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Authors: Yunbo Wang ×
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01.
arXiv (CS.AI) 2026-06-24

Grounding Multi-Hop Reasoning in Structural Causal Models via Group Relative Policy Optimization

arXiv:2605.01482v3 Announce Type: replace Abstract: Multi-Hop Fact Verification requires complex reasoning across disparate evidence, posing significant challenges for Large Language Models , which may suffer from hallucinations and fractured logical chains. Existing methods, while improving transparency via Chain-of-Thought , often lack explicit modeling of the structural dependencies between evidence and claims. In this work, we introduce an SCM-inspired framework that grounds reasoning in explicit directed dependency graphs, treating verification as a constructive structural reasoning process rather than full causal inference with interventions or counterfactual semantics. We empirically identify an "inverted U-shaped" correlation between reasoning-chain length and accuracy, revealing that excessive structural complexity can degrade performance. To address this, we propose a rule-based reinforcement learning strategy using Group Relative Policy Optimization. This approach dynamically optimizes the trade-off between structural depth and conciseness. Extensive experiments on HoVer and EX-FEVER demonstrate that our SCM-GRPO framework outperforms strong baselines while producing more traceable reasoning structures for complex fact verification.

02.
arXiv (CS.LG) 2026-06-12

Forecasting Is Not Attribution: Localizing Decoder Bypass in Graph-Based Neural Marketing Mix Models

arXiv:2606.12687v1 Announce Type: new Abstract: Marketing mix models are used to forecast business outcomes and to attribute those outcomes to marketing channels, but these goals are not equivalent. We study a failure mode in graph-based neural MMM called attribution bypass: a high-capacity decoder can obtain low forecasting error through target autoregression, dense communication, co-movement, context, or latent memory while failing to route counterfactual sensitivity through the graph used as the attribution object. We introduce DICE-MMM as a bounded diagnostic and training framework. We do not claim that observational neural MMM identifies causal effects. Instead, DICE separates three questions often conflated in graph-based MMM: graph recovery, forecasting accuracy, and whether the trained decoder's perturbation-induced influence is graph aligned. Stage 1 trains a graph encoder with a restricted graph-mediated decoder. Stage 2 freezes the selected encoder and trains a graph-safe latent decoder whose cross-node communication must pass through the supplied graph. Decoder use is evaluated with CIG, AR-CIG, and graph-swap tests. Across controlled R/d/T swaps and an external multi-graph rawlog stress test, DICE improves stable graph recovery over CausalMMM. The experiments show that forecasting accuracy is not an attribution certificate: in a sparse-target benchmark, no-graph and full-graph decoders achieve MSE@7 around 0.004 while AR-CIG nAUPRC remains near or below zero, whereas an oracle graph reaches 0.807 +/- 0.129 at comparable MSE. Frozen graph-swap localizes the bottleneck: the same DICE-hard-trained decoder moves from nAUPRC -0.044 +/- 0.006 under learned graph inputs to 0.894 +/- 0.027 with the oracle graph. The contribution is a stress test and failure-localization framework showing that low MSE can hide attribution bypass and that the unresolved bottleneck is graph-support selection, not forecasting or decoder capacity.