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Nov 6

Counterfactual Route Optimization for Gaussian Head Avatar Modeling

Head avatar modeling requires jointly optimizing multiple objectives with different dominant effects on geometry, appearance, and cross-view consistency. However, their relative effectiveness varies across training states, while existing pipelines typically rely on fixed loss weights or handcrafted stage-wise schedules. A central challenge is therefore to identify which optimization direction is more beneficial at each training state. We propose a counterfactual route optimization framework for Gaussian head avatar modeling, which characterizes state-dependent optimization preference from the realized effects of alternative updates rather than predefined heuristic weighting. Starting from the same training state, we perform short-horizon route-restricted lookahead over geometry, appearance, and joint update routes and evaluate their outcomes under a unified utility. The resulting counterfactual evidence is factorized into a geometry--appearance preference and a residual joint advantage, separately capturing the relative preference between individual update directions and the additional benefit of coordinated optimization. We further amortize this offline evidence into a lightweight controller that directly estimates the current optimization preference and applies bounded modulation to the training objectives during full avatar optimization. Experiments on the NeRSemble dataset validate the effectiveness of the proposed design, consistently outperforming existing methods while preserving clearer local facial structures and finer details.

  • 5 authors
·
Oct 6

Not Until the Evidence Says So: Teaching LLM Investigators When to Close a Case

Accident, defect and outage investigations end with a decision that ordinary question answering never faces: whether the evidence gathered so far is enough to close the case. We study this decision for LLM investigators, which request evidence from a case file, revise their hypotheses, and either close the case with a conclusion grounded in what they read or leave it open and name what is missing. This judgment does not come with capability: an untrained 9B model overstates its evidence in 97% of its answers, and a frontier model that identifies the right cause in 84% of cases still overstates in 91% and closes 17 of the 41 cases whose official finding is "cause undetermined". Measuring it is also non-trivial: the source of a case largely predicts its label, and a rule that reads only the source reaches 83.0 balanced accuracy on our test cases. We therefore evaluate closure with three tests: closure accuracy, reported against this rule and within each source; evidence dependence, which removes the grounds of a conclusion and checks whether the model stops closing; and conclusion and gap quality, a judged checklist of what the model asserts and what it says is missing. We build Nautil, 731 audited cases from aviation, rail, maritime, chemical-safety and vehicle-defect reports and production server incidents, with teacher trajectories, an out-of-distribution test set and counterfactual evidence versions. Fine-tuning a 9B model on these trajectories makes its closures follow the evidence: removing the grounds lowers its closure rate by 26 points relative to a matched control, overstatement falls from 97% to 35%, and correct, non-overstated conclusions rise from 3% to 43%. Reinforcement learning that rewards only the closure decision then raises balanced accuracy from 69.2 to 83.3, on par with the teacher, and within-source accuracy from 60.4 to 74.1, at some cost in evidence dependence.

  • 3 authors
·
Oct 1

Search-G1: Co-Evolving Representation-Based Rewards for Selective Grounded Search

Search-augmented language agents should retrieve external information only when necessary and ground their answers in retrieved evidence. Yet terminal correctness assigns equal credit to direct answers from parametric knowledge, evidence-grounded answers, and answers recalled after redundant search. Process supervision and LLM judges provide richer feedback but can require high-cost annotation or inference; low-cost, non-contrastive policy confidence signals do not directly identify whether retrieved evidence changes an answer. We propose Search-G1, a reward framework that couples retrieval necessity with evidence reliance through two intervention-calibrated hidden-state readouts for selective grounded search. A prompt readout predicts closed-book sufficiency, whose complement proxies policy-relative retrieval necessity; an answer-commit readout predicts evidence reliance as sensitivity to evidence deletion conditional on the realized reasoning prefix. A correctness-first reward gates evidence-reliance credit by retrieval necessity, rewards sufficient direct answers, and penalizes repeated search. After calibration, scoring needs neither process annotations nor LLM-judge inference. As policy-relative targets, trajectory distributions, and representations may drift, Search-G1 periodically regenerates targets and refits its readouts. Across four QA benchmarks and two scales, Search-G1 achieves competitive task accuracy, with stronger counterfactual evidence dependence and fewer searches in the main comparisons, complemented by independent human audits of answer support.

  • 10 authors
·
Oct 9

Proactive Service Agents: A Unified Decision Framework, Methods, and Evaluation

Large language model agents can plan, invoke tools, and modify external states, yet most systems still take an explicit user instruction as a fixed starting point. Proactive service moves the decision upstream: an agent must infer service opportunities from incomplete environmental and user signals, choose among remaining silent, asking, assisting, and acting, and account for interruption, misunderstanding, overreach, and privacy costs. This survey gives an operational definition centered on initiative and formulates the problem as a partially observable sequential decision process constrained by authorization and risk. The formulation represents timing, content, and delivery within one structured action, while making explicit the option value of waiting, the decision value of questions, and feedback-induced state changes. On this basis, we organize existing methods along one decision pipeline (state and need estimation, intervention gating, action construction, and feedback adaptation) and describe prescribed, predictive, model based, and return optimizing mechanisms as nonexclusive policy-construction components. We further normalize decision units and three-axis evidence descriptors across streaming dialogue, screen, video, software-engineering, and human-agent collaboration resources, and formalize metrics for triggering, timing, calibration, user burden, safety, and policy value. The synthesis shows why offline classification performance alone does not predict deployment benefit and why long-term memory is not a defining condition of proactivity. Reliable proactive service instead requires calibrated incremental intervention value, verifiable authorization, recoverable execution, and counterfactual evidence.

  • 5 authors
·
Sep 2

DeFacto: Counterfactual Thinking with Images for Enforcing Evidence-Grounded and Faithful Reasoning

Recent advances in multimodal language models (MLLMs) have achieved remarkable progress in vision-language reasoning, especially with the emergence of "thinking with images," which integrates explicit visual steps into the reasoning process. While this paradigm strengthens image-based reasoning, a significant challenge remains: models may arrive at correct answers by relying on irrelevant or spurious regions, driven by prior knowledge or dataset biases. Even when the answer is correct, flawed reasoning indicates that the model has not truly understood the image, highlighting the critical importance of reasoning fidelity in multimodal tasks. To address this issue, we propose DeFacto, a counterfactual reasoning framework that jointly enforces accurate answering and faithful reasoning. A key component of our approach is the design of three complementary training paradigms: (i) positive, (ii) counterfactual, and (iii) random-masking. To enable these paradigms, we develop a pipeline that automatically localizes question-relevant evidence and constructs positive, counterfactual, and random variants, resulting in a dataset of about 100k images. Building on this framework, we train multimodal language models with GRPO-based reinforcement learning, where we design three complementary rewards to guide the model toward accurate answering and evidence-grounded reasoning. Experiments on diverse benchmarks demonstrate that DeFacto substantially improves both answer accuracy and reasoning faithfulness, establishing a stronger foundation for interpretable multimodal reasoning. The code is available on GitHub and the dataset is released on HuggingFace.

  • 9 authors
·
Sep 25, 2025

Counterfactual Motion Reliability Learning for Robust UAV Tracking

Infrared unmanned aerial vehicle (UAV) tracking is challenging because the target is often small, low-contrast, and easily confused with thermal distractors or cluttered backgrounds. Recent Transformer-based trackers have achieved promising performance by learning strong appearance representations, but their responses can still be dominated by background structures when the target appearance is weak or ambiguous. A natural solution is to introduce temporal motion cues. However, in infrared UAV tracking, motion cues are not always reliable: camera jitter, dynamic backgrounds, sensor noise, and target disappearance may produce temporal variations that are stronger than the true target motion. Therefore, the key challenge is not simply how to use motion, but how to distinguish target-consistent motion from background-induced pseudo motion. To this end, we propose CMRTrack, a counterfactual motion reliability learning framework for robust infrared UAV tracking. CMRTrack first extracts temporal evidence from adjacent search regions using a lightweight motion evidence encoder. During training, a counterfactual target-erased history branch is introduced to construct hard motion references, encouraging the motion encoder to learn reliable target-consistent motion rather than arbitrary temporal changes. The learned motion evidence is then incorporated into a one-stream tracking framework through motion-guided token modulation and reliability-aware score fusion, enabling adaptive feature enhancement and response refinement. Extensive experiments on Anti-UAV410 demonstrate that CMRTrack consistently outperforms representative state-of-the-art trackers and significantly improves the OSTrack baseline, with ablation studies and qualitative analysis verifying the effectiveness of the proposed counterfactual motion reliability learning.

  • 1 authors
·
Jul 24

VAD: Attributing Visual Evidence for Target Reconstruction in Multimodal On-Policy Distillation

Multimodal on-policy distillation (OPD) transfers fine-grained visual knowledge by supervising student-generated trajectories with a privileged-view teacher. Yet its next-token corrections are source-mixed, combining visual signals with linguistic priors and teacher-specific effects. The key challenge is to estimate which corrections are supported by visual evidence, not merely where or how strongly to distill. We introduce Visual Attribution Distillation (VAD), a counterfactual target-reconstruction algorithm that estimates the visually attributable part of a teacher correction. At each student-generated prefix, VAD evaluates the same fixed teacher with the relevant evidence present and removed. The corresponding change in centered log-probabilities defines ut, a signed proxy for the visual evidence direction that estimates how revealing the evidence supports or refutes candidate tokens. VAD projects the original correction onto this proxy to obtain an intervention-aligned component and a proxy-unexplained residual, then reconstructs a student-anchored target from the former. During training, this reconstructed target supplies the primary supervision signal, while the privileged teacher contributes a weak regularizer. Across six fine-grained visual benchmarks at 4B and 9B scales, VAD outperforms direct privileged-view distillation and visual-advantage weighting. Token- level and controlled-target analyses show that the proxy-aligned component is enriched in task-relevant visual corrections and yields stronger target shifts, especially when evidence refutes a mistaken answer. These results support counterfactual target reconstruction as an effective alternative to source-mixed supervision.

  • 12 authors
·
Jul 29 2

Seek Before You Move: Evidence Seeking for Progress Grounding in Vision-Language Navigation

Vision-Language Navigation (VLN) requires agents to continuously ground task progress from long-horizon instructions and partial egocentric observations. Existing VLM-based navigation agents typically reason only over available observations and may remain confident even when task-relevant evidence is missing. For example, an agent may confidently proceed forward and get lost even though the landmark indicating the next turn lies outside its current field of view. We term this failure mode Progress Myopia: the agent fails to recognize unreliable progress grounding and continues acting on insufficient evidence. To address it, we propose SeekVLN, an evidence-seeking framework that couples semantic progress reasoning with active acquisition of task-relevant observations. SeekVLN is trained in two stages: First, Future-guided Reverse Generation (FRG) uses future expert actions to augment offline expert trajectories with supplementary views and evidence annotations. Supervised fine-tuning on these trajectories establishes a prior for evidence seeking and progress reasoning without additional expert interaction. However, imitation alone does not reveal whether seeking improves subsequent navigation. We therefore introduce Counterfactual Contrastive Policy Optimization (C2PO) for reinforcement fine-tuning. By comparing each evidence-seeking branch with a counterfactual direct-navigation branch from the same state, C2PO uses a contrastive reward to assign credit to seeking decisions based on subsequent navigation benefit. Experiments on simulated benchmarks show that SeekVLN achieves state-of-the-art performance, improving success rate by 12.7% and 7.5% over the base model on R2R-CE and RxR-CE, respectively. Both simulated and real-world evaluations exhibit human-like evidence-seeking behaviors for more reliable progress grounding.

  • 11 authors
·
Sep 28

Forecasting from Counterfactual Simulator Rollouts: A Sim2Real Evaluation

Deploying a new decision policy creates a cold-start problem for prediction models whose targets depend on the policy's actions: historical observations reflect earlier policies, while real observations under the new policy are not yet available. Simulation offers a way to address this gap by rolling out the target policy across counterfactual scenarios and using the resulting trajectories to learn how the system responds to those controls. The simulation-to-reality (Sim2Real) transfer of this simulator-trained model can then be backtested by evaluating it against real observations from past deployments. Using two real-world inventory-control deployments, we evaluate this process from three angles: simulator fidelity, zero-shot transfer to real behavior, and adaptation as real target-policy observations accumulate. The simulator-trained forecaster achieves lower point-estimate mean absolute percentage error (MAPE) than the same architecture trained on historical real data, reducing MAPE by 1.2-3.1 percentage points in Study 1 and 12.5-18.7 points in Study 2. After deployment, lightweight calibration using early real observations further reduces error by up to 2.5 percentage points. These results provide empirical evidence that simulator-generated counterfactual data can support cold-start forecasting under a new policy, and the resulting model can be further refined as real deployment data become available.

  • 5 authors
·
Oct 1

EviSafe: Evidence-Grounded Safety Evaluation for Vision-Language Models

Vision-language model safety benchmarks typically evaluate only final responses: whether a model refuses, warns, or complies. This outcome-level view cannot tell whether a model is safe for the right multimodal reason. Safelooking behavior may reflect keyword-triggered refusal, missed visual hazards, or over-refusal of benign-sensitive inputs. We introduce EviSafe, an evidence-grounded framework for VLM safety that jointly evaluates natural user-facing behavior, explicit grounding in textual and visual evidence, and behavioral sensitivity to counterfactual changes in safety-critical evidence. EviSafeBench instantiates the framework as a controlled benchmark with 1,181 gold image-text scenarios and 2,452 targeted counterfactual variants across eight safety domains and eight risk-source types. Each scenario includes a gold safety decision, evidence annotations, a safe-response policy, and counterfactual interventions. The three-probe protocol queries models with natural-response, evidencereporting, and counterfactual-response prompts, then scores them using an evidence-aware judge. Across eleven evaluated VLMs, natural severity accuracy ranges from 27.6% to 52.8%, relaxed diagnostic consistency from 6.1% to 29.3%, and unsafe-to-safe counterfactual transition success from 30.4% to 58.4%. These gaps show that the evaluated VLMs are not reliably safe for the right multimodal reason and motivate evaluation beyond refusal counts.

  • 2 authors
·
Aug 23

Case-Grounded Evidence Verification: A Framework for Constructing Evidence-Sensitive Supervision

Evidence-grounded reasoning requires more than attaching retrieved text to a prediction: a model should make decisions that depend on whether the provided evidence supports the target claim. In practice, this often fails because supervision is weak, evidence is only loosely tied to the claim, and evaluation does not test evidence dependence directly. We introduce case-grounded evidence verification, a general framework in which a model receives a local case context, external evidence, and a structured claim, and must decide whether the evidence supports the claim for that case. Our key contribution is a supervision construction procedure that generates explicit support examples together with semantically controlled non-support examples, including counterfactual wrong-state and topic-related negatives, without manual evidence annotation. We instantiate the framework in radiology and train a standard verifier on the resulting support task. The learned verifier substantially outperforms both case-only and evidence-only baselines, remains strong under correct evidence, and collapses when evidence is removed or swapped, indicating genuine evidence dependence. This behavior transfers across unseen evidence articles and an external case distribution, though performance degrades under evidence-source shift and remains sensitive to backbone choice. Overall, the results suggest that a major bottleneck in evidence grounding is not only model capacity, but the lack of supervision that encodes the causal role of evidence.

  • 5 authors
·
Apr 9

Med-OPD: Improving Medical Vision-Language Models via Evidence-Aware On-Policy Distillation

Medical Vision-Language Models (Med-VLMs) require reliable reasoning from fine-grained visual evidence, yet existing models can produce plausible clinical answers by relying on language priors or medical templates rather than truly attending to diagnosis-critical regions. On-Policy Distillation (OPD) offers dense token-level supervision on student-generated trajectories and provides a privacy-compatible means of capability transfer without requiring the redistribution of raw patient data. However, standard OPD uniformly distills all tokens, causing sparse evidence-dependent tokens to be diluted by abundant clinical narrative tokens. Inspired by the success of OPD in the large language model community, we propose Med-OPD, to our knowledge the first unified post-training framework that integrates on-policy distillation with medical evidence-aware supervision for Med-VLMs. We introduce Medical Evidence Advantage (MEA), a teacher-grounded counterfactual signal that uses an answer-aware hint to focus teacher scoring on evidence supporting the target diagnosis, and measures each token's dependence on medical visual evidence by comparing teacher likelihoods under the original and evidence-degraded imaging modalities. Based on MEA, Med-OPD redistributes the distillation signal at both the token and trajectory levels, emphasizing diagnosis-critical tokens and evidence-reliant rollouts. Experiments on OmniMedVQA subsets show that Med-OPD consistently outperforms SFT and standard OPD across CT, MRI, Disease Diagnosis, and Lesion Grading. These results demonstrate that evidence-aware distillation can better strengthen medical VLMs' reliance on key visual evidence and improve reliable multimodal medical reasoning. The source code and data is publicly available at: https://github.com/yunhang8658/MedOPD.git

  • 6 authors
·
Jul 13

Staying VIGILant: Mitigating Visual Laziness via Counterfactual Visual Alignment in MLLMs

Multimodal large language models (MLLMs) extend large language models (LLMs) with visual perception, enabling joint reasoning over images and text. Despite inheriting strong reasoning capabilities from LLMs, they remain prone to hallucinations that contradict their visual inputs. Mechanistic studies indicate that this weakness stems from visual laziness: MLLMs encode the correct visual evidence internally, but overly rely on strong language priors during response. Existing alignment methods, such as direct preference optimization, primarily optimize outcome-level rewards based on text. This introduces an optimization bias toward linguistic shortcuts, leading to responses that often contradict the visual evidence. To address this, we propose Visual Information Gain In aLignment (VIGIL), a reinforcement-learning (RL) post-training framework that shifts the focus from numerical reward fitting to causal visual grounding. VIGIL introduces a geometric constraint that explicitly maximizes the mutual information between the visual input and the generated response. We achieve this by penalizing "blind confidence" instances where the model remains improperly certain even when textual-visual attention is masked to create a counterfactual blind state. Extensive experiments show that VIGIL consistently outperforms recent alignment methods across hallucination and reasoning benchmarks without compromising text-only capabilities. Our approach matches the full-data performance of state-of-the-art methods using only 25% of the preference data and even demonstrates emergent spatial grounding capabilities without explicit bounding box supervision.

  • 12 authors
·
Jun 23

CaSKG: Counterfactual-Causal Skill Graphs for Scalable Agent Skill Retrieval

Reusable skill libraries allow large language model (LLM) agents to reuse procedural knowledge across tasks, but they also turn memory access into a challenging retrieval problem. Full-library prompting preserves coverage at high context cost, vector retrieval returns compact neighborhoods but treats skills as independent text, and graph-based retrieval can recover workflow context only when the edges that carry relevance are reliable. We propose CaSKG, a counterfactual-causal skill graph framework that calibrates procedural relations before retrieval. CaSKG first builds a high-recall directed candidate graph from semantic, lexical, input/output, and structural evidence, with repair evidence and an optional LLM judge further refining candidate scores. It then applies direction-conditioned textual counterfactual probes that remove, substitute, and reorder skill pairs, aggregates the evidence with Bayesian smoothing, and publishes a state-filtered weighted graph for task-conditioned expansion. The graph is constructed offline and used without changing the downstream agent policy or task interface. Across six LLM backbones on ALFWorld ID-140 and ScienceWorld U211, CaSKG achieves the highest task score in all twelve combinations of model and benchmark. Relative to Graph-of-Skills (GoS), it improves the six-model macro-average ScienceWorld score from 72.62 to 80.50 and ALFWorld success from 80.01\% to 86.79\%, while reducing mean environment steps on both benchmarks. Qualitative and ablation analyses further show that calibrated edges help retrieval preserve prerequisites, state-changing actions, verification routines, and final completion steps. These results position edge-confidence calibration as an effective route to compact and executable skill retrieval at scaleCode is available at: https://github.com/ZhiyuanLi218/Caskg .

antgroup Ant Group
·
Aug 25 2

Memadapter: Counterfactual Adaptation Against Memory-induced Sycophancy

Long-term memory enables LLM-based agents to retain and reuse information across tasks and sessions, supporting personalization and long-horizon interactions. However, persistent memories can also induce sycophancy, causing agents to over-align with users' historical beliefs even when they are inaccurate, outdated, or inconsistent with objective evidence. Existing mitigation methods assume that memory-induced sycophancy originates from biased or incorrect memories and attempt to reduce this risk by filtering such memories at different stages of the memory pipeline. However, in the real world, objective and correct memories can still induce sycophancy, and the same memory can warrant different influence across different contexts. To this end, we propose MemAdapter, a novel framework that adaptively integrates retrieved memories to support objective and reliable reasoning. Specifically, MemAdapter consists of three components: (i) Counterfactual Induction, which leverages counterfactual reasoning to uncover the potential risk of retrieved memories; (ii) Context-Aware Reflection, which calibrates the inferential influence of each retrieved memory in light of the current task via self-reflection; and (iii) Evidence-Based Reasoning, which grounds the final response in appropriate evidence while preserving the legitimate influence of memory. Extensive experiments on three benchmarks demonstrate that MemAdapter consistently improves memory reliability across diverse scenarios. Our code is available at https://github.com/DEEP-JLU/MemAdapter.

CHILL-Harness: Counterfactual Harness Learning for Efficient Reasoning in Long-Horizon Agents

Agent harnesses have become the operational infrastructure of modern large language model agents, coordinating context, tools, verification, and execution control to translate latent model capability into reliable long-horizon behavior. However, reliable long-horizon behavior requires harness control to adapt to task demands, execution environments, and evolving execution states, whereas current harnesses predominantly rely on hand-crafted or globally fixed policies; this mismatch manifests as unnecessary computational overhead and, in adverse cases, reduced task success. To address this limitation, we formulate the task of enabling adaptive orchestration in harness systems as a causal learning problem and propose Counterfactual Harness Intervention Learning for Long-Horizon Agents (CHILL-Harness). CHILL-Harness intervenes at the orchestration layer to enable advantage-guided workflow adaptation, thereby improving reasoning and execution efficiency while preserving task performance. Specifically, we develop causal intervention effect learning as the effect-estimation component of CHILL-Harness to estimate intervention-relative workflow advantage from confidence-weighted execution evidence and identify advantageous workflow adaptations. We further introduce advantage-realizing causal orchestration as its realization component to adaptively allocate counterfactual reasoning and realize only workflow adjustments supported by sufficient expected advantage. Finally, we incorporate a success-preserving objective and advantage-margin authorization constraints into CHILL-Harness to promote reliable adaptation. Extensive experiments on heterogeneous long-horizon tasks spanning information seeking, software engineering, and terminal interaction show that CHILL-Harness consistently preserves or improves task success while substantially reducing token consumption and execution time.

  • 9 authors
·
Jul 27

TopoGraphRAG-Bench: Evaluating Multimodal GraphRAG on Layout-Grounded Evidence Reasoning

Real-world documents distribute evidence across text, tables, figures, and captions within complex page layouts. Answering complex questions over such documents therefore requires more than retrieving relevant passages: systems must recover the evidence topology that connects heterogeneous evidence units. Existing GraphRAG evaluations remain largely text-centered, while multimodal document RAG benchmarks assess cross-modal retrieval and generation without directly evaluating recovery of the intended evidence topology. We introduce TOPOGRAPHRAG-BENCH, a layout-grounded benchmark for multimodal evidence reasoning in GraphRAG, comprising 2,024 questions over 201 long, visually rich documents. Questions are constructed bottom-up from text, figure, and table evidence units under three controlled topologies: single-hop retrieval, bridge-chain reasoning, and multi-source synthesis. To ensure that questions preserve their intended structure, we apply counterfactual validation for shortcut resistance, modality necessity, and evidence necessity. We evaluate text-only GraphRAG, page-level visual retrieval, and multimodal GraphRAG systems using retrieval, generation, and topology-aware reasoning metrics. Multimodal GraphRAG systems achieve the strongest overall performance, but still fail when visual-textual evidence alignment or multi-unit composition is incomplete. Text-only GraphRAG struggles when key dependencies are grounded in figures or tables, while page-level visual retrieval lacks the fine-grained structure needed for topology recovery. These findings motivate GraphRAG systems that move beyond text-derived entity relation graphs to explicitly model document layouts, cross-modal evidence alignment, and the reasoning roles of evidence units. Code and data are available at https://richardlrc.github.io/TopoGraphRAG-Bench/.

  • 7 authors
·
Oct 6

SURE-RAG: Sufficiency and Uncertainty-Aware Evidence Verification for Selective Retrieval-Augmented Generation

Retrieval-augmented generation (RAG) grounds answers in retrieved passages, yet relevance does not guarantee sufficiency: a topical passage may still fail to justify the answer. We study evidence sufficiency verification for selective RAG answering, in which a verifier receives a question, a candidate answer, and retrieved evidence and decides whether the evidence supports, refutes, or is insufficient for the answer, answering only when support is established. We present SURE-RAG, an aggregation protocol that treats evidence sufficiency as a set-level property: missing hops and unresolved conflicts cannot be detected by scoring passages independently. A shared claim-evidence verifier produces a local relation distribution for each (claim, passage) pair, which SURE-RAG aggregates into four interpretable answer-level feature blocks (coverage, relation strength, uncertainty, and retrieval), producing a three-way decision and an auditable selective score. We evaluate on HotpotQA-RAG v3, a controlled multi-hop benchmark, under an artifact-aware protocol (shortcut baselines, counterfactual swaps, no-oracle checks, and GPT-4o audits). Calibrated SURE-RAG attains 0.9075 Macro-F1 (raw 0.8951 +/- 0.0069), well above DeBERTa mean-pooling (0.6516) and a GPT-4o judge (0.7284), and on par with a strong concat cross-encoder (0.8888 +/- 0.0109) while remaining fully auditable. At 30% coverage, risk falls from 0.2588 to 0.1642, a 37% relative reduction. As a boundary-mapping experiment, we contrast SURE-RAG with GPT-4o on HaluBench unsafe detection: the ranking reverses (0.3343 vs. 0.7389 unsafe-F1), indicating that controlled sufficiency verification and natural hallucination detection are distinct problems.

  • 3 authors
·
Jul 23

Cited but Not Consulted: A Counterfactual Audit of Legal Chain-of-Thought Faithfulness

Large language models increasingly justify legal decisions by naming the statute or precedent behind a verdict, treated as evidence that the decision follows from it. We test this directly: holding case facts fixed, we substitute the named legal authority for an unrelated one and decode a model's evolving verdict from its hidden states. Across seven open-weight models (8B-70B) and four benchmarks spanning judicial and contractual reasoning, when explicitly required to justify a verdict by naming the governing authority, models name the correct one in 66.7%-100% of generations, while the verdict changing when the authority changes is far less consistent: 0.0%-21.7% on CaseHOLD, 30.0%-76.7% on ECHR and SCOTUS, and 43.3%-50.0% on ContractNLI. Neither scale nor a purpose-built legal-reasoning model (a best-effort LoRA reproduction; Section 6) closes this gap. A red-teaming evaluation on five core models finds compliance with an adversarial instruction hidden in the case facts (73.3%-96.4%) exceeds verdict-swap sensitivity by a wide margin, holding without exception across model rankings. Naming a legal authority is thus a poor proxy for a verdict's dependence on it, while the same verdict remains separately vulnerable to adversarial manipulation. Both findings replicate across checks ruling out prompt-wording noise and confounded sampling, and bear directly on the use of generated legal explanations as compliance or audit artefacts.

  • 3 authors
·
Oct 7

Compared to What? Baselines and Metrics for Counterfactual Prompting

Counterfactual prompting (i.e., perturbing a single factor and measuring output change) is widely used to evaluate things like LLM bias and CoT faithfulness. But in this work we argue that observed effects cannot be attributed to the targeted factor without accounting for baseline ``meaning-preserving'' modifications to text that establish general model sensitivity. This is because every counterfactual edit is a compound treatment that bundles the variable of interest with incidental surface-form variation; this violates treatment variation irrelevance. We observe prediction flip rates on MedQA of 14.9% when we surgically change patient gender. However, this is statistically indistinguishable from the flip rates induced by simply paraphrasing inputs (14.1%). In this case, it would therefore be unwarranted to conclude that the LLM is especially sensitive to patient gender. To account for this and robustly measure the effects of targeted interventions, we propose a framework in which we compare (via statistical testing) differences observed under target interventions to those induced by paraphrasing inputs. We then use this framework to revisit a analysis done on the MedPerturb dataset, which reported evidence of model sensitivity to patient demographics and stylistic cues. We find that these effects largely dissipate when we account for general model sensitivity, with only 5 of 120 tests reaching statistical significance. Applying the same framework to occupational biography classification, we detect clearly significant directional gender bias, showing that the framework identifies real directional effects even when they are small. We evaluate a range of metrics -- aggregate, per-sample distributional, and regression -- and find that per-sample metrics are dramatically more powerful than aggregate metrics and regression powerfully and uniquely characterizes effect direction and magnitude.

  • 4 authors
·
Apr 30

EG-VQA: Benchmarking Verifiable Video Question Answering with Grounded Temporal Evidence

Recent advances in Video Large Language Models (Video-LLMs) have yielded promising performance on video question answering (VideoQA). Nevertheless, existing benchmarks are predominantly evaluated through answer correctness, while the grounding of predictions in relevant video evidence remains largely unexamined. This disconnect between answer generation and evidence understanding motivates the construction of the Evidence-Grounded Video Question Answering Benchmark (EG-VQA), an open-ended evaluation protocol in which each QA pair is explicitly annotated with supporting temporal evidence, thereby requiring joint reasoning and precise evidence localization. EG-VQA is comprised of 2,067 videos and 11,838 QA pairs with fine-grained evidence annotations. To evaluate predicted evidence, Evidence-Grounded F1 (EG-F1) is introduced as a unified metric in which temporal alignment and semantic consistency against ground-truth evidence are jointly measured. Experimental evaluation reveals that even strong proprietary models struggle to accurately ground their predictions, exposing a fundamental discrepancy between answer correctness and faithful evidence localization. To bridge this gap, EG-Reasoner, an evidence-grounded reasoning model trained with explicit supervision, is proposed. State-of-the-art performance is achieved among open-source models, with results competitive against proprietary systems, particularly pronounced gains are observed on reasoning-intensive tasks such as counterfactual questions. These findings demonstrate that scaling alone is insufficient for robust video understanding and that structured evidence supervision is essential for the development of more reliable and interpretable VideoQA systems.

  • 5 authors
·
Jun 22

Do Medical Vision Language Models Actually See? A Counterfactual Grounding Framework and Hard-Negative Contrastive Training for Visually-Reliant Medical VLMs

Large vision language models (VLMs) report strong accuracy on medical question-answering, yet it remains unclear whether they reason from visual evidence or exploit textual shortcuts. We introduce a counterfactual evaluation framework that decouples visual and textual contributions by substituting input images with controlled surrogates blank, pixel-shuffled, image-absent, and CLIP-retrieved hard negatives and derive a suite of grounding metrics including the Visual Reliance Score (VRS) and Visual Hallucination Rate (VHR). We further introduce CORAL (COntrastive Retrieval-Augmented Learning), a 7B-parameter LoRA fine-tune of Qwen2.5-VL-7B trained with a Contrastive Grounding Objective (CGO) that penalises answer invariance under hard-negative image swaps. On a paired controlled evaluation across four closed-form medical VQA benchmarks (PathVQA, PMC-VQA, SLAKE, VQA-RAD; n=400 total), CORAL improves macro accuracy by +6.7 pp (P(Delta>0)=0.988) and reduces VHR by 8.0 pp (P<0.001) over the matched Qwen2.5-VL-7B base; neither MedVLThinker RL variant achieves a significant gain on either metric. Cross-domain diagnostics further reveal that image substitution costs only <=6.5 pp on medical benchmarks versus 48-61 pp on general-domain tasks, situating the grounding gap that CGO targets. We discuss evaluation limitations openly including train/eval benchmark overlap and underpowered secondary metrics and release our framework, training code, and model weights to support reproducible grounding audits of medical VLMs.

  • 5 authors
·
Jul 3

What You Can&#39;t See Is What You Learn: Restricted Evidence Visibility Favors Compositional Generalization in Shared-Genome Language-Model Societies

Multi-module systems often expose every module to the full input. We test whether restricting evidence visibility changes which solutions gradient-based training discovers. Four-cell societies share one frozen pretrained language model and one low-rank adapter, communicating only through two model-width continuous vectors in a fixed relay. On a prospectively sealed natural-language function-composition task, we train ten matched restricted/global pairs sharing initialization bytes, training order, token layout, parameters, and computation; only the attention mask differs. Restricted societies outperform their globally visible twins by at least 20 points at both depths in 9 of 10 pairs, with median paired advantages of 0.7648 and 0.6050. Cutting communication reduces every restricted society to chance, and the depth-three advantage remains 0.558 on programs whose composite function never appeared in training. Across six audited restricted societies, same-value packet transplants preserve behavior at 0.94-1.00 across all tested interfaces; destructive interventions collapse performance; and counterfactual packets redirect outputs toward the mathematically predicted answer. The sole high-performing global model also requires communication, but its same-value packets are not interchangeable across episodes. Restricted visibility is thus not necessary for composition; under this protocol it substantially increases the probability of a generalizing relay and favors a reusable, value-indexed interface. The complete preregistered battery nevertheless formally fails because restricted-arm median depth-three accuracy is 0.6988, below the 0.70 floor. An earlier qualification cohort likewise yielded 0/10 complete passes: one model met every task-performance gate, but all ten failed ordinary-language preservation, confining the system to explicitly task-gated use.

  • 1 authors
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Aug 19

VeriSpoof: Beyond Real or Fake with One Audio LLM

A speech deepfake detector estimates whether a recording is synthetic, but a forensic analyst also asks which system produced it, whether recordings share a source, and what evidence supports each conclusion. We present VeriSpoof, an audio language model that unifies five tasks with shared weights: deepfake detection, generator attribution (generator, acoustic model and vocoder), recording-condition analysis, synthesized-span localisation, and source verification. Each decision is supported by grounded rationales whose statements can be independently verified. Answers are scored by sentence likelihood, allowing detection and source verification to be thresholded without separate heads. Rationale statements can be checked against waveform measurements, span labels, or generator metadata. Counterfactual examples train decisions to follow the stated evidence. Across the 14 Speech-DF-Arena test sets, VeriSpoof-Plus achieves 2.14% pooled EER, ranking third of 28 systems and first among open-weight systems. VeriSpoof-Base, trained only on official training splits of eight corpora, achieves 4.43% EER, less than half that of the next open-weight detector. With the same weights, VeriSpoof-Plus verifies whether recordings from generators unseen in training share a source at 6.2% EER. Controlled studies show that the audio representation governs detection, the LLM governs recording comparison, and source supervision is necessary for neural-codec fakes. Statement-checkable rationales catch partial fakes missed by one-step answers (99.6% vs. 78.4% on PartialEdit) and determine decisions under edits unseen in training (99.5%). Training updates only 29.7M of 2.85B parameters, fitting a single 24 GB GPU with gradient checkpointing. We release both models, inference code, a demo, and VeriSpoof-Bench, the evaluation suite covering these questions.

Evaluating Explainable AI: Which Algorithmic Explanations Help Users Predict Model Behavior?

Algorithmic approaches to interpreting machine learning models have proliferated in recent years. We carry out human subject tests that are the first of their kind to isolate the effect of algorithmic explanations on a key aspect of model interpretability, simulatability, while avoiding important confounding experimental factors. A model is simulatable when a person can predict its behavior on new inputs. Through two kinds of simulation tests involving text and tabular data, we evaluate five explanations methods: (1) LIME, (2) Anchor, (3) Decision Boundary, (4) a Prototype model, and (5) a Composite approach that combines explanations from each method. Clear evidence of method effectiveness is found in very few cases: LIME improves simulatability in tabular classification, and our Prototype method is effective in counterfactual simulation tests. We also collect subjective ratings of explanations, but we do not find that ratings are predictive of how helpful explanations are. Our results provide the first reliable and comprehensive estimates of how explanations influence simulatability across a variety of explanation methods and data domains. We show that (1) we need to be careful about the metrics we use to evaluate explanation methods, and (2) there is significant room for improvement in current methods. All our supporting code, data, and models are publicly available at: https://github.com/peterbhase/InterpretableNLP-ACL2020

  • 2 authors
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May 4, 2020

SIGNPOST-Bench: Benchmarking Text-Vision Conflict Resolution in Multimodal Large Language Models

Multimodal large language models (MLLMs) make grounded predictions in real-world scenes by combining visual and textual cues, yet existing benchmarks rarely reveal how they arbitrate between these evidence sources when they conflict. We introduce SIGNPOST-Bench, a controlled counterfactual benchmark for evaluating text-vision conflict resolution. Each source image is transformed into a counterfactual quintuplet of Original, Blank, Similar, Random, and Adversarial variants. Synthetic, localized scene-text interventions are designed to preserve non-textual content, enabling paired measurements of changes in localization performance and directed shifts toward geographic targets introduced by conflicting text. SIGNPOST-Bench contains 5,111 counterfactual groups and 25,555 image variants from four datasets. We evaluate 20 MLLMs from seven providers. Compared with Original images, Adversarial variants raise median localization error from 282 km to 1,347 km, a 4.8-fold increase. Among geocodable adversarial samples, 6.5-20.1% of predictions lie less than 50 km from the injected target across models, and every evaluated model exhibits a positive mean paired reduction in target distance from Blank to Adversarial. Compatible, unrelated, and conflicting text replacements produce distinct effects on model predictions, while clean-input localization performance does not fully predict robustness to conflicting text. These results establish visual geolocation as a continuous diagnostic of scene-text arbitration and provide a controlled framework for evaluating how MLLMs resolve conflicting multimodal evidence.

  • 7 authors
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Aug 3 2

Behavior Pack Optimization for Video MLLM Post-Training

Video multimodal large language models (MLLMs) keep climbing video question answering benchmarks, yet shuffling the frames, masking the segment that supports the answer, or occluding the target object barely changes their predictions. The accuracy rests on appearance and language priors, not on the temporal evidence the question asks for. We trace this to the unit of post-training: rewards are computed on a single response to the original clip, so the model is never asked to behave consistently across views. We propose Behavior Pack Optimization (BPO), which replaces the single response with a behavior pack of outputs across counterfactual views chosen by question type, scored jointly. The pack reward asks for stability when the intervention is irrelevant, sensitivity when key evidence is removed, and abstention when no evidence remains. To keep this objective stable at small pack sizes, BPO uses an anchor-relative advantage: the response on the original view serves as a per-prompt reference instead of a group mean over mixed views. On TempCompass, MVBench, and NExT-QA, BPO improves the macro accuracy of Qwen2.5-VL-7B-Instruct by 4.7 pp, the temporal-hard subset by 7.8 pp, and abstention F1 by 20.0 pp over a budget-matched vanilla GRPO baseline from the same SFT checkpoint. The gains transfer to Video-MME, LongVideoBench, and to LLaVA-Video-7B; ablations confirm they follow the view sets, not the rollout count. We hope this pack-level perspective offers a useful starting point for the video MLLM and multimodal post-training community as the field moves toward evidence-grounded video reasoning.

  • 15 authors
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Oct 1

TrustVLA: Mechanism-Guided Inference-Time Defense Against Vision-Language-Action Backdoors

Vision-Language-Action (VLA) models are deployed through pipelines that end users cannot audit, and a poisoned VLA can behave normally on clean observations while a small visual trigger redirects a long-horizon robot policy before any failure becomes observable. Existing vision or language defenses rarely explain what a triggered VLA representation looks like or how to recover behavior without retraining. We study this gap through two independently proposed VLA attacks from groups with distinct injection strategies, BadVLA and INFUSE; the latter persists after downstream clean adaptation. Across the evaluated poisoned models, we identify a recurring internal mechanism: a compact causal footprint, namely a small visual support that is attention-seeded, spatially compact, and causal in a precise sense -- masking it returns a clean-calibrated evidence-evolution score to the normal operating region. This footprint motivates TrustVLA, a mechanism-guided inference-time defense that adapts the Dirichlet evidence framework from trusted classification to monitor per-token, per-layer epistemic uncertainty in VLA policies. With only a small clean calibration set, TrustVLA (i)~detects abnormal evidence evolution, (ii)~localizes the compact support by counterfactual mechanism-score drop, and (iii)~recovers the observation by localized inpainting. Across OpenVLA/LIBERO and π_{0.5} transfer evaluations, TrustVLA reduces attack success while preserving clean-task performance, providing a retraining-free, mechanism-guided defense for visual-triggered VLA backdoors.

  • 8 authors
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Jul 13

ARAFA: An LLM-Generated Arabic Fact-Checking Dataset

Automatic fact-checking poses a significant challenge in Arabic natural language processing due to the scarcity of datasets and resources. In this manuscript, we introduce Arafa, a new large-scale dataset for fact-checking in Modern Standard Arabic, constructed through an automated framework leveraging large language models (LLMs). The dataset was constructed through a three-step pipeline: (1) claim generation from Arabic Wikipedia pages with supporting textual evidence, (2) claim mutation to generate challenging counterfactual claims with refuting evidence, and (3) an automatic validation step to validate that the generated claims are either supported or refuted by their accompanying evidence, or if the evidence does not provide enough information to judge the validity of the claims. The resulting dataset comprises 181,976 claim-evidence pairs labeled as supported, refuted, or not enough information. Human evaluation carried out on a test sample from the dataset demonstrated strong inter-annotator agreement (kappa = 0.89) using Cohen's Kappa for supported claims and (kappa = 0.94) for refuted claims. Automatic validation based on a human-evaluated sample achieved 86% accuracy for supported claims and 88% for refuted ones. To showcase Arafa's value as a resource for automatic Arabic fact-checking, four open-source transformer-based models were fine-tuned using Arafa, with the top-performing model achieving a Macro F1-score of 77% on the test data. In addition to Arafa being the first large-scale dataset for Arabic fact-checking, our framework presents a scalable approach for developing similar resources for other low-resource languages.

  • 3 authors
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Sep 21

Orthogonal Ensembles and Tested Explanations for Performer-Independent Body-Motion Emotion Recognition

We study body-only, 12-class acted-emotion classification from skeleton motion under leave-performer-out (LPO) evaluation, a hard, underdetermined setting: chance is 8.3%, and a protocol-matched reproduced STGCN++ baseline reaches only 25.73 +/- 4.03% Macro-F1. We show that reliable gains come not from a new architecture but from combining eleven models with orthogonal error modes: under 10-fold LPO cross-validation on the labeled training performers, an equal-weight logit-mean ensemble reaches 36.80 +/- 4.00% per-fold Macro-F1, a protocol-matched +11.07 pp (+43% relative) over the same-split reproduced baseline. Our central contribution is a tested explanation suite: for a strong ensemble member, part-masking and counterfactual edits show (rather than assert) that its decisions depend on motion-grounded body-region evidence, and this region saliency aligns with rule-based Laban Movement Analysis (LMA) attributes far more than with classical kinematics: region-level saliency-LMA Spearman rho = +0.500 versus +0.033, roughly 15x, and the alignment holds for the submitted 11-way ensemble itself at rho = +0.517; the audit is post hoc and needs no retraining. The same suite faithfully reports a negative: within-window temporal saliency is diffuse rather than localized. On the hidden challenge test set the submitted ensemble scored 37.23 % Macro-F1 and received the Best Performance Award of the MMAC Challenge 2026 (Human score is 39 %). Code is available at https://github.com/nawta/diema-challenge and the presentation at https://nawta.github.io/mmac2026/.

  • 2 authors
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Sep 14

PhysEvolve: Verifier-grounded Self-evolution for Physical Reasoning with Executable Worlds

Physical reasoning underpins how embodied systems understand and act in the physical world, yet vision-language models (VLMs) remain unreliable on questions about dynamics and physical causality. Progress is critically constrained by the scarcity of grounded counterfactual training data, as observational videos capture only the factual trajectory that occurred. The self-evolving paradigm offers a route beyond fixed datasets by enabling models to construct their own training problems. Extending this paradigm to physics, however, requires an external source of truth that can both validate model-proposed environments and verify alternative physical outcomes under intervention. We introduce , a verifier-grounded self-evolving framework that trains VLMs for causal physical reasoning from model-proposed executable worlds and simulation-authored tasks. At each round, a shared VLM proposes executable world programs and evidence schemas; a deterministic physics engine freezes each valid world, simulates matched baseline and body-elided counterfactual branches, and synthesizes discrete, answer-bound visual tasks. Exact verifier feedback from task solving updates both the shared policy via GRPO and an adaptive curriculum over physical intents. Starting from Qwen3-VL-8B-Instruct, achieves targeted gains across PhysBench, CausalPhys, and ContPhy without human intervention data, improving PhysBench Throwing by 8.8 points and ContPhy Counterfactual Removal and Goal-Pit by 7.4 and 24.4 points. These gains concentrate on interaction-sensitive and altered-world questions, demonstrating zero-shot transfer of causal principles to unseen complex dynamics (cloth, fluid, soft bodies) and real-world video.

  • 6 authors
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Oct 25 2

Pramana: Fine-Tuning Large Language Models for Epistemic Reasoning through Navya-Nyaya

Large language models produce fluent text but struggle with systematic reasoning, often hallucinating confident but unfounded claims. When Apple researchers added irrelevant context to mathematical problems, LLM performance degraded by 65% Apple Machine Learning Research, exposing brittle pattern-matching beneath apparent reasoning. This epistemic gap, the inability to ground claims in traceable evidence, limits AI reliability in domains requiring justification. We introduce Pramana, a novel approach that teaches LLMs explicit epistemological methodology by fine-tuning on Navya-Nyaya logic, a 2,500-year-old Indian reasoning framework. Unlike generic chain-of-thought prompting, Navya-Nyaya enforces structured 6-phase reasoning: SAMSHAYA (doubt analysis), PRAMANA (evidence source identification), PANCHA AVAYAVA (5-member syllogism with universal rules), TARKA (counterfactual verification), HETVABHASA (fallacy detection), and NIRNAYA (ascertainment distinguishing knowledge from hypothesis). This integration of logic and epistemology provides cognitive scaffolding absent from standard reasoning approaches. We fine-tune Llama 3.2-3B and DeepSeek-R1-Distill-Llama-8B on 55 Nyaya-structured logical problems (constraint satisfaction, Boolean SAT, multi-step deduction). Stage 1 achieves 100% semantic correctness on held-out evaluation despite only 40% strict format adherence revealing that models internalize reasoning content even when structural enforcement is imperfect. Ablation studies show format prompting and temperature critically affect performance, with optimal configurations differing by stage. We release all models, datasets, and training infrastructure on Hugging Face to enable further research on epistemic frameworks for AI reasoning.

  • 1 authors
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Feb 13

Agent Retrieval Bench: Evaluating Repository Context Retrieval for Coding Agents

Modern coding agents are usually evaluated by whether they eventually produce a correct patch, but patch generation depends on an earlier context-acquisition stage: finding the repository files needed for the task. We introduce Agent Retrieval Bench, a file-level benchmark for this upstream retrieval problem. Samples are built from real coding-workflow signals and evaluated against frozen base-commit repositories, with relevance defined by what an agent needs next rather than direct query-file semantic similarity. The benchmark covers four positive-retrieval tasks: code2test, comment2context, trace2code, and edit2ripple; a fifth subset evaluates selective retrieval using natural evidence-backed no-gold cases and counterfactual wrong-repository controls. Agent Retrieval Bench contains 427 samples across 25 repositories: 345 positive examples, 50 natural no-gold examples, and 32 counterfactual controls. The corpus includes 308 base-commit snapshots, 392,000 files, and 7.9 million chunks. We evaluate lexical retrieval, RepoMap, open-source embeddings, selective abstention, and logged agent context selection. No single retrieval family dominates: Qwen3-Embedding-4B has the best sample-weighted MRR on positive samples, Qwen3-Embedding-8B the best Recall@20, and RepoMap the best budgeted context yield at 8K tokens, with task-level winners differing substantially. Selective thresholds calibrated with counterfactual controls do not improve selective success on natural no-gold cases, revealing a calibration gap. Logged trajectories also miss every gold file on 27-35 percent of samples. A controlled seed-intervention pilot finds that retrieval-derived initial context yields higher file F1 with less post-seed exploration than random non-gold context, while oracle gold context shows substantial remaining headroom.

  • 2 authors
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Jul 26 2

Mind or Message? Auditing Theory of Mind in Multi-Agent Social Simulation

Language model agents are increasingly used to simulate social interaction, and the resulting transcripts read as though the agents understand one another. We ask whether that appearance rests on a model of the partner's mind or on the surface record of what the partner said. We build a social simulation in which both questions have exact answers: 40 multi-issue negotiations whose hidden preference weights and whose full Pareto frontier are known by construction. Two model families negotiate across 160 dyads, every transcript is frozen before any measurement, and 2880 counterfactual probes then hold the evidence byte identical while moving one factor at a time: the reader's own stake, the partner's tone, an identity label, and the order of recursion. The agents are socially fluent and economically poor. They reach agreement in 96.2% of dyads with 0 protocol failures, yet only 0.7% of deals land on the Pareto frontier, they leave 20.5% of the available joint value unclaimed, and they miss the one issue on which their interests are perfectly aligned in 76.6% of deals; on the frontier and on that aligned issue, a package drawn at random from the set both sides would accept does as well. The probes locate the failure. Swapping only the reader's own payoff sheet, while the partner's words and offers stay identical, moves the inferred top priority by 15.0 percentage points, which is egocentric projection rather than inference, while a tone rewrite moves it by 5.3 percentage points and an identity label by 0.0. Most tellingly, an agent predicts what its partner believes about it 72.5% of the time while that partner's belief is itself correct only 51.2% of the time: the agents track the conversation far better than they track the mind behind it.

  • 5 authors
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Sep 20

Inverse Theory of Mind Modeling for Content Recommendation: From Web Browsing to Dynamic Intelligent Interfaces

Modern recommender systems treat observed actions as reliable proxies for user preferences, yet interactions often reflect exploration or comparison rather than stable preference expression. As interfaces evolve from static layouts toward generative UIs and immersive extended reality (XR), the need for deeper, modality-agnostic user understanding grows: these adaptive environments must decide not only what to present but where, when, how prominently, and most importantly why a user acts. We propose an Inverse Theory of Mind (IToM) pipeline that reasons backward from observed interactions to infer the beliefs, preferences, and decision-making traits that explain behavior. The pipeline reconstructs each user's decision context, including what was chosen and what alternatives were available, applies LLM-driven counterfactual reasoning to produce evidence-grounded natural-language belief statements, and synthesizes these beliefs through multi-hypothesis abductive inference into a structured user persona. We evaluate on the OPeRA dataset against ground-truth personality assessments, attitudinal surveys, and interview-based personas across four tasks: next action prediction, shopping attitude alignment, Big Five personality inference, and held-out category prediction. Results show that inferred personas match or exceed ground-truth personas and that multi-hypothesis reasoning is essential for accurate personality prediction. We further demonstrate cross-modal transferability with a persona-driven spatial banking application on VisionOS.

  • 5 authors
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Aug 19

LIDL: LLM Integration Defect Localization via Knowledge Graph-Enhanced Multi-Agent Analysis

LLM-integrated software, which embeds or interacts with large language models (LLMs) as functional components, exhibits probabilistic and context-dependent behaviors that fundamentally differ from those of traditional software. This shift introduces a new category of integration defects that arise not only from code errors but also from misaligned interactions among LLM-specific artifacts, including prompts, API calls, configurations, and model outputs. However, existing defect localization techniques are ineffective at identifying these LLM-specific integration defects because they fail to capture cross-layer dependencies across heterogeneous artifacts, cannot exploit incomplete or misleading error traces, and lack semantic reasoning capabilities for identifying root causes. To address these challenges, we propose LIDL, a multi-agent framework for defect localization in LLM-integrated software. LIDL (1) constructs a code knowledge graph enriched with LLM-aware annotations that represent interaction boundaries across source code, prompts, and configuration files, (2) fuses three complementary sources of error evidence inferred by LLMs to surface candidate defect locations, and (3) applies context-aware validation that uses counterfactual reasoning to distinguish true root causes from propagated symptoms. We evaluate LIDL on 146 real-world defect instances collected from 105 GitHub repositories and 16 agent-based systems. The results show that LIDL significantly outperforms five state-of-the-art baselines across all metrics, achieving a Top-3 accuracy of 0.64 and a MAP of 0.48, which represents a 64.1% improvement over the best-performing baseline. Notably, LIDL achieves these gains while reducing cost by 92.5%, demonstrating both high accuracy and cost efficiency.

  • 11 authors
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Jan 8

Routing Drift Alone Does Not Diagnose Failure in Merged MoE LLMs

Model merging efficiently combines specialized large language models (LLMs) without joint retraining, but can substantially alter expert routing in Mixture-of-Experts (MoE) models. Such routing drift is often interpreted as routing failure, raising a fundamental question that remains unclear: does routing drift after MoE merging actually indicate routing failure, and what evidence should justify repair? We investigate these questions across DeepSeekMoE, OLMoE, and Qwen3-MoE proposing a routing analysis toolkit for controlled counterfactual interventions and token-level analysis. By crossing source and merged router inputs and parameters, we attribute most expert reassignments to input shifts rather than parameter changes at the same layer. However, source-relative routing differences poorly predict next-token likelihood gains from source-route restoration, and different expert selections can produce directionally similar mixture outputs. We therefore operationalize routing failure as task loss recoverable under a specified routing intervention, with non-routing parameters fixed. These tests detect recoverable loss under deliberate router corruption, whereas source-route restoration does not establish reliable task benefits in the evaluated merged models. Motivated by these, we propose Selective Router Repair (SRR) as a case study, and find that source-specialist token-likelihood advantages do not reliably identify beneficial local corrections. Together, these findings show that routing drift alone is insufficient evidence of routing failure: source-informed corrections must be judged by their task-level intervention effects. The analysis toolkit and SRR code are released.

CounterBench: A Benchmark for Counterfactuals Reasoning in Large Language Models

Counterfactual reasoning is widely recognized as one of the most challenging and intricate aspects of causality in artificial intelligence. In this paper, we evaluate the performance of large language models (LLMs) in counterfactual reasoning. In contrast to previous studies that primarily focus on commonsense causal reasoning, where LLMs often rely on prior knowledge for inference, we specifically assess their ability to perform counterfactual inference using a set of formal rules. To support this evaluation, we introduce a new benchmark dataset, CounterBench, comprising 1K counterfactual reasoning questions. The dataset is designed with varying levels of difficulty, diverse causal graph structures, distinct types of counterfactual questions, and multiple nonsensical name variants. Our experiments demonstrate that counterfactual reasoning poses a significant challenge for LLMs, with most models performing at levels comparable to random guessing. To enhance LLM's counterfactual reasoning ability, we propose a novel reasoning paradigm, CoIn, which guides LLMs through iterative reasoning and backtracking to systematically explore counterfactual solutions. Experimental results show that our method significantly improves LLM performance on counterfactual reasoning tasks and consistently enhances performance across different LLMs.Our dataset is available at https://huggingface.co/datasets/CounterBench/CounterBench.

  • 4 authors
·
Feb 16, 2025

Towards Characterizing Domain Counterfactuals For Invertible Latent Causal Models

Answering counterfactual queries has many important applications such as knowledge discovery and explainability, but is challenging when causal variables are unobserved and we only see a projection onto an observation space, for instance, image pixels. One approach is to recover the latent Structural Causal Model (SCM), but this typically needs unrealistic assumptions, such as linearity of the causal mechanisms. Another approach is to use na\"ive ML approximations, such as generative models, to generate counterfactual samples; however, these lack guarantees of accuracy. In this work, we strive to strike a balance between practicality and theoretical guarantees by focusing on a specific type of causal query called domain counterfactuals, which hypothesizes what a sample would have looked like if it had been generated in a different domain (or environment). Concretely, by only assuming invertibility, sparse domain interventions and access to observational data from different domains, we aim to improve domain counterfactual estimation both theoretically and practically with less restrictive assumptions. We define domain counterfactually equivalent models and prove necessary and sufficient properties for equivalent models that provide a tight characterization of the domain counterfactual equivalence classes. Building upon this result, we prove that every equivalence class contains a model where all intervened variables are at the end when topologically sorted by the causal DAG. This surprising result suggests that a model design that only allows intervention in the last k latent variables may improve model estimation for counterfactuals. We then test this model design on extensive simulated and image-based experiments which show the sparse canonical model indeed improves counterfactual estimation over baseline non-sparse models.

  • 5 authors
·
Jun 20, 2023

Executable Counterfactuals: Improving LLMs' Causal Reasoning Through Code

Counterfactual reasoning, a hallmark of intelligence, consists of three steps: inferring latent variables from observations (abduction), constructing alternatives (interventions), and predicting their outcomes (prediction). This skill is essential for advancing LLMs' causal understanding and expanding their applications in high-stakes domains such as scientific research. However, existing efforts in assessing LLM's counterfactual reasoning capabilities tend to skip the abduction step, effectively reducing to interventional reasoning and leading to overestimation of LLM performance. To address this, we introduce executable counterfactuals, a novel framework that operationalizes causal reasoning through code and math problems. Our framework explicitly requires all three steps of counterfactual reasoning and enables scalable synthetic data creation with varying difficulty, creating a frontier for evaluating and improving LLM's reasoning. Our results reveal substantial drop in accuracy (25-40%) from interventional to counterfactual reasoning for SOTA models like o4-mini and Claude-4-Sonnet. To address this gap, we construct a training set comprising counterfactual code problems having if-else condition and test on out-of-domain code structures (e.g. having while-loop); we also test whether a model trained on code would generalize to counterfactual math word problems. While supervised finetuning on stronger models' reasoning traces improves in-domain performance of Qwen models, it leads to a decrease in accuracy on OOD tasks such as counterfactual math problems. In contrast, reinforcement learning induces the core cognitive behaviors and generalizes to new domains, yielding gains over the base model on both code (improvement of 1.5x-2x) and math problems. Analysis of the reasoning traces reinforces these findings and highlights the promise of RL for improving LLMs' counterfactual reasoning.

  • 6 authors
·
Oct 1, 2025

Inference on counterfactual distributions using martingale posteriors

Causal inference is often focused on average effects, which can hide important aspects of the effect distributions. Here we consider the entire posterior effects distribution by estimating full counterfactual outcome distributions. We propose a methodology for inference on counterfactual distributions which builds upon the martingale posterior framework of Fong et al. (2023). This provides a highly flexible approach to estimating densities, distribution functions, and derived quantities such as quantiles, which coherently quantifies the epistemic uncertainty on any target estimand of interest. As the predictive recursions are based on an underlying nonparametric model (a Dirichlet process mixture model), our method naturally inherits robustness with respect to restrictive parametric assumptions. In addition, implementation of our method is typically very fast. This approach can be applied to marginal or conditional counterfactual distributions and is easily extended to an instrumental variables setup. Using the concept of almost conditionally identically distributed random variables, we prove convergence of the martingale posterior inference on the counterfactual outcome distributions for the causal models considered in the paper. We illustrate our approach on both simulated and real data. Using the latter, we investigate the effect of zinc lozenges on common cold duration, the impact of vitamin A supplementation on children's survival rates with one-sided non-compliance (analysed in Imbens and Rubin, 1997a) and the effect of job training (LaLonde, 1986).

  • 2 authors
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Jul 26

ACQUIRED: A Dataset for Answering Counterfactual Questions In Real-Life Videos

Multimodal counterfactual reasoning is a vital yet challenging ability for AI systems. It involves predicting the outcomes of hypothetical circumstances based on vision and language inputs, which enables AI models to learn from failures and explore hypothetical scenarios. Despite its importance, there are only a few datasets targeting the counterfactual reasoning abilities of multimodal models. Among them, they only cover reasoning over synthetic environments or specific types of events (e.g. traffic collisions), making them hard to reliably benchmark the model generalization ability in diverse real-world scenarios and reasoning dimensions. To overcome these limitations, we develop a video question answering dataset, ACQUIRED: it consists of 3.9K annotated videos, encompassing a wide range of event types and incorporating both first and third-person viewpoints, which ensures a focus on real-world diversity. In addition, each video is annotated with questions that span three distinct dimensions of reasoning, including physical, social, and temporal, which can comprehensively evaluate the model counterfactual abilities along multiple aspects. We benchmark our dataset against several state-of-the-art language-only and multimodal models and experimental results demonstrate a significant performance gap (>13%) between models and humans. The findings suggest that multimodal counterfactual reasoning remains an open challenge and ACQUIRED is a comprehensive and reliable benchmark for inspiring future research in this direction.

  • 8 authors
·
Nov 2, 2023

Minimax Optimal Regret for Causal Logistic Bandits with Counterfactual Fairness

We study causal logistic bandits with counterfactual fairness constraints. The causal structure is given through known factual and counterfactual feature maps that share an unknown logistic reward parameter, but the learner observes only factual rewards. Consequently, the directions determining counterfactual feasibility need not be identifiable from the available feedback. The closest prior analyses either omit a coverage condition or impose a comparatively strong one, and do not establish matching lower bounds. We first show that some coverage condition is necessary: without a coverage-type restriction, factually indistinguishable environments with different optimal fair actions force Ω(T) expected joint loss. Under a weaker full-rank condition on the factual covariance pooled across actions, we identify a target-specific information scale V_star that measures the difficulty of estimating rewards and counterfactual effects from factual feedback. We construct worst-case families satisfying this condition on which every policy incurs expected joint loss Ωleft(left[V_starmin{log K,d}right]^{1/3}T^{2/3}right). We also give an explore--then--exploit procedure tuned using V_star and an adaptive algorithm that does not require its value. Both algorithms achieve max{R_T,V_T}=Oleft(left[V_starmin{log K,d}right]^{1/3}T^{2/3}+κd/σ_0^2right), where R_T is regret relative to the best fair action and V_T denotes the cumulative stage-wise positive violations. Thus the upper and lower bounds match in their leading dependence on T, V_star, and min{log K,d}, up to logarithmic factors.

  • 3 authors
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Sep 30

Investigating the Robustness of Natural Language Generation from Logical Forms via Counterfactual Samples

The aim of Logic2Text is to generate controllable and faithful texts conditioned on tables and logical forms, which not only requires a deep understanding of the tables and logical forms, but also warrants symbolic reasoning over the tables. State-of-the-art methods based on pre-trained models have achieved remarkable performance on the standard test dataset. However, we question whether these methods really learn how to perform logical reasoning, rather than just relying on the spurious correlations between the headers of the tables and operators of the logical form. To verify this hypothesis, we manually construct a set of counterfactual samples, which modify the original logical forms to generate counterfactual logical forms with rarely co-occurred table headers and logical operators. SOTA methods give much worse results on these counterfactual samples compared with the results on the original test dataset, which verifies our hypothesis. To deal with this problem, we firstly analyze this bias from a causal perspective, based on which we propose two approaches to reduce the model's reliance on the shortcut. The first one incorporates the hierarchical structure of the logical forms into the model. The second one exploits automatically generated counterfactual data for training. Automatic and manual experimental results on the original test dataset and the counterfactual dataset show that our method is effective to alleviate the spurious correlation. Our work points out the weakness of previous methods and takes a further step toward developing Logic2Text models with real logical reasoning ability.

  • 4 authors
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Oct 16, 2022

Counterfactual Generation via Flow Matching: Coupling-Sensitive End-to-End Rates

Counterfactual generation seeks to sample outcomes under a hypothetical intervention or decision using observational data collected under the factual assignment mechanism. We develop a flow-matching approach that combines a sample-split, doubly robust training objective with a learned coupling between observed source outcomes and target outcomes drawn from a fitted conditional outcome model. To enable finite-step generation, we leverage a score-corrected stochastic sampler based on a Gaussian-smoothed interpolation. Our main theoretical contribution is a coupling-sensitive KL bound for constant-step Euler discretization: the error is controlled by moments of the source--target displacement under the chosen coupling, rather than by global uniform regularity of the velocity field, and has near-linear dependence on the ambient dimension. We also establish finite-sample non-parametric guarantees for the learned velocity and score fields when both the conditional outcome model and the source-target coupling are estimated from data. These bounds separate approximation, coupling-replacement, nuisance-estimation, generalization, and Monte Carlo errors and, combined with the sampler analysis, yield an end-to-end guarantee for counterfactual generation. Experiments on synthetic and semi-synthetic image benchmarks support the coupling-dependent theory and show that, at finite discretization budgets, the stochastic sampler can outperform the corresponding deterministic ODE sampler.

  • 3 authors
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Sep 30

Are Text-to-Image Models Inductivist Turkeys? A Counterfactual Benchmark for Causal Reasoning

Text-to-image (T2I) generation models have achieved remarkable progress in producing visually realistic images from natural language prompts. Yet it remains unclear whether their success reflects genuine causal understanding or sophisticated pattern matching over visual-textual correlations. Inspired by Russell's inductivist turkey, we introduce Counterfactual-World (CF-World), a counterfactual benchmark designed to investigate whether text-to-image models can generate images under rules that systematically contradict real-world priors. CF-World organizes each scenario into three progressive levels: factual generation under ordinary world knowledge, explicit counterfactual generation with direct visual instructions, and implicit counterfactual generation requiring causal deduction from altered rules. We evaluate both open-source and closed-source T2I models using a Vision Language Model (VLM)-based evaluator (CF-Eval). Furthermore, we introduce two metrics: Prior Resistance Rate (PRR), which measures a model's ability to overcome entrenched real-world priors, and Reasoning Retention Rate (RRR), which assesses whether models can maintain reasoning-dependent counterfactual generation without explicit visual cues. Experiments show that all models exhibit sharp degradation from factual to counterfactual settings. Further analyses suggest that these failures arise because current T2I models encode world knowledge and visual appearances as tightly coupled patterns. Consequently, their heavy reliance on frequent visual co-occurrences within the training data forces them to default to familiar commonsense priors when tasked with rendering counterfactual worlds.

  • 11 authors
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Jun 22 1

Probabilistic Counterfactual Inference for Discrete Outcomes in Gaussian-Process Causal Models

Counterfactual inference in Gaussian-process structural causal models (GP-SCMs) has been developed primarily for continuous endogenous variables, limiting applicability to causal graphs that contain discrete child nodes with continuous parents. We introduce a unified probabilistic framework for counterfactual inference with heterogeneous variable types by pairing GP predictors with explicit exogenous noise mechanisms. For discrete outcomes, we derive exact conditional noise-abduction procedures using a uniform threshold for binary variables, a Gumbel-max race for nominal categories, and a latent Gaussian cut-point model for ordinal ones. In each case, we propagate abducted noise through interventions while accounting for posterior uncertainty in the GP latent functions, and prove that the resulting mechanisms reproduce the fitted model's observational and interventional distributions. On synthetic SCMs with known ground-truth counterfactuals, we evaluate estimation accuracy, consistency, and robustness to coupling misspecification. A key finding is that applying a categorical coupling to ordinal data inflates counterfactual error roughly threefold even when observational fit remains comparable, and that this error does not diminish with more data. As the training set grows, the fitted structural equation converges to the truth while the counterfactual error flattens onto a floor. In the reverse direction, forcing a false order onto nominal data instead degrades the fitted equation itself. The choice of coupling must therefore be justified on structural grounds rather than read off the fit.

  • 3 authors
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Oct 5

DASH: Fast, Valid Counterfactuals for Deep Networks via Batched Directional Search

Counterfactual explanations are most useful when they can be generated with low latency, remain close to the factual input, and satisfy input-domain, categorical, and actionability constraints. Achieving these objectives simultaneously is challenging for deep neural networks. Heuristic methods are often fast but may return invalid counterfactuals, whereas exact methods can certify global proximity but may not finish within practical time limits. We introduce DASH, a batched heuristic search method for finding close, valid, and actionable counterfactuals for deep neural networks under ell_1, ell_2, and ell_infty objectives. DASH uses directional Lipschitz bounds and local affine models to generate anchors, then ranks and expands promising regions with batched network evaluations. We compare DASH against nine prior heuristic methods and time-limited exact mixed-integer baselines on four tabular datasets, with network depths from 2 to 32, and evaluate scalability on PBMC3k. Across 9,000 tabular query-norm cases, DASH returns a valid counterfactual within 5% of the best heuristic-observed valid distance in 94.6% of cases, with a median CPU search runtime of 0.061 s. PGD-bisect, the baseline with the highest pooled within-5% coverage, meets this criterion in 41.1% of cases, with a median runtime of 0.298 s. These results show that the proposed search maintains high valid proximity across norms while keeping its search runtime practical.

  • 4 authors
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Oct 2

Cause and Effect: Can Large Language Models Truly Understand Causality?

With the rise of Large Language Models(LLMs), it has become crucial to understand their capabilities and limitations in deciphering and explaining the complex web of causal relationships that language entails. Current methods use either explicit or implicit causal reasoning, yet there is a strong need for a unified approach combining both to tackle a wide array of causal relationships more effectively. This research proposes a novel architecture called Context Aware Reasoning Enhancement with Counterfactual Analysis(CARE CA) framework to enhance causal reasoning and explainability. The proposed framework incorporates an explicit causal detection module with ConceptNet and counterfactual statements, as well as implicit causal detection through LLMs. Our framework goes one step further with a layer of counterfactual explanations to accentuate LLMs understanding of causality. The knowledge from ConceptNet enhances the performance of multiple causal reasoning tasks such as causal discovery, causal identification and counterfactual reasoning. The counterfactual sentences add explicit knowledge of the not caused by scenarios. By combining these powerful modules, our model aims to provide a deeper understanding of causal relationships, enabling enhanced interpretability. Evaluation of benchmark datasets shows improved performance across all metrics, such as accuracy, precision, recall, and F1 scores. We also introduce CausalNet, a new dataset accompanied by our code, to facilitate further research in this domain.

  • 9 authors
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Feb 28, 2024

Faithful Explanations of Black-box NLP Models Using LLM-generated Counterfactuals

Causal explanations of the predictions of NLP systems are essential to ensure safety and establish trust. Yet, existing methods often fall short of explaining model predictions effectively or efficiently and are often model-specific. In this paper, we address model-agnostic explanations, proposing two approaches for counterfactual (CF) approximation. The first approach is CF generation, where a large language model (LLM) is prompted to change a specific text concept while keeping confounding concepts unchanged. While this approach is demonstrated to be very effective, applying LLM at inference-time is costly. We hence present a second approach based on matching, and propose a method that is guided by an LLM at training-time and learns a dedicated embedding space. This space is faithful to a given causal graph and effectively serves to identify matches that approximate CFs. After showing theoretically that approximating CFs is required in order to construct faithful explanations, we benchmark our approaches and explain several models, including LLMs with billions of parameters. Our empirical results demonstrate the excellent performance of CF generation models as model-agnostic explainers. Moreover, our matching approach, which requires far less test-time resources, also provides effective explanations, surpassing many baselines. We also find that Top-K techniques universally improve every tested method. Finally, we showcase the potential of LLMs in constructing new benchmarks for model explanation and subsequently validate our conclusions. Our work illuminates new pathways for efficient and accurate approaches to interpreting NLP systems.

  • 6 authors
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Oct 1, 2023

Counterfactuals for Design: A Model-Agnostic Method For Design Recommendations

We introduce Multi-Objective Counterfactuals for Design (MCD), a novel method for counterfactual optimization in design problems. Counterfactuals are hypothetical situations that can lead to a different decision or choice. In this paper, the authors frame the counterfactual search problem as a design recommendation tool that can help identify modifications to a design, leading to better functional performance. MCD improves upon existing counterfactual search methods by supporting multi-objective queries, which are crucial in design problems, and by decoupling the counterfactual search and sampling processes, thus enhancing efficiency and facilitating objective tradeoff visualization. The paper demonstrates MCD's core functionality using a two-dimensional test case, followed by three case studies of bicycle design that showcase MCD's effectiveness in real-world design problems. In the first case study, MCD excels at recommending modifications to query designs that can significantly enhance functional performance, such as weight savings and improvements to the structural safety factor. The second case study demonstrates that MCD can work with a pre-trained language model to suggest design changes based on a subjective text prompt effectively. Lastly, the authors task MCD with increasing a query design's similarity to a target image and text prompt while simultaneously reducing weight and improving structural performance, demonstrating MCD's performance on a complex multimodal query. Overall, MCD has the potential to provide valuable recommendations for practitioners and design automation researchers looking for answers to their ``What if'' questions by exploring hypothetical design modifications and their impact on multiple design objectives. The code, test problems, and datasets used in the paper are available to the public at decode.mit.edu/projects/counterfactuals/.

  • 3 authors
·
May 18, 2023

On Predicting Post-Click Conversion Rate via Counterfactual Inference

Accurately predicting conversion rate (CVR) is essential in various recommendation domains such as online advertising systems and e-commerce. These systems utilize user interaction logs, which consist of exposures, clicks, and conversions. CVR prediction models are typically trained solely based on clicked samples, as conversions can only be determined following clicks. However, the sparsity of clicked instances necessitates the collection of a substantial amount of logs for effective model training. Recent works address this issue by devising frameworks that leverage non-clicked samples. While these frameworks aim to reduce biases caused by the discrepancy between clicked and non-clicked samples, they often rely on heuristics. Against this background, we propose a method to counterfactually generate conversion labels for non-clicked samples by using causality as a guiding principle, attempting to answer the question, "Would the user have converted if he or she had clicked the recommended item?" Our approach is named the Entire Space Counterfactual Inference Multi-task Model (ESCIM). We initially train a structural causal model (SCM) of user sequential behaviors and conduct a hypothetical intervention (i.e., click) on non-clicked items to infer counterfactual CVRs. We then introduce several approaches to transform predicted counterfactual CVRs into binary counterfactual conversion labels for the non-clicked samples. Finally, the generated samples are incorporated into the training process. Extensive experiments on public datasets illustrate the superiority of the proposed algorithm. Online A/B testing further empirically validates the effectiveness of our proposed algorithm in real-world scenarios. In addition, we demonstrate the improved performance of the proposed method on latent conversion data, showcasing its robustness and superior generalization capabilities.

  • 2 authors
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Oct 5, 2025

CRAwDAD: Causal Reasoning Augmentation with Dual-Agent Debate

When people reason about cause and effect, they often consider many competing "what if" scenarios before deciding which explanation fits best. Analogously, advanced language models capable of causal inference can consider multiple interventions and counterfactuals to judge the validity of causal claims. Crucially, this type of reasoning is less like a single calculation and more like an internal dialogue between alternative hypotheses. In this paper, we make this dialogue explicit through a dual-agent debate framework where one model provides a structured causal inference, and the other critically examines this reasoning for logical flaws. When disagreements arise, agents attempt to persuade each other, challenging each other's logic and revising their conclusions until they converge on a mutually agreed answer. To take advantage of this deliberative process, we specifically use reasoning language models, whose strengths in both causal inference and adversarial debate remain under-explored relative to standard large language models. We evaluate our approach on the CLadder dataset, a benchmark linking natural language questions to formally defined causal graphs across all three rungs of Pearl's ladder of causation. With Qwen3 and DeepSeek-R1 as debater agents, we demonstrate that multi-agent debate improves DeepSeek-R1's overall accuracy in causal inference from 78.03% to 87.45%, with the counterfactual category specifically improving from 67.94% to 80.04% accuracy. Similarly, Qwen3's overall accuracy improves from 84.16% to 89.41%, and counterfactual questions from 71.53% to 80.35%, showing that strong models can still benefit greatly from debate with weaker agents. Our results highlight the potential of reasoning models as building blocks for multi-agent systems in causal inference, and demonstrate the importance of diverse perspectives in causal problem-solving.

  • 2 authors
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Nov 27, 2025

WorldKernel: A World Model is the Coupling Kernel of Admissible Possible Worlds

A common assumption holds that enough observational and interventional data, given to a strong enough predictor, suffices. We report a failure mode that contradicts it. Across hundreds of structural causal models, on identified quantities a strong predictor and a Bayesian baseline both succeed, but on unidentified quantities (the couplings between counterfactual worlds) the predictor collapses to a point, on 28% of models to one no valid model can produce, while the truth is an admissible interval more data never narrows. The gap is structural: prediction cannot represent uncertainty over counterfactual couplings. We cast a world model as a single positive semidefinite coupling kernel K(T,T') over admissible worlds, whose diagonal is the ordinary posterior (what a predictor recovers) and whose off-diagonal is the cross-world coupling it cannot, which every counterfactual reads. The paper is the theory of that off-diagonal. It is real: two states with identical posteriors differ on a cross-world query, and the off-diagonal is the coupling that fixes counterfactuals. It can be bounded: positive semidefiniteness is partial-identifying information the marginals lack, and enforcing it bounds counterfactuals in polynomial time where the exact response-type program is intractable. Logical structure sharpens it: ontology axioms tighten the bound by up to a third, propagating to couplings they never touch. It can be acquired: targeted scars, constraints learned from encountered infeasibilities, close the gap several times faster than untargeted ones. Its full reconstruction is approximate counting of the admissible worlds, tractable below the Sly-Sun threshold and inapproximable above; we do not claim to beat the worst case.

  • 1 authors
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Jun 8

DISCO: Distilling Counterfactuals with Large Language Models

Models trained with counterfactually augmented data learn representations of the causal structure of tasks, enabling robust generalization. However, high-quality counterfactual data is scarce for most tasks and not easily generated at scale. When crowdsourced, such data is typically limited in scale and diversity; when generated using supervised methods, it is computationally expensive to extend to new counterfactual dimensions. In this work, we introduce DISCO (DIStilled COunterfactual Data), a new method for automatically generating high quality counterfactual data at scale. DISCO engineers prompts to generate phrasal perturbations with a large general language model. Then, a task-specific teacher model filters these generations to distill high-quality counterfactual data. While task-agnostic, we apply our pipeline to the task of natural language inference (NLI) and find that on challenging evaluations such as the NLI stress test, comparatively smaller student models trained with DISCO generated counterfactuals are more robust (6% absolute) and generalize better across distributions (2%) compared to models trained without data augmentation. Furthermore, DISCO augmented models are 10% more consistent between counterfactual pairs on three evaluation sets, demonstrating that DISCO augmentation enables models to more reliably learn causal representations. Our repository is available at: https://github.com/eric11eca/disco

  • 5 authors
·
Dec 20, 2022

LIBERTy: A Causal Framework for Benchmarking Concept-Based Explanations of LLMs with Structural Counterfactuals

Concept-based explanations quantify how high-level concepts (e.g., gender or experience) influence model behavior, which is crucial for decision-makers in high-stakes domains. Recent work evaluates the faithfulness of such explanations by comparing them to reference causal effects estimated from counterfactuals. In practice, existing benchmarks rely on costly human-written counterfactuals that serve as an imperfect proxy. To address this, we introduce a framework for constructing datasets containing structural counterfactual pairs: LIBERTy (LLM-based Interventional Benchmark for Explainability with Reference Targets). LIBERTy is grounded in explicitly defined Structured Causal Models (SCMs) of the text generation, interventions on a concept propagate through the SCM until an LLM generates the counterfactual. We introduce three datasets (disease detection, CV screening, and workplace violence prediction) together with a new evaluation metric, order-faithfulness. Using them, we evaluate a wide range of methods across five models and identify substantial headroom for improving concept-based explanations. LIBERTy also enables systematic analysis of model sensitivity to interventions: we find that proprietary LLMs show markedly reduced sensitivity to demographic concepts, likely due to post-training mitigation. Overall, LIBERTy provides a much-needed benchmark for developing faithful explainability methods.

A Plausible Future Is Not a Causal Future: Can Video Models Generate How the World Unfolds?

Large-scale video generation models are increasingly viewed as a promising path toward world models, yet their ability to capture causally coherent physical dynamics remains poorly understood. Existing evaluations largely emphasize visual quality, prompt adherence, or broad physical plausibility, leaving open whether a model can faithfully realize a complete causal cascade, in which an initiating event propagates through causally dependent interactions to a terminal outcome. We introduce CausalCascade, a simulator-grounded benchmark centered on 50 event-rich Blender scenes with structured event graphs, graph-grounded diagnostic VQA, three levels of future-event specification, and 2,832 controlled counterfactual variants, and use it to evaluate nine image-to-video models with complementary motion-, event-, and counterfactual-level diagnostics. Across the evaluated models, generated motion is more reliably localized spatially than realized with correct spatiotemporal evolution, while richer future-event specification improves event recovery but leaves physical realization limited. Counterfactual evaluation further reveals weak selective responsiveness to physical interventions, while most audited failures are foundational, arising at scene consistency or event occurrence. Together, these results position causal cascade generation as a process-level test of world modeling and highlight the need to jointly recover the intended future, faithfully realize its physical evolution, selectively respond to physical interventions, and maintain a coherent physical world over time. Code and dataset are available at https://github.com/SJTU-DeepDeltaLab/CausalCascade .

  • 4 authors
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Oct 10

Thought-Path Contrastive Learning via Premise-Oriented Data Augmentation for Logical Reading Comprehension

Logical reading comprehension is a challenging task that entails grasping the underlying semantics of text and applying reasoning to deduce the correct answer. Prior researches have primarily focused on enhancing logical reasoning capabilities through Chain-of-Thought (CoT) or data augmentation. However, previous work constructing chain-of-thought rationales concentrates solely on analyzing correct options, neglecting the incorrect alternatives. Addtionally, earlier efforts on data augmentation by altering contexts rely on rule-based methods, which result in generated contexts that lack diversity and coherence. To address these issues, we propose a Premise-Oriented Data Augmentation (PODA) framework. This framework can generate CoT rationales including analyses for both correct and incorrect options, while constructing diverse and high-quality counterfactual contexts from incorrect candidate options. We integrate summarizing premises and identifying premises for each option into rationales. Subsequently, we employ multi-step prompts with identified premises to construct counterfactual context. To facilitate the model's capabilities to better differentiate the reasoning process associated with each option, we introduce a novel thought-path contrastive learning method that compares reasoning paths between the original and counterfactual samples. Experimental results on three representative LLMs demonstrate that our method can improve the baselines substantially across two challenging logical reasoning benchmarks (ReClor and LogiQA 2.0). The data and code are released at https://github.com/lalalamdbf/TPReasoner.

  • 3 authors
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Sep 22, 2024

VISION: Robust and Interpretable Code Vulnerability Detection Leveraging Counterfactual Augmentation

Automated detection of vulnerabilities in source code is an essential cybersecurity challenge, underpinning trust in digital systems and services. Graph Neural Networks (GNNs) have emerged as a promising approach as they can learn structural and logical code relationships in a data-driven manner. However, their performance is severely constrained by training data imbalances and label noise. GNNs often learn 'spurious' correlations from superficial code similarities, producing detectors that fail to generalize well to unseen real-world data. In this work, we propose a unified framework for robust and interpretable vulnerability detection, called VISION, to mitigate spurious correlations by systematically augmenting a counterfactual training dataset. Counterfactuals are samples with minimal semantic modifications but opposite labels. Our framework includes: (i) generating counterfactuals by prompting a Large Language Model (LLM); (ii) targeted GNN training on paired code examples with opposite labels; and (iii) graph-based interpretability to identify the crucial code statements relevant for vulnerability predictions while ignoring spurious ones. We find that VISION reduces spurious learning and enables more robust, generalizable detection, improving overall accuracy (from 51.8% to 97.8%), pairwise contrast accuracy (from 4.5% to 95.8%), and worst-group accuracy (from 0.7% to 85.5%) on the Common Weakness Enumeration (CWE)-20 vulnerability. We further demonstrate gains using proposed metrics: intra-class attribution variance, inter-class attribution distance, and node score dependency. We also release CWE-20-CFA, a benchmark of 27,556 functions (real and counterfactual) from the high-impact CWE-20 category. Finally, VISION advances transparent and trustworthy AI-based cybersecurity systems through interactive visualization for human-in-the-loop analysis.

  • 3 authors
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Aug 26, 2025

VLUCI: Variational Learning of Unobserved Confounders for Counterfactual Inference

Causal inference plays a vital role in diverse domains like epidemiology, healthcare, and economics. De-confounding and counterfactual prediction in observational data has emerged as a prominent concern in causal inference research. While existing models tackle observed confounders, the presence of unobserved confounders remains a significant challenge, distorting causal inference and impacting counterfactual outcome accuracy. To address this, we propose a novel variational learning model of unobserved confounders for counterfactual inference (VLUCI), which generates the posterior distribution of unobserved confounders. VLUCI relaxes the unconfoundedness assumption often overlooked by most causal inference methods. By disentangling observed and unobserved confounders, VLUCI constructs a doubly variational inference model to approximate the distribution of unobserved confounders, which are used for inferring more accurate counterfactual outcomes. Extensive experiments on synthetic and semi-synthetic datasets demonstrate VLUCI's superior performance in inferring unobserved confounders. It is compatible with state-of-the-art counterfactual inference models, significantly improving inference accuracy at both group and individual levels. Additionally, VLUCI provides confidence intervals for counterfactual outcomes, aiding decision-making in risk-sensitive domains. We further clarify the considerations when applying VLUCI to cases where unobserved confounders don't strictly conform to our model assumptions using the public IHDP dataset as an example, highlighting the practical advantages of VLUCI.

  • 5 authors
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Aug 1, 2023

Walking the Tightrope: Disentangling Beneficial and Detrimental Drifts in Non-Stationary Custom-Tuning

This paper uncovers a critical yet overlooked phenomenon in multi-modal large language models (MLLMs): detrimental concept drift within chain-of-thought (CoT) reasoning during non-stationary reinforcement fine-tuning (RFT), where reasoning token distributions evolve unpredictably, thereby introducing significant biases in final predictions. To address this, we are pioneers in establishing the theoretical bridge between concept drift theory and RFT processes by formalizing CoT's autoregressive token streams as non-stationary distributions undergoing arbitrary temporal shifts. Leveraging this framework, we propose a novel counterfact-aware RFT that systematically decouples beneficial distribution adaptation from harmful concept drift through concept graph-empowered LLM experts generating counterfactual reasoning trajectories. Our solution, Counterfactual Preference Optimization (CPO), enables stable RFT in non-stationary environments, particularly within the medical domain, through custom-tuning of counterfactual-aware preference alignment. Extensive experiments demonstrate our superior performance of robustness, generalization and coordination within RFT. Besides, we also contributed a large-scale dataset CXR-CounterFact (CCF), comprising 320,416 meticulously curated counterfactual reasoning trajectories derived from MIMIC-CXR. Our code and data are public.

  • 3 authors
·
May 18, 2025