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CVS·Data Scientist·Technical Phone Screen·Intermediate

Intermediate
May 2026

Summary

CVS Data Scientist technical screen, pretty much all SQL and Pandas. Three parts back to back, no behavioral fluff, just get in and write code. Felt more like a take-home crammed into a live session.

Questions Asked (3)

Q1

Given a claims table and a member table split across two sources, write a SQL query to compute the total paid amount per specialty and each specialty's share of the overall total paid.

Product Analytics & MetricsData Modeling
Author's notes

Window function territory.

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AI HintsAI Generated

Suggested Approach

First, clarify the table schemas and how to join them (e.g., member_id). Then, write a SQL query that aggregates total paid amount per specialty, and use a window function or subquery to compute each specialty's share of the overall total. Finally, explain how you would handle potential data issues like missing specialties or duplicate claims.

Pro tip: Mention that you would validate the join to ensure no claims are dropped or duplicated, and consider using a CTE for readability. Also, discuss how you would handle NULL specialties by grouping them into an 'Unknown' category.

1. Understand the data model

Identify the relevant columns in the claims and member tables, such as member_id, specialty, and paid_amount. Confirm the join key and any filters needed (e.g., claim status).

2. Join the tables

Write a JOIN (likely INNER or LEFT) between claims and members on member_id to associate each claim with a member's specialty. Be mindful of potential duplicates if a member has multiple specialties.

3. Aggregate total paid per specialty

Use GROUP BY specialty and SUM(paid_amount) to compute the total paid for each specialty. Consider using COALESCE to handle NULL specialties.

4. Compute overall total and share

Calculate the overall total paid using a window function like SUM(SUM(paid_amount)) OVER () or a subquery. Then divide each specialty's total by the overall total to get the share.

5. Format and validate results

Round the share to a reasonable number of decimals, order by total paid descending, and sanity-check that shares sum to 1. Discuss any edge cases like zero total paid.

Key Points to Mention

  • Use of window functions (e.g., SUM() OVER ()) to compute overall total without a self-join.
  • Handling NULL or missing specialties by using COALESCE or a LEFT JOIN.
  • Ensuring the join does not duplicate claims (e.g., if member table has multiple rows per member).
  • Filtering out invalid or reversed claims if applicable (e.g., paid_amount > 0).
  • Performance considerations: indexing on join keys, using CTEs for readability.
  • Validating that the sum of shares equals 100% (or 1) and discussing rounding.

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.

Q2

Filter claims to calendar year 2017, union two member tables together, join to claims, and return the age band or bands with the highest claim count, including ties.

Data ModelingProduct Analytics & Metrics
Author's notes

The tie-handling part is what they actually care about.

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AI HintsAI Generated

Suggested Approach

Break the problem into three phases: filtering claims to 2017, combining the two member tables with UNION, and joining to claims to count claims per age band. Then determine the maximum count and return all age bands that achieve it, ensuring ties are handled. Use SQL with CTEs or subqueries for clarity and to avoid errors.

Pro tip: Always clarify whether the member tables have identical schemas and whether duplicates should be removed (UNION vs UNION ALL). Also, confirm that 'age band' is a column in the member tables and that the join key is consistent across tables.

1. Filter claims to 2017

Select all claims where the claim date falls within the calendar year 2017. Use a date range or YEAR() function, but be mindful of performance and index usage.

2. Union member tables

Combine the two member tables using UNION (or UNION ALL if duplicates are acceptable) to create a single member dataset. Ensure both tables have the same columns and data types.

3. Join claims to members

Join the filtered claims to the unioned member table on the member ID. This associates each claim with the member's age band.

4. Count claims per age band

Group by age band and count the number of claims. Use COUNT(*) or COUNT(claim_id) depending on the grain.

5. Find and return top age bands with ties

Identify the maximum claim count and return all age bands that have that count. Use a subquery or window function like RANK() or DENSE_RANK() to handle ties.

Key Points to Mention

  • Use of UNION vs UNION ALL and implications for duplicate members
  • Correct date filtering for calendar year 2017 (e.g., BETWEEN '2017-01-01' AND '2017-12-31')
  • Join type (INNER JOIN) to ensure only claims with matching members are counted
  • Handling ties with window functions (RANK, DENSE_RANK) or subquery with MAX
  • Performance considerations: indexing on join keys and date columns
  • Assumption that age band is a categorical column (e.g., '18-24', '25-34') and not calculated from birthdate

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.

Q3

In Pandas, recode a gender column from M/F to male/female, then compute total paid amount grouped by gender and month for the year 2017.

Product Analytics & MetricsData Modeling
Author's notes

Blanked for a second on the cleanest recode.

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AI HintsAI Generated

Suggested Approach

Walk through a clear, step-by-step Pandas solution: first recode the gender column using map or replace, then filter the DataFrame to 2017, extract the month from the date column, and finally group by gender and month to sum the paid amount. Emphasize data quality checks and explain each transformation so the interviewer sees your thought process, not just the final code.

Pro tip: Mention that you would validate the recoding by checking unique values before and after, and handle potential missing or unexpected categories (e.g., 'Unknown') to avoid silent data loss. Also, note that using .dt.to_period('M') or .dt.month depends on whether you need month names or numeric months for downstream analysis.

1. Inspect and clean the data

Check the gender column's unique values and the date column's dtype. Handle missing values or unexpected categories (e.g., 'U', NaN) by deciding whether to drop, impute, or map them to a separate category.

2. Recode gender

Use df['gender'] = df['gender'].map({'M': 'male', 'F': 'female'}) or .replace() to recode. Verify the mapping worked by checking unique values again.

3. Filter for 2017 and extract month

Convert the date column to datetime if needed, then filter rows where the year is 2017. Create a new 'month' column using .dt.month or .dt.to_period('M') depending on the desired output format.

4. Group and aggregate

Group the filtered DataFrame by ['gender', 'month'] and compute the sum of the paid amount column using .groupby().sum() or .agg({'paid_amount': 'sum'}).

5. Present and validate results

Display the resulting DataFrame, check for any anomalies (e.g., missing months, zero sums), and optionally reset the index or pivot for readability. Discuss how you would verify the totals against a known benchmark.

Key Points to Mention

  • Use of .map() or .replace() for recoding categorical values, and the importance of handling unmapped categories.
  • Converting date strings to datetime with pd.to_datetime() and extracting year/month using .dt accessor.
  • Filtering with boolean indexing (e.g., df[df['date'].dt.year == 2017]) before grouping for efficiency.
  • Grouping by multiple columns (gender and month) and aggregating with sum, possibly using .agg() for clarity.
  • Data validation steps: checking unique values, handling missing data, and verifying the final grouped totals.
  • Consideration of output format: whether to use month numbers, month names, or period objects for reporting.

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.