Experience-based self-evolution is crucial for LLM agents, but existing benchmarks often assume explicit goals, stable task patterns, and clear feedback. We study a more challenging setting: low-repetition tasks with implicit rewards, where past experience is difficult to reuse and feedback is delayed, noisy, and outcome-level. We introduce \textsc{FinEvolveBench}, a temporally controlled benchmark for financial sentiment prediction that links daily news-driven predictions to future excess returns. We further propose Tree-of-Experience (ToE), a structured experience-management method that organizes, retrieves, validates, and updates agent experience. Experiments show that general-purpose experience mechanisms do not consistently outperform no-experience baselines, while ToE achieves stronger overall performance. These results highlight the importance of structured experience management for self-evolving agents in implicit-reward environments.
T2I models cannot effectively capture sentiment from various types of text, including diaries, as they primarily focus on visual object-related patterns rather than contextual emotional understanding. This paper proposes an emotion-aware text-to-image pipeline that generates children's hand drawing style images from short Korean diary entries. The proposed pipeline employs Qwen3-8B for recognising implicit sentiment from short diaries, and Stable Diffusion 3.5 Medium fine-tuned with LoRA on children's drawing images with emotion-based trigger words for image generation. Additionally, this paper presents experiments examining the effect of emotion trigger words on generated images and discusses the limitations of CLIP Score as an evaluation metric for emotion-aware image generation.
We ask whether topic sentiment has a causal effect on perceived political ideology, and whether the answer depends on who assigns the ideology label. Using articles from AllSides, paired with shared sentiment annotations from Llama-3.3-70b-versatile, we compare ideology labels from expert human annotators, GPT-4o-mini (baseline and finetuned), and Llama-3.3-70B. We apply Double Machine Learning (DML) and community-level mediation analysis across all four annotation paradigms. Human annotations yield no significant causal effects at the community level. Fine-tuned GPT-4o-mini achieves the highest classification accuracy (F1=72.48) and is the only annotator paradigm that produces significant community-level treatment effects and significant natural direct effects (NDEs) in mediation. We interpret this as evidence of shortcut learning: fine-tuning on ideology-labeled data causes the model to internalise a spurious sentiment--ideology coupling not operative in human judgment for this task. This coupling is structurally invisible to F1-based evaluation, with implications for the use of LLM annotations as silver labels and as proxies for human judgment in downstream causal analyses.
Causal graphs provide a high-level language for making mechanisms transparent. Recent work uses Large Language Models (LLMs) to recover causal graphs of external-world processes. Instead, in this paper, we use causal graphs to model LLM inference itself, providing stakeholders with a transparent view of how the model perceives and organizes high-level concepts to produce a prediction. We propose a four-phase method for constructing such graphs. Given a target LLM and a set of textual examples, our method discovers class-discriminative, human-interpretable concepts and maps each input to LLM-perceived concept states. We then introduce an MCMC-inspired counterfactual augmentation procedure that expands the sparse observational data through chains of counterfactuals. This enables stable causal discovery with $σ$-CG, yielding informative, interpretable graphs. We apply our method to three LLMs across disease diagnosis, sentiment analysis, and LLM-as-a-judge classification tasks. We evaluate the learned graphs for predictive fidelity and structural stability, and the MCMC-inspired augmentation for convergence and downstream utility. Our results show that the discovered causal graphs capture meaningful dependencies consistent with LLMs' reasoning. Together, this paper provides a foundation for concept-level explainability of LLMs.
Time series foundation models (TS-FMs) aim to learn generalizable temporal representations that can be adapted to a wide range of downstream tasks. In real-world multimodal settings, time series are frequently affected by temporal misalignment and partial modality missingness, where different modalities are observed at heterogeneous time scales or are partially absent. Existing approaches typically rely on naive imputation or masking strategies, which fail to account for cross-modal dependencies and often lead to misaligned or degraded representations. We propose TRACE, a conditional estimation paradigm for multimodal time series foundation model pipelines under missingness and irregular sampling, allowing incomplete target modalities to be systematically inferred from available auxiliary modalities. We evaluate TRACE on diverse multimodal benchmarks spanning healthcare and affective computing, including the MIMIC-IV clinical dataset and the CMU-MOSI and CMU-MOSEI benchmarks for multimodal sentiment analysis. Across a range of downstream prediction tasks and missing-modality settings, TRACE consistently outperforms prior multimodal fusion approaches, demonstrating improved robustness to severe modality missingness and more reliable cross-modal representations.
Handling toxic retrieval in text-to-audio systems is challenging due to contextual dependencies. Existing strategies (e.g., rephrasing, summarization) risk altering intent or omitting details. We propose a post hoc causal debiasing framework with a sentiment-controlled mediator to preserve semantic relevance while suppressing harmful speech. Our approach is model-agnostic and integrates seamlessly with existing retrieval pipelines. We introduce two variants: Forgive, which re-ranks and filters toxic audio via logit adjustment, and Forget, which generates counterfactual toxic prompts to mitigate harmful retrievals. Experiments show consistent toxicity reduction with minimal loss in retrieval accuracy, improving both safety and reliability.
Multimodal sentiment analysis (MSA) infers human affect from language, acoustic, and visual signals. Recent methods increasingly adapt large multimodal models (LMMs) via generative readout: prompting the model to emit a sentiment score as a text string. While convenient, this ties continuous regression to discrete autoregressive decoding, incurring unmeasured costs. We revisit this readout mechanism and propose a discriminative formulation built on the Thinker module of a native omni-modal LLM (Qwen2.5-Omni-7B). Instead of text decoding, we map the final-layer hidden state of the last non-padding token to a continuous score via a lightweight regression head in a single forward pass. Using 4-bit quantization and low-rank adaptation (QLoRA), the entire 7B pipeline -- including video and audio processing -- trains on a single consumer GPU (RTX 5090, 32 GB) with 10-21 GB peak memory and 1.14% trainable parameters. Through a controlled comparison fixing the backbone, data, and LoRA configuration, we isolate the impact of the readout. On CMU-MOSI and CMU-MOSEI, our discriminative readout reaches state-of-the-art accuracy without task-specific feature engineering (MOSI: MAE 0.551, Corr 0.888; MOSEI: MAE 0.506, Corr 0.790) and exhibits strong multi-seed stability. In contrast, the generative readout -- even after equivalent supervised training -- more than doubles the mean absolute error, yields unparsable or out-of-range outputs (2.8% zero-shot), and suffers from higher latency. Modality ablations reveal a text-dominant regime on CMU-MOSI. Our findings indicate that how an LMM is read out is as consequential as how it is trained, demonstrating that a discriminative readout offers a more accurate, efficient, and reliable alternative for continuous MSA.
Online reviews provide valuable insights into the perceived quality of facets of a product or service. While aspect-based sentiment analysis has focused on extracting these facets from reviews, there is less work understanding the impact of each aspect on overall perception. This is particularly challenging given correlations among aspects, making it difficult to isolate the effects of each. This paper introduces a methodology based on recent advances in text-based causal analysis, specifically CausalBERT, to disentangle the effect of each factor on overall review ratings. We enhance CausalBERT with three key improvements: temperature scaling for better calibrated treatment assignment estimates; hyperparameter optimization to reduce confound overadjustment; and interpretability methods to characterize discovered confounds. In this work, we treat the textual mentions in reviews as proxies for real-world attributes. We validate our approach on real and semi-synthetic data from over 600K reviews of U.S. K-12 schools. We find that the proposed enhancements result in more reliable estimates, and that perception of school administration and performance on benchmarks are significant drivers of overall school ratings.
Aspect-Based Sentiment Analysis (ABSA) requires high-quality datasets to train reliable models. However, existing annotation tools treat output as flat files, leaving researchers to manually consolidate multi-annotator data, reconstruct relational structures, and compute reliability metrics through custom scripts. This paper introduces ACAT (Aspect-based sentiment analysis Collaborative Annotation Tool), a web-based platform natively supporting four ABSA workflows: (1) Aspect-Category Sentiment Analysis, (2) Clause-Level Segmentation, (3) Aspect-Term Sentiment Analysis with character-level position tracking, and (4) Aspect Sentiment Triplet Extraction with dual span offset preservation. Its core contribution is an automated Extract, Transform, Load (ETL) pipeline that aligns collaborative annotations and computes Inter-Annotator Agreement (IAA) metrics directly at export, yielding training-ready datasets. In a preliminary validation on 1,002 restaurant reviews with two annotators of differing expertise, ACAT achieves a median annotation time of 31.58 seconds and a raw IAA ranging from 0.78 to 0.86 across all tasks.
Multimodal systems often benefit from combining information across language, sound, and visual streams, but this benefit is not guaranteed. A modality that is useful for one input may become distracting for another, and local feature responses within the same modality can disagree with evidence from other sources. This work investigates how to adjust multimodal representations before they are merged by a downstream predictor. We develop a compact calibration module that compares each modality with the others at the summary level, extracts cues of cross-source support and conflict, and converts these cues into instance-wise and dimension-wise modulation signals. The calibration is applied to the original modality features rather than to already fused representations, enabling the model to suppress misleading components, preserve weak but useful evidence, and emphasize responses that are better supported by the current multimodal context. The module is designed as a plug-in component and can be attached to different fusion backbones without changing their prediction heads. Across five benchmarks covering sentiment understanding, action recognition, audio-visual event detection, and audio-visual emotion classification, the proposed pre-combination calibration strategy improves performance under both sequence-based and convolutional fusion settings. Additional analyses under modality removal, synthetic corruption, training dynamics, and feature-level visualization show that calibrating signals before fusion can reduce interference from unreliable modalities and produce more stable multimodal optimization.