Anchored Confabulation: Partial Evidence Non-Monotonically Amplifies Confident Hallucination in LLMs
Organizations: M.S. Data Science, Florida State University
Abstract
We identify a previously unknown calibration property of large language models: providing one confirmed intermediate fact toward a multi-step reasoning chain increases the model's confident-wrong-answer rate before full evidence eliminates it. We call this anchored confabulation: a partial anchor commits the model to confident parametric completion of remaining reasoning steps. We formalize it as Parametric Hallucination Confidence (PHC) and establish it across six lines of evidence including a causal injection experiment (PHC 0.613 to 0.656 to 0.595 to 0.536, N=160) and capability scaling across five model families (Spearman rho=0.900, p=0.037). The Anchoring Threshold Law k*(n)=floor(n/3) predicts PHC amplification by hop depth with four confirmed predictions. Applied to RAG routing, a LearnedRouter exploiting PHC closes 81.1% of the oracle performance gap (macro F1=0.426, p<1e-6) on 1,800 queries across four benchmarks with no model fine-tuning and 50x fewer labels than prior RL-based work. An epistemic humility prompt reduces the PHC spike by -0.118; explicit self-rating (PHC=0.684, p<0.001) outperforms lexical confidence as a routing signal.
Figures & tables
| # | Evidence line | PHC | Sig. |
| 1 | Obs.: MuSiQue 3-hop ( ) | ||
| 2 | Obs.: HotpotQA comparison ( ) | ** | |
| 3 | Causal: injection ( spike, ) | ||
| 4 | Capability scaling ( , models) | — | |
| 5 | Hop-depth: flat 2-hop, spike 3-hop, weaker 4-hop | — | confirmed |
| 6 | SSC internal consistency ( ) | — |
| System | HotpotQA | MuSiQue | NQ | 2Wiki | Macro |
| VanillaRAG | 0.392 | 0.083 | 0.070 | 0.233 | 0.195 |
| GraphRAG | 0.679 | 0.408 | 0.242 | 0.559 | 0.472 |
| Oracle (upper) | 0.703 | 0.436 | 0.255 | 0.579 | 0.493 |
| HybridRouter | 0.524 | 0.182 | 0.074 | 0.399 | 0.295 |
| ReasonRAG (lex) | 0.421 | 0.112 | 0.101 | 0.255 | 0.222 |
| LR+DirectGR | 0.558 | 0.332 | 0.201 | 0.484 | 0.426 |
Appendix figures & tables44 assets
Supplementary material from the paper’s appendix.
Appendix
| Escalation | Regime | ||
| Low (only obvious cases) | |||
| Peak routing gain | |||
| ReasonRAG-Direct operating point | |||
| High (noise included) |
| Bundle | Model | AUC | Spearman |
| Pre-gen only | GB | 0.563 | 0.108 |
| Post-gen only | RF | 0.684 | 0.315 |
| Post-gen only | GB | 0.678 | 0.305 |
| Combined | RF | 0.673 | 0.297 |
| Combined | GB | 0.693 | 0.330 |
| Lexical signal (no training) | 0.478 | ||
| System | HotpotQA | MuSiQue | NQ | 2Wiki | Macro / lat |
| VanillaRAG | 0.392 | 0.083 | 0.070 | 0.233 | 0.195 / 23ms |
| IRCoT ( ) | 0.260 | 0.060 | 0.222 | 0.227 | 0.192 / 4,220ms |
| ReasonRAG+Rating | 0.417 | 0.117 | 0.110 | 0.255 | 0.224 / 2,379ms |
| GraphRAG (ceiling) | 0.679 | 0.408 | 0.242 | 0.559 | 0.472 / 114ms |
| System | HP | MuSiQue | NQ | 2Wiki | Macro | Oracle Gap |
| VanillaRAG | 0.392 | 0.083 | 0.070 | 0.233 | 0.195 | 0% |
| HybridRouter (pre-gen, 32%) | 0.524 | 0.182 | 0.074 | 0.399 | 0.295 | 35.1% |
| LearnedRouter (post-gen, 32%) | 0.553 | 0.272 | 0.112 | 0.358 | 0.324 | 45.2% |
| Oracle | 0.692 | 0.415 | 0.250 | 0.564 | 0.480 | 100% |
| System | Type | AUC | Direct F1 | |
| VanillaRAG (no routing) | – | – | 0.195 | – |
| HybridRouter (50/50 split) | pre-gen | – | 0.295 | |
| Pre-gen GB (5-fold OOF) | pre-gen | 0.563 | 0.300 | baseline |
| BGE Embedding LR (5-fold) | pre-gen | 0.549 | 0.295 | |
| Post-gen GB (5-fold OOF) | post-gen | 0.678 | 0.314 | |
| Combined GB (5-fold OOF) | combined | 0.693 | 0.324 |
| System | VR calls | GR calls | Total | Direct F1 |
| VanillaRAG only | 1,800 | 0 | 1,800 | 0.195 |
| HybridRouter | 1,800 | 569 | 2,369 | 0.295 |
| LearnedRouter (32%) | 1,800 | 583 | 2,383 | 0.324 |
| ReasonRAG (lexical, 72%) | 1,800 | 1,299 | 3,099 | 0.222 † |
| Oracle router | 1,800 | 1,036 | 2,836 | 0.480 |
| GraphRAG only | 0 | 1,800 | 1,800 | 0.472 |
| Dataset | Type | PHC (lex) | -value | LR AUC | Key finding | |
| MuSiQue 3-hop | bridge | 160 | 0.702 | ∗∗∗ | 0.669 | Inverted : conf = escalate |
| MuSiQue 4-hop | bridge | 76 | 0.634 | ∗ | 0.675 | Inverted |
| MuSiQue 2-hop | bridge | 264 | 0.528 | (n.s.) | 0.546 | Marginal, n.s. |
| HotpotQA | 2-hop bridge | 500 | 0.486 | (n.s.) | 0.759 | Not inverted |
| 2Wiki (bridge) | 2-hop bridge | 255 | 0.455 | (n.s.) | 0.680 | Not inverted |
| NQ | factoid | 500 | 0.526 | (n.s.) | 0.513 | Normal |
| Dataset | Query type | Hop | PHC | |||
| NQ | factoid | 1 | 500 | (n.s.) | ||
| HotpotQA | bridge | 2 | 406 | (n.s.) | control | |
| HotpotQA | comparison | 2 | 94 | ** | INVERTS | |
| 2WikiMultiHopQA | bridge | 3 | 255 | (n.s.) | ||
| MuSiQue | bridge | 2 | 264 | (n.s.) | ||
| MuSiQue | bridge | 3 | 160 | *** | INVERTS |
| Hop Depth | AUC (conf esc) | Spearman | -value | CHR | |
| 2-hop | 264 | 0.528 | 0.046 | 0.45 (n.s.) | 0.328 |
| 3-hop | 160 | 0.702 | 0.340 | ∗∗∗ | 0.484 |
| 4-hop | 76 | 0.634 | 0.227 | ∗ | 0.303 |
| All | 500 | 0.608 | 0.183 | — |
| Model | (3-hop) | PHC 3 | Spearman | CHR |
| Claude Opus | 160 | 0.731 | — | |
| Claude Sonnet | 160 | 0.702 | 0.484 | |
| Claude Haiku | 160 | 0.582 | (p=0.07) | 0.862 |
| GPT-4o | 77 | 0.527 | (n.s.) | — |
| Llama-3.1-8B | 32 | 0.438 | (n.s.) | 0.271 |
| Split | VR macro F1 | GR macro F1 | Oracle esc. rate | PHC 3 | ||
| Validation | 160 | 0.195 | 0.259 | 0.44 | 0.702 | *** |
| Training | 200 | 0.019 | 0.202 | 0.39 | 0.531 | 0.235 (n.s.) |
| Model | ELO | PHC 3 | ||
| Llama-3.1-8B | 1042 | 32 | n.s. | |
| Claude Haiku 4.5 | 1179 | 160 | * | |
| GPT-4o | 1285 | 77 | n.s. | |
| Claude Sonnet 4.6 | 1294 | 160 | *** | |
| Claude Opus 4.6 | 1350 | 160 | *** |
| Condition | Oracle=True ( ) | Oracle=False ( ) |
| With retrieval (VanillaRAG) | ||
| No retrieval (parametric only) | ||
| (with vs. no) | ( ) | ( ) |
| PHC (AUC): (with retrieval) vs. (no retrieval) | ||
| Condition | PHC 3 | |||
| 0 | no hints | 160 | 0.613 | ** |
| 1 | +1 sub-ans | 160 | 0.656 | *** |
| 2 | +2 sub-ans | 160 | 0.595 | * |
| 3 | +3 sub-ans (near-oracle) | 160 | 0.536 | (n.s.) |
| Hop | (near-oracle) | |||||
| 2-hop | 264 | (***) | (***) | (**) | — | — |
| 3-hop | 160 | (**) | (***) | (*) | (n.s.) | — |
| 4-hop | 76 | (**) | (*) | (*) | (n.s.) | (n.s.) |
| k=1 amplification | × | ✓ | ||||
| k=3 elimination | ✓ (3-hop) | ✓ (4-hop) | ||||
| Condition | (A) Sonnet w/ retrieval | (B) Haiku w/ retrieval | (C) Sonnet no retrieval | |
| 0 | no hints | (**) | (n.s.) | (*) |
| 1 | +1 sub-answer | (***) | (n.s.) | (n.s.) |
| 2 | +2 sub-answers | (*) | (**) | (n.s.) |
| 3 | +3 sub-answers (near-oracle) | (n.s.) | (n.s.) | (n.s.) |
| Amplification peak | none | |||
| k=3 elimination | ✓ | ✓ | ✓ | |
| Model | Measure | ||||
| Sonnet | Lexical | (**) | (***) | (*) | (n.s.) |
| Sonnet | UncDet | (**) | (*) | (n.s.) | (n.s.) |
| Haiku | Lexical | (n.s.) | (n.s.) | (**) | (n.s.) |
| Haiku | UncDet | (**) | (***) | (n.s.) | (n.s.) |
| Model | Oracle class | conf | conf | |
| Sonnet | oracle=1 ( , should escalate) | |||
| oracle=0 ( , correct) | ||||
| Slightly larger gain for correct queries PHC (0.616 0.589*, both sig.) | ||||
| Haiku | oracle=1 ( , should escalate) | |||
| oracle=0 ( , correct) | ||||
| Larger gain for incorrect queries PHC (0.614 0.662***) | ||||
| Type | VR F1 | GR F1 | HR F1 | Oracle% | PHC | LR AUC | |
| Bridge | 406 | 0.419 | 0.710 | 0.537 | (n.s.) | 0.759 | |
| Comparison | 94 | 0.277 | 0.542 | 0.470 | (**) | 0.642 |
| System | Routing / Esc% | HP | MuSiQue | NQ | 2Wiki | Macro | Gap |
| VanillaRAG | — / 0% | 0.392 | 0.083 | 0.070 | 0.233 | 0.195 | 0.0% |
| ReasonRAG (cascaded) | Lex / 72% | 0.421 | 0.112 | 0.101 | 0.255 | 0.222 | 9.5% |
| ReasonRAG+Rating | Lex / 72% | 0.417 | 0.117 | 0.110 | 0.255 | 0.224 | 10.2% |
| Lex+DirectGR | Lex / 32% | 0.450 | 0.206 | 0.128 | 0.380 | 0.291 | 33.8% |
| LR+DirectGR | LR / 32% | 0.553 | 0.272 | 0.112 | 0.358 | 0.324 | 45.2% |
| Lex+DirectGR | Lex / 60% | 0.521 | 0.262 | 0.169 | 0.435 | 0.347 | 53.3% |
| System | HP | MuSiQue | NQ | 2Wiki | Macro | Gap |
| ReasonRAG-Direct | 0.558 | 0.305 | 0.198 | 0.478 | 0.385 | 66.7% |
| TypeAwareRouter | 0.538 | 0.302 | 0.200 | 0.471 | 0.368 | 60.5% |
| System | Router | Train Data | HotpotQA | MuSiQue | 2Wiki | % Oracle Closed | Notes |
| RouteRAG (GPT-4o-mini generation backbone) | |||||||
| RouteRAG-7B | GRPO RL | 10k HotpotQA | 72.5 | 49.3 | 64.6 | unreported | RL; pre-gen |
| Our system (Claude Sonnet generation backbone; F1 ) | |||||||
| VanillaRAG (our) | none | none | 39.2 | 8.3 | 23.3 | 0% | baseline |
| GraphRAG ceiling (our) | none | none | 67.9 | 40.8 | 55.9 | 100% | no routing |
| LR+DirectGR @72% (ours) | GB (N=200) | 200 queries | 64.0 | 36.5 | 49.2 | 81.1% | no RL |
| Condition | ||||
| Baseline (Claude Sonnet, lexical) | ||||
| M1 Humility (GPT-4o, lexical) | ||||
| M2 Elicitation (GPT-4o, lexical) | ||||
| M2 Elicitation (GPT-4o, rated) † |
| Comparison | Combined GB | Baseline | 95% CI / | |
| vs. Pre-gen GB (5-fold OOF) | 0.324 | 0.300 | , | |
| vs. HybridRouter (actual) | 0.324 | 0.295 | , | |
| vs. BGE Embedding LR | 0.324 | 0.295 | , | |
| vs. Post-gen GB alone | 0.324 | 0.314 | , | |
| Post-gen GB vs. Pre-gen GB | 0.314 | 0.300 | , |
| Dataset | RR+Rating F1 | HybridRouter F1 | F1 | 95% CI | -value |
| HotpotQA | 0.417 | 0.524 | |||
| MuSiQue | 0.117 | 0.182 | |||
| NQ | 0.110 | 0.074 | |||
| 2Wiki | 0.252 | 0.399 | |||
| Macro | 0.224 | 0.295 |
| Dataset | Metric | VanillaRAG | GraphRAG | HybridRouter | ReasonRAG (lex) | ReasonRAG+Rating † | (Graph-Vanilla) |
| HotpotQA | EM | 0.196 | 0.478 | 0.330 | 0.196 | 0.212 | +0.282 ∗∗ |
| F1 | 0.392 | 0.679 | 0.524 | 0.421 | 0.417 | +0.286 ∗∗ | |
| ROUGE-L | 0.389 | 0.678 | 0.521 | 0.389 | 0.415 | +0.289 ∗∗ | |
| Latency (ms) | 23 | 105 | 73 | 73 | 1865 | +82 | |
| MuSiQue | EM | 0.012 | 0.268 | 0.096 | 0.012 | 0.026 | +0.256 ∗∗ |
| F1 | 0.083 | 0.408 | 0.182 | 0.112 | 0.117 | +0.325 ∗∗ |
| Dataset | Signal | RR F1 | Oracle F1 | Gap | Esc% | Det. Prec | Det. Rec | AUC |
| HotpotQA | Lexical | 0.421 | 0.692 | 9.4% | 61.0% | 0.515 | 0.588 | 0.514 |
| +Rating | 0.417 | 8.3% | 45.0% | 0.622 | 0.524 | 0.581 | ||
| MuSiQue | Lexical | 0.112 | 0.415 | 8.7% | 76.0% | 0.571 | 0.719 | 0.392 |
| +Rating | 0.117 | 10.2% | 88.4% | 0.597 | 0.874 | 0.369 | ||
| NQ | Lexical | 0.101 | 0.250 | 17.0% | 78.2% | 0.565 | 0.759 | 0.474 |
| +Rating | 0.110 | 22.1% | 99.8% | 0.581 | 0.997 | 0.474 |
| Dataset | System | F1 | Esc.Rate | Oracle Esc | AUC | Gap Closed | |
| HotpotQA‡ | Lexical | 0.421 | 61.0% | 53.4% | 0.025 | 0.514 | 9.4% |
| Lexical+Rating | 0.417 | 45.0% | 53.4% | 0.140 | 0.581 | 8.3% | |
| MuSiQue‡ | Lexical | 0.112 | 76.0% | 60.4% | -0.183 | 0.392 | 8.7% |
| Lexical+Rating | 0.117 | 88.4% | 60.4% | -0.222 | 0.369 | 10.2% | |
| NQ† | Lexical | 0.101 | 78.2% | 58.2% | -0.044 | 0.474 | 17.0% |
| Lexical+Rating | 0.110 | 99.8% | 58.2% | -0.045 | 0.474 | 22.1% |
| Esc. Rate | Sim. F1 | Det. Prec | Det. Rec | |
| 0.40 | 7.6% | 0.212 | 0.581 | 0.076 |
| 0.50 | 22.6% | 0.261 | 0.591 | 0.232 |
| 0.55 | 36.2% | 0.296 | 0.581 | 0.366 |
| 0.60 | 49.4% | 0.332 | 0.608 | 0.522 |
| 0.65 (current) | 72.1% | 0.374 | 0.559 | 0.700 |
| 0.70 | 84.3% | 0.409 | 0.557 | 0.816 |
| Signal | AUC | Spearman | Notes |
| Lexical confidence (ours) | 0.478 | Answer style proxy; near-random | |
| Pre-gen features (LR) | 0.537 | Hop count; best pre-gen | |
| Lex+SSC+Rating combined (ours) | 0.495 | Passage adequacy; best post-gen | |
| Oracle (upper bound) | 1.000 | 1.000 | — |
| Self-RAG Token | Meaning | ReasonRAG Approximation |
| [Retrieve] | Trigger retrieval | confidence < (escalation) |
| [IsRel] | Retrieved doc relevant? | Entity coverage signal (weight=0.15) |
| [IsSup] | Answer supported? | answer_in_context flag |
| [IsUse=5] | Fully useful response | Lexical confidence |
| Critique token | Identify weakness | SSC pairwise disagreement ( =3) |
| Advantage: Training-free; works with black-box LLMs; | ||
| Dataset | Haiku F1 | Sonnet F1 | Haiku Esc. Rate | |
| HotpotQA | 0.321 | 0.392 | 10% | |
| MuSiQue | 0.061 | 0.083 | 41% | |
| NQ | 0.046 | 0.070 | 24% | |
| 2Wiki | 0.121 | 0.233 | 46% | |
| Macro | 0.137 | 0.195 | 30% |
| Dataset | GPT-4o F1 | Sonnet F1 | GPT-4o Esc. Rate | |
| HotpotQA | 0.671 | 0.392 | 60.4% | |
| MuSiQue | 0.296 | 0.083 | 42.8% | |
| NQ | 0.314 | 0.070 | 28.4% | |
| 2Wiki | 0.468 | 0.233 | 62.4% | |
| Macro | 0.437 | 0.195 | 48.5% |
| Model | MuSiQue 3-hop | HotpotQA (2-hop bridge) | ||
| PHC 3 | Inverted? | PHC (lex) | Inverted? | |
| Claude Sonnet | 0.702 ( ) | YES | 0.486 (n.s.) | no |
| GPT-4o | 0.527 ( , n.s.) | marginal | 0.479 (n.s.) | no |
| Dataset | Llama-3.1-8B F1 | Sonnet F1 | |
| HotpotQA | 0.552 | 0.392 | |
| MuSiQue | 0.096 | 0.083 | |
| NQ | 0.205 | 0.070 | |
| 2Wiki | 0.313 | 0.233 | |
| Macro | 0.292 | 0.195 |
| Model | PHC 3 (MuSiQue 3-hop) | PHC (HotpotQA 2-hop) | Inverted at 3-hop? |
| Claude Sonnet | 0.702 ∗∗∗ | 0.486 (n.s.) | YES |
| Claude Haiku | 0.582 (p=0.07) | — | marginal |
| GPT-4o | 0.527 (n.s., ) | 0.479 (n.s.) | marginal |
| Llama-3.1-8B | 0.438 (n.s.) | — | NO (anti-inverted) |
| Bundle | Model | Macro AUC | Std | Spearman |
| Pre-gen | LR | 0.533 | 0.031 | 0.056 |
| Pre-gen | RF | 0.574 | 0.034 | 0.127 |
| Pre-gen | GB | 0.563 | 0.027 | 0.108 |
| Post-gen | LR | 0.524 | 0.042 | 0.041 |
| Post-gen | RF | 0.684 | 0.030 | 0.315 |
| Post-gen | GB | 0.678 | 0.032 | 0.305 |
| Feature | Importance | Type |
| lexical_conf | 28.4% | Post-gen |
| ssc_conf | 27.8% | Post-gen |
| avg_doc_length | 11.3% | Pre-gen |
| question_length | 7.7% | Pre-gen |
| entity_overlap_ratio | 7.5% | Pre-gen |
| relational_density | 6.3% | Pre-gen |
| Stratum | Type | Oracle Esc. | PHC (lex) | AUC (LR) | Inversion? | |
| NQ (factoid) | factoid | 500 | 58.2% | 0.526 | 0.513 | no |
| HotpotQA | 2-hop bridge | 500 | 53.4% | 0.486 | 0.759 | no |
| 2Wiki (bridge) | 2-hop bridge | 255 | 54.5% | 0.455 | 0.680 | no |
| 2Wiki (comparison) | comparison | 45 | 40.0% | 0.489 | 0.642 | no |
| MuSiQue 2-hop | bridge | 264 | 57.6% | 0.528 | 0.546 | n.s. |
| MuSiQue 3-hop | bridge | 160 | 62.5% | 0.702 ∗∗∗ | 0.669 | YES |
Hallucination in Language Models
Hallucination in language models studies how systems produce unsupported or false claims and how to detect, explain, and reduce them.
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