Directional Influence Function: Estimating Training Data Influence in Constrained Learning
Authors: Xin Wang, R. Tyrrell Rockafellar, Xuegang, Ban
Organizations: Jeff
Abstract
As constrained learning becomes increasingly common, models are trained under explicit feasibility requirements to enforce fairness, safety, robustness, regulariza- tion, and physics or logic constraints. Understanding how training samples in- fluence the model solution (e.g., learned parameters) is crucial for interpretability and robustness. The classical influence function (IF) estimates sample contribu- tions via local sensitivity analysis, measuring how the solution changes when a specific training sample is perturbed or removed. However, IF becomes unreli- able in constrained settings: data perturbations can reshape both the objective and the feasible region, leading to estimates that violate feasibility. In response, we propose the Directional Influence Function (DIF), a novel estimator that explicitly incorporates these constraints into influence estimation. DIF formulates the opti- mality conditions of constrained learning as a variational inequality (VI) and ana- lyzes how perturbing training data affects this VI. We validate DIF on constrained linear regression and demonstrate that it recovers leave-one-out retraining results, whereas IF and penalty-based IF exhibit significant bias. We further apply DIF to fairness-constrained CNNs, where DIF accurately predicts test loss changes under data removal and aligns closely with actual retraining. Our results establish DIF as an efficient and reliable tool for data attribution in constrained learning.
Influence functions approximate how removing a training example changes a quantity of interest, called the target function, such as a held-out loss. To estimate the influence of a group of examples, the standard practice is to sum the individual influences of its members. However, this sum does not capture how examples jointly affect the target: a pair of examples may be redundant or complementary, but the sum cannot distinguish these cases. We propose an interaction-aware influence function that characterizes how interactions between examples influence the target. By expanding the target to second order around the trained parameters, we obtain an estimator that augments the standard sum with a pairwise interaction term that captures the alignment between two examples' effects on the target. We empirically evaluate our estimator in two settings. First, on six dataset-model pairs spanning logistic regression, MLPs, and ResNet-9, our estimator tracks leave-group-out retraining substantially better than first-order influence across all settings. Second, when used as a greedy selection rule for instruction-tuning data on Llama-3.1-8B, it beats prior influence-based and representation-similarity baselines on five of seven downstream tasks, in a regime where standard influence-based selection underperforms random selection.
Data attribution seeks to quantify how individual training examples shape a model's predictions and underpins problems including data valuation, machine unlearning, and model interpretability. Despite having a long line of work, computationally scalable methods often struggle to predict the effect of removing training data in neural networks due to their non-convex nature. To overcome this challenge, metagradient-based methods such as MAGIC (Ilyas and Engstrom, 2025) differentiate each prediction through the entire training run and compute its exact influence with respect to the training data, but require a separate run for every prediction. To reduce this cost, we cast budgeted attribution as estimating a large influence matrix from a small number of measurements. We show that the measurements most appropriate for recovering this matrix differ from those best suited for attribution itself. We then present two algorithms, MAGE and SPELL, suited for reconstruction and attribution respectively, that run on existing metagradient machinery at no extra cost. Empirical studies demonstrate strong performance over existing baselines across training scales and measurement budgets.
With the growth of LLMs' (Large Language Models) capabilities, there has been an increasing push to curate high quality datasets by filtering samples in the training data. In general, Data Attribution (DA) methods aim to estimate how individual samples in a training dataset can precondition a model to generate certain outputs. As an example, one might be interested in which samples in the data could be the source of toxic behavior after training the LLM. Many methods quantify this conditioning through the paradigm of influence functions. While methods of this family are effective in its function, they lack the necessary processing speed and storage compactness to be practically implemented on large datasets. We propose a method, Influcoder, as a quick and cost-effective approach to influence-based Data Attribution at scale.