Follow the Clues, Frame the Truth: Hybrid-evidential Deductive Reasoning in Open-Vocabulary Multimodal Emotion Recognition

Multimodal emotion recognition in conversation (MERC) requires understanding complex interactions between verbal and non-verbal cues. However, most existing approaches fundamentally treat this as a direct input-output (multimodal cues-emotion labels) mapping problem, overlooking the causal reasoning that humans use when interpreting emotions. We propose rationale-guided learning (RGL), a novel framework that transforms MERC into a cognitively-inspired reasoning task. Based on dual-process theory, we decompose emotional reasoning into three facets: Intuitive (immediate perception, System 1), Contextual (situational analysis, System 2), and Integrative (synthesis of both). We leverage an MLLM offline to generate structured rationales, which are encoded as memories to guide model training via aligning internal representations with human-like reasoning patterns. Our final model operates without any MLLM overheads at inference time. Experimental results show that RGL achieves state-of-the-art performance on the IEMOCAP and MELD benchmarks. Further, for interpretation, we demonstrate that the model's internal features effectively retrieve semantically correct rationales for unseen test samples, validating its rationale reasoning capabilities.

We find that current emotion-oriented Omni-MLLMs still lack reliable omni-modal perception: they (i) underutilize multimodal cues in their reasoning trajectories and (ii) exhibit unfaithful behavior, often hallucinating modality-specific statements from other modalities. Building on these insights, we propose OPPO (Omni-Perception Policy Optimization), a reinforcement learning framework that explicitly optimizes multimodal perception. First, an Omni-Perception Reward decomposes ground-truth reasoning into fine-grained visual, acoustic, and emotion cues and rewards trajectories that semantically recover these cues. Second, an Omni-Perception Loss compares the policy under full and unimodally masked inputs, applying a KL penalty only to modality-specific evidence tokens to suppress cross-modal hallucination. We further introduce MEP-Bench, a diagnostic benchmark that quantifies utilization and faithfulness. Experiments show that OPPO achieves state-of-the-art performance on MER-UniBench and MME-Emotion, while substantially improving utilization and faithfulness scores on MEP-Bench, highlighting the importance of sufficient and faithful omni perception for multimodal emotion reasoning.

LLM-based multimodal emotion recognition relies on static parametric memory and often hallucinates when interpreting nuanced affective states. In this paper, given that single-round retrieval-augmented generation is highly susceptible to modal ambiguity and therefore struggles to capture complex affective dependencies across modalities, we introduce AffectAgent, an affect-oriented multi-agent retrieval-augmented generation framework that leverages collaborative decision-making among agents for fine-grained affective understanding. Specifically, AffectAgent comprises three jointly optimized specialized agents, namely a query planner, an evidence filter, and an emotion generator, which collaboratively perform analytical reasoning to retrieve cross-modal samples, assess evidence, and generate predictions. These agents are optimized end-to-end using Multi-Agent Proximal Policy Optimization (MAPPO) with a shared affective reward to ensure consistent emotion understanding. Furthermore, we introduce Modality-Balancing Mixture of Experts (MB-MoE) and Retrieval-Augmented Adaptive Fusion (RAAF), where MB-MoE dynamically regulates the contributions of different modalities to mitigate representation mismatch caused by cross-modal heterogeneity, while RAAF enhances semantic completion under missing-modality conditions by incorporating retrieved audiovisual embeddings. Extensive experiments on MER-UniBench demonstrate that AffectAgent achieves superior performance across complex scenarios. Our code will be released at: https://github.com/Wz1h1NG/AffectAgent.