LLM Decision-Making
LLM: Large Language Model
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29 papers in the last four weeks, up 480% on the four weeks before. 0.3% of all new papers.
Latest papers 128
E-commerce platforms have begun recruiting crowdsourced jurors to adjudicate massive volumes of transaction disputes. Unlike formal legal judgment, E-commerce dispute verdicts require grounding pivotal clues from redundant, multi-round, multimodal evidence and making decisions under flexible platform-specific conventions. These characteristics render existing methods insufficient for this scenario. To bridge this gap, we introduce a pioneering task, E-commerce Dispute Verdicts (EDV), and present VerdictBench, a multimodal benchmark comprising 6,000 real-world cases designed to reflect crowdsourced jury decisions. Building upon this, we propose CyberJurors, a multi-agent framework to clarify the dispute logic and regulate the verdict process. At the individual level, Individual Verdict Chain-of-Thought decomposes the EDV task into four structured reasoning stages, enabling fine-grained clue perception and clarifying causal logic between pivotal clues and the dispute focus. At the collective level, Jury Consensus Verdict simulates multi-round discussion and voting among jurors, while incorporating verdict precedents to mitigate cognitive biases toward either disputant. Experiments on VerdictBench show that CyberJurors outperforms state-of-the-art LLMs, MLLMs, and court simulators, while achieving stronger alignment with real-world jury voting patterns. Code and dataset are available at https://github.com/YanhuiS/CyberJurors and https://huggingface.co/datasets/piggi/VerdictBench.
Framing Matters: Addressing Framing Sensitivity in Decision-Making through Behaviorally-Grounded Value Alignment
Large Language Models (LLMs) are increasingly deployed in high-stakes decision-making settings such as legal reasoning, where consistency under factually equivalent inputs is critical. However, we find that fact-preserved but differently framed inputs can significantly destabilize LLM decisions. To systematically investigate this problem, we introduce Fragile, a large-scale benchmark that isolates fact-preserving semantic framing across three controlled dimensions: value-tinted narration, temporal slice, and narrative vividness. Our experiments reveal a high susceptibility of LLMs to framing, with an average decision flip rate of 28.6%. We find that simple prior prompt-level and activation-level interventions not only fail to suppress framing sensitivity but actively amplify it. We therefore propose Valign, a representation-level method that explicitly targets these framing dimensions by anchoring decisions to a stable value prior, steering hidden states toward the model's value-consistent direction, and projecting out temporal-vividness-sensitive directions from the model's hidden states. Valign consistently reduces framing-induced decision flips, demonstrating that robust mitigation requires directly targeting the internal pathways in which framing operates.
PortBench: A Correlation-Aware, Full-Pipeline Benchmark for LLM-Driven Portfolio Management
Large language models (LLMs) have shown strong performance across diverse financial tasks, yet portfolio management (PM) remains poorly benchmarked. Existing benchmarks exhibit two gaps: they are often equity-only and ignore cross-asset correlations; they fail to evaluate the complete PM decision pipeline. We introduce PortBench, a benchmark spanning six heterogeneous asset classes from 2015 to 2025. PortBench comprises a static QA dataset of 6,269 questions across seven task templates and a dynamic five-stage allocation pipeline. To evaluate these layers, we introduce two metrics: a dual-layer correlation score for inter-class hedging and intra-class concentration, and CEPS, which quantifies how reasoning errors compound across pipeline stages. We further evaluate under three stress windows and three risk profiles, and support real-time evaluation to mitigate pretraining contamination on historical markets. Across ten frontier LLMs, strong financial QA performance fails to translate into superior portfolio performance: only 32.5% of 120 evaluations beat equal weighting on Sharpe across four market periods. Our source code is available at this https URL.
Knowing but Not Showing: LLMs Recognize Ambiguity but Rarely Ask Clarifying Questions
User queries are often underspecified and may admit multiple valid interpretations. Rather than silently making assumptions about the user's intent, a helpful assistant should surface such ambiguity by asking a clarifying question. Doing so requires two abilities: recognizing that a query is ambiguous, and acting on that recognition by seeking clarification instead of answering directly. To study these abilities, we evaluate models on ambiguous, unambiguous, and disambiguated questions in three settings: standard question answering, explicit ambiguity judgment, and behavioral analysis, where a judge model classifies responses as direct answers, refusals, or clarifying questions. We find a clear gap between recognition and behavior: models often identify ambiguity when explicitly asked to judge it, yet in the QA setting they overwhelmingly default to direct answers. Retrieved context further widens this gap by improving answerability while making models even less likely to ask clarifying questions.
Not Yet: Humans Outperform LLMs in a Colonel Blotto Tournament
The emergence of large language models (LLMs) has spurred economists to study how humans and LLMs behave in strategic settings. We organized a series of round-robin tournaments in the Colonel Blotto game. This game attracts game theorists' attention due to high-dimensional action space and the absence of pure strategy Nash equilibria. In the first tournament, more than 200 human participants competed against one another. In the second tournament, several popular LLMs were invited to submit strategies. In the third tournament, we matched the number of LLM strategies to the number submitted by humans. We find that humans more often employ better-calibrated intermediate-level allocation heuristics and outperform the simpler, more stereotyped strategies submitted by LLMs. Strategic sophistication is key to success if and only if the necessary level of reasoning depth is reached, while lower and higher levels of reasoning offer no clear advantage over the primitive strategies. Among humans, field of study weakly predicts success: participants with STEM backgrounds perform better in the first tournament. Surprisingly, humans almost do not adjust their strategies across tournaments with different sets of opponents. This result suggests that humans base their choices primarily on the game's rules rather than on the identity of their opponents, treating LLMs much like human competitors.
Mechanical Enforcement for LLM Governance:Evidence of Governance-Task Decoupling in Financial Decision Systems
Large language models in regulated financial workflows are governed by natural-language policies that the same model interprets, creating a principal--agent failure: outputs can appear compliant without being compliant. Existing evaluation measures task accuracy but not whether governance constrains behaviour at the decision rationale level -- where regulated decisions must be auditable. We introduce five governance metrics that quantify policy compliance at the rationale level and apply them in a synthetic banking domain to compare text-only governance against mechanical enforcement: four primitives operating outside the model's interpretive loop. Under text-only governance, 27% of deferrals carry no decision-relevant information. Mechanical enforcement reduces this rate by 73%, more than doubles deferral information content, and raises task accuracy from MCC~ to . The improvement is driven by architectural separation: LLM-generated rationales under mechanical enforcement show comparable CDL to text-only governance -- the gain comes from removing clear-cut decisions from the model's control. A causal ablation confirms that each primitive is individually necessary. Our central finding is a governance-task decoupling: under structural stress, text-only governance degrades on both dimensions simultaneously, whereas mechanical enforcement preserves governance quality even as task performance drops. This implies that governance and task evaluation are distinct axes: accuracy is not a sufficient proxy for governance in regulated AI systems.
Learning Transferable Latent User Preferences for Human-Aligned Decision Making
Large language models (LLMs) are increasingly used as reasoning modules in many applications. While they are efficient in certain tasks, LLMs often struggle to produce human-aligned solutions. Human-aligned decision making requires accounting for both explicitly stated goals and latent user preferences that shape how ambiguous situations should be resolved. Existing approaches to incorporating such preferences either rely on extensive and repeated user interactions or fail to generalize latent preferences across tasks and contexts, limiting their practical applicability. We consider a setting in which an LLM is used for high-level reasoning and is responsible for inferring latent user preferences from limited interactions, which guides downstream decision making. We introduce CLIPR (Conversational Learning for Inferring Preferences and Reasoning), a framework that learns actionable, transferable natural language rules that represent latent user preferences from minimal conversational input. These rules are iteratively refined through adaptive feedback and applied to both in-distribution and out-of-distribution ambiguous tasks across multiple environments. Evaluations on three datasets and a user study show that CLIPR consistently outperforms existing methods in improving alignment and reducing inference costs.
Temporal Preference Concepts and their Functions in a Large Language Model
Large Language Models (LLMs) are increasingly being deployed to make decisions that require trading off near-term gains against long-term consequences, yet little is known about how they internally represent or resolve these tradeoffs. In this work, we causally localize an underlying subgraph for temporal preference in a distilled LLM (Qwen3-4B-Instruct-2507), identifying mid-to-upper-layer nodes through converging evidence from gradient-based attribution and activation patching. We find that the geometry of time horizon is encoded in the residual stream at the expected localized layers. A behavioral analysis reveals that unintervened LLMs discount the future several times less steeply than humans, yet this preference is unstable across contexts, motivating explicit control rather than implicit reliance on training. Finally, we find suggestive evidence that steering vectors can shift temporal preference. Our work demonstrates how mechanistic interpretability can bring us closer to reliable control over how LLMs plan and reason
OLIVIA: Online Learning via Inference-time Action Adaptation for Decision Making in LLM ReAct Agents
Large language model agents interleave reasoning, action selection, and observation to solve sequential decision-making tasks. In deployed settings where agents repeatedly handle related multi-step tasks, small action-selection errors can accumulate into wasted tool calls, latency, and reduced reliability. Despite this need for deployment-time improvement, existing inference-time adaptation methods for LLM agents mainly rely on prompting or retrieval, which influence behavior indirectly through context manipulation. For ReAct-style agents, such approaches do not expose an explicit decision layer that can score candidate actions, represent uncertainty, or be updated online from action-level feedback. As a result, they provide limited support for trackable, fine-grained, and uncertainty-aware adaptation during deployment. We propose OLIVIA, an inference-time action adaptation framework for ReAct-style agents. OLIVIA models the LLM's final action-selection layer as a contextual linear bandit over candidate actions, with frozen hidden states as decision contexts. This choice is particularly suitable for deployment because it adapts behavior directly at the action-selection interface, preserves the underlying reasoning process, and provides explicit uncertainty estimates and lightweight online updates from action-level feedback. With upper-confidence-bound exploration, OLIVIA improves the policy sample-efficiently with minimal computational overhead. We instantiate OLIVIA on four benchmarks and show that it consistently improves task performance over static ReAct and prompt-based inference-time baselines. Our results suggest that explicit online decision layers provide an effective alternative to purely prompt- or retrieval-based adaptation for LLM agents during deployment.
Statistical Scouting Finds Debate-Safe but Not Debate-Useful Cases: A Matched-Ceiling Study of Open-Weight LLM Reasoning Protocols
When should a language model answer directly, sample and vote, or engage in multi-agent debate? Recent work shows voting often explains much of the gain attributed to debate, while selective-debate systems activate deliberation only on uncertain examples. We ask: under a matched ceiling on generated tokens (960 per example), how much per-example routing headroom exists, and how much is recoverable from cheap pre-deliberation signals? We evaluate greedy decoding, three-sample voting, and a two-agent critique-revise debate on MuSiQue and GSM8K using Llama 3.1 8B Instruct and Ministral 3 8B Instruct. On MuSiQue, an oracle selecting the correct protocol per example gains +14.0 and +13.7 pp over the best fixed one. The best fixed protocol is model- and dataset-dependent: each (model, dataset) cell has a different winner. This headroom is hard to recover from cheap ex-ante signals. A vote-entropy threshold is the only controller that directionally beats the best fixed protocol on both models (+1.3 and +1.7 pp), though individual paired-bootstrap CIs include zero. A joint analysis (meta-analysis +1.6 pp, p=0.125; Bayesian P(both>0)=0.59) is directionally consistent but not significant. Learned controllers (LR, GBT) do not outperform the threshold. The key finding is structural: vote entropy predicts where debate is safe, not where debate is needed. High entropy sharply reduces debate backfire, but 66% of debate-helpful examples (31/47) occur when voting is unanimous but wrong. A single-prompt self-critique probe on Llama flips the answer in 127/127 unanimous cases, yielding zero mutual information with the debate-helpful label; we cannot rule out a prompt-compliance artifact, but either interpretation disqualifies the probe as a router. Recovering the remaining headroom requires behavioral probes that avoid format-compliance confounds at the 8B scale.
Fin-Bias: Comprehensive Evaluation for LLM Decision-Making under human bias in Finance Domain
Large language models (LLMs) are increasingly deployed in financial contexts, raising critical concerns about reliability, alignment, and susceptibility to adversarial manipulation. While prior finance-related benchmarks assess LLMs' capabilities in stock trading, they are often restricted to small sample and fail to demonstrate LLM susceptibility to context with potential human bias. We introduce Fin-Bias (financial herding under long and uncertain financial context), a benchmark for evaluating LLM investment decision-making when faced with uncertainty and possible human-biased opinions. Fin-Bias includes 8868 long firm-specific analyst reports, including firm aspects summarized and analyzed by sophisticated analysts with investment ratings (Bullish/Neutral/Bearish) spanning from various industries. We present large language models with firm analyst reports with/without analyst investment ratings and even with 'fake' rating, to get investment ratings generated by LLMs. Our results reveal that LLMs tend to herd the explicit bias in context. We also develop a method to detect potential human opinions, which can encourage LLMs to think independently, some models even exceed human performance in predicting future stock return.
Can Revealed Preferences Clarify LLM Alignment and Steering?
LLMs are increasingly used to make or support high-stakes decisions under uncertainty, where alignment depends not only on factual accuracy but on how models weigh tradeoffs between different outcomes. We present an empirical pipeline for estimating the implied preferences that an LLM's observed choices optimize: we elicit the model's probability distribution over unknowns along with the choice it would make for the decision task and then fit a discrete choice model to recover the cost function that best rationalizes the model's decisions. We show how this revealed-preference description allows rigorous evaluation of whether models behave in a consistently goal-directed way, whether they can verbalize a description of their objectives which matches their revealed decision policy, and whether prompting can reliably steer those policies to implement a user-specified cost function. We apply this evaluation across four medical diagnosis domains and multiple frontier and open-source models. We find that while many models have a nontrivial degree of internal coherence, they also have significant weaknesses in faithfully reporting or adopting preferences in response to user direction.
DRIP-R: A Benchmark for Decision-Making and Reasoning Under Real-World Policy Ambiguity in the Retail Domain
LLM-based agents are increasingly deployed for routine but consequential tasks in real-world domains, where their behavior is governed by inherently ambiguous domain policies that admit multiple valid interpretations. Despite the prevalence of such ambiguities in practice, existing agent benchmarks largely assume unambiguous, well-specified policies, leaving a critical evaluation gap. We introduce DRIP-R, a benchmark that systematically exploits real-world retail policy ambiguities to construct scenarios in which no single correct resolution exists. DRIP-R comprises a curated set of policy-ambiguous return scenarios paired with a realistic customer personas, a full-duplex conversational simulation with tool-calling capabilities and a multi-judge evaluation framework covering policy adherence, dialogue quality, behavioral alignment, and resolution quality. Our experiments show that frontier models fundamentally disagree on identical policy-ambiguous scenarios, confirming that ambiguity poses a genuine and systematic challenge to LLM decision-making.
A Regime Theory of Controller Class Selection for LLM Action Decisions
Deployed language and vision-language models must decide, on each input, whether to answer directly, retrieve evidence, defer to a stronger model, or abstain. Contrary to the common monotonicity intuition, greater per-input expressivity is not uniformly beneficial in finite samples: under identical strict cross-validation, different benchmarks prefer different controller classes. This reflects a finite-sample limitation of instance-level uncertainty signals, which can be exhausted at a distribution-dependent scale. We organize controllers into a nested lattice of four classes: fixed actions, partition routers, instance-level controllers, and prior-gated controllers, ordered by complexity. We prove a regime theory that turns three data-estimable bottlenecks into a class choice: how much improvement is possible beyond the best fixed action, whether there are enough samples for instance-level controllers to make reliable decisions, and how much improvement a coarse partition router can recover when instance-level signal is unreliable. The resulting Bernstein-tight threshold has a matching information-theoretic lower bound, and strict nested cross-validation provably selects a near-best class. Across SMS-Spam, HallusionBench, A-OKVQA, and FOLIO, the predicted class matches the empirical winner; the prior-gated controller wins on TextVQA when OCR tokens supply a label-free prediction-time prior. Code is available at https://github.com/Anonymous-Awesome-Submissions/Regime-Theory.
Multi-agent decision making: A Blackwell's informativeness approach
The rapid development of large language models (LLMs) has motivated research on decision-making in multi-agent systems, where multiple agents collaborate to achieve shared objectives. Existing aggregation approaches, such as voting and debate, are largely ad-hoc and lack formal guarantees regarding the informativeness of the resulting decisions. In this paper, we provide a principled approach to analyse decisions made in the multi-LLM setting using Blackwell's informativeness framework. Within the Blackwell information-structure abstraction, we show that voting and debate induce information structures that are no more informative than the pooled private information of all agents. This result identifies Bayesian pooled posterior maximisation as an information-theoretic upper-bound decision rule under the Blackwell ordering. Motivated by this theoretical analysis, we introduce a practical method for LLM-based question-answering (QA) tasks that estimates each agent's posterior and approximates the pooled posterior using a product-of-posteriors estimator. Extensive experiments on six QA benchmarks demonstrate that our approach outperforms state-of-the-art multi-LLM debate and voting methods.
12 Angry AI Agents: Evaluating Multi-Agent LLM Decision-Making Through Cinematic Jury Deliberation
What if the twelve jurors of Sidney Lumet's 12 Angry Men (1957) were not men, but large language models? Would the one juror who disagrees still be able to change everyone's mind? This paper instantiates that scenario as a multi-agent benchmark for LLM deliberation: twelve agents, each conditioned on a film-faithful persona, debate the film's murder case using multi-agent framework. Two models representing opposite ends of the RLHF spectrum are tested: GPT-4o (closed-source, heavy alignment) and Llama-4-Scout (open-weight, lighter alignment), across three conditions (baseline, open-minded prompt, no initial vote), with N = 3 replications per cell (18 runs total). Three findings emerge. (i) Seventeen of eighteen runs end in a hung jury (a state where the jury fails to reach a unanimous verdict); the film's central event, gradual minority-to-majority persuasion, almost never occurs, indicating that anchoring is the dominant failure mode of current LLMs in this setting. (ii) The two models exhibit sharply different internal dynamics: GPT-4o produces a mean of 1.0 vote changes per run across all conditions, while Llama-4-Scout ranges from 2.0 (baseline) to 6.0 (open-minded prompt), and is the only model to reach a NOT_GUILTY verdict (1 of 3 runs in the no-initial-vote condition). The same ``open-minded'' instruction is internalized by Llama and ignored by GPT-4o. (iii) This asymmetry suggests that the intensity of RLHF alignment training, not model capability, is the primary determinant of deliberative flexibility in multi-agent settings. Flexibility, not capability, tracks human deliberation. The work is framed as an exploratory study and discusses implications for jury-of-LLMs evaluation and multi-agent debate.
LLMs Should Not Yet Be Credited with Decision Explanation
This position paper argues that LLMs should not yet be credited with decision explanation. This matters because recent work increasingly treats accurate behavioral prediction, plausible rationales, and outcome-conditioned reasoning traces as evidence that LLMs explain why people decide as they do, risking a premature redefinition of what counts as explanatory progress in human decision modeling. We first distinguish three claims with different evidential burdens: decision prediction, rationale generation, and decision explanation. We then argue that the evidence most commonly offered for LLM-based decision accounts directly supports the first two claims, and sometimes explanatory hypothesis generation, but does not distinguish decision explanation from prediction-supportive rationalization. Next, we propose a bridge standard for decision-explanation credit: stronger claims should specify explanatory targets, discriminate against weaker rationalizer alternatives, use target-appropriate process- or intervention-sensitive validation, and bound their scope. We then situate this standard against competing views and related literatures, clarifying why it preserves the value of LLMs as predictors, narrators, and hypothesis generators while resisting premature explanatory credit. We conclude with a principle of credit calibration: LLMs should be credited for the strongest claim their evidence warrants, and no stronger; if adopted, this principle can help turn LLMs from persuasive narrators of decisions into more reliable instruments for discovering, testing, and communicating explanations of human behavior.
A Knowledge-Driven LLM-Based Decision-Support System for Explainable Defect Analysis and Mitigation Guidance in Laser Powder Bed Fusion
This work presents a knowledge-driven decision-support system that integrates structured defect knowledge with LLM-based reasoning to provide explainable defect diagnosis and mitigation guidance in manufacturing, using LPBF as a representative, safety-critical case study. The proposed ontology-integrated LLM-based decision support system for LPBF defect analysis and mitigation guidance is built on a knowledge base containing 27 known LPBF defect types organized into hierarchical categories and causal relationships. The developed system supports fuzzy natural language queries for systematic knowledge retrieval, literature-supported explanation of defects, and guidance on defect causes and mitigation strategies derived from encoded process knowledge. Furthermore, a multimodal image-assessment module based on foundation models enables descriptor-guided interpretation of representative microscopic defect images through semantic alignment scoring. The proposed framework was evaluated through qualitative comparisons with general-purpose vision-language models, an ablation study, and an inter-rater reliability analysis. Evaluation on the literature-derived dataset showed that the fully integrated configuration outperformed the other three evaluated system configurations, achieving a macro-average F1 score of 0.808. Additionally, inter-rater reliability analysis using Cohen's kappa indicated substantial agreement between the model outputs and the literature-derived reference labels. These findings suggest that ontology-guided knowledge representation can improve the consistency, interpretability, and practical usefulness of LLM-assisted LPBF defect analysis.
Why Do LLMs Struggle in Strategic Play? Broken Links Between Observations, Beliefs, and Actions
Large language models (LLMs) are increasingly tasked with strategic decision-making under incomplete information, such as in negotiation and policymaking. While LLMs can excel at many such tasks, they also fail in ways that are poorly understood. We shed light on these failures by uncovering two fundamental gaps in the internal mechanisms underlying the decision-making of LLMs in incomplete-information games, supported by experiments with open-weight models Llama 3.1, Qwen3, and gpt-oss. First, an observation-belief gap: LLMs encode internal beliefs about latent game states that are substantially more accurate than their own verbal reports, yet these beliefs are brittle. In particular, the belief accuracy degrades with multi-hop reasoning, exhibits primacy and recency biases, and drifts away from Bayesian coherence over extended interactions. Second, a belief-action gap: The implicit conversion of internal beliefs into actions is weaker than that of the beliefs externalized in the prompt, yet neither belief-conditioning consistently achieves higher game payoffs. These results show how analyzing LLMs' internal processes can expose systematic vulnerabilities that warrant caution before deploying LLMs in strategic domains without robust guardrails.
Persuadability and LLMs as Legal Decision Tools
As Large Language Models (LLMs) are proposed as legal decision assistants, and even first-instance decision-makers, across a range of judicial and administrative contexts, it becomes essential to explore how they answer legal questions, and in particular the factors that lead them to decide difficult questions in one way or another. A specific feature of legal decisions is the need to respond to arguments advanced by contending parties. A legal decision-maker must be able to engage with, and respond to, including through being potentially persuaded by, arguments advanced by the parties. Conversely, they should not be unduly persuadable, influenced by a particularly compelling advocate to decide cases based on the skills of the advocates, rather than the merits of the case. We explore how frontier open- and closed-weights LLMs respond to legal arguments, reporting original experimental results examining how the quality of the advocate making those arguments affects the likelihood that a model will agree with a particular legal point of view, and exploring the factors driving these results. Our results have implications for the feasibility of adopting LLMs across legal and administrative settings.
MultiHedge: Adaptive Coordination via Retrieval-Augmented Control
Decision-making under changing conditions remains a fundamental challenge in many real-world systems. Existing approaches often fail to generalize across shifting regimes and exhibit unstable behavior under uncertainty. This raises the research question: can retrieval-augmented LLM coordination improve the robustness of modular decision pipelines? We propose MultiHedge, a hybrid architecture where an LLM produces structured allocation decisions conditioned on retrieved historical precedents, and execution is grounded in canonical option strategies. In a controlled evaluation using U.S. equities, we compare MultiHedge to rule-based and learning-based baselines. The key result is that memory-augmented retrieval confers greater robustness and stability than increasing model scale alone. Our paper contributes a controlled computational study showing that memory and architectural design play a central role in robustness in modular decision systems.
One Size Fits None: Heuristic Collapse in LLM Investment Advice
Large language models are increasingly deployed as advisors in high-stakes domains -- answering medical questions, interpreting legal documents, recommending financial products -- where good advice requires integrating a user's full context rather than responding to salient surface features. We investigate whether frontier LLMs actually do this, or whether they instead exhibit heuristic collapse: a systematic reduction of complex, multi-factor decisions to a small number of dominant inputs. We study the phenomenon in investment advice, where legal standards explicitly require individualized reasoning over a client's full circumstances. Applying interpretable surrogate models to LLM outputs, we find systematic heuristic collapse: investment allocation decisions are largely determined by self-reported risk tolerance, while other relevant factors contribute minimally. We further find that web search partially attenuates heuristic collapse but does not resolve it. These findings suggest that heuristic collapse is not resolved by web search augmentation or model scale alone, and that deploying LLMs as advisors requires auditing input sensitivity, not just output quality.
Machine Behavior in Relational Moral Dilemmas: Moral Rightness, Predicted Human Behavior, and Model Decisions
Human moral judgment is context-dependent and modulated by interpersonal relationships. As large language models (LLMs) increasingly function as decision-support systems, determining whether they encode these social nuances is critical. We characterize machine behavior using the Whistleblower's Dilemma by varying two experimental dimensions: crime severity and relational closeness. Our study evaluates three distinct perspectives: (1) moral rightness (prescriptive norms), (2) predicted human behavior (descriptive social expectations), and (3) autonomous model decision-making. By analyzing the reasoning processes, we identify a clear cross-perspective divergence: while moral rightness remains consistently fairness-oriented, predicted human behavior shifts significantly toward loyalty as relational closeness increases. Crucially, model decisions align with moral rightness judgments rather than their own behavioral predictions. This inconsistency suggests that LLM decision-making prioritizes rigid, prescriptive rules over the social sensitivity present in their internal world-modeling, which poses a gap that may lead to significant misalignments in real-world deployments.
Large Language Models Outperform Humans in Fraud Detection and Resistance to Motivated Investor Pressure
Large language models trained on human feedback may suppress fraud warnings when investors arrive already persuaded of a fraudulent opportunity. We tested this in a preregistered experiment across seven leading LLMs and twelve investment scenarios covering legitimate, high-risk, and objectively fraudulent opportunities, combining 3,360 AI advisory conversations with a 1,201-participant human benchmark. Contrary to predictions, motivated investor framing did not suppress AI fraud warnings; if anything, it marginally increased them. Endorsement reversal occurred in fewer than 3 in 1,000 observations. Human advisors endorsed fraudulent investments at baseline rates of 13-14%, versus 0% across all LLMs, and suppressed warnings under pressure at two to four times the AI rate. AI systems currently provide more consistent fraud warnings than lay humans in an identical advisory role.
Navigating the Conceptual Multiverse
When language models answer open-ended problems, they implicitly make hidden decisions that shape their outputs, leaving users with uncontextualized answers rather than a working map of the problem; drawing on multiverse analysis from statistics, we build and evaluate the conceptual multiverse, an interactive system that represents conceptual decisions such as how to frame a question or what to value as a space users can transparently inspect, intervenably change, and check against principled domain reasoning; for this structure to be worth navigating rather than misleading, it must be rigorous and checkable against domain reasoning norms, so we develop a general verification framework that enforces properties of good decision structures like unambiguity and completeness calibrated by expert-level reasoning; across three domains, the conceptual multiverse helped participants develop a working map of the problem, with philosophy students rewriting essays with sharper framings and reversed theses, alignment annotators moving from surface preferences to reasoning about user intent and harm, and poets identifying compositional patterns that clarified their taste.
Don't Start What You Can't Finish: A Counterfactual Audit of Support-State Triage in LLM Agents
Current agent evaluations largely reward execution on fully specified tasks, while recent work studies clarification [11, 22, 2], capability awareness [9, 1], abstention [8, 14], and search termination [20, 5] mostly in isolation. This leaves open whether agents can diagnose why a task is blocked before acting. We introduce the Support-State Triage Audit (SSTA-32), a matched-item diagnostic framework in which minimal counterfactual edits flip the same base request across four support states: Complete (ANSWER), Clarifiable (CLARIFY), Support-Blocked (REQUEST SUPPORT), and Unsupported-Now (ABSTAIN). We evaluate a frontier model under four prompting conditions - Direct, Action-Only, Confidence-Only, and a typed Preflight Support Check (PSC) - using Dual-Persona Auto-Auditing (DPAA) with deterministic heuristic scoring. Default execution overcommits heavily on non-complete tasks (41.7% overcommitment rate). Scalar confidence mapping avoids overcommitment but collapses the three-way deferral space (58.3% typed deferral accuracy). Conversely, both Action-Only and PSC achieve 91.7% typed deferral accuracy by surfacing the categorical ontology in the prompt. Targeted ablations confirm that removing the support-sufficiency dimension selectively degrades REQUEST SUPPORT accuracy, while removing the evidence-sufficiency dimension triggers systematic overcommitment on unsupported items. Because DPAA operates within a single context window, these results represent upper-bound capability estimates; nonetheless, the structural findings indicate that frontier models possess strong latent triage capabilities that require explicit categorical decision paths to activate safely.
RetailBench: Evaluating Long-Horizon Autonomous Decision-Making and Strategy Stability of LLM Agents in Realistic Retail Environments
Large language model (LLM) agents have made rapid progress on short-horizon, well-scoped tasks, yet their ability to sustain coherent decisions in dynamic long-horizon environments remains uncertain. We introduce RetailBench, a data-grounded simulation benchmark for evaluating tool-using LLM agents in single-store supermarket operation. RetailBench models retail management as a partially observable decision process and is designed to support thousand-day-scale simulations. In this environment, agents must manage pricing, replenishment, supplier selection, shelf assortment, inventory aging, customer feedback, external events, and cash-flow constraints. We evaluate seven contemporary LLMs under representative agent frameworks over a 180-day evaluation horizon and compare them with a privileged oracle policy. Results show substantial variation across models: only a small subset survives the full evaluation horizon, and even the strongest LLM runs remain substantially behind the oracle policy in final net worth and sales outcomes. Behavioral analysis attributes these gaps to incomplete evidence acquisition, surface-level decision making, and the lack of a consistent long-horizon policy. RetailBench provides a controlled testbed for studying reliable autonomy in economically grounded long-horizon decision-making.
Evaluating Alignment of Behavioral Dispositions in LLMs
As people turn to LLMs for social advice, understanding their behavior in such contexts becomes essential. In this work, we focus on behavioral dispositions: the underlying tendencies that shape responses in social contexts. We introduce STAR, a framework for studying how closely the dispositions expressed by LLMs align with those of humans. STAR builds on established psychological questionnaires, adapting their items into realistic advice-seeking scenarios, as self-report may not transfer to actual advisory behavior. Using STAR, we construct a dataset of 23k scenarios, each validated by 3 raters and annotated with preferences from 10 participants. Across 25 LLMs, we find that (1) when human consensus is high, frontier models can fail to reflect it in 15-20% of cases, and smaller models fail at substantially higher rates; (2) when humans disagree, LLM recommendations are substantially less diverse than human choices, both within individual models and even across models from different providers, potentially narrowing the range of options users are guided toward; (3) LLMs' self-reported values are poor predictors of their recommendations. To support future research we make our dataset and code publicly available.
Framing Instability in LLM Ethical Stance: Auditing Negation Sensitivity in Moral Dilemmas
Language models are increasingly consulted on ethically consequential questions, yet the stance a model expresses may not survive a change in framing. We audit 16 models across 14 ethically fraught dilemmas using polarity-paired proposals ("They should X" / "They should not X"). A model's judgment of the underlying action should not reverse merely because the question is phrased as a prohibition rather than a prescription and yet, we find systematic deviations from this invariance including wholesale endorsement flips, indicating that ethical decisions are vulnerable to framing instability. Small open-weight models (1-4B parameters) endorse a proposed action 24% of the time under affirmative framing but up to 100% under negated framings, a swing of as much as 76 percentage points. Human coding of a response sample confirms the instability is genuine while showing that binary agree/disagree proxies over-state its magnitude, suggesting that an LLM judge cannot replace human coders because it silently collapses abstentions and mirrors the very forced-choice bias under study. Commercial models are for the most part more stable but still shift substantially, with cross-model agreement dropping from 73% on the bare affirmative framing to 59% under simple negation. We argue that because binary agree/disagree formats both inflate apparent endorsement and mask polarity-dependence, single-phrasing audits can misreport a model's ethical stance, and we propose the Negation Sensitivity Index (NSI) as a complement that measures stance stability directly. A model whose stance flips with phrasing cannot be relied upon in any high-stakes decision scenario.
Real-Time Deadlines Reveal Fragile Temporal Adaptation in LLM Strategic Dialogues
Large Language Models (LLMs) generate text token-by-token in discrete time, yet real-world communication, from therapy sessions to business negotiations, critically depends on continuous time constraints. We use simulated negotiations between paired agents under strict deadlines to study adaptation to real-time pressure. Agents either receive only the initial deadline or explicit remaining-time updates at each turn. Remaining-time feedback raises deal closure from 4% to 32% for GPT-5.1-chat-latest and increases offer acceptance more than sixfold. The same model achieves near-perfect closure under turn-based limits, showing that poor wall-clock performance is not simply due to insufficient negotiation competence. Across additional interface conditions, qualitative urgency cues can outperform numeric countdowns, repeated deadline reminders do not consistently reproduce their benefits, and directed time tracking can help or hurt depending on the model. Across additional negotiation scenarios and model configurations, we find real-time temporal adaptation is fragile, model-dependent, and sensitive to how temporal constraints are presented. Code available at https://github.com/sehgal-neil/llm-temporal-awareness