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Classical ML, validation, metrics, interpretation, debugging · insight-0178

Refuse to turn SHAP values into intervention advice without a causal design

Evidence type
documented fact
Difficulty
medium
Roles
Data scientist, Data analyst
Industries
aviation, saas

Summary: situation, action, reason, boundary

  1. Situation

    A stakeholder sees that a feature has large SHAP values and asks you to change that feature to improve the outcome.

  2. Action

    Present SHAP as model explanation only, name plausible confounders, and propose an experiment or quasi-experimental analysis for any intervention question.

  3. Reason

    Attributions decompose a prediction among inputs; they say nothing about what happens when an input is changed in the world.

  4. Boundary

    Pricing, marketing, churn, credit and operations decisions informed by predictive models.

Symptom or risk

SHAP describes what the model uses, including proxies and confounded associations; acting on it can do nothing or cause harm.

Exceptions

When features are randomized or causal assumptions are explicitly defended, model-based effects can inform decisions.

Trade-offs

Causal studies cost time; the alternative is acting on correlations.

Pitfalls

Reading a positive price SHAP value in demand data as evidence that raising price raises demand; in the synthetic airline data fares rise when demand is expected to be high.

Lessons and concepts

Claims and their sources