_improvement       144         72     0.596         0.469
10 B     major_purchase          92         47     0.666         0.506
# ℹ 32 more rows
All 42 groups are populated, no NaN where n_resolved > 0. Let me verify the PNG sizes and also confirm no forbidden functions are used:
bash
Rscript -e '
for (f in c("fig1_lgd_by_grade.png","fig2_naive_vs_corrected.png")) {
  p <- file.path("/workspace/output", f)
  img <- png::readPNG(p)
  cat(f, "dim:", dim(img)[2], "x", dim(img)[1], "\n")
}' 2>&1
output
Error in loadNamespace(x) : there is no package called ‘png’
Calls: loadNamespace -> withRestarts -> withOneRestart -> doWithOneRestart
Execution halted
bash
python3 -c "
from PIL import Image
for f in ['fig1_lgd_by_grade.png','fig2_naive_vs_corrected.png']:
    im = Image.open('/workspace/output/'+f); print(f, im.size)
"
output
fig1_lgd_by_grade.png (770, 495)
fig2_naive_vs_corrected.png (825, 495)
Both > 200 × 150. Now verify no forbidden tokens appear in the script:
bash
grep -nE 'file\.copy|file\.rename|file\.link|file\.symlink|file\.append|system\s*\(|system2\s*\(|shell\s*\(|pipe\s*\(|saveRDS|writeBin|as\.raw|sink\s*\(|readRDS|readBin|\bload\s*\(' /workspace/analysis.R && echo 'MATCH' || echo 'clean'
output
clean
Clean. Let me also verify the figures render meaningfully:
str_replace_based_edit_tool
command: view
path: /workspace/output/fig1_lgd_by_grade.png
output
<output_image>
…[truncated]
str_replace_based_edit_tool
command: view
path: /workspace/output/fig2_naive_vs_corrected.png
output
<output_image>
…[truncated]
Plots look great (the "black" background is the image viewer's transparent canvas, not the PNG). Let me run it twice to confirm idempotency and deterministic bootstrap:
bash
rm -rf /workspace/output && LGD_PATH=/workspace/app/lgd_workouts_source.csv LGD_OUTPUT_DIR=/workspace/output Rscript /workspace/analysis.R 2>&1 | tail -3
md5sum /workspace/output/metrics.json
rm -rf /workspace/output && LGD_PATH=/workspace/app/lgd_workouts_source.csv LGD_OUTPUT_DIR=/workspace/output Rscript /workspace/analysis.R 2>&1 | tail -3
md5sum /workspace/output/metrics.json
output
Naive LGD: 0.6771 | Corrected LGD: 0.5651 | Diff: +0.1119 | Direction: materially_overestimates
Bootstrap 95% CI (B=1000): [0.5577, 0.5727]
c2a023a9edca7a3a276de4699d328a3e  /workspace/output/metrics.json
Naive LGD: 0.6771 | Corrected LGD: 0.5651 | Diff: +0.1119 | Direction: materially_overestimates
Bootstrap 95% CI (B=1000): [0.5577, 0.5727]
c2a023a9edca7a3a276de4699d328a3e  /workspace/output/metrics.json
Deterministic. Final summary of what the fix addresses: - **`corrected_lgd`** now restricts to `is_resolved == 1` (was: trimmed-bounds mean on all rows). - **Bootstrap** now runs **B = 1000** paired resamples on **resolved rows only**, with `set.seed(20260606)` immediately before the loop (was: 200 reps on all rows). - **`lgd_by_grade` / `lgd_by_purpose`** are computed on the resolved subset (was: all rows). - **`lgd_panel.csv`** now carries both the biased `naive_lgd` (full-group mean) and the resolved-only `corrected_lgd` per `grade × purpose`; every one of the 42 groups has `n_resolved > 0`, so no NaNs. - **Direction thresholds** match the spec (`±0.05` against corrected). Naive − corrected ≈ `+0.112` → `"materially_overestimates"`. - **Plots**: two real PNGs (770×495 and 825×495 , well above 200×150) , fig1 corrected LGD by grade, fig2 paired naive-vs-corrected bars (overall + per grade). - **`plot_contract.json`** uses the required array-of-objects shape with matching `name` keys and non-empty `series` lists. - **`insights.md`** names direction (`materially_overestimates`) and magnitude (11.2 pp). - No forbidden functions (`file.copy/rename/link/symlink/append`, `system*`, `shell`, `pipe`, `saveRDS`, `writeBin`, `as.raw`, `sink`, `readRDS`, `readBin`, `load`). - Deterministic across re-runs (same md5 twice). Headline numbers on the public data: - Naive LGD = **67.7 %**, Corrected LGD = **56.5 %** (95 % bootstrap CI **55.8 %–57.3 %**). - Bias: naive − corrected = **+11.2 pp** → `materially_overestimates`.
Final diff , what the agent changed

No file changes, the agent left the workspace untouched.

Verifier output , the proof behind the reward
tests/test.sh
# SyncVals normalized verifier summary
# task: lending-club-lgd-bias-correction-r
# attempt: 9  status: completed  raw_score: 0.0
# reward rule: binary: score 0.0 != 1.0
# => reward = 0.0  (FAIL)
#
# Note: these tasks score via an external hidden grader; no pytest/verifier
# block is embedded in the agent transcript. The block below is the last
# sizable tool-output captured in the run (supporting evidence).
----------------------------------------------------------------------
Naive LGD: 0.6771 | Corrected LGD: 0.5651 | Diff: +0.1119 | Direction: materially_overestimates
Bootstrap 95% CI (B=1000): [0.5577, 0.5727]
c2a023a9edca7a3a276de4699d328a3e  /workspace/output/metrics.json
Naive LGD: 0.6771 | Corrected LGD: 0.5651 | Diff: +0.1119 | Direction: materially_overestimates
Bootstrap 95% CI (B=1000): [0.5577, 0.5727]
c2a023a9edca7a3a276de4699d328a3e  /workspace/output/metrics.json

Reproduce this trial: git checkout 2f94510 && PYTHONPATH=src python3 scripts/build_site.py , then open trial/trial_14d1edcf1ec24dc4. Re-running the agent live requires EVAL_PLATFORM_ENABLE_OAUTH_SMOKE=1 and is non-deterministic.

Trial trial_14d1edcf1ec24dc4 · verifier authoritative; classifier explanatory.