Financial fraud detection audit tutorial¶
Complete walkthrough of performing a comprehensive ML audit on a credit card fraud detection model using GlassAlpha. This tutorial demonstrates how to audit automated fraud detection systems for compliance with payment card industry standards and anti-money laundering regulations.
Overview¶
Financial institutions use machine learning models to detect fraudulent credit card transactions in real-time. These models must balance:
- False Positive Minimization: Avoid blocking legitimate transactions
- Fraud Detection Maximization: Catch actual fraudulent activity
- Regulatory Compliance: Meet PCI DSS and AML requirements
- Fairness: Avoid bias against protected demographic groups
What you'll learn¶
- How to configure GlassAlpha for fraud detection models
- Interpreting performance metrics for fraud detection systems
- Understanding SHAP explanations for transaction risk assessment
- Identifying bias in fraud detection across demographic groups
- Generating regulatory-ready audit reports for financial compliance
Regulatory context¶
Fraud detection models must comply with:
- Payment Card Industry Data Security Standard (PCI DSS): Security and fraud monitoring requirements
- Bank Secrecy Act (BSA)/Anti-Money Laundering (AML): Suspicious activity reporting
- Fair Credit Reporting Act (FCRA): Accuracy in consumer reporting
- Equal Credit Opportunity Act (ECOA): Non-discrimination in credit decisions
Prerequisites¶
- GlassAlpha installed (Installation Guide)
- Basic understanding of fraud detection systems and payment processing
- Familiarity with bias and fairness concepts in financial services
Step 1: Understanding the fraud detection dataset¶
Dataset characteristics¶
The fraud detection dataset contains:
- 50,000 synthetic credit card transactions
- 20 features covering transaction details, customer behavior, and risk factors
- Binary target: Fraudulent transaction (1) vs Legitimate (0)
- 1% fraud rate (realistic for credit card fraud)
- Protected attributes: Gender, age groups for fairness analysis
Key features¶
Transaction Information:
amount
- Transaction amount ($1 - $10,000)merchant_category
- Merchant type (0-15 categories)transaction_hour
- Hour of transaction (0-23)transaction_day
- Day of week (0-6, Monday-Sunday)transaction_type
- Online, in-store, or ATM transaction
Customer Behavior:
cardholder_age
- Customer age (18-85)account_age_months
- Account tenure (0-120 months)transaction_count_24h
- Transactions in last 24 hours (0-50)amount_avg_24h
- Average transaction amount in last 24 hourstime_since_last_txn
- Minutes since last transaction (0-1440)
Risk Indicators:
location_distance
- Distance from customer's home location (0-1000 miles)device_fingerprint_risk
- Device identification risk score (0-100)ip_geolocation_risk
- IP address risk assessment (0-100)merchant_country_risk
- Merchant location risk score (0-100)velocity_check_failed
- Failed transaction velocity checksamount_deviation_score
- Unusual amount pattern score (0-100)weekend_transaction
- Weekend vs. weekday indicatorinternational_transaction
- Domestic vs. international
Step 2: Configuration setup¶
Create a configuration file for the fraud detection audit:
# fraud_detection_audit.yaml
audit_profile: fraud_detection
# Reproducibility for regulatory compliance
reproducibility:
random_seed: 42
# Data configuration
data:
path: ~/.glassalpha/data/fraud_detection.csv
target_column: is_fraud
protected_attributes:
- gender
- age_group
# LogisticRegression model (baseline, always available)
model:
type: logistic_regression
params:
random_state: 42
max_iter: 1000
# Explanation configuration
explainers:
strategy: first_compatible
priority:
- treeshap # XGBoost supports TreeSHAP
- kernelshap # Universal fallback
# Fraud-specific metrics
metrics:
performance:
metrics:
- accuracy
- precision # Minimize false positives
- recall # Maximize fraud detection
- f1 # Balance precision and recall
- auc_roc # Overall model quality
fairness:
metrics:
- demographic_parity # Equal fraud detection rates
- equal_opportunity # Equal TPR for fraud detection
- predictive_parity # Equal precision across groups
config:
# Stricter thresholds for fraud detection
demographic_parity:
threshold: 0.02 # Maximum 2% difference
equal_opportunity:
threshold: 0.02
predictive_parity:
threshold: 0.02
# Professional audit report
report:
template: standard_audit
styling:
color_scheme: professional
compliance_statement: true
Step 3: Running the audit¶
Execute the fraud detection audit:
# Generate comprehensive audit
glassalpha audit \
--config fraud_detection_audit.yaml \
--output fraud_detection_audit.pdf \
--strict
Expected execution¶
GlassAlpha Audit Generation
========================================
Loading configuration from: fraud_detection_audit.yaml
Audit profile: fraud_detection
Strict mode: ENABLED
⚠️ Strict mode enabled - enforcing regulatory compliance
Running audit pipeline...
Loading data and initializing components...
✓ Audit pipeline completed in 4.23s
📊 Audit Summary:
✅ Performance metrics: 5 computed
✅ accuracy: 98.7%
⚖️ Fairness metrics: 9/9 computed
✅ demographic_parity: 0.008 (within 2% threshold)
🔍 Explanations: ✅ Global feature importance
Most important: amount_deviation_score (+0.342)
📋 Dataset: 50,000 samples, 20 features
🔧 Components: 3 selected
Model: xgboost
Generating PDF report: fraud_detection_audit.pdf
✓ Saved plot to /tmp/plots/shap_importance.png
✓ Saved plot to /tmp/plots/performance_summary.png
✓ Saved plot to /tmp/plots/fairness_analysis.png
✓ Saved plot to /tmp/plots/confusion_matrix.png
🎉 Audit Report Generated Successfully!
==================================================
📁 Output: /path/to/fraud_detection_audit.pdf
📊 Size: 1,287,654 bytes (1.3 MB)
⏱️ Total time: 5.18s
• Pipeline: 4.23s
• PDF generation: 0.95s
🛡️ Strict mode: Report meets regulatory compliance requirements
Step 4: Interpreting the results¶
Model performance analysis¶
Overall Performance:
- Accuracy: 98.7% - Model correctly classifies 99% of transactions
- AUC-ROC: 0.923 - Excellent discriminative ability for fraud detection
- Precision: 87.4% - Of flagged transactions, 87% are actually fraudulent
- Recall: 79.2% - Model catches 79% of all fraudulent transactions
Fraud Detection Business Interpretation:
- False Positive Rate: 13% of legitimate transactions incorrectly flagged
- False Negative Rate: 21% of fraudulent transactions missed
- Business Impact: Balance between fraud losses and customer friction
- Regulatory Impact: Must justify false positive rates to card networks
SHAP explanations¶
Global Feature Importance (Top 5):
1. amount_deviation_score
(+0.342)
- Most important fraud indicator
- Measures how unusual the transaction amount is for this customer
- Critical for detecting anomalous spending patterns
2. velocity_check_failed
(+0.287)
- Transaction velocity violations (too many transactions too quickly)
- Strong indicator of card testing or account takeover
- Real-time fraud prevention mechanism
3. location_distance
(+0.234)
- Distance from customer's normal geographic area
- Indicates potential card-not-present fraud
- Must be monitored for legitimate travel patterns
4. merchant_country_risk
(+0.198)
- Risk assessment of merchant location
- Higher risk for international or high-risk countries
- Balances security with legitimate international commerce
5. transaction_hour
(-0.156)
- Time of day patterns (negative = unusual timing)
- Fraud often occurs during off-hours
- Must account for legitimate late-night transactions
Individual Transaction Example: For a $2,500 international transaction at 3 AM from 500 miles away:
- Base fraud probability: 0.012 (1.2% population rate)
- Amount deviation (high): +0.15 probability increase
- Velocity check (failed): +0.12 probability increase
- Location distance (far): +0.08 probability increase
- International transaction: +0.06 probability increase
- Transaction hour (unusual): +0.04 probability increase
- Final fraud probability: 0.452 (45.2% - flag for review)
Fairness analysis results¶
Demographic Parity Analysis:
Age Group Analysis:
- Young (18-24): 1.2% fraud detection rate
- Young Adult (25-34): 1.1% fraud detection rate
- Middle Age (35-49): 0.9% fraud detection rate
- Senior (50-64): 0.8% fraud detection rate
- Elderly (65+): 0.7% fraud detection rate
- Maximum difference: 0.5% (Young vs. Elderly)
- Conclusion: ✅ Within 2% threshold, no significant age bias
Gender Analysis:
- Male: 1.0% fraud detection rate
- Female: 0.9% fraud detection rate
- Difference: 0.1% (well within acceptable range)
- Conclusion: ✅ No gender bias detected
Predictive Parity Analysis:
- Young: 86.2% precision (of flagged young customers, 86% actually fraudulent)
- Middle Age: 87.8% precision
- Difference: 1.6% (within acceptable range)
- Conclusion: ✅ Consistent fraud detection accuracy across age groups
Risk assessment¶
Low Risk Findings:
- Model Performance: Excellent overall accuracy with appropriate precision/recall balance
- Fairness Compliance: All demographic groups within acceptable thresholds
- Feature Interpretability: Clear business logic in top risk factors
Medium Risk Findings:
- False Positive Impact: 13% false positive rate may cause customer friction
- Geographic Bias: Location-based features could disadvantage rural customers
- International Transactions: Higher scrutiny may impact legitimate global commerce
Compliance Assessment:
- PCI DSS Compliance: ✅ PASS - Appropriate fraud monitoring implemented
- BSA/AML Compliance: ✅ PASS - Suspicious activity detection in place
- FCRA Accuracy: ✅ PASS - 99% accuracy meets standards
- ECOA Compliance: ✅ PASS - No demographic discrimination detected
Step 5: Regulatory recommendations¶
Immediate actions required¶
1. Monitor False Positive Rates
- Track customer complaints about blocked legitimate transactions
- Consider customer communication about fraud prevention measures
- Implement appeals process for declined transactions
2. Geographic Feature Review
- Analyze location risk factors for potential rural/urban bias
- Consider normalizing by local economic factors
- Validate with diverse geographic test sets
3. International Transaction Handling
- Ensure legitimate international commerce isn't overly burdened
- Consider customer travel pattern analysis
- Implement graduated response based on risk level
Long-term compliance strategy¶
1. Ongoing Monitoring
- Regular bias audits on new transaction patterns
- Performance monitoring across demographic groups
- Model drift detection for changing fraud patterns
2. Regulatory Reporting
- Maintain fraud detection effectiveness metrics
- Document bias mitigation measures
- Prepare regulatory examination materials
3. Model Governance
- Establish fraud detection accuracy standards
- Implement model validation procedures
- Create change management processes
Step 6: Business impact analysis¶
Financial impact¶
Current Model:
- Fraud detection rate: 79% (catches 79% of fraud)
- False positive rate: 13% (13% of legitimate transactions flagged)
- Estimated fraud losses prevented: $2.3M annually
- Estimated customer friction costs: $180K annually
Optimization Opportunities:
- Precision improvement: Could reduce false positives by 20%
- Recall improvement: Could catch additional 5% of fraud
- Net benefit: $300K+ annual improvement potential
Regulatory risk mitigation¶
Before Audit:
- Potential compliance violations if bias undetected
- Regulatory scrutiny without proper documentation
- Customer complaints without clear appeals process
After Audit:
- Documented compliance with PCI DSS requirements
- Demonstrated fairness across demographic groups
- Clear audit trail for regulatory examinations
Step 7: Next steps and recommendations¶
Technical improvements¶
1. Model Optimization
- Feature engineering for better fraud signal extraction
- Ensemble methods combining multiple detection approaches
- Real-time model updating based on new fraud patterns
2. Customer Experience Enhancement
- Personalized fraud thresholds based on customer history
- Clear communication about why transactions were flagged
- Streamlined appeals process for legitimate transactions
3. Advanced Analytics
- Customer segmentation for risk-based approaches
- Network analysis for organized fraud rings
- Temporal pattern analysis for seasonal fraud trends
Operational changes¶
1. Fraud Team Integration
- Real-time model performance dashboards
- Analyst feedback loop for model improvement
- Investigation workflow integration
2. Customer Communication
- Transparent fraud prevention messaging
- Educational materials about fraud indicators
- Clear policies for transaction disputes
3. Regulatory Engagement
- Regular reporting to payment card networks
- Participation in industry fraud prevention initiatives
- Collaboration with law enforcement on fraud trends
Conclusion¶
This fraud detection audit revealed a highly effective model that successfully balances fraud prevention with customer experience while maintaining regulatory compliance. The audit demonstrated:
Strengths:
- Excellent overall performance (99% accuracy, 92% AUC)
- Appropriate precision/recall balance for fraud detection
- No demographic bias detected across protected groups
- Clear interpretability of fraud risk factors
Areas for Enhancement:
- Optimization of false positive rates
- Enhanced geographic risk factor analysis
- Improved international transaction handling
Compliance Status:
- ✅ PCI DSS compliance requirements met
- ✅ BSA/AML suspicious activity monitoring in place
- ✅ FCRA accuracy standards satisfied
- ✅ ECOA non-discrimination requirements fulfilled
This tutorial demonstrates how GlassAlpha enables thorough, regulatory-ready ML auditing that identifies both technical performance strengths and compliance risks, providing the detailed analysis necessary for responsible AI deployment in regulated financial fraud detection systems.
Additional resources¶
- Configuration Guide - Detailed configuration options
- CLI Reference - Complete command documentation
- Trust & Deployment - Architecture, licensing, security, and compliance
- Troubleshooting Guide - Common issues and solutions
For questions or support, please visit our GitHub repository or contact our team.