ReflectiChain: Epistemic Grounding in LLM-Driven World Models for Supply Chain Resilience

LLM-based multi-agent systems have been widely adopted for knowledge retrieval and report generation, synthesizing known information through web search and textual reasoning. However, many critical information tasks in supply chains are not simple one-shot queries: they are structural inference problems requiring multi-hop reasoning across complex, fragmented web resources. Questions such as \textit{``Which Tesla components use lithium from Australian mines?''} have no answer in any single document; answers must be computationally synthesized through the autonomous construction and analysis of dynamic knowledge graphs assembled from fragmented, heterogeneous sources. Moreover, such discovery processes must be uncertainty-aware: decisions depend not only on answers but on calibrated confidence in their reliability, traceable to source quality and reasoning consistency. To address this capability gap, we propose \textit{Helicase}, an autonomous multi-agent LLM system for uncertainty-guided supply chain knowledge graph construction. \textit{Helicase} decomposes high-level supply-chain queries into executable investigation plans, coordinates specialized web-search, reasoning, and coding agents through iterative verification loops, and incrementally constructs query-specific supply chain knowledge graphs with per-fact uncertainty annotations. Its three-layer uncertainty framework tracks uncertainty at the action, trajectory, and memory layers, enabling both structural inference and calibrated confidence assessment. To evaluate autonomous reasoning across the full complexity spectrum, we introduce SCQA (Supply Chain Query Assessment), a benchmark of 80 supply chain queries organized into four quadrants spanning single-hop to multi-hop inference under both high and low data visibility.

Retail supply chain operations rely on coupled decision modules that must adapt as requirements evolve. LLMs offer a natural-language interface for this task, but existing methods primarily focus on individual optimization models. Extending them to heterogeneous decision pipelines is challenging because a requirement may admit multiple intervention paths with different downstream effects. We formulate requirement-driven adaptation as the joint selection of an intervention route and an admissible module-level change, and propose a graph-constrained agentic framework in which domain agents expose admissible reformulation interfaces and a central processor searches over bounded intervention paths. Candidates are validated and compared using downstream KPIs. In collaboration with a large retail partner, we evaluate 100 warehouse requirements elicited from practitioner interviews, with GPT, Qwen, and DeepSeek as base LLMs. Relative to direct LLM reformulation, our framework improves correctness and end-to-end success across all three models, raising end-to-end success from 72--76% to 79--83%.

This paper studies the performance and reliability of autonomous generative AI agents in multi-echelon supply chains using the MIT Beer Game. We examine how model choice, operational guardrails, centralized data sharing, and prompt design affect system performance. In our best-performing configuration, GenAI agents reduce total supply-chain costs by up to 80% relative to human teams. Despite strong average performance, autonomous agents can exhibit substantial run-to-run instability, generating volatile procurement decisions and large tail costs. We characterize this phenomenon as agent bullwhip, the amplification of decision instability in autonomous multi-agent systems. We show that this instability can propagate across echelons and compound over time, even when the underlying demand path is held fixed. We then evaluate two approaches for improving reliability: reinforcement-learning post-training and operational guardrails. Both reduce tail events and mitigate agent bullwhip, but they operate through different mechanisms and require different levels of information and model access. Reinforcement-learning post-training delivers the largest gains in reliability and system performance when system-level feedback is available, while guardrails provide a simple training-free alternative for constraining extreme decisions.