Data-Driven Personas for Survey Simulation: Insights into Simulation Alignment Across Data-Access Regimes
Organizations: Amazon
Abstract
However, many existing steering approaches rely on target-domain human data for fine-tuning or prompting that is costly to collect and raises privacy concerns. In this paper, we study demographic group-level survey simulation, where personas induced from heterogeneous, anonymized public behavioral data condition agents that simulate responses of individuals from specific demographic groups. We examine whether representative personas can be induced from diverse sources and analyze how the domain, scale, and granularity of the source data affect survey simulation alignment. We find that personas induced from out-of-domain sources rarely outperform simulations conditioned only on basic demographic information, largely due to population mismatch. However, when personas are accurately assigned to the target demographic groups, alignment improves substantially. Finally, personas induced from target-domain survey data generalize better as more survey question history becomes available, suggesting that richer behavioral evidence enables more stable persona trait inference that transfers to better unseen questions simulation alignment.
Figures & tables
| Baseline/Persona Source | GSS | OpinionQA W26 | OpinionQA W29 | SocSci210 (MP3DR) | SocSci210 (NJ5DX) | |||||
| TVD | WD | TVD | WD | TVD | WD | TVD | WD | TVD | WD | |
| B1 | 0.169 | 0.322 | 0.189 | 0.299 | 0.171 | 0.262 | 0.311 | 0.474 | 0.241 | 0.678 |
| B2 | 0.160 | 0.301 | 0.173 | 0.274 | 0.139 | 0.204 | 0.314 | 0.552 | 0.204 | 0.560 |
| B3 | 0.151 | 0.280 | 0.178 | 0.287 | 0.130 | 0.194 | 0.323 | 0.583 | 0.204 | 0.538 |
| Model Knowledge | 0.160 | 0.303 | 0.190 | 0.311 | 0.157 | 0.237 | 0.330 | 0.579 | 0.191 | 0.443 |
| Movie Reviews | 0.169 | 0.326 | 0.197 | 0.318 | 0.176 | 0.263 | 0.315 | 0.592 | 0.203 | 0.506 |
| Baseline/Persona Source | GSS | OpinionQA W26 | OpinionQA W29 | SocSci210 (MP3DR) | SocSci210 (NJ5DX) | |||||
| TVD | WD | TVD | WD | TVD | WD | TVD | WD | TVD | WD | |
| B3 | 0.151 | 0.280 | 0.178 | 0.287 | 0.130 | 0.194 | 0.323 | 0.583 | 0.204 | 0.538 |
| GSS | – | – | 0.204 | 0.332 | 0.149 | 0.222 | 0.335 | 0.614 | 0.213 | 0.574 |
| +GT assignment | – | – | 0.200 | 0.325 | 0.141 | 0.210 | 0.319 | 0.512 | 0.194 | 0.474 |
| +GT generation | – | – | 0.208 | 0.336 | 0.149 | 0.236 | 0.317 | 0.482 | 0.200 | 0.495 |
| OpinionQA W26 | 0.167 | 0.320 | – | – | 0.151 | 0.229 | 0.320 | 0.608 | 0.205 | 0.533 |
| Persona Source | ||||
| Dataset | Domain | #Q | Avg. Resp. | #Resp. |
| GSS | General Survey | 60 | 36.1 | 3309 |
| OpinionQA W26 | Survey: Guns | 78 | 46.2 | 4168 |
| OpinionQA W29 | Survey: Gender | 77 | 53.8 | 4867 |
| SocSci210 MP3DR | Survey: Gender | 39 | 6.9 | 4161 |
| SocSci210 NJ5DX | Survey: Inequality | 48 | 18.2 | 1814 |
| GT Generation | Free |
| You are a 33-year-old Black man living in the Northeast who works in education administration at an elementary or secondary school. You’re a college graduate with a bachelor’s degree who has never married but has two children. You identify as Protestant and attend religious services weekly, indicating that faith is an important part of your life. Politically, you lean Democratic but consider yourself moderate rather than strongly liberal. You consistently vote in presidential elections, supporting Democratic candidates like Clinton and Biden. You have only some confidence in the executive branch of government, suggesting a degree of political skepticism despite your party affiliation… | You are a politically moderate Democrat who consistently votes in elections and supports Democratic presidential candidates. While you identify as middle-of-the-road politically, your policy positions tend to lean progressive on domestic issues - you support increased spending on education, healthcare, environmental protection, addressing urban problems, and improving conditions for Black Americans. You oppose the death penalty and believe premarital sex is not morally wrong. You’re fiscally more conservative on international matters, believing we spend too much on military and foreign aid. You’re civically engaged and vote regularly in presidential elections… |
| Simulator: Claude 3.7 | ||||||||||
| Target Data | GSS | OpinionQA W26 | OpinionQA W29 | SocSci210 (MP3DR) | SocSci210 (NJ5DX) | |||||
| TVD | WD | TVD | WD | TVD | WD | TVD | WD | TVD | WD | |
| B1 | 0.169 | 0.322 | 0.189 | 0.299 | 0.171 | 0.262 | 0.311 | 0.474 | 0.241 | 0.678 |
| B2 | 0.160 | 0.301 | 0.173 | 0.274 | 0.139 | 0.204 | 0.314 | 0.552 | 0.204 | 0.560 |
| B3 | 0.151 | 0.280 | 0.178 | 0.287 | 0.130 | 0.194 | 0.323 | 0.583 | 0.204 | 0.538 |
| Persona Source | ||||||||||
| Iteration | Question Split | GSS Persona | +GT Generation | B3 |
| 1 | 20% | 0.187 | 0.163 | 0.157 |
| 40% | 0.202 | 0.166 | 0.167 | |
| 60% | 0.178 | 0.158 | 0.156 | |
| 80% | 0.141 | 0.111 | 0.131 | |
| 2 | 20% | 0.178 | 0.154 | 0.149 |
| 40% | 0.173 | 0.151 | 0.150 |
Appendix figures & tables9 assets
Supplementary material from the paper’s appendix.
Appendix
| Confidence Level | GSS | OpinionQA W26 | OpinionQA W29 |
| High | 0.812 | 0.729 | 0.842 |
| Medium | 0.320 | 0.434 | 0.394 |
| Low | 0.393 | 0.399 | 0.382 |
| Feature | GSS | OpinionQA W26 | OpinionQA W29 |
| Overall | 0.553 | 0.395 | 0.456 |
| AGE | 0.467 | 0.300 | 0.422 |
| EDUCATION | 0.340 | 0.267 | 0.310 |
| INCOME | 0.260 | 0.246 | 0.347 |
| MARITAL | 0.731 | 0.485 | 0.472 |
| RACE | 0.750 | 0.783 | 0.871 |