Semantic ID (SID)-based generative recommendation has recently achieved remarkable success. However, existing methods suffer from a previously overlooked fairness issue, which we term \textbf{Token Frequency Bias}, where high-frequency SID tokens are systematically over-predicted while low-frequency SID tokens are under-predicted. This bias originates from the combined effects of imbalanced semantic codebooks during SID construction, and popularity bias together with the maximum likelihood estimation objective during recommendation training, resulting in unfair exposure across item categories. Existing SID methods mainly focus on improving codebook quality and overlook the impact of token frequency imbalance on downstream recommendation fairness, while LLM debiasing methods often yield suboptimal results when directly applied to SID-based recommendation, due to the hierarchical semantics of SID tokens. To address this issue, we propose \textbf{FSGR}, a fairness optimization framework for SID-based generative recommendation. During SID construction, FSGR employs OT-based Assignment Optimization and Dual-Criteria Re-anchor mechanism to form a more balanced SID representation space. During recommendation training, it adopts a two-stage training strategy and introduces Hierarchical Frequency Calibration for layer-specific fairness fine-tuning. Experiments on three public datasets with three backbone models demonstrate that FSGR mitigates token frequency bias and delivers an average Gini fairness improvement of over 20\% while maintaining competitive recommendation accuracy.
https://arxiv.org/abs/2608.12845
Online platforms increasingly compare many adaptive decision policies---ranking systems, recommendation algorithms, pricing rules, and language-model agents---while each reward-bearing interaction can be costly or risky. A direct A/B/n design gives each of $J$ policies its own horizon-$T$ trajectory and therefore uses $JT$ outcomes. We introduce Tree-Coupled A/B Testing (\TCAB), an exact feedback-sharing design for arbitrary history-dependent contextual-bandit policies. At each round, a predictable tree connects the current policy histories; every parent--child context--action law is maximally coupled, and one reward is shared within each component of matched tree edges. Every policy retains exactly its standalone finite-horizon trajectory law, even though the policies are deliberately dependent. If $D_{e,t}$ records a mismatch on tree edge $e$ at round $t$, the number of reward queries satisfies the pathwise identity $N(T)=T+\sum_{t,e}D_{e,t}$ and hence equals $T$ plus cumulative tree-edge total variation in expectation. This cost is conditionally optimal among exact edge-local designs on the selected tree, and a current-round minimum-spanning tree is myopically optimal among tree designs. For fixed $J$, sublinear pseudo-regret of every policy and almost-sure uniqueness of the oracle action imply $\mathbb{E}[N(T)]=T+o(T)$, versus $JT$ for independent runs. We also obtain finite-sample variance bounds for pairwise policy contrasts. Experiments on reward-model evaluation, multiple-choice language-model evaluation, and adaptive search policies demonstrate substantial improvements in the cost--precision frontier.
https://arxiv.org/abs/2608.12831
Foundation models for protein structure prediction remain unreliable on certain targets. External oracles can flag and correct these failures, but biological oracles are expensive, making oracle budget a critical constraint. Existing guidance methods, such as FK-steering, DPO, and Best K-of-N sampling, differ in how they spend this budget, yet no systematic comparison exists to guide method selection. To bridge this gap, we benchmark these methods alongside the recently proposed Optimisation Over Outputs (O3), which applies off-the-shelf optimisers within a generative model's latent subspace. We extend the usage of O3 to protein structure prediction models. Overall, our work provides the first practical reference for oracle budget-aware guidance. Our evaluation on two protein targets, calmodulin (1CLL) and E. coli aspartate transcarbamoylase (9EEH), reveals that no single method consistently dominates across all budgets and oracles. Specifically, O3 proves most effective at low oracle budgets, while FK-steering and DPO demonstrate improved performance as the budget increases. We distil these findings into actionable recommendations for practitioners operating under real-world oracle-budget constraints.
https://arxiv.org/abs/2608.12192
Semantic-ID generative recommenders represent each item as a short sequence of discrete semantic tokens and predict the next item by autoregressively generating this token sequence. This paradigm enables a unified generation interface for item IDs, histories, and item text, but it also creates a structured optimization bottleneck during reward-based post-training: when an early semantic token enters the wrong branch of the item-token space, finite rollout groups rarely reach the ground-truth item, so group-relative optimization receives identical zero rewards and produces no useful advantage. We propose Hint-Conditioned Generative Recommendation (HCGRec), a semantic-ID generative recommendation framework that recovers learning signal for such hard training instances. HCGRec diagnoses each instance with checkpoint rollouts and supplies a minimal target-prefix hint only when the current generator cannot reach the correct item. The model then generates the unhinted suffix under the hinted semantic branch, turning zero-reward groups into informative comparisons over item-token completions. Hinting also changes token identity: hinted prefix tokens are oracle-provided item context, while unhinted suffix tokens are sampled generation actions. We therefore introduce hint-aware credit decomposition, using supervised learning to preserve item-semantic and prefix-structure alignment for hinted tokens and GRPO to optimize the sampled suffix. Experiments on sequential recommendation benchmarks show that HCGRec substantially improves over supervised fine-tuning and vanilla reward-based post-training, while reducing zero-advantage training samples from over 70% to below 20%. The code is accessible at this https URL.
https://arxiv.org/abs/2608.11980
Generating actionable financial advice from business records demands that models integrate numerical reasoning, domain knowledge, and sound judgment, while avoiding recommendations that could harm the business. Direct supervision is difficult: historical decisions are not necessarily optimal, and high-quality free-form labels are expensive to obtain. We formulate financial advice generation as a reinforcement learning problem and fine-tune an open-weight language model using Group Relative Policy Optimization (GRPO). Our reward is an LLM-as-a-judge rubric that scores each recommendation across multiple binary dimensions of advice quality, augmented with a safety gate for harm prevention. Since LLM-based evaluation alone cannot confirm whether improvements reflect genuine business value rather than adaptation to the judge, we complement it with a judge-independent audit based on a standard doubly-robust Conditional Average Treatment Effect (CATE) estimator. Under this observational off-policy audit, our trained LLM achieves approximately twice the estimated gross-profit lift of the strongest evaluated commercial baseline ($0.0228$ vs.\ $0.0104$), together with the lowest downside rate and the least negative tail risk of any policy evaluated. Notably, the two evaluations do not rank the baselines identically: the untrained base model places last on the judge rubric but second on the causal audit, indicating that the audit captures a signal the judge does not. Our results demonstrate that GRPO with a finance-grounded reward signal can produce substantially more useful business recommendations than commercial LLMs, and that a judge-independent causal audit is a valuable complement to, rather than a confirmation of, LLM-as-a-judge assessment in financial NLP.
https://arxiv.org/abs/2608.11787
Large language models (LLMs) often shift their outputs in response to implicit demographic cues even when users never state a demographic identity. Previous work has documented this behavior, but the connection between these behavioral changes and the model's internal activations remains unclear. Using matched cued and neutral conversations across five LLMs, we establish that a localized internal activation signal tracks changes in recommendations, with correlations up to r=0.87. When multiple cues appear together, their internal signals largely combine, but the changes in output do not simply add up. We further show that removing the internal signal associated with one cue can suppress its influence, often more effectively than asking the model to ignore demographics via prompting, while largely preserving general benchmark performance. However, the ability to selectively remove one dimension's influence while leaving co-present dimensions intact remains highly model- and attribute-specific. These results connect implicit personalization behavior to an internal signal that can be analyzed and causally controlled.
https://arxiv.org/abs/2608.11735
Large language model-based shopping agents are increasingly deployed in real-world e-commerce platforms, generating massive amounts of user interaction logs that provide valuable supervision for improving these agents. However, existing approaches primarily rely on offline training signals, such as user-item interactions or synthetic preference data, while largely overlooking the rich supervision contained in users' natural conversational feedback. Moreover, the available online feedback is heterogeneous, sparse, and noisy, making it difficult to transform into reliable learning signals automatically. To address these challenges, we propose LOFA, a framework that enables shopping agents to learn directly from real online interaction logs without human annotation. LOFA combines reinforcement learning over verifiable purchase outcomes with feedback-aware on-policy distillation, which identifies users'in-dialogue directives and converts them into dense token-level supervision. These complementary objectives capture both collaborative behavioral patterns and user-specific preferences. Extensive experiments on real-world e-commerce logs demonstrate that LOFA consistently improves recommendation quality, response helpfulness, and user-satisfaction alignment over strong baselines, highlighting the effectiveness of learning shopping agents from real online user feedback.
https://arxiv.org/abs/2608.11604
Traditional offline recommendation evaluation relies heavily on complex, manually maintained feature pipelines that are difficult to scale. While Large Language Models (LLMs) offer a promising alternative by predicting user engagement directly from raw text logs, empirical analysis in this study identifies a critical failure mode termed bidirectional rationalization. In a zero-shot setting, LLMs are found to convincingly argue for both positive and negative user engagement outcomes on the exact same item with identical evidence, highlighting the unreliability of off-the-shelf LLMs in predicting user engagement. To resolve this, we develop and apply a sequential behavioral alignment framework pairing fine-tuning with preference optimization over paired correct and counterfactual rationales. Evaluated on real-world homepage interaction logs, this aligned reasoning approach achieves a 32.19\% lift in Macro-F1 score over the zero-shot baseline and matches the production feature-engineered baseline. The results demonstrate that behavioral alignment mitigates bidirectional rationalization while delivering human-interpretable reasoning traces without manual pipeline overhead.
https://arxiv.org/abs/2608.11493
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.
https://arxiv.org/abs/2608.11354
Rail transit systems play a vital role in urban mobility and economic development. As key components of such systems, rail transit stations function as critical transport hubs that enhance urban accessibility and stimulate development in surrounding areas. City-level rail transit station related tasks (e.g., ridership prediction) require large-scale urban data, but current studies often neglect complex interactions among various urban entities in terms of data organization. In this paper, to address the above issue, we build a Rail Transit Station Knowledge Graph (RTSKG) dataset which explicitly models the spatial and semantic interactions among different kinds of urban entities, to benefit city-level rail transit station related tasks. RTSKG integrates heterogeneous urban entities, such as rail transit stations, road segments, and points of interest, with a specially designed unified schema, and is accessible as Linked Data at this https URL. Evaluations on station-area store recommendation and knowledge-enhanced ridership prediction demonstrate the effectiveness of RTSKG, highlighting its potential to support city-level rail transit station analysis.
https://arxiv.org/abs/2608.11080
Multi-modal recommenders fuse collaborative signals with item modalities such as text, images, and audio, but the usefulness of each drifts over time and at different rates. For example, chocolate purchases typically guided by textual ingredient cues can shift toward visual packaging and ambient audio around Valentine's Day. This modality time-scale mismatch gives rise to two coupled challenges: (1) users require different modality proportions across temporal contexts, and (2) less relevant modalities are more likely to introduce outdated or misleading signals into the recommender. We address both challenges within a unified diffusion-based recommender, TimeRoute. A temporal-aware modal router maps each user's aggregated behavioral features to a personalized modality distribution, replacing the globally shared fusion weights used in prior work. The diffusion-based graph reconstructor is then conditioned on the same temporal profile through Feature-wise Linear Modulation (FiLM) with dual-stream long- and short-term denoising heads, suppressing outdated modality edges before they enter the propagation graph. Experiments on TikTok, Amazon-Baby, and Amazon-Sports demonstrate consistent improvements of up to 9.8\% in Recall@K, Precision@K, and NDCG@K over strong baselines across 10-seed paired tests. Code is available at this https URL.
https://arxiv.org/abs/2608.10983
Cross-domain recommendation (CDR) transfers preference knowledge across related domains, but federated deployment makes cross-domain alignment difficult because the behavioral anchors that align item spaces, such as overlapping users and shared interaction signals, are often sparse, unavailable, or privacy-sensitive across clients. To address this tension, we revisit federated CDR as generation over a stable semantic item language. By representing items as discrete semantic ID (SID) sequences derived from public item-side metadata, cross-domain item alignment is induced by a shared vocabulary rather than by exchanging private interactions or aligning domain-specific embeddings. Directly federating SID-based generators, however, introduces two design constraints: the SID tokenizer must remain fixed to preserve cross-client token consistency, which creates a semantic-only bottleneck because local collaborative filtering (CF) signals cannot be globally shared or aligned; meanwhile, standard federated averaging can cause negative transfer under domain heterogeneity. To overcome these constraints, we propose FedCGR, a federated generative CDR framework that keeps the item language stable and makes adaptation explicit. FedCGR injects local CF evidence through a reliability-aware semantic interface and trains a prototype-personalized generator that selectively aggregates shared parameters according to domain relatedness while keeping domain-specific quantities local. Experiments on six Amazon cross-domain scenarios show that FedCGR consistently outperforms federated generative baselines and achieves competitive performance against strong sequential and federated CDR methods under both full-ranking and sampled evaluation protocols.
https://arxiv.org/abs/2608.10929
Structural graph analysis of the academic publishing network captures the topological relationships between entities but does not see the content of works. Building on our structural approach, this work complements it with a semantic layer and a parameterized structural-semantic fusion. We represent scientific documents by citation-informed vector embeddings (SPECTER2) and store them in an embedded vector database keyed by the stable OpenAlex ID, so that they connect directly to the graph layer. We define a modular late-fusion function that combines semantic similarity (cosine of embeddings) and structural similarity (bibliographic coupling) with a tunable weight alpha whose value is chosen according to the specific task. On the corpus of VSB - Technical University of Ostrava we show two things: citation-informed embeddings agree with the expert OpenAlex topical taxonomy better than a TF-IDF baseline, and in a recommendation use case the structural, semantic, and combined signals carry information in different regimes depending on the available data. Hybrid fusion here is not a universally better method but an explicit mechanism for steering complementary signals according to the task. We release the whole approach as an open-source extension of the apnet library with a reproducible workflow.
https://arxiv.org/abs/2609.26218
Persona-driven techniques increasingly adapt large language models (LLMs) to diverse contexts. However, existing methods predominantly rely on rigid, synthetic personas that flatten individual variation, rely on stereotypes, and miss the nuanced signals driving actual human preferences. We introduce profile behavioral grounding, a framework for extracting open-ended, high-fidelity user profiles directly from authentic, anonymized social media posts. We evaluate these profiles across two paradigms: train-time personalization via supervised finetuning (SFT) and non-parametric test-time multi-perspective reasoning. Across complex recommendation and open-ended query benchmarks, behaviorally grounded profiles consistently improve base models and outperform synthetic profile baselines, driving stronger parametric alignment and enabling richer, multifaceted reasoning. Our findings establish open-ended, behavior-derived profiles as a highly diverse and effective foundation for the next generation of personalized language systems. Our code base is available at this https URL.
https://arxiv.org/abs/2609.00014
Large language model-based recommender systems are increasingly adopting slow-thinking models that generate step-by-step reasoning before making predictions, often achieving higher accuracy than fast-thinking models that predict directly. However, their reasoning traces are often unnecessarily verbose, increasing inference costs without commensurate accuracy gains. Existing training-based approaches to reasoning compression often incur substantial adaptation costs, while inference-time methods are brittle and difficult to scale. These limitations motivate model merging as a promising training-free direction for transferring specialised behaviours between models in a shared parameter space. In particular, merging a slow-thinking model with a fast-thinking counterpart provides a natural mechanism for balancing recommendation accuracy and reasoning conciseness. To this end, we propose, to our knowledge, the first model merging framework for reasoning compression in recommender systems. Unlike conventional merging methods that apply uniform merge coefficients across model components, our method performs fine-grained merging at the level of individual attention heads, capturing heterogeneous patterns in recommendation reasoning. Each attention head is assigned a distinct merge coefficient according to its contribution to critical reasoning evidence and its sensitivity to parameter change, enabling selective injection of the concise behaviour of the fast-thinking model into the slow-thinking model and reducing reasoning verbosity without compromising recommendation quality. Experiments on three benchmark datasets show that our method reduces reasoning length by up to 24.3% while outperforming competitive model merging baselines in maintaining recommendation accuracy. The code is available at this https URL.
https://arxiv.org/abs/2608.10447
Many pipelines can pay a per-example cost to acquire an auxiliary, model-derived observation -- an LLM's structured reasoning, a slow oracle, an expensive measurement -- and then must decide when the acquired signal is worth using. Our thesis is a distinction that is easy to miss: detecting that such a signal helps on average is not the same as learning to act on it per instance, and a reward-SNR floor governs when the second is even possible. Even when the signal is faithful and an in-sample oracle picking the top-b examples by realized reward shows a sizable apparent gain, no deployable policy can learn when to acquire it: across per-impression, cluster, regime, and uplift-tree granularities, learned routing never beats random, and a matched-moment noise placebo reproduces >=100% of the oracle's apparent gain -- the apparent "learnable structure" is order statistics of noise. We explain this with one distinction, detecting a mean effect vs. learning a per-instance acquisition policy, and a reward-SNR detectability floor: routing is estimable offline only if the reward SNR rho clears rho*(N) ~= 2.8/sqrt(N), with a positive control confirming a true low-SNR limit rather than a broken pipeline. As a concrete instantiation we introduce Structured Hypothesis Embeddings (SHE): a frozen LLM turns a user history into ranked, confidence-scored, evidence-grounded intent hypotheses, fused into a recommender. On three public datasets (MIND, REES46, Amazon-Beauty), SHE is faithful and calibratable, yet its value is backbone- and regime-conditional (significant over an ordered GRU, +0.0114, 95% CI [+0.0030, +0.0209], but a global redundancy gap indistinguishable from zero), and learned acquisition collapses at every granularity because all three datasets sit below the floor. The realizable unit is a design-time regime gate, not a per-instance policy. We release code and a one-command reproduction.
https://arxiv.org/abs/2608.10441
Deploying large language models (LLMs) for decision support in emergency departments (EDs) faces two major challenges: privacy risks of transmitting patient data to closed-source commercial LLMs and the lack of systematic evaluation of fine-tuning strategies for locally deployable open-source small language models (SLMs). We benchmarked eight open-source SLMs using zero-shot prompting, prefix tuning, Low-Rank Adaptation (LoRA), and full fine-tuning on three ED tasks: triage level prediction, specialist referral recommendation, and diagnosis prediction. Using 2,083 MIMIC-IV-ED cases and Claude Haiku 4.5 and Claude Sonnet 4.5 as baselines, we found that LoRA fine-tuned open-source SLMs outperform commercial baselines on triage level prediction and specialist referral recommendation, while diagnosis prediction remains challenging for open-source SLMs. Confusion matrix analysis further shows that fine-tuned open-source SLMs can detect highest-severity patients missed by the commercial baselines. These results demonstrate that locally deployable SLMs can achieve clinically competitive performance for ED decision support.
https://arxiv.org/abs/2608.10273
Large-scale targeting and recommendation systems are typically built around predictive scores fed into heuristic or local allocation. When the business goal is incremental impact, as in marketing campaigns, incentives, and notifications, this paradigm systematically misallocates resources toward users who would have acted anyway. We present a decision-centric framework that instead optimizes causal effects under global constraints, aligning three components under a single objective: a causal neural network with a Transformer backbone for individual treatment-effect estimation, a Bayesian neural-bandit layer for uncertainty-aware exploration, and a dual-based large-scale linear-programming layer for constrained allocation. The framework also supports sequential context and multi-outcome, attribute-conditioned scoring through a Transformer encoder and outcome embeddings. We evaluate it with offline simulations on a public bandit dataset, targeted architectural ablations, and an online A/B test on LinkedIn Feed marketing traffic. We also distill production lessons on causal training-data construction and cost and delivery control, which were critical to successful deployment. The end-to-end treatment policy delivered a statistically significant $+7.20\%$ lift in the primary long-term-value metric, demonstrating the feasibility of production-scale causal optimization under business constraints.
https://arxiv.org/abs/2608.10182
Public service chatbots are expected to deliver recommendations from an underlying public service directory, while also making sure that the recommendations respect explicit user constraints. In practice, public service directories are noisy and inconsistent, and general-purpose large language model (LLM) or AI-based chatbots frequently generate unreliable recommendations, citing unverified sources from the web. We investigate the impact of retrieval quality on constraint-aware recommendation in public service conversational systems built over noisy and heterogeneous service directories. We propose TRACE (Trustworthy Retrieval-Augmented Conversational Engine), a retrieval-based, constraint-aware framework that parses input user queries into structural and semantic constraints for downstream retrieval, with the help of a dual data representation schema. Using a curated statewide pantry directory and a synthetic query benchmark, we evaluate multiple knowledge-representation variants with and without knowledge graphs (KGs). We experiment with several open-source LLMs and a proprietary model, showing that strengthening retrieval substantially improves user constraint satisfaction while reducing hallucinated recommendations. Performance differences across LLMs narrowed in our experiments as retrieval quality improved, making results less sensitive to model size. These findings suggest that the quality of retrieval is key for robust public service conversational systems.
https://arxiv.org/abs/2608.10176
Autoregressive semantic ID recommenders are constrained by expensive beam-search decoding, which limits the practical length of item identifiers. Parallel generation methods alleviate this bottleneck by predicting all semantic ID tokens simultaneously, enabling longer IDs. However, existing semantic ID methods still rely on manually predefined and homogeneous ID structures, where both the number of semantic slots and the codebook size of each slot are treated as fixed hyperparameters. This ignores the heterogeneous capacity demands of different semantic subspaces and may allocate prediction capacity to slots with limited utility. We show that uniformly expanding semantic slots can provide limited gains, indicating redundant capacity in homogeneous semantic IDs. We propose InforID, a lightweight adaptive semantic target construction framework for parallel generative recommendation. InforID allocates a fixed capacity budget across candidate semantic slots, thereby jointly determining the effective ID length and slot-specific codebook sizes. Experiments demonstrate improved recommendation accuracy under comparable capacity budgets while preserving one-step parallel prediction.
https://arxiv.org/abs/2608.09685