Organizations: Department of Mechanical & Industrial Engineering, Northeastern University, Boston, MA, USA · College of Integrative Studies, Singapore Management University, Singapore · Department of Industrial Engineering and Management Sciences, Department of Mechanical Engineering, Northwestern University, IL, USA
Abstract
Textual event records, such as alarm logs, have become an increasingly common data source in engineering and manufacturing systems. Beyond identifying correlations or recurring patterns, engineers are often interested in understanding which types of events causally trigger or influence other events during system operation. Textual event descriptions may contain semantic clues about such causal relationships, and recent large language models (LLMs) provide a promising tool for extracting these signals. However, relying solely on LLM-encoded textual information is insufficient for accurate causal discovery, since semantic patterns do not directly reveal causal mechanisms and may confuse causation with correlation or frequent sequential patterns. To address these challenges, we propose \textbf{LMT}, a Bayesian causal discovery framework for engineering event data that jointly leverages textual descriptions and timestamps. Specifically, LMT first uses LLMs to extract semantic causal signals from event descriptions and constructs a prior distribution over causal graphs among event types or event clusters. It then incorporates temporal evidence through a Poisson-process-based likelihood, allowing the LLM-informed prior to be refined by timestamp-based statistical evidence. By integrating the textual and temporal information, LMT produces a causal graph that is both interpretable and data-supported. Simulation studies show that the proposed framework is effective across different settings and is especially advantageous in small-sample alarm-event scenarios.
Causal graphs in text are typically populated by observable, predefined events. In contrast, we study implicit causal graph construction from text by treating each described cause-effect pair as the begin- and endpoint of an underlying latent causal graph and using large language models (LLMs) to infer intermediate causal events. We compare end-to-end graph construction with methods that frame the task as causal chain discovery. In the latter, graphs are built either by aggregating inferred chains or by progressively expanding partial chains through an iterative search process. We further explore Wisdom of the Crowd extensions that access causal knowledge from multiple LLMs in post-hoc aggregation and collaborative inference settings. We analyze trade-offs among these approaches and evaluate the validity of inferred causal relations using a manually curated database of 1,560 scientifically validated causal pairs. This database-based evaluation is proposed as reliable, resource-efficient, and transferable to settings where ground-truth graphs are unavailable.
Causal discovery from observational data remains challenging due to the fundamental limitations of purely statistical methods, such as statistical distinguishability within equivalence classes and sensitivity to finite sample sizes. While large language models (LLMs) offer a promising source of domain knowledge to complement statistical inference, existing LLM-augmented methods are vulnerable to LLM errors and incur high token costs. Moreover, reliance on a single data-centric algorithm can make results sensitive to algorithm-specific biases. To address these limitations, we propose CauTion, a framework that reliably integrates LLM domain knowledge into an ensemble of statistical causal discovery algorithms through consensus filtering and LLM reliability estimation. CauTion proceeds in three stages. First, an algorithm ensemble utilizes a consensus voting to resolve up to 96% of edges on which algorithms agree, achieving near-perfect accuracy on the filtered consensus edges. Second, a trust-calibrated arbitration mechanism estimates the relative reliability of the LLM and the algorithms via an annotation-free trust calibration procedure, which is then utilized to govern a trust-weighted voting process that restricts LLM arbitration exclusively to edges with unreliable algorithmic evidence. Third, a cycle repair step is applied to guarantee the final causal graph is validly acyclic. Experiments on six datasets demonstrate that CauTion consistently outperforms both data-centric and LLM-augmented baselines, with larger gains on larger graphs and strong robustness to LLM errors. Code is available at https://github.com/OpenCausaLab/CauTion.
Causal discovery is a cornerstone of scientific reasoning, yet whether large language models can perform it reliably remains an open question. Recent benchmarks show that even fine-tuned models plateau on simple causal graphs and degrade as complexity grows, but why they fail has not been established. We prove the failure is fundamental: supervised fine-tuning, direct preference optimization, and in-context learning all produce predictors that cannot distinguish between causal graphs generating similar observational data, and any attempt to do so requires the model's internal representations to grow unboundedly, violating the very conditions under which these methods work. We formalize this as a kernel obstruction theorem, establishing that the limitation is intrinsic to the learning paradigm, \emph{not any particular model or dataset}. We propose Agentic Causal Bayesian Optimization (A-CBO), wherein a frozen language model serves as an interventional oracle answering targeted queries about intervention effects, while an external Bayesian loop concentrates beliefs over candidate graphs in logarithmically many rounds. Because the decision operates outside the space where the obstruction applies, A-CBO provably converges while the underlying model remains unchanged. On Corr2Cause, A-CBO matches fine-tuned baselines without any training. On Extended Corr2Cause, a new benchmark scaling to 24 variables with 18K test samples, A-CBO significantly outperforms both fine-tuning and preference optimization, with the advantage growing