paper

Public Signals, Concealed Choices: Dynamic Measurement without Behavioral Identification

arXiv:2608.21077

Abstract

Members of collective institutions may leave public traces while their individual choices remain concealed. This paper separates a corpus-conditional public position from the behavioral rule linking that position to participation and secret choice. I measure the first with a dynamic ordinal state-space model and establish a likelihood-exclusion result for the second. If behavioral-link parameters enter only the distribution of an entirely unobserved outcome and are a priori independent of measurement parameters, public signals leave their posterior equal to their prior. Declared monotone mappings are therefore reported as sensitivity envelopes, not estimates or identified bounds. Cabinet-sized simulations compare dynamic measurement with a static ordinal model and transparent summaries, exposing gains from temporal pooling and failures under weak measurement or omitted dimensionality. The application reconstructs 41 pre-decision official-source records preceding a concealed Slovenian cabinet decision. Only six of 21 ministers have attributable signals. The model locates a small visible group but leaves the remainder prior-dominated. Event-dependence adjustments, coding perturbations, rolling prediction, and the subsequently disclosed record support the same conclusion. Uncertainty should track the public information environment rather than be converted into unsupported behavioral precision.

Public Signals, Concealed Choices: Dynamic Measurement without Behavioral Identification · wovepaper