Package 'ClaimsProblems'

Title: Analysis of Conflicting Claims
Description: The analysis of conflicting claims arises when an amount has to be divided among a set of agents with claims that exceed what is available. A rule is a way of selecting a division among the claimants. This package computes the main rules introduced in the literature from the old times until nowadays. The inventory of rules covers the proportional and the adjusted proportional rules, the constrained equal awards and the constrained equal losses rules, the constrained egalitarian, the Piniles’ and the minimal overlap rules, the random arrival and the Talmud rules. Besides, the Dominguez and Thomson and the average of awards rules are also included. All of them can be found in the book of W. Thomson (2019), 'How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation', with the exception of the average of awards rule (Mirás Calvo et al. (2022), <doi:10.1007/s00355-022-01414-6>). In addition, graphical diagrams allow the user to represent, among others, the set of awards, the paths of awards, and the schedules of awards of a rule, and some indexes. A good understanding of the similarities and the differences of the rules is useful for a better decision making. Therefore this package could be helpful to students, researchers and managers alike.
Authors: Iago Núñez Lugilde [aut, cre] (SIDOR. Universidade de Vigo. Departamento de Estatística e Investigación Operativa. Spain), Miguel Ángel Mirás Calvo [aut] (RGEAF. Universidade de Vigo. Departamento de Matemáticas. Spain), Carmen Quinteiro Sandomingo [aut] (Universidade de Vigo. Departamento de Matemáticas. Spain), Estela Sánchez Rodríguez [aut] (CINBIO. Universidade de Vigo. Grupo SIDOR. Departamento de Estatística e Investigación Operativa. Universidade de Vigo. Spain)
Maintainer: Iago Núñez Lugilde <[email protected]>
License: GPL-3
Version: 0.2.1
Built: 2025-02-11 03:26:36 UTC
Source: https://github.com/cran/ClaimsProblems

Help Index


Average of awards rule

Description

This function returns the awards vector assigned by the average of awards rule (AA) to a claims problem.

Usage

AA(E, d, name = FALSE)

Arguments

E

The endowment.

d

The vector of claims.

name

A logical value.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that i=1ndiE,  \sum_{i=1}^{n} d_i\ge E,\; the sum of claims exceeds the endowment.

A vector x=(x1,,xn)x=(x_1,\dots,x_n) is an awards vector for the claims problem (E,d)(E,d) if 0xd0\le x \le d and satisfies the balance requirement, that is, i=1nxi=E\sum_{i=1}^{n}x_i=E the sum of its coordinates is equal to EE. Let X(E,d)X(E,d) be the set of awards vectors for (E,d)(E,d).

The average of awards rule assigns to each claims problem (E,d)(E,d) the expectation of the uniform distribution defined over the set of awards vectors, that is, the centroid of X(E,d)X(E,d).

Let μ\mu be the (n-1)-dimensional Lebesgue measure and V(E,d)=μ(X(E,d))V(E,d)=\mu (X(E,d)) the measure (volume) of the set of awards X(E,d)X(E,d). The average of awards rule assigns to each problem (E,d)(E,d) the awards vector given by:

AA(E,d)=1V(E,d)X(E,d)xdμAA(E,d)=\frac{1}{V(E,d)}\int_{X(E,d)} x d\mu

The average of awards rule corresponds to the core-center of the associated coalitional (pessimistic) game.

Value

The awards vector selected by the AA rule. If name = TRUE, the name of the function (AA) as a character string.

References

Gonzalez-Díaz, J. and Sánchez-Rodríguez, E. (2007). A natural selection from the core of a TU game: the core-center. International Journal of Game Theory, 36(1), 27-46.

Mirás Calvo, M.Á., Quinteiro Sandomingo, C., and Sánchez-Rodríguez, E. (2022). The average-of-awards rule for claims problems. Soc Choice Welf. doi:10.1007/s00355-022-01414-6

Mirás Calvo, M.Á., Núñez Lugilde, I., Quinteiro Sandomingo, C., and Sánchez-Rodríguez, E. (2020). An algorithm to compute the core-center rule of a claims problem with an application to the allocation of CO2 emissions. Working paper.

See Also

allrules, CD, setofawards, coalitionalgame

Examples

E=10
d=c(2,4,7,8)
AA(E,d)
#The average of awards rule is self-dual: AA(E,d)=d-AA(D-E,d)
D=sum(d)
d-AA(D-E,d)

Summary of the division rules

Description

This function returns the awards vectors selected, for a given claims problem, by the rules: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, and Talmud.

Usage

allrules(E, d, draw = TRUE, col = NULL)

Arguments

E

The endowment.

d

The vector of claims.

draw

A logical value.

col

The colours (useful only if draw=TRUE). If col=NULL then the sequence of default colours is: c("red", "blue", "green", "yellow", "pink", "coral4", "darkgray", "burlywood3", "black", "darkorange", "darkviolet").

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that \sum_{i=1}^{n} d_i\ge E,\ the sum of claims exceeds the endowment.

A vector x=(x1,,xn)x=(x_1,\dots,x_n) is an awards vector for the claims problem (E,d)(E,d) if: no claimant is asked to pay (0x0\le x); no claimant receives more than his claim (xdx\le d); and the balance requirement is satisfied, that is, the sum of the awards is equal to the endowment (i=1nxi=E\sum_{i=1}^{n} x_i= E).

A rule is a function that assigns to each claims problem (E,d)(E,d) an awards vector for (E,d)(E,d), that is, a division between the claimants of the amount available.

The formal definitions of the main rules are given in the corresponding function help.

Value

A data-frame with the awards vectors selected by the main division rules. If draw = TRUE, it displays a mosaic plot representing the data-frame.

References

Mirás Calvo, M.Á., Quinteiro Sandomingo, C., and Sánchez-Rodríguez, E. (2022). The average-of-awards rule for claims problems. Soc Choice Welf. doi:10.1007/s00355-022-01414-6

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

AA, APRO, CD, CE, CEA, CEL , DT, MO, PIN, PRO, RA, Talmud, verticalruleplot

Examples

E=10
d=c(2,4,7,8)
allrules(E,d)

Adjusted proportional rule

Description

This function returns the awards vector assigned by the adjusted proportional rule (APRO) to a claims problem.

Usage

APRO(E, d, name = FALSE)

Arguments

E

The endowment.

d

The vector of claims.

name

A logical value.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that i=1ndiE,\sum_{i=1}^{n} d_i\ge E, the sum of claims exceeds the endowment.

For each subset SS of the set of claimants NN, let d(S)=jSdjd(S)=\sum_{j\in S}d_j be the sum of claims of the members of SS and let N\SN\backslash S be the complementary coalition of SS.

The minimal right of claimant ii in (E,d)(E,d) is whatever is left after every other claimant has received his claim, or 0 if that is not possible:

mi(E,d)=max{0,Ed(N\{i})}, i=1,,n.m_i(E,d)=\max\{0,E-d(N\backslash\{i\})\},\ i=1,\dots,n.

Let m(E,d)=(m1(E,d),,mn(E,d))m(E,d)=(m_1(E,d),\dots,m_n(E,d)) be the vector of minimal rights.

The truncated claim of claimant ii in (E,d)(E,d) is the minimum of the claim and the endowment:

ti(E,d)=min{di,E}, i=1,,n.t_i(E,d)=\min\{d_i,E\},\ i=1,\dots,n.

Let t(E,d)=(t1(E,d),,tn(E,d))t(E,d)=(t_1(E,d),\dots,t_n(E,d)) be the vector of truncated claims.

The adjusted proportional rule first gives to each claimant the minimal right, and then divides the remainder of the endowment E=Ei=1nmi(E,d)E'=E-\sum_{i=1}^n m_i(E,d) proportionally with respect to the new claims. The vector of the new claims dd' is determined by the minimum of the remainder and the lowered claims, di=min{Ej=1nmj(E,d),dimi}, i=1,,nd_i'=\min\{E-\sum_{j=1}^n m_j(E,d),d_i-m_i\},\ i=1,\dots,n. Therefore:

APRO(E,d)=m(E,d)+PRO(E,d).APRO(E,d)=m(E,d)+PRO(E',d').

The adjusted proportional rule corresponds to the τ\tau-value of the associated (pessimistic) coalitional game.

Value

The awards vector selected by the APRO rule. If name = TRUE, the name of the function (APRO) as a character string.

References

Curiel, I. J., Maschler, M., and Tijs, S. H. (1987). Bankruptcy games. Zeitschrift für operations research, 31(5), A143-A159.

Mirás Calvo, M.Á., Núñez Lugilde, I., Quinteiro Sandomingo, C., and Sánchez-Rodríguez, E. (2021). The adjusted proportional and the minimal overlap rules restricted to the lower-half, higher-half, and middle domains. Working paper 2021-02, ECOBAS.

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

allrules, CD, PRO, coalitionalgame

Examples

E=10
d=c(2,4,7,8)
APRO(E,d)
#The adjusted proportional rule is self-dual: APRO(E,d)=d-APRO(D-E,d)
D=sum(d)
d-APRO(D-E,d)

Concede-and-divide rule

Description

This function returns the awards vector assigned by the concede-and-divide (CD) rule to a two-claimant problem.

Usage

CD(E, d, name = FALSE)

Arguments

E

The endowment.

d

The vector of two claims.

name

A logical value.

Details

Let E0E\ge 0 be the endowment to be divided and d=(d1,d2)R2d=(d_1,d_2)\in \mathcal{R}^2 the vector of claims with d0d\ge 0 and such that the sum of the two claims exceeds the endowment d1+d2Ed_1+d_2 \ge E.

The concede-and-divide rule first assigns to each of the two claimants the difference between the endowment and the other agent’s claim (or 0 if this difference is negative), and divides the remainder equally.

CD1(E,d)=max{Ed2,0}+Emax{Ed1,0}max{Ed2,0}2CD_1(E,d)=\max\{E-d_2,0\}+\frac{E-\max\{E-d_1,0\}-\max\{E-d_2,0\}}{2}

CD2(E,d)=max{Ed1,0}+Emax{Ed1,0}max{Ed2,0}2CD_2(E,d)=\max\{E-d_1,0\}+\frac{E-\max\{E-d_1,0\}-\max\{E-d_2,0\}}{2}

Several rules are extensions of the concede-and-divide rule to general populations: AA, APRO, MO, RA, and Talmud.

Value

The awards vector selected by the CD rule. If name = TRUE, the name of the function (CD) as a character string.

References

Aumann, R. and Maschler, M., (1985). Game theoretic analysis of a bankruptcy problem from the Talmud. J. Econ. Theory 36, 195–213.

Mirás Calvo, M. Á., Núñez Lugilde, I., Quinteiro Sandomingo, C., and Sánchez Rodríguez, E. (2021). Analyzing rules that extend the concede-and-divide principle. Preprint.

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

allrules, pathawards, AA, APRO, MO, RA, Talmud

Examples

E=10
d=c(7,8)
CD(E,d)
# Talmud, RA, MO, APRO, and AA coincide with CD for two-claimant problems
Talmud(E,d)
RA(E,d)
MO(E,d)
APRO(E,d)
AA(E,d)

Constrained egalitarian rule

Description

This function returns the awards vector assigned by the constrained egalitarian rule (CE) rule to a claims problem.

Usage

CE(E, d, name = FALSE)

Arguments

E

The endowment.

d

The vector of claims.

name

A logical value.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that i=1ndiE,  \sum_{i=1}^{n} d_i\ge E,\; the sum of claims exceeds the endowment.

Assume that the claims are ordered from small to large, 0d1...dn0 \le d_1 \le...\le d_n. The constrained egalitarian rule coincides with the constrained equal awards rule (CEA) applied to the problem (E,d/2)(E, d/2) if the endowment is less or equal than the half-sum of the claims D/2D/2. Otherwise, any additional unit is assigned to claimant 11 until she/he receives the minimum of the claim and half of d2d_2. If this minimun is d1d_1, she/he stops there. If it is not, the next increment is divided equally between claimants 11 and 22 until claimant 11 receives d1d_1 (in this case she drops out) or they reach d3/2d_3/2. If claimant 11 leaves, claimant 22 receives any aditional increment until she/he reaches d2d_2 or d3/2d_3/2. In the case that claimant 11 and 22 reach d3/2d_3/2, any additional unit is divided between claimants 11, 22, and 33 until the first one receives d1d_1 or they reach d4/2d_4/2, and so on.

Therefore:

If ED/2E \le D/2 then CE(E,d)=CEA(E,d/2)=(min{di2,λ})iNCE(E,d) = CEA(E,d/2)=(\min\{\frac{d_i}{2},\lambda\})_{i\in N} where λ0\lambda \ge 0 is chosen so as to achieve balance.

If ED/2E \ge D/2 then the CE rule assigns to claimant ii the maximum of two quantities: the half-claim and the minimum of the claim and a value λ0\lambda \ge 0 chosen so as to achieve balance.

CEi(E,d)=max{di2,min{di,λ}}, i=1,,n, where i=1nCEi(E,d)=E.CE_i(E,d)=\max\{\frac{d_i}{2},\min\{d_i,\lambda\}\},\ i=1,\dots,n, \ where \ \sum_{i=1}^{n} CE_i(E,d)=E.

Value

The awards vector selected by the CE rule. If name = TRUE, the name of the function (CE) as a character string.

References

Chun, Y., Schummer, J., Thomson, W. (2001). Constrained egalitarianism: a new solution for claims problems. Seoul J. Economics 14, 269–297.

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

allrules, CEA, Talmud, PIN

Examples

E=10
d=c(2,4,7,8)
CE(E,d)

Constrained equal awards rule

Description

This function returns the awards vector assigned by the constrained equal awards rule (CEA) to a claims problem.

Usage

CEA(E, d, name = FALSE)

Arguments

E

The endowment.

d

The vector of claims.

name

A logical value.

Details

Let E0E\ge 0 be the endowment to be divided and let dRnd\in \mathcal{R}^n be the vector of claims with d0d\ge 0 and such that i=1ndiE,\sum_{i=1}^{n} d_i\ge E, the sum of claims exceeds the endowment.

The constrained equal awards rule (CEA) equalizes awards under the constraint that no individual's award exceeds his/her claim. Then, claimant ii receives the minimum of the claim and a value λ0\lambda \ge 0 chosen so as to achieve balance.

CEAi(E,d)=min{di,λ}, i=1,,n, such that i=1nCEAi(E,d)=E.CEA_i(E,d)=\min\{d_i,\lambda\},\ i=1,\dots,n, \ such \ that \ \sum_{i=1}^{n} CEA_i(E,d)=E.

The constrained equal awards rule corresponds to the Dutta-Ray solution to the associated (pessimistic) coalitional game. The CEA and CEL rules are dual.

Value

The awards vector selected by the CEA rule. If name = TRUE, the name of the function (CEA) as a character string.

References

Maimonides, Moses, 1135-1204. Book of Judgements, Moznaim Publishing Corporation, New York, Jerusalem (Translated by Rabbi Elihahu Touger, 2000).

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

allrules, CE, CEL, PIN, Talmud

Examples

E=10
d=c(2,4,7,8)
CEA(E,d)
# CEA and CEL are dual: CEA(E,d)=d-CEL(D-E,d)
D=sum(d)
d-CEL(D-E,d)

Constrained equal losses rule

Description

This function returns the awards vector assigned by the constrained equal losses rule (CEL) to a claims problem.

Usage

CEL(E, d, name = FALSE)

Arguments

E

The endowment.

d

The vector of claims.

name

A logical value.

Details

Let E0E\ge 0 be the endowment to be divided and let dRnd\in \mathcal{R}^n be the vector of claims with d0d\ge 0 and such that i=1ndiE,\sum_{i=1}^{n} d_i\ge E, the sum of claims exceeds the endowment.

The constrained equal losses rule (CEL) equalizes losses under the constraint that no award is negative. Then, claimant ii receives the maximum of zero and the claim minus a number λ0\lambda \ge 0 chosen so as to achieve balance.

CELi(E,d)=max{0,diλ}, i=1,,n, such that i=1nCELi(E,d)=E.CEL_i(E,d)=\max\{0,d_i-\lambda\},\ i=1,\dots,n, \ such \ that \ \sum_{i=1}^n CEL_i(E,d)=E.

CEA and CEL are dual rules.

Value

The awards vector selected by the CEL rule. If name = TRUE, the name of the function (CEL) as a character string.

References

Maimonides, Moses, 1135-1204. Book of Judgements, Moznaim Publishing Corporation, New York, Jerusalem (Translated by Rabbi Elihahu Touger, 2000).

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

allrules, CEA

Examples

E=10
d=c(2,4,7,8)
CEL(E,d)
# CEL and CEA are dual: CEL(E,d)=d-CEA(D-E,d)
D=sum(d)
d-CEA(D-E,d)

Coalitional game associated with a claims problem

Description

This function returns the pessimistic and optimistic coalitional games associated with a claims problem.

Usage

coalitionalgame(E, d, opt = FALSE, lex = FALSE)

Arguments

E

The endowment.

d

The vector of claims.

opt

Logical parameter. If opt = TRUE, both the pessimist and optimistic associated coalitional games are given. By default, opt = FALSE, and only the associated pessimistic coalitional game is computed.

lex

Logical parameter. If lex = TRUE, coalitions of claimants are ordered lexicographically. By default, lex = FALSE, and coalitions are ordered using their binary representations.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that i=1ndiE,  \sum_{i=1}^{n} d_i\ge E,\; the sum of claims exceeds the endowment.

For each subset SS of the set of claimants NN, let d(S)=jSdjd(S)=\sum_{j\in S}d_j be the sum of claims of the members of SS and let N\SN\backslash S be the complementary coalition of SS.

Given a claims problem (E,d)(E,d), its associated pessimistic coalitional game is the game vpes:2NRv_{pes}:2^N\rightarrow \mathcal{R} assigning to each coalition S2NS\in 2^N the real number:

vpes(S)=max{0,Ed(N\S)}.v_{pes}(S)=\max\{0,E-d(N\backslash S)\}.

Given a claims problem (E,d)(E,d), its associated optimistic coalitional game is the game vopt:2NRv_{opt}:2^N\rightarrow \mathcal{R} assigning to each coalition S2NS\in 2^N the real number:

vopt(S)=min{E,d(S)}.v_{opt}(S)=\min\{E,d(S)\}.

The optimistic and the pessimistic coalitional games are dual games, that is, for all S2NS\in 2^N:

vopt(S)=Evpes(N\S).v_{opt}(S)=E-v_{pes}(N\backslash S).

An efficient way to represent a nonempty coalition S2NS\in 2^N is by identifying it with the binary sequence anan1a1a_{n}a_{n-1}\dots a_{1} where ai=1a_i=1 if iSi\in S and ai=0a_i=0 otherwise. Therefore, each coalition SS is represented by the number associated with its binary representation: iT2i1\sum_{i\in T}2^{i-1}. Then coalitions can be ordered by their associated numbers.

Alternatively, coalitions can be ordered lexicographically.

Given a claims problem (E,d)(E,d), its associated coalitional game vv can be represented by the vector whose coordinates are the values assigned by vv to all the nonempty coalitions. For instance. if n=3n=3, the associated coalitional game can be represented by the vector of the values of all the 7 nonempty coalitions, ordered using the binary representation:

v=[v({1}),v({2}),v({1,2}),v({3}),v({1,3}),v({2,3}),v({1,2,3})]v = [v(\{1\}),v(\{2\}),v(\{1,2\}),v(\{3\}),v(\{1,3\}),v(\{2,3\}),v(\{1,2,3\})]

Alternatively, the coordinates can be ordered lexicographically:

v=[v({1}),v({2}),v({3}),v({1,2}),v({1,3}),v({2,3}),v({1,2,3})]v = [v(\{1\}),v(\{2\}),v(\{3\}),v(\{1,2\}),v(\{1,3\}),v(\{2,3\}),v(\{1,2,3\})]

When n=4n=4, the associated coalitional game can be represented by the vector of the values of all the 15 nonempty coalitions, ordered using the binary representation:

v=[v({1}),v({2}),v({1,2}),v({3}),v({1,3}),v({2,3}),v({1,2,3}),v({4}),v = [v(\{1\}),v(\{2\}),v(\{1,2\}),v(\{3\}),v(\{1,3\}),v(\{2,3\}),v(\{1,2,3\}),v(\{4\}),

v({1,4}),v({2,4}),v({1,2,4}),v({3,4}),v({1,3,4}),v({2,3,4}),v({1,2,3,4})]v(\{1,4\}),v(\{2,4\}),v(\{1,2,4\}),v(\{3,4\}),v(\{1,3,4\}),v(\{2,3,4\}),v(\{1,2,3,4\})]

Alternatively, the coordinates can be ordered lexicographically:

v=[v({1}),v({2}),v({3}),v({4}),v({1,2}),v({1,3}),v({1,4}),v({2,3}),v=[v(\{1\}),v(\{2\}),v(\{3\}),v(\{4\}),v(\{1,2\}),v(\{1,3\}),v(\{1,4\}),v(\{2,3\}),\dots

v({2,4}),v({3,4}),v({1,2,3}),v({1,2,4}),v({1,3,4}),v({2,3,4}),v({1,2,3,4})]\dots v(\{2,4\}),v(\{3,4\}),v(\{1,2,3\}),v(\{1,2,4\}),v(\{1,3,4\}),v(\{2,3,4\}),v(\{1,2,3,4\})]

Value

The pessimistic (and optimistic) associated coalitional game(s).

References

O’Neill B (1982) A problem of rights arbitration from the Talmud. Math Soc Sci 2:345–371.

See Also

setofawards

Examples

E=10
d=c(2,4,7,8)
v=coalitionalgame(E,d,opt=TRUE,lex=TRUE)
#The pessimistic and optimistic coalitional games are dual games
v_pes=v$v_pessimistic_lex
v_opt=v$v_optimistic_lex
v_opt[1:14]==10-v_pes[14:1]

Cumulative awards curve

Description

The graphical representation of the cumulative curves of a rule (or several rules) with respect to a given rule, for a claims problem.

Usage

cumawardscurve(E, d, Rule = PRO, Rules, col = NULL, legend = TRUE)

Arguments

E

The endowment.

d

The vector of claims.

Rule

Principal Rule: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud. By default, Rule = PRO.

Rules

The rules: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud.

col

The colours. If col = NULL then the sequence of default colours is: c("red", "blue", "green", "yellow", "pink", "coral4", "darkgray", "burlywood3", "black", "darkorange", "darkviolet").

legend

A logical value. The colour legend is shown if legend = TRUE.

Details

Let E>0E> 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that the sum of claims D=i=1ndiED=\sum_{i=1}^{n} d_i\ge E exceeds the endowment.

Rearrange the claims from small to large, 0d1...dn0 \le d_1 \le...\le d_n. The cumulative curve allows us to compare the division recommended by a specific rule RR with the division the division recommended by another specific rule SS.

The cumulative awards curve of a rule SS with respect of a rule RR for the claims problem (E,d)(E,d) is the polygonal path connecting the n+1n+1 points

(0,0),(R1E,S1E),,(i=1n1RiE,i=1n1SiE),(1,1).(0,0), (\frac{R_1}{E},\frac{S_1}{E}),\dots,(\frac{\sum_{i=1}^{n-1}R_i}{E},\frac{\sum_{i=1}^{n-1}S_i}{E}),(1,1).

The cumulative awards curve fully captures the Lorenz ranking of rules: if a rule RR Lorenz-dominates a rule SS then, for each claims problem, the cumulative curve of RR lies above the cumulative curve of SS. If R=PROR = PRO, the cumulative curve coincides with the cumulative claims-awards curve.

cumulativecurvecumulativecurve function of version 0.1.0 returned the cumulative claims-awards curve with respect to the proportional rule.

Value

The graphical representation of the cumulative curves of a rule (or several rules) for a claims problem.

References

Lorenz, M. O. (1905). Methods of measuring the concentration of wealth. Publications of the American statistical association, 9(70), 209-219.

Mirás Calvo, M.Á., Núñez Lugilde, I., Quinteiro Sandomingo, C., and Sánchez Rodríguez, E. (2022). Deviation from proportionality and Lorenz-domination for claims problems. Rev Econ Design. doi:10.1007/s10058-022-00300-y

See Also

deviationindex, indexgpath, lorenzcurve, giniindex, lorenzdominance, allrules.

Examples

E=10
d=c(2,4,7,8)
Rule=PRO
Rules=c(AA,RA,Talmud,CEA,CEL)
cumawardscurve(E,d,Rule,Rules)

Deviation index

Description

This function returns the deviation index and the signed deviation index for a rule with respect to another rule.

Usage

deviationindex(E, d, R, S)

Arguments

E

The endowment.

d

The vector of claims.

R

A rule : AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud.

S

A rule: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud.

Details

Let E>0E> 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that D=i=1ndiED=\sum_{i=1}^{n} d_i\ge E, the sum of claims DD exceeds the endowment.

Rearrange the claims from small to large, 0d1...dn0 \le d_1 \le...\le d_n. The signed deviation index of the rule SS with respect to the rule RR for the problem (E,d)(E,d), denoted by I(R(E,d),S(E,d))I(R(E,d),S(E,d)), is the ratio of the area that lies between the identity line and the cumulative curve over the total area under the identity line.

Let R0=0R_0=0 and S0=0S_0=0. For each k=1,,nk=1,\dots,n define Xk=1Ej=0kRjX_k=\frac{1}{E} \sum_{j=0}^{k} R_j and Yk=1Ej=0kSjY_k=\frac{1}{E} \sum_{j=0}^{k} S_j. Then

I(R(E,d),S(E,d))=1k=1n(XkXk1)(Yk+Yk1).I(R(E,d),S(E,d))=1-\sum_{k=1}^{n}(X_{k}-X_{k-1})(Y_{k}+Y_{k-1}).

In general 1I(R(E,d),S(E,d))1-1 \le I(R(E,d),S(E,d)) \le 1.

The deviation index of the rule SS with respect to the rule RR for the problem (E,d)(E,d), denoted by I+(R(E,d),S(E,d))I^{+}(R(E,d),S(E,d)), is the ratio of the area between the line of the cumulative sum of the distribution proposed by the rule RR and the cumulative curve over the area under the line x=yx=y.

In general 0I+(R(E,d),S(E,d))10 \le I^{+}(R(E,d),S(E,d)) \le 1.

The proportionality deviation index is the deviation index when R=PROR = PRO. The proportionality deviation index of the proportional rule is zero for all claims problems. The signed proportionality deviation index is the signed deviation index with R=PROR = PRO.

proportionalityindexproportionalityindex function of version 0.1.0 returned the the signed proportionality index.

Value

The deviation index and the signed deviation index of a rule for a claims problem.

References

Ceriani, L. and Verme, P. (2012). The origins of the Gini index: extracts from Variabilitá e Mutabilitá (1912) by Corrado Gini. The Journal of Economic Inequality, 10(3), 421-443.

Mirás Calvo, M.Á., Núñez Lugilde, I., Quinteiro Sandomingo, C., and Sánchez Rodríguez, E. (2022). Deviation from proportionality and Lorenz-domination for claims problems. Rev Econ Design. doi:10.1007/s10058-022-00300-y

See Also

indexgpath, cumawardscurve, lorenzcurve, giniindex, lorenzdominance, allrules.

Examples

E=10
d=c(2,4,7,8)
R=CEA
S=AA
deviationindex(E,d,R,S)
#The deviation index of rule R with respect of the rule R is 0.
deviationindex(E,d,PRO,PRO)

Dominguez-Thomson rule

Description

This function returns the awards vector assigned by the Dominguez-Thomson rule (DT) to a claims problem.

Usage

DT(E, d, name = FALSE)

Arguments

E

The endowment.

d

The vector of claims.

name

A logical value.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that i=1ndiE,  \sum_{i=1}^{n} d_i\ge E,\; the sum of claims exceeds the endowment.

The truncated claim of claimant ii in (E,d)(E,d) is the minimum of the claim and the endowment.

ti(E,d)=min{di,E}, i=1,,nt_i(E,d)=\min\{d_i,E\},\ i=1,\dots,n

Let t(E,d)=(m1(E,d),,mn(E,d))t(E,d)=(m_1(E,d),\dots,m_n(E,d)) be the vector of truncated claims and b(E,d)=1nt(E,d)b(E,d)=\frac{1}{n}t(E,d)

The DT rule is defined recursively such that, in each step, each claimant receives the nn-th part of the truncated claim.

Let (E1,d1)=(E,d)(E^1,d^1)=(E,d). For each k2k\ge 2 define:

(Ek,dk)=(Ek1i=1nbi(Ek1,dk1),dk1b(Ek1,dk1)).(E^k,d^k)=(E^{k-1}-\sum_{i=1}^n b_i(E^{k-1},d^{k-1}),d^{k-1}-b(E^{k-1},d^{k-1})).

In step 1, the endowment is E and the claims vector is d. For k2k \ge 2, the endowment is the remainder once all the claimants have received the amount of the previous steps and the new vector of claims is readjusted accordingly. Observe that neither the endowment nor each agent's claim ever increases from one step to the next. This recursive process exhausts EE in the limit.

For each (E,d)(E,d) the Dominguez-Thomson rule assigns the awards vector:

DT(E,d)=k=1b(Ek,dk)DT(E,d)=\sum_{k=1}^{\infty} b(E^k,d^k)

Value

The awards vector selected by the DT rule. If name = TRUE, the name of the function (DT) as a character string.

References

Domínguez, D. and Thomson, W. (2006). A new solution to the problem of adjudicating conflicting claims. Economic Theory, 28(2), 283-307.

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

allrules

Examples

E=10
d=c(2,4,7,8)
DT(E,d)

Dynamic plot

Description

For each claimaint, it plots the awards of the chosen rules for a dynamic model with t periods.

Usage

dynamicplot(
  E,
  d,
  Rules,
  claimant,
  percentage,
  times,
  col = NULL,
  legend = TRUE
)

Arguments

E

The endowment.

d

The vector of claims

Rules

The rules: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud.

claimant

A claimant.

percentage

A number in (0,1).

times

Number of iterations.

col

The colours. If col=NULL then the sequence of default colours is: c("red", "blue", "green", "yellow", "pink", "coral4", "darkgray", "burlywood3", "black", "darkorange", "darkviolet").

legend

A logical value. The colour legend is shown if legend=TRUE.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that \sum_{i=1}^{n} d_i\ge E,\ the sum of claims exceeds the endowment.

A vector x=(x1,,xn)x=(x_1,\dots,x_n) is an awards vector for the claims problem (E,d)(E,d) if: no claimant is asked to pay (0x0\le x); no claimant receives more than his claim (xdx\le d); and the balance requirement is satisfied, that is, the sum of the awards is equal to the endowment (i=1nxi=E\sum_{i=1}^{n} x_i= E).

A rule is a function that assigns to each claims problem (E,d)(E,d) an awards vector for (E,d)(E,d), that is, a division between the claimants of the amount available.

The formal definitions of the main rules are given in the corresponding function help.

Given ll a natural number, the function solves each claims problem in time tt, which is (Et,d)(E_t,d), with Et=(1p)tEE_t=(1-p)^t E, pp \in (0,1)(0,1) and t=1,,lt=1,\ldots,l.

Value

This function represents the awards proposed by different rules for a claimant if the resource decreases in each iteration by a given percentage.

References

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

Mirás Calvo, M.Á., Núñez Lugilde, I., Quinteiro Sandomingo, C., and Sánchez-Rodríguez, E. (2020). An algorithm to compute the core-center rule of a claims problem with an application to the allocation of CO2 emissions. Working paper.

See Also

allrules, pathawards, pathawards3, schedrule, schedrules

Examples

E=10
d=c(2,4,7,8)
Rules=c(Talmud,RA,AA,PRO)
claimant=1
percentage=0.076
times=10
dynamicplot(E,d,Rules,claimant,percentage,times)

Gini index

Description

This function returns the Gini index of any rule for a claims problem.

Usage

giniindex(E, d, Rule)

Arguments

E

The endowment.

d

The vector of claims.

Rule

A rule: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud.

Details

Let E>0E> 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that D=i=1ndiED=\sum_{i=1}^{n} d_i\ge E, the sum of claims DD exceeds the endowment.

Rearrange the claims from small to large, 0d1...dn0 \le d_1 \le...\le d_n. The Gini index is a number aimed at measuring the degree of inequality in a distribution. The Gini index of the rule RR for the problem (E,d)(E,d), denoted by G(R,E,d)G(R,E,d), is the ratio of the area that lies between the identity line and the Lorenz curve of the rule over the total area under the identity line.

Let R0(E,d)=0R_0(E,d)=0. For each k=0,,nk=0,\dots,n define Xk=knX_k=\frac{k}{n} and Yk=1Ej=0kRj(E,d)Y_k=\frac{1}{E} \sum_{j=0}^{k} R_j(E,d). Then

G(R,E,d)=1k=1n(XkXk1)(Yk+Yk1).G(R,E,d)=1-\sum_{k=1}^{n}(X_{k}-X_{k-1})(Y_{k}+Y_{k-1}).

In general 0G(R,E,d)10\le G(R,E,d) \le 1.

Value

The Gini index of a rule for a claims problem and the Gini index of the vector of claims.

References

Ceriani, L. and Verme, P. (2012). The origins of the Gini index: extracts from Variabilitá e Mutabilitá (1912) by Corrado Gini. The Journal of Economic Inequality, 10(3), 421-443.

Mirás Calvo, M.Á., Núñez Lugilde, I., Quinteiro Sandomingo, C., and Sánchez Rodríguez, E. (2022). Deviation from proportionality and Lorenz-domination for claims problems. Rev Econ Design. doi:10.1007/s10058-022-00300-y

See Also

lorenzcurve, cumawardscurve, deviationindex, indexgpath, lorenzdominance.

Examples

E=10
d=c(2,4,7,8)
Rule=AA
giniindex(E,d,Rule)
# The Gini index of the proportional awards coincides with the Gini index of the vector of claims
giniindex(E,d,PRO)

Index path

Description

The function returns the deviation index path or the signed deviation index path for a rule with respect to another rule for a vector of claims.

Usage

indexgpath(
  d,
  Rule = PRO,
  Rules,
  signed = TRUE,
  col = NULL,
  points = 201,
  legend = TRUE
)

Arguments

d

The vector of claims.

Rule

Principal Rule: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud. By default, Rule = PRO.

Rules

The rules: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud.

signed

A logical value. If signed = FALSE, it draws the deviation index path and, if signed = TRUE it draws the signed deviation index path. By default, signed = TRUE.

col

The colours. If col = NULL then the sequence of default colours is: c("red", "blue", "green", "yellow", "pink", "coral4", "darkgray", "burlywood3", "black", "darkorange", "darkviolet").

points

The number of endowment values to be drawn.

legend

A logical value. The legend is shown if legend = TRUE.

Details

Let dRnd\in \mathcal{R}^n be a vector of claims rearranged from small to large, 0d1...dn0 \le d_1 \le...\le d_n.

Given two rules RR and SS, consider the function JJ that assigns to each E(0,D]E\in (0,D] the value J(E)=I(R(E,d),S(E,d))J(E)=I(R(E,d),S(E,d)), that is, the signed deviation index of the rules RR and SS for the problem (E,d)(E,d). The graph of JJ is the signed index path of SS in function of the rule RR for the vector of claims dd.

Given two rules RR and SS, consider the function J+J^{+} that assigns to each E(0,D]E\in (0,D] the value J+(E)=I+(R(E,d),S(E,d))J^{+}(E)=I^{+}(R(E,d),S(E,d)), that is, the deviation index of the rules RR and SS for the problem (E,d)(E,d). The graph of J+J^{+} is the index path of SS in function of the rule RR for the vector of claims dd.

The signed index path and the index path are simple tools to visualize the discrepancy of the divisions recommended by a rule for a vector of claims with respect to the divisions recommended by another rule. If R = PRO, the function draws the proportionality deviation index path or the signed proportionality deviation index path.

indexpathindexpath function of version 0.1.0 returned the signed proportionality deviation index path.

Value

This function returns the deviation index path of a rule (or several rules) for a vector of claims.

References

Ceriani, L. and Verme, P. (2012). The origins of the Gini index: extracts from Variabilitá e Mutabilitá (1912) by Corrado Gini. The Journal of Economic Inequality, 10(3), 421-443.

Mirás Calvo, M.Á., Núñez Lugilde, I., Quinteiro Sandomingo, C., and Sánchez Rodríguez, E. (2022). Deviation from proportionality and Lorenz-domination for claims problems. Rev Econ Design. doi:10.1007/s10058-022-00300-y

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

deviationindex, cumawardscurve, giniindex, lorenzcurve, lorenzdominance, allrules.

Examples

d=c(2,4,7,8)
Rule=PRO
Rules=c(Talmud,RA,AA)
col=c("red","green","blue")
indexgpath(d,Rule,Rules,signed=TRUE,col)

The Lorenz curve

Description

This function returns the Lorenz curve of any rule for a claims problem.

Usage

lorenzcurve(E, d, Rules, col = NULL, legend = TRUE)

Arguments

E

The endowment.

d

The vector of claims.

Rules

The rules: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud.

col

The colours. If col=NULL then the sequence of default colors is: c("red", "blue", "green", "yellow", "pink", "coral4", "darkgray", "burlywood3", "black", "darkorange", "darkviolet").

legend

A logical value. The colour legend is shown if legend=TRUE.

Details

Let E>0E> 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that the sum of claims D=i=1ndiED=\sum_{i=1}^{n} d_i\ge E exceeds the endowment.

Rearrange the claims from small to large, 0d1...dn0 \le d_1 \le...\le d_n. The Lorenz curve represents the proportion of the awards given to each subset of claimants by a specific rule RR as a function of the cumulative distribution of population.

The Lorenz curve of a rule RR for the claims problem (E,d)(E,d) is the polygonal path connecting the n+1n+1 points

(0,0),(1n,R1(E,d)E),,(n1n,i=1n1Ri(E,d)E),(1,1)(0,0), (\frac{1}{n},\frac{R_1(E,d)}{E}),\dots,(\frac{n-1}{n},\frac{\sum_{i=1}^{n-1}R_i(E,d)}{E}),(1,1)

Basically, it represents the cumulative percentage of the endowment assigned by the rule to each cumulative percentage of claimants.

Value

The graphical representation of the Lorenz curve of a rule (or several rules) for a claims problem.

References

Lorenz, M. O. (1905). Methods of measuring the concentration of wealth. Publications of the American statistical association, 9(70), 209-219.

Mirás Calvo, M.Á., Núñez Lugilde, I., Quinteiro Sandomingo, C., and Sánchez Rodríguez, E. (2022). Deviation from proportionality and Lorenz-domination for claims problems. Rev Econ Design. doi:10.1007/s10058-022-00300-y

See Also

giniindex, cumawardscurve, deviationindex, indexgpath, lorenzdominance.

Examples

E=10
d=c(2,4,7,8)
Rules=c(AA,RA,Talmud,CEA,CEL)
col=c("red","blue","green","yellow","pink")
lorenzcurve(E,d,Rules,col)

Lorenz-dominance relation

Description

This function checks whether or not the awards assigned by two rules to a claims problem are Lorenz-comparable.

Usage

lorenzdominance(E, d, Rules, Info = FALSE)

Arguments

E

The endowment.

d

The vector of claims.

Rules

The two rules: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud.

Info

A logical value.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that i=1ndiE,  \sum_{i=1}^{n} d_i\ge E,\; the sum of claims exceeds the endowment.

A vector x=(x1,,xn)x=(x_1,\dots,x_n) is an awards vector for the claims problem (E,d)(E,d) if 0xd0\le x \le d and satisfies the balance requirement, that is, i=1nxi=E\sum_{i=1}^{n}x_i=E the sum of its coordinates is equal to EE. Let X(E,d)X(E,d) be the set of awards vectors for (E,d)(E,d).

Given a claims problem (E,d)(E,d), in order to compare a pair of awards vectors x,yX(E,d)x,y\in X(E,d) with the Lorenz criterion, first one has to rearrange the coordinates of each allocation in a non-decreasing order. Then we say that xx Lorenz-dominates yy (or, that yy is Lorenz-dominated by xx) if all the cumulative sums of the rearranged coordinates are greater with xx than with yy. That is, xx Lorenz-dominates yy if for each k=1,,n1k=1,\dots,n-1 we have that

j=1kxjj=1kyj\sum_{j=1}^{k}x_j \geq \sum_{j=1}^{k}y_j

Let RR and RR' be two rules. We say that RR Lorenz-dominates RR' if R(E,d)R(E,d) Lorenz-dominates R(E,d)R'(E,d) for all (E,d)(E,d).

Value

If Info = FALSE, the Lorenz-dominance relation between the awards vectors selected by both rules. If both awards vectors are equal then cod = 2. If the awards vectors are not Lorenz-comparable then cod = 0. If the awards vector selected by the first rule Lorenz-dominates the awards vector selected by the second rule then cod = 1; otherwise cod = -1. If Info = TRUE, it also gives the corresponding cumulative sums.

References

Lorenz, M. O. (1905). Methods of measuring the concentration of wealth. Publications of the American statistical association, 9(70), 209-219.

Mirás Calvo, M.Á., Núñez Lugilde, I., Quinteiro Sandomingo, C., and Sánchez Rodríguez, E. (2022). Deviation from proportionality and Lorenz-domination for claims problems. Rev Econ Design. doi:10.1007/s10058-022-00300-y

Mirás Calvo, M.Á., Núñez Lugilde, I., Quinteiro Sandomingo, C., and Sánchez-Rodríguez, E. (2021). The adjusted proportional and the minimal overlap rules restricted to the lower-half, higher-half, and middle domains. Working paper 2021-02, ECOBAS.

See Also

cumawardscurve, deviationindex, indexgpath, lorenzcurve, giniindex.

Examples

E=10
d=c(2,4,7,8)
Rules=c(AA,CEA)
lorenzdominance(E,d,Rules)

Minimal overlap rule

Description

This function returns the awards vector assigned by the minimal overlap rule rule (MO) to a claims problem.

Usage

MO(E, d, name = FALSE)

Arguments

E

The endowment.

d

The vector of claims.

name

A logical value.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that i=1ndiE,  \sum_{i=1}^{n} d_i\ge E,\; the sum of claims exceeds the endowment.

The truncated claim of a claimant ii is the minimum of the claim and the endowment:

ti(E,d)=ti=min{di,E}, i=1,,nt_i(E,d)=t_i=\min\{d_i,E\},\ i=1,\dots,n

Suppose that each agent claims specific parts of E equal to her/his claim. After arranging which parts agents claim so as to “minimize conflict”, equal division prevails among all agents claiming a specific part and each agent receives the sum of the compensations she/he gets from the various parts that he claimed.

Let d0=0d_0=0. The minimal overlap rule is defined, for each problem (E,d)(E,d) and each claimant ii, as:

If EdnE\le d_n then

MOi(E,d)=t1n+t2t1n1++titi1ni+1.MO_i(E,d)=\frac{t_1}{n}+\frac{t_2-t_1}{n-1}+\dots+\frac{t_i-t_{i-1}}{n-i+1}.

If E>dnE>d_n let s(dk,dk+1]s\in (d_k,d_{k+1}], with k{0,1,,n2}k\in \{0,1,\dots,n-2\}, be the unique solution to the equation iNmax{dis,0}=Es\sum_{i \in N} \max\{d_i-s,0\} =E-s. Then:

MOi(E,d)=d1n+d2d1n1++didi1ni+1, i{1,,k}MO_i(E,d)=\frac{d_1}{n}+\frac{d_2-d_1}{n-1}+\dots+\frac{d_i-d_{i-1}}{n-i+1}, \ i\in\{1,\dots,k\}

MOi(E,d)=MOi(s,d)+dis, i{k+1,,n}.MO_i(E,d)=MO_i(s,d)+d_i-s, \ i\in\{k+1,\dots,n\}.

Value

The awards vector selected by the MO rule. If name = TRUE, the name of the function (MO) as a character string.

References

Mirás Calvo, M.A., Núñez Lugilde, I., Quinteiro Sandomingo, C., and Sánchez-Rodríguez, E. (2021). The adjusted proportional and the minimal overlap rules restricted to the lower-half, higher-half, and middle domains. Working paper 2021-02, ECOBAS.

O'Neill, B. (1982). A problem of rights arbitration from the Talmud. Math. Social Sci. 2, 345-371.

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

allrules, CD.

Examples

E=10
d=c(2,4,7,8)
MO(E,d)

The path of awards for two claimants

Description

This function returns the graphical representation of the path of awards of any rule for a claims vector and a pair of claimants.

Usage

pathawards(d, claimants, Rule, col = "red", points = 201)

Arguments

d

The vector of claims.

claimants

Two claimants.

Rule

The rule: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud.

col

The colour.

points

The number of values of the endowment to draw the path.

Details

Let dRnd\in \mathcal{R}^n, with d0d\ge 0, be a vector of claims and denote D=i=1ndiD=\sum_{i=1}^{n} d_i the sum of claims.

The path of awards of a rule RR for two claimants ii and jj is the parametric curve:

p(E)={(Ri(E,d),Rj(E,d))R2:  E[0,D]}.p(E)=\{(R_i(E,d),R_j(E,d))\in \mathcal{R}^2:\;E\in[0,D]\}.

Value

The graphical representation of the path of awards of a rule for the given claims and a pair of claimants.

References

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

pathawards3, schedrule, schedrules, verticalruleplot

Examples

d=c(2,4,7,8)
claimants=c(1,2)
Rule=Talmud
pathawards(d,claimants,Rule)
# The path of awards of the concede-and-divide rule
pathawards(c(2,3),c(1,2),CD)
#The path of awards of the DT rule for d=(d1,d2) with d2<2d1
pathawards(c(1,1.5),c(1,2),DT,col="blue",points=1001)
#The path of awards of the DT rule for d=(d1,d2) with d2>2d1
pathawards(c(1,2.5),c(1,2),DT,col="blue",points=1001)

The path of awards for three claimants

Description

This function returns the graphical representation of the path of awards of any rule for a claims vector and three claimants.

Usage

pathawards3(d, claimants, Rule, col = "red", points = 300)

Arguments

d

The vector of claims.

claimants

Three claimants.

Rule

The rule: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud.

col

The colour of the path, by default, col="red".

points

The number of values of the endowment to draw the path.

Details

Let dRnd\in \mathcal{R}^n, with d0d\ge 0, be a vector of claims and denote D=i=1ndiD=\sum_{i=1}^{n} d_i the sum of claims.

The path of awards of a rule RR for three claimants ii, jj, and kk is the parametric curve:

p(E)={(Ri(E,d),Rj(E,d),Rk(E,d))R3:  E[0,D]}.p(E)=\{(R_i(E,d),R_j(E,d),R_k(E,d))\in \mathcal{R}^3:\;E\in[0,D]\}.

Value

The graphical representation of the path of awards of a rule for the given claims and three claimants.

See Also

pathawards, schedrule, schedrules, verticalruleplot

Examples

d=c(2,4,7,8)
claimants=c(1,3,4)
Rule=Talmud
pathawards3(d,claimants,Rule)

Piniles' rule

Description

This function returns the awards vector assigned by the Piniles' rule (PIN) to a claims problem.

Usage

PIN(E, d, name = FALSE)

Arguments

E

The endowment.

d

The vector of claims.

name

A logical value.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that D=i=1ndiED=\sum_{i=1}^{n} d_i\ge E, the sum of claims DD exceeds the endowment.

The Piniles' rule coincides with the constrained equal awards rule (CEA) applied to the problem (E,d/2)(E, d/2) if the endowment is less or equal than the half-sum of the claims, D/2D/2. Otherwise it assigns to each claimant ii half of the claim, di/2d_i/2 and, then, it distributes the remainder with the CEA rule. Therefore:

If ED2E \le \frac{D}{2} then,

PIN(E,d)=CEA(E,d/2).PIN(E,d) = CEA(E,d/2).

If ED2E \ge \frac{D}{2} then,

PIN(E,d)=d/2+CEA(ED/2,d/2).PIN(E,d)=d/2+CEA(E-D/2,d/2).

Value

The awards vector selected by the PIN rule. If name = TRUE, the name of the function (PIN) as a character string.

References

Piniles, H.M. (1861). Darkah shel Torah. Forester, Vienna.

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

allrules, CEA, Talmud

Examples

E=10
d=c(2,4,7,8)
PIN(E,d)

Plot of an awards vector

Description

This function plots an awards vector in the set of awards vectors for a claims problem.

Usage

plotrule(E, d, Rule = NULL, awards = NULL, set = TRUE, col = "blue")

Arguments

E

The endowment.

d

The vector of claims.

Rule

A rule: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud.

awards

An awards vector.

set

A logical value.

col

The colour.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that i=1ndiE,  \sum_{i=1}^{n} d_i\ge E,\; the sum of claims exceeds the endowment.

A vector x=(x1,,xn)x=(x_1,\dots,x_n) is an awards vector for the claims problem (E,d)(E,d) if 0xd0\le x \le d and satisfies the balance requirement, that is, i=1nxi=E\sum_{i=1}^{n}x_i=E the sum of its coordinates is equal to EE. Let X(E,d)X(E,d) be the set of awards vectors for the problem (E,d)(E,d).

A rule is a function that assigns to each claims problem (E,d)(E,d) an awards vector for (E,d)(E,d), that is, a division between the claimants of the amount available.

Value

If set = TRUE, the function creates a new figure plotting both the set of awards vectors for the claims problem and the given awards vector. Otherwise, it just adds to the current picture the point representing the given awards vector. The function only plots one awards vector at a time.

The awards vector can be introduced directly as a vector. Alternatively, we can provide a rule and then the awards vector to be plotted is the one selected by the rule for the claims problem. Therefore, if Rule = NULL it plots the given awards vector. Otherwise, it plots the awards vector selected by the given rule for the claims problem. In order to plot two (or more) awards vectors, draw the first one with the option set = TRUE and add the others, one by one, with the option set = FALSE.

See Also

setofawards, allrules

Examples

E=10
d=c(2,4,7,8)
plotrule(E,d,Rule=AA,col="red")
# Plotting the awards vector (1,3,5,1) and the AA rule
# First, plot the awards vector (1,3,5,1) and the set of awards
plotrule(E,d,awards=c(1,3,5,1),col="green")
# Second, add the AA rule with the option set=FALSE
plotrule(E,d,Rule=AA,set=FALSE,col="red")

Proportional rule

Description

This function returns the awards vector assigned by the proportional rule (PRO) to a claims problem.

Usage

PRO(E, d, name = FALSE)

Arguments

E

The endowment.

d

The vector of claims.

name

A logical value.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that D=i=1ndiED=\sum_{i=1}^{n} d_i\ge E, the sum of claims DD exceeds the endowment.

The proportional rule distributes awards proportional to claims.

PRO(E,d)=EDdPRO(E,d)=\frac{E}{D}d

Value

The awards vector selected by the PRO rule. If name = TRUE, the name of the function (PRO) as a character string.

References

Aristotle, Ethics, Thompson, J.A.K., tr. 1985. Harmondsworth: Penguin.

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

allrules, APRO

Examples

E=10
d=c(2,4,7,8)
PRO(E,d)

Claims problem data

Description

The function returns to which of the following sub-domains the claims problem belongs to: the lower-half, higher-half, and midpoint domains. In addittion, the function returns the minimal rights vector, the truncated claims vector, the sum and the half-sum of claims.

Usage

problemdata(E, d, draw = FALSE)

Arguments

E

The endowment.

d

The vector of claims.

draw

A logical value.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that D=i=1ndiED=\sum_{i=1}^{n} d_i\ge E, the sum of claims DD exceeds the endowment.

The lower-half domain is the sub-domain of claims problems for which the endowment is less or equal than the half-sum of claims, ED/2E \le D/2.

The higher-half domain is the sub-domain of claims problems for which the endowment is greater or equal than the half-sum of claims, ED/2E \ge D/2.

The midpoint domain is the sub-domain of claims problems for which the endowment is equal to the half-sum of claims, E=D/2E = D/2.

The minimal right of claimant ii in (E,d)(E,d) is whatever is left after every other claimant has received his claim, or 0 if that is not possible:

mi(E,d)=max{0,Ed(N\{i})}, i=1,,n.m_i(E,d)=\max\{0,E-d(N\backslash\{i\})\},\ i=1,\dots,n.

Let m(E,d)=(m1(E,d),,mn(E,d))m(E,d)=(m_1(E,d),\dots,m_n(E,d)) be the vector of minimal rights.

The truncated claim of claimant ii in (E,d)(E,d) is the minimum of the claim and the endowment:

ti(E,d)=min{di,E}, i=1,,n.t_i(E,d)=\min\{d_i,E\},\ i=1,\dots,n.

Let t(E,d)=(t1(E,d),,tn(E,d))t(E,d)=(t_1(E,d),\dots,t_n(E,d)) be the vector of truncated claims.

Value

The minimal rights vector; the truncated claims vector; the sum, the half-sum of the claims, and the class (lower-half, higher-half, and midpoint domains) to which the claims problem belongs. It returns cod = 1 if the claims problem belong to the lower-half domain, cod = -1 if it belongs to the higher-half domain, and cod = 0 for the midpoint domain. Moreover, if draw = TRUE a plot of the claims, from small to large in the interval [0,D], is given.

See Also

setofawards, allrules

Examples

E=10
d=c(2,4,7,8)
problemdata(E,d,draw=TRUE)

Random arrival rule

Description

This function returns the awards vector assigned by the random arrival rule (RA) to a claims problem.

Usage

RA(E, d, name = FALSE)

Arguments

E

The endowment.

d

The vector of claims.

name

A logical value.

Details

Let E0E\ge 0 be the endowment to be divided and let dRnd\in \mathcal{R}^n be the vector of claims with d0d\ge 0 and such that \sum_{i=1}^{n} d_i\ge E,\ the sum of claims exceeds the endowment.

For each subset SS of the set of claimants NN, let d(S)=jSdjd(S)=\sum_{j\in S}d_j be the sum of claims of the members of SS.

The random arrival rule considers all the possible arrivals of the claimants and applies the principle “first to arrive, first to be served". Then, for each order, the corresponding marginal worth vector assigns to each claimant the minimum of her/his claim and what remains of the endowment. The rule averages all the marginal worth vectors considering all the permutations of the elements of NN.

Let ΠN\Pi^N denote the set of permutations of the set of claimants NN and ΠN|\Pi^N| its cardinality. Given a permutation πΠ\pi \in \Pi and a claimant iNi\in N let πi\pi_{\le i} denote the set of claimants that precede ii in the order π\pi, that is, πi={jN:π(j)<π(i)}\pi_{\le i}=\{ j \in N :\pi(j)<\pi(i) \}.

The random arrival rule assigns to each (E,d)(E,d) and each ii the value:

RAi(E,d)=1ΠNπΠNmin{di,max{0,Ed(πi)}}, i=1,,nRA_i(E,d)=\frac{1}{|\Pi^N|}\sum_{\pi\in \Pi^N}\min\{d_i,\max\{ 0,E-d(\pi_{\le i}) \}\}, \ i=1,\dots,n

The random arrival rule corresponds to the Shapley value of the associated (pessimistic) coalitional game.

Value

The awards vector selected by the RA rule. If name = TRUE, the name of the function (RA) as a character string.

References

O'Neill, B. (1982). A problem of rights arbitration from the Talmud. Math. Social Sci. 2, 345-371.

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

allrules, setofawards, Talmud, AA, CD, APRO

Examples

E=10
d=c(2,4,7,8)
RA(E,d)
D=sum(d)
#The random arrival rule is self-dual: RA(E,d)= d-RA(D-E,d)
d-RA(D-E,d)

Schedules of awards of a rule

Description

This function returns the graphical representation of the schedules of awards of any rule for a claims vector.

Usage

schedrule(d, claimants, Rule, col = NULL, points = 201, legend = TRUE)

Arguments

d

A vector of claims.

claimants

A subset of claimants.

Rule

The rule: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, or Talmud.

col

The colours. If col = NULL then the sequence of default colours is chosen randomly.

points

The number of values of the endowment to draw the path.

legend

A logical value. The colour legend is shown if legend = TRUE.

Details

Let dRnd\in \mathcal{R}^n, with d0d\ge 0, be a vector of claims and denote D=i=1ndiD=\sum_{i=1}^{n} d_i the sum of claims.

The schedules of awards of a rule RR for claimant ii is the function SS that assigns to each E[0,D]E\in [0,D] the value: S(E)=Ri(E,d)RS(E)=R_i(E,d)\in \mathcal{R}. Therefore, the schedules of awards of a rule plots each claimants's award as a function of EE.

Value

The graphical representation of the schedules of awards of a rule for a claims vector and a group of claimants.

References

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

schedrules, pathawards, pathawards3, verticalruleplot

Examples

d=c(2,4,7,8)
Rule=Talmud
claimants=c(1,2,3,4)
col=c("red","green","yellow","blue")
schedrule(d,claimants,Rule,col)
# The schedules of awards of the concede-and-divide rule.
schedrule(c(2,4),c(1,2),CD)

Schedules of awards of several rules

Description

This function returns the graphical representation of the schedules of awards of different rules for a claims vector and a given claimant.

Usage

schedrules(d, claimant, Rules, col = NULL, points = 201, legend = TRUE)

Arguments

d

A vector of claims.

claimant

A claimant.

Rules

The rules: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud.

col

The colours. If col = NULL then the sequence of default colours is: c("red", "blue", "green", "yellow", "pink", "coral4", "darkgray", "burlywood3", "black", "darkorange", "darkviolet").

points

The number of endowment values to draw the path.

legend

A logical value. The colour legend is shown if legend = TRUE.

Details

Let dRnd\in \mathcal{R}^n, with d0d\ge 0, be a vector of claims and denote D=i=1ndiD=\sum_{i=1}^{n} d_i the sum of claims.

The schedules of awards of a rule RR for claimant ii is the function SS that assigns to each E[0,D]E\in [0,D] the value: S(E)=Ri(E,d)RS(E)=R_i(E,d)\in \mathcal{R}. Therefore, the schedules of awards of a rule plots each claimants's award as a function of EE.

Value

The graphical representation of the schedules of awards of the rules for the claims vector and the same claimant.

References

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

schedrule, pathawards, pathawards3, verticalruleplot

Examples

d=c(2,4,7,8)
claimant=2
Rules=c(Talmud,RA,AA)
col=c("red","green","blue")
schedrules(d,claimant,Rules,col)

Set of awards vectors for a claims problem

Description

This function plots the set of awards vectors for a claims problem with 2, 3, or 4 claimants and returns its vertices for any problem.

Usage

setofawards(E, d, draw = TRUE, col = NULL)

Arguments

E

The endowment.

d

The vector of claims.

draw

A logical value.

col

The colour.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that i=1ndiE,  \sum_{i=1}^{n} d_i\ge E,\; the sum of claims exceeds the endowment.

A vector x=(x1,,xn)x=(x_1,\dots,x_n) is an awards vector for the claims problem (E,d)(E,d) if 0xd0\le x \le d and satisfies the balance requirement, that is, i=1nxi=E\sum_{i=1}^{n}x_i=E the sum of its coordinates is equal to EE. Let X(E,d)X(E,d) be the set of awards vectors for the problem (E,d)(E,d).

For each subset SS of the set of claimants NN, let d(S)=jSdjd(S)=\sum_{j\in S}d_j be the sum of claims of the members of SS and let N\SN\backslash S be the complementary coalition of SS.

The minimal right of claimant ii in (E,d)(E,d) is whatever is left after every other claimant has received his claim, or 0 if that is not possible:

mi(E,d)=max{0,Ed(N\{i})}, i=1,,n.m_i(E,d)=\max\{0,E-d(N\backslash\{i\})\},\ i=1,\dots,n.

Let m(E,d)=(m1(E,d),,mn(E,d))m(E,d)=(m_1(E,d),\dots,m_n(E,d)) be the vector of minimal rights.

The truncated claim of claimant ii in (E,d)(E,d) is the minimum of the claim and the endowment:

ti(E,d)=min{di,E}, i=1,,n.t_i(E,d)=\min\{d_i,E\},\ i=1,\dots,n.

Let t(E,d)=(t1(E,d),,tn(E,d))t(E,d)=(t_1(E,d),\dots,t_n(E,d)) be the vector of truncated claims.

A vector xx is efficient if the sum of its coordinates coincides with the endowment. The set of awards is the the set of all efficient vectors bounded by the minimal right and trucated claim vectors.

The set of awards vectors for the claims problem (E,d)(E,d) can be given in terms of the minimal rights and truncated claims vectors:

X(E,d)={xRn:i=1nxi=E,mi(E,d)xiti(E,d), i=1,,n}X(E,d)=\bigl\{x \in \mathcal{R}^n: \sum_{i=1}^n x_i=E, m_i(E,d) \le x_i \le t_i(E,d),\ i=1,\dots,n \bigr\}

The set of awards vectors for a problem coincides with the core of its associated coalitional (pessimistic) game.

The vertices of the set of awards are the marginal worth vectors. For each order of the claimants, the marginal worth vectors are obtained applying the principle “first to arrive, first to be served". Then, for each order, the corresponding marginal worth vector assigns to each claimant the minimum of her/his claim and what remains of the endowment.

Value

The vertices of the set of awards vectors for any claims problem. For two-claimant and three-claimant problems, if draw = TRUE it plots the set of awards vectors. For a four-claimant problem, if draw = TRUE, it plots the projection of the set of awards vector over the euclidean space of the first three coordinates. For a claims problem with more than four claimants, it only displays the vertices of the set of awards. The default colours (col = NULL) are: red for two-claimant problems, beige for three-claimant problems, and white for four-claimant problems.

References

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

plotrule, problemdata, AA, RA

Examples

E=10
d=c(2,4,7,8)
setofawards(E,d,col="darkgreen")

Talmud rule

Description

This function returns the awards vector assigned by the Talmud rule to a claims problem.

Usage

Talmud(E, d, name = FALSE)

Arguments

E

The endowment.

d

The vector of claims.

name

A logical value.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that D=i=1ndiED=\sum_{i=1}^{n} d_i\ge E, the sum of claims DD exceeds the endowment.

The Talmud rule coincides with the constrained equal awards rule (CEA) applied to the problem (E,d/2)(E, d/2) if the endowment is less or equal than the half-sum of the claims, D/2D/2. Otherwise, the Talmud rule assigns d/2d/2 and the remainder, ED/2E-D/2, is awarded with the constrained equal losses rule with claims d/2d/2. Therefore:

If ED2E \le \frac{D}{2} then:

Talmud(E,d)=CEA(E,d/2).Talmud(E,d) = CEA(E,d/2).

If ED2E \ge \frac{D}{2} then:

Talmud(E,d)=d/2+CEL(ED/2,d/2)=dCEA(DE,d/2).Talmud(E,d) =d/2+ CEL(E-D/2,d/2) = d-CEA(D-E,d/2).

The Talmud rule when applied to a two-claimant problem is often referred to as the contested garment rule and coincides with concede-and-divide rule. The Talmud rule corresponds to the nucleolus of the associated (pessimistic) coalitional game.

Value

The awards vector selected by the Talmud rule. If name = TRUE, the name of the function (Talmud) as a character string.

References

Aumann, R. and Maschler, M. (1985). Game theoretic analysis of a bankruptcy problem from the Talmud. Journal of Economic Theory 36, 195-213.

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

allrules, CEA, CEL, AA, APRO, RA, CD.

Examples

E=10
d=c(2,4,7,8)
Talmud(E,d)
D=sum(d)
#The Talmud rule is self-dual
d-Talmud(D-E,d)

Vertical rule plot

Description

For each claimant, it plots a vertical line with his claim and a point on the awards vector of the chosen rules.

Usage

verticalruleplot(E, d, Rules, col = NULL, legend = TRUE)

Arguments

E

The endowment.

d

The vector of claims

Rules

The rules: AA, APRO, CE, CEA, CEL, DT, MO, PIN, PRO, RA, Talmud.

col

The colours. If col=NULL then the sequence of default colours is: c("red", "blue", "green", "yellow", "pink", "coral4", "darkgray", "burlywood3", "black", "darkorange", "darkviolet").

legend

A logical value. The colour legend is shown if legend=TRUE.

Details

Let E0E\ge 0 be the endowment to be divided and dRnd\in \mathcal{R}^n the vector of claims with d0d\ge 0 and such that \sum_{i=1}^{n} d_i\ge E,\ the sum of claims exceeds the endowment.

A vector x=(x1,,xn)x=(x_1,\dots,x_n) is an awards vector for the claims problem (E,d)(E,d) if: no claimant is asked to pay (0x0\le x); no claimant receives more than his claim (xdx\le d); and the balance requirement is satisfied, that is, the sum of the awards is equal to the endowment (i=1nxi=E\sum_{i=1}^{n} x_i= E).

A rule is a function that assigns to each claims problem (E,d)(E,d) an awards vector for (E,d)(E,d), that is, a division between the claimants of the amount available.

The formal definitions of the main rules are given in the corresponding function help.

Value

This function represents the claims vector and the awards vector assigned by several rules as vertical segments.

References

Thomson, W. (2019). How to divide when there isn't enough. From Aristotle, the Talmud, and Maimonides to the axiomatics of resource allocation. Cambridge University Press.

See Also

allrules, pathawards, pathawards3, schedrule, schedrules

Examples

E=10
d=c(2,4,7,8)
Rules=c(Talmud,RA,AA)
col=c("red","green","blue")
verticalruleplot(E,d,Rules,col)