Beyond Metadata: CAPRA for Hidden Subgroup Analysis under Missing Metadata in Medical Imaging

Medical image analysis models can exhibit performance disparities across patient subgroups, threatening clinical safety and fairness. Existing methods typically address this issue by optimizing accuracy and fairness metrics for visible demographic attributes (e.g., sex or age) considered in isolation. This strategy not only overlooks potentially more informative latent stratifications, which may reveal deeper sources of model error and inequity, but also fails to scale when multiple demographic attributes are considered simultaneously due to the resulting sparsity of training data within each subgroup. We deal with these issues by introducing the label-free hidden-cohort fairness (LHCF) training paradigm that instead of maximizing fairness over visible demographic attributes, it optimizes fairness across latent subpopulations discovered from image appearance. By clustering images into K appearance-based cohorts and applying fairness optimization over them, LHCF uncovers underlying sources of model error and avoids the combinatorial sparsity of multi-demographic attributes, reducing disparities across both single and multiple demographic attributes. We demonstrate on our proposed fairness benchmark, HIDFairBench, that LHCF provides state-of-the-art fairness results on single and multiple demographic attributes, despite never using demographic labels for training. Our results position hidden-cohort fairness as a practical, scalable, and robust alternative to demographic-based fairness optimization for trustworthy medical image analysis.

In biomedical Subgroup Discovery, practitioners are interested in discovering interpretable and homogeneous subgroups within a group of patients. In this paper, assuming that healthy subjects (i.e., controls) share common but irrelevant factors of variation with the patients, we motivate and develop a Contrastive Subgroup Discovery method, entitled Deep UCSL. By contrasting patients with controls, Deep UCSL identifies subgroups driven solely by pathological factors, ignoring common variability shared with healthy subjects. Our framework employs a deep feature extractor to learn a discriminative representation space. Mathematically, we derive a novel loss based on the conditional joint likelihood of latent clusters and patient/control labels, optimized via an Expectation-Maximization strategy alternating between subgroup inference and feature encoder updates. A regularization term further encourages representations to capture disease-specific variability while ignoring variability shared with controls. Compared to previous related works, our approach quantitatively improves the quality of the estimated subgroups, as demonstrated on a MNIST example and four distinct real medical imaging datasets. Code and datasets are available at: https://github.com/rlouiset/deep_ucsl.

Medical image segmentation models can perform unevenly across subgroups. Most existing fairness methods focus on improving average subgroup performance, implicitly treating each subgroup as internally homogeneous. However, this can hide difficult cases within a subgroup, where high-loss samples are obscured by the subgroup mean. We call this problem \textbf{intra-group hidden failure}. To solve this, we propose \textbf{DuetFair} mechanism, a dual-axis fairness framework that jointly considers inter-subgroup adaptation and intra-subgroup robustness. Based on DuetFair, we introduce \textbf{FairDRO}, which combines distribution-aware mixture-of-experts (dMoE) with subgroup-conditioned distributionally robust optimization (DRO) loss aggregation. This design allows the model to adapt across subgroups while also reducing hidden failures within each subgroup. We evaluate FairDRO on three medical image segmentation benchmarks with varying degrees of within-group heterogeneity. FairDRO achieves the best equity-scaled performance on Harvard-FairSeg and improves worst-case subgroup performance on HAM10000 under both age- and race-based grouping schemes. On the 3D radiotherapy target cohort, FairDRO further improves worst-group Dice by 3.5 points ($\uparrow 6.0\%$) under the tumor-stage grouping and by 4.1 points ($\uparrow 7.4\%$) under the institution grouping over the strongest baseline.