Machine Unlearning under Retain-Forget Entanglement

Machine unlearning aims to remove the influence of specific training samples while preserving the model's utility. Existing single-objective approaches, such as gradient ascent or random relabeling, often induce catastrophic forgetting due to conflicting optimization dynamics and unbounded forgetting objectives that cause the model to drift from its pre-trained knowledge. We propose Reference-Aligned UnLearning (RAUL), a multi-objective framework that jointly optimizes forgetting and retention by replacing unbounded loss maximization with a bounded KL alignment of predictions on forgotten samples toward a reference distribution representing unseen data, instantiated either as a uniform distribution or an empirical distribution from a held-out reference set, which constrains the forgetting objective and reduces gradient conflict with retention. The resulting multi-objective optimization (MOO) problem is solved via Jacobian descent, which aggregates multiple gradients into a direction that does not conflict. Our results demonstrate that RAUL achieves the closest gap compared to full retraining.

The growing concern over training data privacy has elevated the "Right to be Forgotten" into a critical requirement, thereby raising the demand for effective Machine Unlearning. However, existing unlearning approaches commonly suffer from a fundamental trade-off: aggressively erasing the influence of target data often degrades model utility on retained data, while conservative strategies leave residual target information intact. In this work, the intrinsic representation properties learned during model pretraining are analyzed. It is demonstrated that semantic class concepts are entangled at the feature-pattern level, sharing associated features while preserving concept-specific discriminative components. This entanglement fundamentally limits the effectiveness of existing unlearning paradigms. Motivated by this insight, we propose Machine-Guided Unlearning (MeGU), a novel framework that guides unlearning through concept-aware re-alignment. Specifically, Multi-modal Large Language Models (MLLMs) are leveraged to explicitly determine re-alignment directions for target samples by assigning semantically meaningful perturbing labels. To improve efficiency, inter-class conceptual similarities estimated by the MLLM are encoded into a lightweight transition matrix. Furthermore, MeGU introduces a positive-negative feature noise pair to explicitly disentangle target concept influence. During finetuning, the negative noise suppresses target-specific feature patterns, while the positive noise reinforces remaining associated features and aligns them with perturbing concepts. This coordinated design enables selective disruption of target-specific representations while preserving shared semantic structures. As a result, MeGU enables controlled and selective forgetting, effectively mitigating both under-unlearning and over-unlearning.

Large language models deployed in sensitive applications increasingly require the ability to unlearn specific knowledge, such as user requests, copyrighted materials, or outdated information, without retraining from scratch to ensure regulatory compliance, user privacy, and safety. This task, known as machine unlearning, aims to remove the influence of targeted data (forgetting) while maintaining performance on the remaining data (retention). A common approach is to formulate this as a multi-objective problem and reduce it to a single-objective problem via scalarization, where forgetting and retention losses are combined using a weighted sum. However, this often results in unstable training dynamics and degraded model utility due to conflicting gradient directions. To address these challenges, we propose OFMU, a penalty-based bi-level optimization framework that explicitly prioritizes forgetting while preserving retention through a hierarchical structure. Our method enforces forgetting via an inner maximization step that incorporates a similarity-aware penalty to decorrelate the gradients of the forget and retention objectives, and restores utility through an outer minimization step. To ensure scalability, we develop a two-loop algorithm with provable convergence guarantees under both convex and non-convex regimes. We further provide a rigorous theoretical analysis of convergence rates and show that our approach achieves better trade-offs between forgetting efficacy and model utility compared to prior methods. Extensive experiments across vision and language benchmarks demonstrate that OFMU consistently outperforms existing unlearning methods in both forgetting efficacy and retained utility.