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pdf_signature_extraction/signature_analysis
gbanyan bc36dcc2b6 Add script 38: v4.0 convergence (CONVERGENCE_STRONG, three lenses agree)
Phase 1.6 (G2 path) script. Tests whether three INDEPENDENT
statistical approaches converge on the same Big-4 CPA ranking:

  1. K=3 GMM cluster posterior P_C1 (hand-leaning)
     -- from full Big-4 K=3 fit (Script 37 baseline).
  2. Reverse-anchor directional score
     -- non-Big-4 (n=249, mid/small firms only) as the
        reference Gaussian; -cos_left_tail_pct as score.
     -- Strict separation: no Big-4 CPA in the reference.
  3. Paper A v3.x operational rule per-CPA hand_frac
     -- (cos > 0.95 AND dh <= 5) failure rate per CPA.

Pairwise Spearman correlations:

  p_c1 vs paperA_hand_frac           rho = +0.9627  (p < 1e-248)
  reverse_anchor vs paperA_hand_frac rho = +0.8890  (p < 1e-149)
  p_c1 vs reverse_anchor             rho = +0.8794  (p < 1e-142)

Verdict: CONVERGENCE_STRONG (all 3 |rho| >= 0.7).

Per-firm consistency across lenses:

  Firm    n     C1%      C3%      E[P_C1]  E[rev]   E[hand]
  FirmA  171   0.00%   82.46%    0.007   -0.973    0.193
  KPMG   112   8.93%    0.00%    0.141   -0.820    0.696
  PwC    102  23.53%    0.98%    0.311   -0.767    0.790
  EY      52  11.54%    1.92%    0.241   -0.713    0.761

Same monotone ordering by all three metrics:
  Firm A < KPMG < EY ~= PwC on hand-leaning.

Implication for v4.0: methodology paper now has THREE
independent lines of evidence converging on the same population
structure -- a much harder thing for a reviewer to dismiss
than any single lens.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:03:55 +08:00
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