Discovering Sparse Counterfactual Factors via Latent Adjustment for Survey-based Community Intervention

We study counterfactual regression, which maps features to outcomes under hypothetical scenarios that differ from those observed in the data. This problem is central to decision-making under distribution shift, where treatment patterns may change at deployment. We develop a semiparametric framework for counterfactual regression along a prespecified incremental-intervention path. The target is a finite-dimensional constrained projection of counterfactual risk, estimated using cross-fitted influence-function representations of the program components. For smooth programs with fixed constraints and finite-dimensional programs with estimated linear constraints, we establish consistency and local stability of the optimizer under class-specific conditions, and derive pointwise and uniform first-order expansions. These results yield asymptotically valid inference, including simultaneous confidence bands for the counterfactual regression path. Simulations and an application to SMS reminders illustrate the finite-sample performance and practical applicability of the proposed approach.

Conformal counterfactual prediction constructs prediction sets with finite-sample coverage guarantees for counterfactual outcomes and individual treatment effects under the no-interference assumption. In this work, we relax this assumption by allowing each unit's potential outcomes to depend on other units' treatments and covariates. In this setting, propensity-score reweighting does not restore weighted exchangeability, and existing methods may fail to achieve valid coverage. To address this issue, we develop interference-adjusted weighted conformal prediction that accounts for interference by constructing an observable upper bound on the ideal and unobserved conformal $p$-value under the target intervention. The resulting prediction sets provide finite-sample marginal coverage guarantees for counterfactual outcomes and individual treatment effects in both transductive and inductive settings. We also derive a sharper construction when intervention-induced changes in nonconformity scores are bounded. Numerical experiments show that our methods preserve nominal coverage, whereas existing methods may not.

Travel survey data are essential for transportation planning and travel behavior analysis, yet collecting large-scale representative samples is costly and time-consuming. A practical alternative is to generate synthetic survey records from a few-shot sample. However, such samples provide incomplete coverage of heterogeneous traveler groups and insufficient evidence for recovering the complex dependencies between demographic characteristics and travel behavior. Existing approaches have complementary limitations. Probabilistic generative models such as Bayesian networks (BNs) offer explicit distributional control, but structures learned from few-shot samples may omit meaningful dependencies or retain spurious ones. Large language models (LLMs) can help address these difficulties in BN structure learning by providing behavioral knowledge that complements the limited statistical evidence. We therefore propose LEBGen, an LLM-enhanced BN framework that uses this knowledge to refine network structure for few-shot travel survey data generation. Specifically, the LLM first identifies traveler personas from demographic attribute and travel behavior statistics, then recovers dependencies missed by the persona-augmented BN structure and prune spurious ones. The refined BN is parameterized exclusively from the observed data to generate synthetic records. Under a 2% few-shot setting on the 2022 Hong Kong Travel Characteristics Survey, LEBGen reduces the mean marginal Jensen-Shannon divergence from 0.0671 to 0.0091 and the mean absolute Cramer's V error by 14.3% over the best-performing baseline, substantially improving both distributional and dependency fidelity.