arXiv subjects

Stefan Feuerriegel

Publications and source records attributed to Stefan Feuerriegel.

At least 55 records · Page 3Linked to original sources

arXiv2026

Debiased neural operators for estimating functionals

Neural operators are widely used to approximate solution maps of complex physical systems. In many applications, however, the goal is not to recover the full solution trajectory, but to summarize the solution trajectory via a scalar target quantity (e.g., a functional such as time spent in a target range, time above a threshold, accumulated cost, or total energy). In this paper, we introduce DOPE (debiased neural operator): a semiparametric estimator for such target quantities of solution trajectories obtained from neural operators. DOPE is broadly applicable to settings with both partial and irregular observations and can be combined with arbitrary neural operator architectures. We make three main contributions. (1) We show that, in contrast to DOPE, naive plug-in estimation can suffer from first-order bias. (2) To address this, we derive a novel one-step, Neyman-orthogonal estimator that treats the neural operator as a high-dimensional nuisance mapping between function spaces, and removes the leading bias term. For this, DOPE uses a weighting mechanism that simultaneously accounts for irregular observation designs and for how sensitive the target quantity is to perturbations of the underlying trajectory. (3) To learn the weights, we extend automatic debiased machine learning to operator-valued nuisances via Riesz regression. We demonstrate the benefits of DOPE across various numerical experiments.

cs.LG↗

arXiv2026

Bounds on Representation-Induced Confounding Bias for Treatment Effect Estimation

State-of-the-art methods for conditional average treatment effect (CATE) estimation make widespread use of representation learning. Here, the idea is to reduce the variance of the low-sample CATE estimation by a (potentially constrained) low-dimensional representation. However, low-dimensional representations can lose information about the observed confounders and thus lead to bias, because of which the validity of representation learning for CATE estimation is typically violated. In this paper, we propose a new, representation-agnostic refutation framework for estimating bounds on the representation-induced confounding bias that comes from dimensionality reduction (or other constraints on the representations) in CATE estimation. First, we establish theoretically under which conditions CATE is non-identifiable given low-dimensional (constrained) representations. Second, as our remedy, we propose a neural refutation framework which performs partial identification of CATE or, equivalently, aims at estimating lower and upper bounds of the representation-induced confounding bias. We demonstrate the effectiveness of our bounds in a series of experiments. In sum, our refutation framework is of direct relevance in practice where the validity of CATE estimation is of importance.

stat.ML↗

arXiv2026

Quantifying Aleatoric Uncertainty of the Treatment Effect: A Novel Orthogonal Learner

Estimating causal quantities from observational data is crucial for understanding the safety and effectiveness of medical treatments. However, to make reliable inferences, medical practitioners require not only estimating averaged causal quantities, such as the conditional average treatment effect, but also understanding the randomness of the treatment effect as a random variable. This randomness is referred to as aleatoric uncertainty and is necessary for understanding the probability of benefit from treatment or quantiles of the treatment effect. Yet, the aleatoric uncertainty of the treatment effect has received surprisingly little attention in the causal machine learning community. To fill this gap, we aim to quantify the aleatoric uncertainty of the treatment effect at the covariate-conditional level, namely, the conditional distribution of the treatment effect (CDTE). Unlike average causal quantities, the CDTE is not point identifiable without strong additional assumptions. As a remedy, we employ partial identification to obtain sharp bounds on the CDTE and thereby quantify the aleatoric uncertainty of the treatment effect. We then develop a novel, orthogonal learner for the bounds on the CDTE, which we call AU-learner. We further show that our AU-learner has several strengths in that it satisfies Neyman-orthogonality and, thus, quasi-oracle efficiency. Finally, we propose a fully-parametric deep learning instantiation of our AU-learner.

cs.LG↗

arXiv2026

GDR-learners: Orthogonal Learning of Generative Models for Potential Outcomes

Various deep generative models have been proposed to estimate potential outcomes distributions from observational data. However, none of them have the favorable theoretical property of general Neyman-orthogonality and, associated with it, quasi-oracle efficiency and double robustness. In this paper, we introduce a general suite of generative Neyman-orthogonal (doubly-robust) learners that estimate the conditional distributions of potential outcomes. Our proposed generative doubly-robust learners (GDR-learners) are flexible and can be instantiated with many state-of-the-art deep generative models. In particular, we develop GDR-learners based on (a) conditional normalizing flows (which we call GDR-CNFs), (b) conditional generative adversarial networks (GDR-CGANs), (c) conditional variational autoencoders (GDR-CVAEs), and (d) conditional diffusion models (GDR-CDMs). Unlike the existing methods, our GDR-learners possess the properties of quasi-oracle efficiency and rate double robustness, and are thus asymptotically optimal. In a series of (semi-)synthetic experiments, we demonstrate that our GDR-learners are very effective and outperform the existing methods in estimating the conditional distributions of potential outcomes.

cs.LG↗

arXiv2026

Overlap-Adaptive Regularization for Conditional Average Treatment Effect Estimation

The conditional average treatment effect (CATE) is widely used in personalized medicine to inform therapeutic decisions. However, state-of-the-art methods for CATE estimation (so-called meta-learners) often perform poorly in the presence of low overlap. In this work, we introduce a new approach to tackle this issue and improve the performance of existing meta-learners in the low-overlap regions. Specifically, we introduce Overlap-Adaptive Regularization (OAR) that regularizes target models proportionally to overlap weights so that, informally, the regularization is higher in regions with low overlap. To the best of our knowledge, our OAR is the first approach to leverage overlap weights in the regularization terms of the meta-learners. Our OAR approach is flexible and works with any existing CATE meta-learner: we demonstrate how OAR can be applied to both parametric and non-parametric second-stage models. Furthermore, we propose debiased versions of our OAR that preserve the Neyman-orthogonality of existing meta-learners and thus ensure more robust inference. Through a series of (semi-)synthetic experiments, we demonstrate that our OAR significantly improves CATE estimation in low-overlap settings in comparison to constant regularization.

cs.LG↗

arXiv2026

An Orthogonal Learner for Individualized Outcomes in Markov Decision Processes

Predicting individualized potential outcomes in sequential decision-making is central for optimizing therapeutic decisions in personalized medicine (e.g., which dosing sequence to give to a cancer patient). However, predicting potential outcomes over long horizons is notoriously difficult. Existing methods that break the curse of the horizon typically lack strong theoretical guarantees such as orthogonality and quasi-oracle efficiency. In this paper, we revisit the problem of predicting individualized potential outcomes in sequential decision-making (i.e., estimating Q-functions in Markov decision processes with observational data) through a causal inference lens. In particular, we develop a comprehensive theoretical foundation for meta-learners in this setting with a focus on beneficial theoretical properties. As a result, we yield a novel meta-learner called DRQ-learner and establish that it is: (1) doubly robust (i.e., valid inference under the misspecification of one of the nuisances), (2) Neyman-orthogonal (i.e., insensitive to first-order estimation errors in the nuisance functions), and (3) achieves quasi-oracle efficiency (i.e., behaves asymptotically as if the ground-truth nuisance functions were known). Our DRQ-learner is applicable to settings with both discrete and continuous state spaces. Further, our DRQ-learner is flexible and can be used together with arbitrary machine learning models (e.g., neural networks). We validate our theoretical results through numerical experiments, thereby showing that our meta-learner outperforms state-of-the-art baselines.

stat.ML↗

arXiv2026

Partnering with Generative AI: Experimental Evaluation of Human-Led and Model-Led Interaction in Human-AI Co-Creation

Large language models (LLMs) show strong potential to support creative tasks, but the role of the interface design is poorly understood. In particular, the effect of different modes of collaboration between humans and LLMs on co-creation outcomes is unclear. To test this, we conducted a randomized controlled experiment ($N = 486$) comparing: (a) two variants of reflective, human-led modes in which the LLM elicits elaboration through suggestions or questions, against (b) a proactive, model-led mode in which the LLM independently rewrites ideas. By assessing the effects on idea quality, diversity, and perceived ownership, we found that the model-led mode substantially improved idea quality but reduced idea diversity and users' perceived idea ownership. The reflective, human-led mode also improved idea quality, yet while preserving diversity and ownership. We independently validated the findings in a different context ($N = 640$). Our findings highlight the importance of designing interactions with generative AI systems as reflective thought partners that complement human strengths and augment creative processes.

cs.HC↗

arXiv2026

Generalized Bayes for Causal Inference

Uncertainty quantification is central to many applications of causal machine learning, yet principled Bayesian inference for causal effects remains challenging. Standard Bayesian approaches typically require specifying a probabilistic model for the data-generating process, including high-dimensional nuisance components such as propensity scores and outcome regressions. Standard posteriors are thus vulnerable to strong modeling choices, including complex prior elicitation. In this paper, we propose a generalized Bayesian framework for causal inference. Our framework avoids explicit likelihood modeling; instead, we place priors directly on the causal estimands and update these using an identification-driven loss function, which yields generalized posteriors for causal effects. As a result, our framework turns existing loss-based causal estimators into estimators with full uncertainty quantification. Our framework is flexible and applicable to a broad range of causal estimands (e.g., ATE, CATE). Further, our framework can be applied on top of state-of-the-art causal machine learning pipelines (e.g., Neyman-orthogonal meta-learners). For Neyman-orthogonal losses, we show that the generalized posteriors converge to their oracle counterparts and remain robust to first-stage nuisance estimation error. With calibration, we thus obtain valid frequentist uncertainty even when nuisance estimators converge at slower-than-parametric rates. Empirically, we demonstrate that our proposed framework offers causal effect estimation with calibrated uncertainty across several causal inference settings. To the best of our knowledge, this is the first flexible framework for constructing generalized Bayesian posteriors for causal machine learning.

stat.ML↗

arXiv2026

Foundation Models for Causal Inference via Prior-Data Fitted Networks

Prior-data fitted networks (PFNs) have recently been proposed as a promising way to train tabular foundation models. PFNs are transformers that are pre-trained on synthetic data generated from a prespecified prior distribution and that enable Bayesian inference through in-context learning. In this paper, we introduce CausalFM, a comprehensive framework for training PFN-based foundation models in various causal inference settings. First, we formalize the construction of Bayesian priors for causal inference based on structural causal models (SCMs) in a principled way and derive necessary criteria for the validity of such priors. Building on this, we propose a novel family of prior distributions using causality-inspired Bayesian neural networks that enable CausalFM to perform Bayesian causal inference in various settings, including for back-door, front-door, and instrumental variable adjustment. Finally, we instantiate CausalFM and explicitly train models to perform in-context learning in these settings. We show that CausalFM achieves competitive in-context learning performance even when compared to baselines that are specifically trained for the task at hand. In sum, our framework can be used as a general recipe to train foundation models for various causal inference settings. In contrast to the current state-of-the-art in causal inference, CausalFM offers a novel paradigm with the potential to fundamentally change how practitioners perform causal inference in medicine, economics, and other disciplines.

cs.LG↗

arXiv2026

Detecting and Mitigating Group Bias in Heterogeneous Treatment Effects

Heterogeneous treatment effects (HTEs) are increasingly estimated using machine learning models that produce highly personalized predictions of treatment effects. In practice, however, predicted treatment effects are rarely interpreted, reported, or audited at the individual level but, instead, are often aggregated to broader subgroups, such as demographic segments, risk strata, or markets. We show that such aggregation can induce systematic bias of the group-level causal effect: even when models for predicting the individual-level conditional average treatment effect (CATE) are correctly specified and trained on data from randomized experiments, aggregating the predicted CATEs up to the group level does not, in general, recover the corresponding group average treatment effect (GATE). We develop a unified statistical framework to detect and mitigate this form of group bias in randomized experiments. We first define group bias as the discrepancy between the model-implied and experimentally identified GATEs, derive an asymptotically normal estimator, and then provide a simple-to-implement statistical test. For mitigation, we propose a shrinkage-based bias-correction, and show that the theoretically optimal and empirically feasible solutions have closed-form expressions. The framework is fully general, imposes minimal assumptions, and only requires computing sample moments. We analyze the economic implications of mitigating detected group bias for profit-maximizing personalized targeting, thereby characterizing when bias correction alters targeting decisions and profits, and the trade-offs involved. Applications to large-scale experimental data at major digital platforms validate our theoretical results and demonstrate empirical performance.

stat.ME↗

arXiv2026

MedClarify: An information-seeking AI agent for medical diagnosis with case-specific follow-up questions

Large language models (LLMs) are increasingly used for diagnostic tasks in medicine. In clinical practice, the correct diagnosis can rarely be immediately inferred from the initial patient presentation alone. Rather, reaching a diagnosis often involves systematic history taking, during which clinicians reason over multiple potential conditions through iterative questioning to resolve uncertainty. This process requires considering differential diagnoses and actively excluding emergencies that demand immediate intervention. Yet, the ability of medical LLMs to generate informative follow-up questions and thus reason over differential diagnoses remains underexplored. Here, we introduce MedClarify, an AI agent for information-seeking that can generate follow-up questions for iterative reasoning to support diagnostic decision-making. Specifically, MedClarify computes a list of candidate diagnoses analogous to a differential diagnosis, and then proactively generates follow-up questions aimed at reducing diagnostic uncertainty. By selecting the question with the highest expected information gain, MedClarify enables targeted, uncertainty-aware reasoning to improve diagnostic performance. In our experiments, we first demonstrate the limitations of current LLMs in medical reasoning, which often yield multiple, similarly likely diagnoses, especially when patient cases are incomplete or relevant information for diagnosis is missing. We then show that our information-theoretic reasoning approach can generate effective follow-up questioning and thereby reduces diagnostic errors by ~27 percentage points (p.p.) compared to a standard single-shot LLM baseline. Altogether, MedClarify offers a path to improve medical LLMs through agentic information-seeking and to thus promote effective dialogues with medical LLMs that reflect the iterative and uncertain nature of real-world clinical reasoning.

cs.AI↗

arXiv2026

IGC-Net for conditional average potential outcome estimation over time

Estimating potential outcomes for treatments over time based on observational data is important for personalized decision-making in medicine. However, many existing methods for this task fail to properly adjust for time-varying confounding and thus yield biased estimates. There are only a few neural methods with proper adjustments, but these have inherent limitations (e.g., division by propensity scores that are often close to zero), which result in poor performance. As a remedy, we introduce the iterative G-computation network (IGC-Net). Our IGC-Net is a novel, neural end-to-end model which adjusts for time-varying confounding in order to estimate conditional average potential outcomes (CAPOs) over time. Specifically, our IGC-Net is the first neural model to perform fully regression-based iterative G-computation for CAPOs in the time-varying setting. We evaluate the effectiveness of our IGC-Net across various experiments. In sum, this work represents a significant step towards personalized decision-making from electronic health records.

cs.LG↗

arXiv2026

Efficient and Sharp Off-Policy Learning under Unobserved Confounding

We develop a novel method for personalized off-policy learning in scenarios with unobserved confounding. Thereby, we address a key limitation of standard policy learning: standard policy learning assumes unconfoundedness, meaning that no unobserved factors influence both treatment assignment and outcomes. However, this assumption is often violated, because of which standard policy learning produces biased estimates and thus leads to policies that can be harmful. To address this limitation, we employ causal sensitivity analysis and derive a semi-parametrically efficient estimator for a sharp bound on the value function under unobserved confounding. Our estimator has three advantages: (1) Unlike existing works, our estimator avoids unstable minimax optimization based on inverse propensity weighted outcomes. (2) Our estimator is semi-parametrically efficient. (3) We prove that our estimator leads to the optimal confounding-robust policy. Finally, we extend our theory to the related task of policy improvement under unobserved confounding, i.e., when a baseline policy such as the standard of care is available. We show in experiments with synthetic and real-world data that our method outperforms simple plug-in approaches and existing baselines. Our method is highly relevant for decision-making where unobserved confounding can be problematic, such as in healthcare and public policy.

cs.LG↗

arXiv2026

Overlap-weighted orthogonal meta-learner for treatment effect estimation over time

Estimating heterogeneous treatment effects (HTEs) in time-varying settings is particularly challenging, as the probability of observing certain treatment sequences decreases exponentially with longer prediction horizons. Thus, the observed data contain little support for many plausible treatment sequences, which creates severe overlap problems. Existing meta-learners for the time-varying setting typically assume adequate treatment overlap, and thus suffer from exploding estimation variance when the overlap is low. To address this problem, we introduce a novel overlap-weighted orthogonal (WO) meta-learner for estimating HTEs that targets regions in the observed data with high probability of receiving the interventional treatment sequences. This offers a fully data-driven approach through which our WO-learner can counteract instabilities as in existing meta-learners and thus obtain more reliable HTE estimates. Methodologically, we develop a novel Neyman-orthogonal population risk function that minimizes the overlap-weighted oracle risk. We show that our WO-learner has the favorable property of Neyman-orthogonality, meaning that it is robust against misspecification in the nuisance functions. Further, our WO-learner is fully model-agnostic and can be applied to any machine learning model. Through extensive experiments with both transformer and LSTM backbones, we demonstrate the benefits of our novel WO-learner.

cs.LG↗

arXiv2026

Supporting Effective Goal Setting with LLM-Based Chatbots

Each day, individuals set behavioral goals such as eating healthier, exercising regularly, or increasing productivity. While psychological frameworks (i.e., goal setting and implementation intentions) can be helpful, they often need structured external support, which interactive technologies can provide. We thus explored how large language model (LLM)-based chatbots can apply these frameworks to guide users in setting more effective goals. We conducted a preregistered randomized controlled experiment ($N = 543$) comparing chatbots with different combinations of three design features: guidance, suggestions, and feedback. We evaluated goal quality using subjective and objective measures. We found that, while guidance is already helpful, it is the addition of feedback that makes LLM-based chatbots effective in supporting participants' goal setting. In contrast, adaptive suggestions were less effective. Altogether, our study shows how to design chatbots by operationalizing psychological frameworks to provide effective support for reaching behavioral goals.

cs.HC↗

arXiv2026

Conformal Prediction for Causal Effects of Continuous Treatments

Uncertainty quantification of causal effects is crucial for safety-critical applications such as personalized medicine. A powerful approach for this is conformal prediction, which has several practical benefits due to model-agnostic finite-sample guarantees. Yet, existing methods for conformal prediction of causal effects are limited to binary/discrete treatments and make highly restrictive assumptions such as known propensity scores. In this work, we provide a novel conformal prediction method for potential outcomes of continuous treatments. We account for the additional uncertainty introduced through propensity estimation so that our conformal prediction intervals are valid even if the propensity score is unknown. Our contributions are three-fold: (1) We derive finite-sample prediction intervals for potential outcomes of continuous treatments. (2) We provide an algorithm for calculating the derived intervals. (3) We demonstrate the effectiveness of the conformal prediction intervals in experiments on synthetic and real-world datasets. To the best of our knowledge, we are the first to propose conformal prediction for continuous treatments when the propensity score is unknown and must be estimated from data.

cs.LG↗

arXiv2026

Causal Inference on Networks under Misspecified Exposure Mappings: A Partial Identification Framework

Estimating treatment effects in networks is challenging, as each potential outcome depends on the treatments of all other nodes in the network. To overcome this difficulty, existing methods typically impose an exposure mapping that compresses the treatment assignments in the network into a low-dimensional summary. However, if this mapping is misspecified, standard estimators for direct and spillover effects can be severely biased. We propose a novel partial identification framework for causal inference on networks to assess the robustness of treatment effects under misspecifications of the exposure mapping. Specifically, we derive sharp upper and lower bounds on direct and spillover effects under such misspecifications. As such, our framework presents a novel application of causal sensitivity analysis to exposure mappings. We instantiate our framework for three canonical exposure settings widely used in practice: (i) weighted means of the neighborhood treatments, (ii) threshold-based exposure mappings, and (iii) truncated neighborhood interference in the presence of higher-order spillovers. Furthermore, we develop orthogonal estimators for these bounds and prove that the resulting bound estimates are valid, sharp, and efficient. Our experiments show the bounds remain informative and provide reliable conclusions under misspecification of exposure mappings.

cs.LG↗

arXiv2026

Predicting Startup Success Using Large Language Models: A Novel In-Context Learning Approach

Venture capital (VC) investments in early-stage startups that end up being successful can yield high returns. However, predicting early-stage startup success remains challenging due to data scarcity (e.g., many VC firms have information about only a few dozen of early-stage startups and whether they were successful). This limits the effectiveness of traditional machine learning methods that rely on large labeled datasets for model training. To address this challenge, we propose an in-context learning framework for startup success prediction using large language models (LLMs) that requires no model training and leverages only a small set of labeled startups as demonstration examples. Specifically, we propose a novel k-nearest-neighbor-based in-context learning framework, called kNN-ICL, which selects the most relevant past startups as examples based on similarity. Using real-world profiles from Crunchbase, we find that the kNN-ICL approach achieves higher prediction accuracy than supervised machine learning baselines and vanilla in-context learning. Further, we study how performance varies with the number of in-context examples and find that a high balanced accuracy can be achieved with as few as 50 examples. Together, we demonstrate that in-context learning can serve as a decision-making tool for VC firms operating in data-scarce environments.

cs.LG↗