Modeling Cascaded Delay Feedback for Online Net Conversion Rate Prediction: Benchmark, Insights and Solutions

In industrial recommender systems, conversion rate (CVR) is widely used for traffic allocation, but it fails to fully reflect recommendation effectiveness because it ignores refund behavior. To better capture true user satisfaction and business value, net conversion rate (NetCVR), defined as the probability that a clicked item is purchased and not refunded, has been proposed.Unlike CVR, NetCVR prediction involves a more complex multi-stage cascaded delayed feedback process. The two cascaded delays from click to conversion and from conversion to refund have opposite effects, making traditional CVR modeling methods inapplicable. Moreover, the lack of open-source datasets and online continuous training schemes further hinders progress in this area.To address these challenges, we introduce CASCADE (Cascaded Sequences of Conversion and Delayed Refund), the first large-scale open dataset derived from the Taobao app for online continuous NetCVR prediction. Through an in-depth analysis of CASCADE, we identify three key insights: (1) NetCVR exhibits strong temporal dynamics, necessitating online continuous modeling; (2) cascaded modeling of CVR and refund rate outperforms direct NetCVR modeling; and (3) delay time, which correlates with both CVR and refund rate, is an important feature for NetCVR prediction.Based on these insights, we propose TESLA, a continuous NetCVR modeling framework featuring a CVR-refund-rate cascaded architecture, stage-wise debiasing, and a delay-time-aware ranking loss. Extensive experiments demonstrate that TESLA consistently outperforms state-of-the-art methods on CASCADE, achieving absolute improvements of 12.41 percent in RI-AUC and 14.94 percent in RI-PRAUC on NetCVR prediction. The code and dataset are publicly available at https://github.com/alimama-tech/NetCVR.

Delayed Feedback Modeling for Post-Click Gross Merchandise Volume Prediction: Benchmark, Insights and Approaches

The prediction objectives of online advertisement ranking models are evolving from probabilistic metrics like conversion rate (CVR) to numerical business metrics like post-click gross merchandise volume (GMV). Unlike the well-studied delayed feedback problem in CVR prediction, delayed feedback modeling for GMV prediction remains unexplored and poses greater challenges, as GMV is a continuous target, and a single click can lead to multiple purchases that cumulatively form the label. To bridge the research gap, we establish TRACE, a GMV prediction benchmark containing complete transaction sequences rising from each user click, which supports delayed feedback modeling in an online streaming manner. Our analysis and exploratory experiments on TRACE reveal two key insights: (1) the rapid evolution of the GMV label distribution necessitates modeling delayed feedback under online streaming training; (2) the label distribution of repurchase samples substantially differs from that of single-purchase samples, highlighting the need for separate modeling. Motivated by these findings, we propose RepurchasE-Aware Dual-branch prEdictoR (READER), a novel GMV modeling paradigm that selectively activates expert parameters according to repurchase predictions produced by a router. Moreover, READER dynamically calibrates the regression target to mitigate under-estimation caused by incomplete labels. Experimental results show that READER yields superior performance on TRACE over baselines, achieving a 2.19% improvement in terms of accuracy. We believe that our study will open up a new avenue for studying online delayed feedback modeling for GMV prediction, and our TRACE benchmark with the gathered insights will facilitate future research and application in this promising direction. Our code and dataset are available at https://github.com/alimama-tech/OnlineGMV .

From Atoms to Chains: Divergence-Guided Reasoning Curriculum for Unlabeled LLM Domain Adaptation

Adapting Large Language Models (LLMs) to specialized domains without human-annotated data is a crucial yet formidable challenge. Widely adopted knowledge distillation methods often devolve into coarse-grained mimicry, where the student model inefficiently targets its own weaknesses and risks inheriting the teacher's reasoning flaws. This exposes a critical pedagogical dilemma: how to devise a reliable curriculum when the teacher itself is not an infallible expert. Our work resolves this by capitalizing on a key insight: while LLMs may exhibit fallibility in complex, holistic reasoning, they often exhibit high fidelity on focused, atomic sub-problems. Based on this, we propose Divergence-Guided Reasoning Curriculum (DGRC), which constructs a learning path from atomic knowledge to reasoning chains by dynamically deriving two complementary curricula from disagreements in reasoning pathways. When a student and teacher produce conflicting results, DGRC directs the teacher to perform a diagnostic analysis: it analyzes both reasoning paths to formulate atomic queries that target the specific points of divergence, and then self-answers these queries to create high-confidence atomic question-answer pairs. These pairs then serve a dual purpose: (1) providing an atomic curriculum to rectify the student's knowledge gaps, and (2) serving as factual criteria to filter the teacher's original reasoning chains, yielding a verified CoT curriculum that teaches the student how to integrate atomic knowledge into complete reasoning paths. Experiments across the medical and legal domains on student models of various sizes demonstrate the effectiveness of our DGRC framework. Notably, our method achieves a 7.76% relative improvement for the 1.5B student model in the medical domain over strong unlabeled baseline.

DecisionLLM: Large Language Models for Long Sequence Decision Exploration

Long-sequence decision-making, which is usually addressed through reinforcement learning (RL), is a critical component for optimizing strategic operations in dynamic environments, such as real-time bidding in computational advertising. The Decision Transformer (DT) introduced a powerful paradigm by framing RL as an autoregressive sequence modeling problem. Concurrently, Large Language Models (LLMs) have demonstrated remarkable success in complex reasoning and planning tasks. This inspires us whether LLMs, which share the same Transformer foundation, but operate at a much larger scale, can unlock new levels of performance in long-horizon sequential decision-making problem. This work investigates the application of LLMs to offline decision making tasks. A fundamental challenge in this domain is the LLMs' inherent inability to interpret continuous values, as they lack a native understanding of numerical magnitude and order when values are represented as text strings. To address this, we propose treating trajectories as a distinct modality. By learning to align trajectory data with natural language task descriptions, our model can autoregressively predict future decisions within a cohesive framework we term DecisionLLM. We establish a set of scaling laws governing this paradigm, demonstrating that performance hinges on three factors: model scale, data volume, and data quality. In offline experimental benchmarks and bidding scenarios, DecisionLLM achieves strong performance. Specifically, DecisionLLM-3B outperforms the traditional Decision Transformer (DT) by 69.4 on Maze2D umaze-v1 and by 0.085 on AuctionNet. It extends the AIGB paradigm and points to promising directions for future exploration in online bidding.

Generation-Augmented Generation: A Plug-and-Play Framework for Private Knowledge Injection in Large Language Models

In domains such as biomedicine, materials, and finance, high-stakes deployment of large language models (LLMs) requires injecting private, domain-specific knowledge that is proprietary, fast-evolving, and under-represented in public pretraining. However, the two dominant paradigms for private knowledge injection each have pronounced drawbacks: fine-tuning is expensive to iterate, and continual updates risk catastrophic forgetting and general-capability regression; retrieval-augmented generation (RAG) keeps the base model intact but is brittle in specialized private corpora due to chunk-induced evidence fragmentation, retrieval drift, and long-context pressure that yields query-dependent prompt inflation. Inspired by how multimodal LLMs align heterogeneous modalities into a shared semantic space, we propose Generation-Augmented Generation (GAG), which treats private expertise as an additional expert modality and injects it via a compact, representation-level interface aligned to the frozen base model, avoiding prompt-time evidence serialization while enabling plug-and-play specialization and scalable multi-domain composition with reliable selective activation. Across two private scientific QA benchmarks (immunology adjuvant and catalytic materials) and mixed-domain evaluations, GAG improves specialist performance over strong RAG baselines by 15.34% and 14.86% on the two benchmarks, respectively, while maintaining performance on six open general benchmarks and enabling near-oracle selective activation for scalable multi-domain deployment.

Mimic Human Cognition, Master Multi-Image Reasoning: A Meta-Action Framework for Enhanced Visual Understanding

While Multimodal Large Language Models (MLLMs) excel at single-image understanding, they exhibit significantly degraded performance in multi-image reasoning scenarios. Multi-image reasoning presents fundamental challenges including complex inter-relationships between images and scattered critical information across image sets. Inspired by human cognitive processes, we propose the Cognition-Inspired Meta-Action Framework (CINEMA), a novel approach that decomposes multi-image reasoning into five structured meta-actions: Global, Focus, Hint, Think, and Answer which explicitly modeling the sequential cognitive steps humans naturally employ. For cold-start training, we introduce a Retrieval-Based Tree Sampling strategy that generates high-quality meta-action trajectories to bootstrap the model with reasoning patterns. During reinforcement learning, we adopt a two-stage paradigm: an exploration phase with Diversity-Preserving Strategy to avoid entropy collapse, followed by an annealed exploitation phase with DAPO to gradually strengthen exploitation. To train our model, we construct a dataset of 57k cold-start and 58k reinforcement learning instances spanning multi-image, multi-frame, and single-image tasks. We conduct extensive evaluations on multi-image reasoning benchmarks, video understanding benchmarks, and single-image benchmarks, achieving competitive state-of-the-art performance on several key benchmarks. Our model surpasses GPT-4o on the MUIR and MVMath benchmarks and notably outperforms specialized video reasoning models on video understanding benchmarks, demonstrating the effectiveness and generalizability of our human cognition-inspired reasoning framework.

RAIR: A Rule-Aware Benchmark Uniting Challenging Long-Tail and Visual Salience Subset for E-commerce Relevance Assessment

Search relevance plays a central role in web e-commerce. While large language models (LLMs) have shown significant results on relevance task, existing benchmarks lack sufficient complexity for comprehensive model assessment, resulting in an absence of standardized relevance evaluation metrics across the industry. To address this limitation, we propose Rule-Aware benchmark with Image for Relevance assessment(RAIR), a Chinese dataset derived from real-world scenarios. RAIR established a standardized framework for relevance assessment and provides a set of universal rules, which forms the foundation for standardized evaluation. Additionally, RAIR analyzes essential capabilities required for current relevance models and introduces a comprehensive dataset consists of three subset: (1) a general subset with industry-balanced sampling to evaluate fundamental model competencies; (2) a long-tail hard subset focus on challenging cases to assess performance limits; (3) a visual salience subset for evaluating multimodal understanding capabilities. We conducted experiments on RAIR using 14 open and closed-source models. The results demonstrate that RAIR presents sufficient challenges even for GPT-5, which achieved the best performance. RAIR data are now available, serving as an industry benchmark for relevance assessment while providing new insights into general LLM and Visual Language Model(VLM) evaluation.

LoFT-LLM: Low-Frequency Time-Series Forecasting with Large Language Models

Time-series forecasting in real-world applications such as finance and energy often faces challenges due to limited training data and complex, noisy temporal dynamics. Existing deep forecasting models typically supervise predictions using full-length temporal windows, which include substantial high-frequency noise and obscure long-term trends. Moreover, auxiliary variables containing rich domain-specific information are often underutilized, especially in few-shot settings. To address these challenges, we propose LoFT-LLM, a frequency-aware forecasting pipeline that integrates low-frequency learning with semantic calibration via a large language model (LLM). Firstly, a Patch Low-Frequency forecasting Module (PLFM) extracts stable low-frequency trends from localized spectral patches. Secondly, a residual learner then models high-frequency variations. Finally, a fine-tuned LLM refines the predictions by incorporating auxiliary context and domain knowledge through structured natural language prompts. Extensive experiments on financial and energy datasets demonstrate that LoFT-LLM significantly outperforms strong baselines under both full-data and few-shot regimes, delivering superior accuracy, robustness, and interpretability.

QE-Catalytic: A Graph-Language Multimodal Base Model for Relaxed-Energy Prediction in Catalytic Adsorption

Adsorption energy is a key descriptor of catalytic reactivity. It is fundamentally defined as the difference between the relaxed total energy of the adsorbate-surface system and that of an appropriate reference state; therefore, the accuracy of relaxed-energy prediction directly determines the reliability of machine-learning-driven catalyst screening. E(3)-equivariant graph neural networks (GNNs) can natively operate on three-dimensional atomic coordinates under periodic boundary conditions and have demonstrated strong performance on such tasks. In contrast, language-model-based approaches, while enabling human-readable textual descriptions and reducing reliance on explicit graph -- thereby broadening applicability -- remain insufficient in both adsorption-configuration energy prediction accuracy and in distinguishing ``the same system with different configurations,'' even with graph-assisted pretraining in the style of GAP-CATBERTa. To this end, we propose QE-Catalytic, a multimodal framework that deeply couples a large language model (\textbf{Q}wen) with an E(3)-equivariant graph Transformer (\textbf{E}quiformer-V2), enabling unified support for adsorption-configuration property prediction and inverse design on complex catalytic surfaces. During prediction, QE-Catalytic jointly leverages three-dimensional structures and structured configuration text, and injects ``3D geometric information'' into the language channel via graph-text alignment, allowing it to function as a high-performance text-based predictor when precise coordinates are unavailable, while also autoregressively generating CIF files for target-energy-driven structure design and information completion. On OC20, QE-Catalytic reduces the MAE of relaxed adsorption energy from 0.713~eV to 0.486~eV, and consistently outperforms baseline models such as CatBERTa and GAP-CATBERTa across multiple evaluation protocols.

PDE-Agent: A toolchain-augmented multi-agent framework for PDE solving

Solving Partial Differential Equations (PDEs) is a cornerstone of engineering and scientific research. Traditional methods for PDE solving are cumbersome, relying on manual setup and domain expertise. While Physics-Informed Neural Network (PINNs) introduced end-to-end neural network-based solutions, and frameworks like DeepXDE further enhanced automation, these approaches still depend on expert knowledge and lack full autonomy. In this work, we frame PDE solving as tool invocation via LLM-driven agents and introduce PDE-Agent, the first toolchain-augmented multi-agent collaboration framework, inheriting the reasoning capacity of LLMs and the controllability of external tools and enabling automated PDE solving from natural language descriptions. PDE-Agent leverages the strengths of multi-agent and multi-tool collaboration through two key innovations: (1) A Prog-Act framework with graph memory for multi-agent collaboration, which enables effective dynamic planning and error correction via dual-loop mechanisms (localized fixes and global revisions). (2) A Resource-Pool integrated with a tool-parameter separation mechanism for multi-tool collaboration. This centralizes the management of runtime artifacts and resolves inter-tool dependency gaps in existing frameworks. To validate and evaluate this new paradigm for PDE solving , we develop PDE-Bench, a multi-type PDE Benchmark for agent-based tool collaborative solving, and propose multi-level metrics for assessing tool coordination. Evaluations verify that PDE-Agent exhibits superior applicability and performance in complex multi-step, cross-step dependent tasks. This new paradigm of toolchain-augmented multi-agent PDE solving will further advance future developments in automated scientific computing. Our source code and dataset will be made publicly available.