用贝叶斯方法从多国调查数据中挖掘隐藏的文化价值观因果关系
Discrete Causal Representations from Heterogeneous Domains: A Bayesian Approach with Social Survey Applications

- 基于分层模型和先验设定,建模跨环境的离散因果概念
- 通过序列蒙特卡洛采样处理多峰后验,实现不确定性量化
- 适用于社会调查等复杂现实数据,可揭示文化价值间的因果关联
因果表示学习旨在推断产生观测低维测量的高层潜在因果概念。对于来自不同环境或领域的异质数据尤其重要,因为分布偏移通常源于部分底层因果机制的稀疏局部变化,而生成过程其余部分保持不变。尽管因果表示的可识别性已得到广泛研究,但实际的不确定性感知方法和真实应用场景仍较少探索。本文提出一种基于贝叶斯框架的多环境数据因果表示学习方法,聚焦离散因果概念与未知多节点软干预情形。我们通过将因果假设与可解释性需求转化为层次模型中的合适先验和参数设定,并设计基于序列蒙特卡洛采样的推理方案以逼近多重模态后验。通过社会调查数据案例研究展示该方法:潜在因果概念对应文化价值观或政治立场,观测数据为问卷回答,环境对应不同国家或州。模型成功推断出有意义的高层概念及其合理因果关系,验证了其在复杂真实数据中学习因果表示的有效性。
原文摘要 · Abstract (English)
Causal representation learning aims to infer the high-level latent causal concepts that give rise to observed low-level measurements. This is particularly relevant for heterogeneous data from different environments or domains since distribution shifts often arise through sparse, localized changes in some of the underlying causal mechanisms, while other parts of the generative process remain unchanged. Whereas identifiability of causal representations has been studied extensively, practical uncertainty-aware methods and real-world use cases remain less explored. In this work, we propose a Bayesian approach to learning causal representations from multi-environment data, focusing on the case of discrete causal concepts and unknown multi-node soft interventions. To this end, we translate causal assumptions and interpretability desiderata into suitable priors and parametric choices within a hierarchical model. We then devise an inference scheme based on sequential Monte Carlo sampling to approximate the resulting multimodal posterior. We showcase our approach through case studies on social survey data, where latent causal concepts correspond to cultural values or political opinions, measurements to survey responses, and environments to different countries or states. Our model infers meaningful high-level concepts and plausible causal relations among them, demonstrating its utility for learning causal representations of complex real-world data.
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