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Fair Machine Learning Through the Lens of Causality

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Machine Learning for Causal Inference
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Abstract

In this chapter, we present a causality-based framework for fairness-aware machine learning. Leveraging the Structural Causal Models (SCMs) (Pearl (2009) Causality. Cambridge University Press), this framework defines fairness in the categories of direct/indirect discrimination, system/group/individual-level discrimination, and their derivatives, e.g., indirect individual-level discrimination. The framework can unify various causal fairness notions by specifying the causal path sets and observational conditions. Within this causality-based framework, we present three existing causality-based fairness notions, Path-specific Fairness (Zhang et al (2017) A causal framework for discovering and removing direct and indirect discrimination. In: Proceedings of AAAI’17. AAAI Press, pp 3929–3935), Counterfactual Fairness (Wu et al (2019) Counterfactual fairness: unidentification, bound and algorithm. In: Kraus S (ed) Proceedings of the Twenty-Eighth International Joint Conference on Artificial Intelligence, IJCAI 2019, Macao, 10–16 Aug 2019, pp 1438–1444. https://doi.org/10.24963/ijcai.2019/199), and Path-specific Counterfactual (PC) Fairness (Wu et al (2019) PC-fairness: a unified framework for measuring causality-based fairness. In: Wallach HM et al (eds) Advances in Neural Information Processing Systems 32: Annual Conference on Neural Information Processing Systems 2019, NeurIPS 2019, Vancouver, 8–14 Dec 2019, pp 3399–3409. http://papers.nips.cc/paper/8601-pc-fairness-a-unified-framework-for-measuring-causality-based-fairness). We discuss their definitions, quantification, and integration with machine learning workflows. Then, we present a literature review of related works of fairness modeling from the causality perspective. In the end, we conclude this chapter with a discussion of potential research challenges and future directions in this field, including relaxing the causal assumptions, dealing with causal fairness in sequential settings, and achieving causal fairness in networked data. We expect the chapter to summarize the latest progress in causal fairness and advance the understanding of causality and fairness from modeling, quantification, identification, and machine learning integration.

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Acknowledgements

This work was supported in part by NSF 1910284, 1946391, 2142725, and 2147375.

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Wu, Y., Zhang, L., Wu, X. (2023). Fair Machine Learning Through the Lens of Causality. In: Li, S., Chu, Z. (eds) Machine Learning for Causal Inference. Springer, Cham. https://doi.org/10.1007/978-3-031-35051-1_6

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