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[codex] Use modeled Medicare Part B inputs and targets#713

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MaxGhenis wants to merge 33 commits intoPolicyEngine:mainfrom
MaxGhenis:codex/medicare-partb-localfix
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[codex] Use modeled Medicare Part B inputs and targets#713
MaxGhenis wants to merge 33 commits intoPolicyEngine:mainfrom
MaxGhenis:codex/medicare-partb-localfix

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@MaxGhenis MaxGhenis commented Apr 10, 2026

What changed

  • store CPS PEMCPREM as medicare_part_b_premiums_reported and carry medicare_enrolled explicitly into the built datasets
  • stop QRF-imputing Medicare Part B premiums on the clone half
  • stop allocating generic PUF medical expenses into Part B now that Part B is modeled in policyengine-us
  • document the national Part B calibration target as an approximate beneficiary-paid out-of-pocket benchmark instead of gross CMS premium income
  • add CMS target helper coverage plus input regression tests

Why

This is the data-side half of the modeled Part B baseline change. Once policyengine-us models Part B premiums directly, policyengine-us-data should feed the model the reported audit series and enrollment inputs, not overwrite Part B with copied or imputed values. The target metadata also needs to reflect out-of-pocket semantics rather than gross trust-fund premium income.

Impact

  • future CPS/extended/enhanced builds use modeled Part B instead of copied/imputed Part B
  • clone-half medical-expense inputs are less conceptually inconsistent
  • calibration metadata is clearer about what medicare_part_b_premiums is trying to match

Validation

  • uv run pytest -q tests/unit/test_medicare_part_b_inputs.py tests/unit/test_cms_medicare_targets.py
  • uv run towncrier check --compare-with upstream/main
  • git diff --check

Paired model PR: PolicyEngine/policyengine-us#7971

MaxGhenis added 30 commits April 7, 2026 09:48
…-align-data

# Conflicts:
#	policyengine_us_data/datasets/cps/extended_cps.py
#	tests/unit/test_extended_cps.py
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@MaxGhenis
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Superseded by clean replacement PR #714 from codex/medicare-partb-data-clean.

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