Source-linked AI summary

CoBe: A Benchmark For Conversational Counterfactual Text Editing

Arvind Raghavan, Inwoo Hwang, Shreyas Havaldar, Kai-Zhan Lee, Aurghya Maiti, Yushu Pan, Jeffrey Wu, Mingxuan Li, Elias Bareinboim

arXiv:2610.13057v1cs.CLcs.AIcs.ETcs.LG

TL;DR

Models must infer what to preserve and what to revise when given a conversational counterfactual request, but may default to associations rather than causal structure. CoBe tests this ability with a zero-shot benchmark, where frontier models average 58.05% and the highest reported accuracy is 61.34%.

  • Problem

    Models must infer which narrative facts to preserve and which to revise from conversational edit requests, while prior work documents reliance on associational signals rather than causal structure.

    Source: §1 · pp. 3–4
  • Method

    CoBe tests zero-shot conversational counterfactual editing with scenario prompts and causally grounded, human-verified criteria for evaluating valid edits.

    Source: §1 · pp. 3–4, §3.1 · p. 6
  • Results

    Frontier models average 58.05%, and the highest accuracy across models is 61.34%.

    Source: §1 · p. 4, §4 · p. 8
  • Takeaways & Limitations

    CoBe's criteria and distinct model error profiles can support its integration as a training signal in fine-tuning and inference-time pipelines.

    Source: §1 · p. 4

    CoBe tests a specific counterfactual-editing task, so benchmark success should not be taken as evidence of general counterfactual reasoning ability.

    Source: §5 · p. 10

Abstract

from arXiv · show

Counterfactual text editing is the ability to revise a given text in light of a hypothetical change while preserving facts not causally affected by that change. When asked what would have happened if a doctor had not recommended surgery, the model output should retain the patient's medical history and modify only the consequences of the decision. This requires causal understanding: a model must determine, without being explicitly instructed to, what events are affected by the hypothetical change and what should remain fixed. This skill is central to human reasoning, especially in safety-critical domains like healthcare or law. By contrast, the task of associational text generation merely generates text statistically associated with the altered condition. In the medical example, an associational response might make the patient's symptoms less severe because milder cases correlate with no surgery. Such responses produce a plausible scenario, but not the counterfactual version of the given one. Prior counterfactual-text datasets do not clearly separate these modes of reasoning. We introduce the Counterfactual Benchmark (CoBe), a testbed for models' zero-shot ability to counterfactually edit a given textual scenario when prompted to do so in a conversationally natural way. CoBe contains 2000 questions spanning healthcare, science and engineering, business, and everyday scenarios. We test a suite of frontier and smaller models, with frontier systems achieving an average score of $58.05\%$. Our findings indicate that models frequently default to associational generation rather than preserving the causal structure of the original scenario. Moreover, performance does not scale consistently with either model size or output token length, suggesting that the failure may reflect model training objectives rather than insufficient model capacity.

1 INTRODUCTION

CoBe tests whether models can infer which facts to preserve and which downstream events to revise when given conversational counterfactual requests. Its evaluation finds modest frontier-model performance and distinct tendencies toward associational rather than causally faithful edits.

1 INTRODUCTION

  • The task requires inferring which narrative facts remain fixed, applying the hypothetical intervention, and revising its commonsense downstream effects without explicit causal instructions.Counterfactual reasoning changes events downstream of the intervention while keeping causally prior background factors fixed.Source: §1 · pp. 2, 4
  • Associational generation can change background facts to match statistical correlations, risking downstream errors in safety-critical workflows such as healthcare.The paper also notes that naive counterfactual data augmentation can introduce new biases through spurious correlations.Source: §1 · p. 3
  • CoBe contains 2,000 samples, including 200 public examples, pairing short scenarios with single-turn colloquial prompts for counterfactual edits.The scenarios span domains including science, engineering, business, everyday life, healthcare, and legal, policy, and HR settings.Source: §1 · pp. 3–4
  • Frontier models average 58.05%, with Gemini-3.1-Pro favoring correlational consistency and GPT-5.4-Pro struggling to incorporate scenario background.The benchmark reports these as model-specific error profiles.Source: §1 · p. 4
  • CoBe is presented as the first testbed for zero-shot conversational counterfactual edits grounded in formal causal semantics, with criteria allowing multiple valid responses.The authors say its criteria and error profiles could support integration as a training signal in fine-tuning and inference-time pipelines.Source: §1 · p. 4

2 RELATED WORK

Prior benchmarks only indirectly test counterfactual reasoning or constrain the story and editing setup. CoBe instead evaluates narrative revision against expert-verified criteria that allow multiple valid rewrites.

General benchmarks

  • General benchmarks sometimes test counterfactual reasoning indirectly, leaving a gap in rigorous tests of formally grounded, open-ended text edits.The comparison table is labeled as covering prior benchmarks.Source: §2 · p. 4

Counterfactual story rewriting

  • TimeTravel and PASTA use short, linear ROCstories and crowd judgments or similarity metrics, while CoBe uses expert-verified criteria that permit multiple valid rewrites.Prior work notes that similarity metrics correspond only weakly with counterfactual validity; Mu and Li assume invariant story parts are pre-specified.Source: §2 · p. 4

Other causal reasoning tasks

  • CLadder and CounterBench query causal structures stated explicitly, whereas CoBe tests narrative revision without a supplied graph or explicit editing instructions.Other text-based causal benchmarks address complementary tasks, including multiple-choice counterfactuals and causal-relation assessment.Source: §2 · p. 5

3 COBE: A DATASET FOR COUNTERFACTUAL TEXT EDITING

CoBe combines a reviewed, varied dataset of conversational counterfactual edits with scenario-specific evaluation criteria. Its evaluation permits different valid rewrites, while the authors acknowledge a limitation in how omissions are handled.

3 COBE: A DATASET FOR COUNTERFACTUAL TEXT EDITING

  • CoBe began with 106 core examples, generated 25 variations per core into 2,650 augmented examples, then author review and expert feedback removed 650, leaving 2,000 retained samples.Source: §3 · p. 5
  • Each scenario has three conversational query phrasings, and CoBe varies the causal structures connecting story events.The authors average responses across phrasings to reduce ambiguity about the intended counterfactual interpretation.Source: §3 · p. 6

3.1 EVALUATION METHODOLOGY

  • Per-story criteria check whether unaffected facts remain, required changes occur, and causal connectors fit the rewritten scenario.The judge marks a response correct only when all three checks pass.Source: §3.1 · pp. 6–7, Figure 5 · p. 7
  • The criteria allow multiple valid rewrites rather than requiring reference matching, and the judge agrees with expert raters at Cohen’s κ = 0.812.The authors report that E2 accepts removal as well as modification of a listed fact, so an incomplete rewrite can pass; they do not claim robustness to deliberate omission.Source: §3.1 · p. 7

4 RESULTS

Across the tested models, conversational counterfactual editing remains unreliable, with errors involving preserved facts and downstream updates. Performance varies across error types and graph structures, but barely changes across query phrasings.

Overall results

  • 61.34% is the highest accuracy across models averaged over three query phrasings, and the authors characterize overall performance as weak.Table 5 reports model performance averaged across the three queries.Source: Table 5 · p. 8, §4 · p. 8

Model scale

  • Llama-70B performs close to larger models, including a reported 6.5% gap with Claude, so parameter scale does not consistently correspond to stronger counterfactual reasoning.The authors argue that gains from scaling may not improve this capability to the same extent.Source: §4 · p. 8

Performance across evaluation criteria

  • Incorrectly editing non-descendant facts is the most consistent failure pattern; failures to update downstream facts or use appropriate connectors are generally lower.The authors suggest mistaken correlations may contribute to non-descendant edits.Source: §4 · p. 8

Performance across graph types

  • Models show lower accuracy on Diamond-like and Fork-like graphs, where intervention effects must propagate across downstream branches.The authors also report that models tend to misread correlated graphs as causal structures.Source: §4 · p. 8, Figure 7 · p. 9

Performance across query phrasings

  • Accuracy differs negligibly across the three paraphrased query phrasings.The authors interpret this as consistent with limited native conversational counterfactual reasoning.Source: §4 · p. 8, Figure 8 · p. 9

Model biases

  • Model error profiles differ: GPT struggles with numerical updates, Claude with latent-state invariance, and Gemini with avoiding upstream changes.The authors also report that Gemini maintains grammatical structure especially well.Source: §4 · p. 9

Prompt ablations

  • Frontier models improve by around 3% with a simple explicit causal instruction, yet score 81.3% and 76.1% under a detailed step-by-step recipe.Additional conversational prompts improve frontier-model scores by around 5% on average but lower scores for smaller models.Source: §4 · p. 9

5 CONCLUSION

CoBe benchmarks conversational counterfactual text editing across varied domains and story structures. The authors caution that success on this specific task does not establish general counterfactual reasoning ability.

5 CONCLUSION

  • CoBe provides a causally grounded benchmark with diverse scenarios, graph structures, and novel failure modes to help researchers investigate model blind spots.The dataset is structured for use in developing better systems.Source: §5 · p. 9
  • CoBe performance should not be taken as evidence of general counterfactual reasoning, and the authors identify possible author bias in sample curation despite diversity and human quality checks.Extending the benchmark to domains such as vision is a future direction.Source: §5 · p. 10

AI USE STATEMENT

  • LLMs supported scenario variation, benchmark evaluation, coding, debugging, and editing; authors reviewed AI-assisted material and independently checked the code and results.The authors state that they did not rely on generative AI to draw the paper’s insights and conclusions.Source: AI USE STATEMENT · p. 10

A.1 STRUCTURAL CAUSAL MODELS AND THE PEARL CAUSAL HIERARCHY

  • SCMs formalize counterfactual edits by overriding the intervened variable’s mechanism while leaving other mechanisms and the exogenous distribution unchanged.Factual and counterfactual scenarios share background context; changes to descendants depend on structural mechanisms and context.Source: §A.1 · p. 16

A.2 SUBJUNCTIVE CONDITIONALS AND CONVERSATIONAL COUNTERFACTUALS

  • Conversational subjunctive questions are intended to signal counterfactual reasoning: preserve background factors and prior events, changing only downstream effects without requiring formal instructions.The paper distinguishes these from indicative associational questions.Source: §A.2 · p. 17

B.1 EXAMPLES

  • The examples illustrate criteria for preserving unaffected facts, revising intervention-dependent facts, and maintaining causal connectors; the illustrative answers are not scored or unique.Color highlights distinguish facts to preserve, the intervention, appropriate revisions, and errors.Source: §B.1 · p. 18

B.1.1 SAMPLE FAILURE 1: SPATIAL CONSEQUENCE

  • In the spatial-consequence example, the rubric keeps Sato’s direction and the skyline’s relative position fixed while changing the sun’s position after the time shift.It does not require sunlight to remain visible at 6 PM.Source: §B.1.1 · p. 18

B.1.2 SAMPLE FAILURE 2: MISATTRIBUTING AN UNCHANGED EVENT

Claude Opus 4.7’s response changed the attribution of the opponent’s scandal, although the query stipulated Vera’s defeat.

B.1.2 SAMPLE FAILURE 2: MISATTRIBUTING AN UNCHANGED EVENT

  • Claude Opus 4.7 made the scandal ruin Vera’s reputation, changing the original fact that it ruined her opponent’s.The illustrative answer preserves the opponent’s scandal while stating that Vera lost.Source: §B.1.2 · p. 18
  • The query stipulates both Vera’s charisma and her defeat, so the opponent’s scandal remains unchanged background rather than a cause to rewrite.The author-annotated reasoning says the query does not ask the model to predict the election from charisma.Source: §B.1.2 · p. 18
  • Reassigning the scandal to Vera rationalizes the stipulated defeat but alters a fact the evaluation criteria say should not change.The criteria mark the opponent’s ruined reputation as unchanged.Source: §B.1.2 · p. 18

B.1.3 SAMPLE FAILURE 3: RETAINING AN INAPPLICABLE CONSEQUENCE

The examples show that a counterfactual rewrite must change consequences affected by the intervention without transferring unsupported explanations. It must also preserve facts such as observed damage and risk.

B.1.3 SAMPLE FAILURE 3: RETAINING AN INAPPLICABLE CONSEQUENCE

  • The squash rewrite transfers the rain-related soccer cancellation to the squash session, although the outdoor field need not become dry and other reasons for cancellation remain possible.The intended indoor-squash interpretation makes the wet outdoor field irrelevant to the squash practice.Source: §B.1.3 · p. 19

B.1.4 SAMPLE FAILURE 4: UNSUPPORTED CAUSAL CONNECTOR

  • The building rewrite preserves the council’s decision but wrongly uses the collapse risk as its reason, although the risk and beam fissure remain unchanged.The example requires no particular replacement connector and does not require a collapse or injury to occur.Source: §B.1.4 · p. 19

B.1.5 SAMPLE FAILURE 5: OVERLOOKING AN UNCHANGED PURPOSE

These examples distinguish the facts a counterfactual changes from reasons, historical facts, and physical constraints that remain fixed. Rewrites must reflect the intervention without altering those unaffected facts.

B.1.5 SAMPLE FAILURE 5: OVERLOOKING AN UNCHANGED PURPOSE

  • Removing the rain does not remove the repair errand or the need to bring the umbrella, but the response treats rain as the only reason for carrying it.The umbrella is still needed for the stated repair purpose.Source: §B.1.5 · pp. 19–20

B.1.6 SAMPLE FAILURE 6: ALTERING A HISTORICAL FACT

  • Changing Hari’s favorite color to blue does not change the red dress in the previously unseen photograph of his girlfriend.The preference changes, but the photograph records an unaffected historical fact.Source: §B.1.6 · p. 20

B.1.7 SAMPLE FAILURE 7: VIOLATING A QUANTITATIVE CONSTRAINT

  • 5 gallons per minute inflow versus 8 gallons per minute outflow yields a 3-gallon-per-minute net loss, so the water level falls rather than rises.The faucet’s inflow remains fixed while the intervention adds a greater outflow.Source: §B.1.7 · p. 20

B.1.8 SAMPLE SUCCESS: MARKED CORRECT DESPITE MULTIPLE REWRITES

The accepted rewrites replace Lisa’s reading activity while preserving the terminal setting and flight delay, and the dataset schema allows multiple valid rewrites. Its water example illustrates preserving the faucet inflow while changing the water-level consequence.

B.1.8 SAMPLE SUCCESS: MARKED CORRECT DESPITE MULTIPLE REWRITES

  • Three alternative rewrites switch Lisa from reading to watching a movie while preserving her terminal location and three-hour flight delay.Headphones, pausing for announcements, and charging are optional elaborations, not required consequences; the bookmark may remain in the closed book.Source: §B.1.8 · p. 21

B.2 SAMPLE JSON

  • The schema separates facts to preserve from facts to revise, permits multiple valid answers, and illustrates a falling water level when an 8-gallon-per-minute drain exceeds the 5-gallon-per-minute faucet inflow.The example’s stated flows imply a net loss of 3 gallons per minute while those rates hold.Source: §B.2 · p. 22

C QUALITATIVE FAILURE MODES

The qualitative examples group rewrite errors by whether they alter unaffected facts, miss required changes, or break causal and physical consistency. The evaluation details describe model setup and an LLM judge that checks rewrites against criteria and connector usage.

C QUALITATIVE FAILURE MODES

  • The failure taxonomy covers overlooked reasons for actions, altered background facts, inapplicable consequences, and violations of physical or quantitative constraints.The examples include removing an umbrella despite an unchanged repair errand and retaining a rising water level despite greater outflow than inflow.Source: C QUALITATIVE FAILURE MODES · p. 23
  • Other failures include inconsistent spatial consequences, unsupported causal connectors, and changing historical facts to match a new preference.The examples include facing a setting sun while walking east, assigning collapse risk as a reason to keep a building open, and changing a photographed dress color.Source: C QUALITATIVE FAILURE MODES · p. 23

D EVALUATION DETAILS

  • The evaluation-details appendix points readers to infrastructure, evaluation prompts, human agreement, and additional results.These topics are referenced as material in Appendices D.1, D.2, D.4, and D.5.Source: D EVALUATION DETAILS · p. 23

D.1 INFRASTRUCTURE

  • Open-source responses used 1–4 NVIDIA H100 GPUs; frontier-model responses used APIs, with available reasoning modes set to medium or the applicable default.The setup describes how responses were generated across the two model groups.Source: §D.1 · p. 23

D.2 LLM-JUDGE PROMPTS

  • The LLM judge checks connector usage and the rewrite against preservation and change criteria, accommodating paraphrases, additional text, and multiple valid rewrites.The passage reports that agreement with human judgments is in Appendix D.4.Source: §D.2 · p. 23

D.3.1 SAMPLE CURATION AND AUGMENTATION

CoBe’s examples were filtered through author review and external expert feedback, and experts also audited a random sample for quality. An LLM judge’s ratings showed strong agreement with human majority judgments.

D.3.1 SAMPLE CURATION AND AUGMENTATION

  • Generated variations and their evaluation criteria were reviewed before inclusion, while development spot-checks did not determine whether examples were retained.Selection prioritized scenario quality, domain and causal-structure diversity, and clarity of evaluation criteria.Source: §D.3.1 · p. 26

D.3.2 EXTERNAL EXPERT QUALITY AUDIT

  • Three independent causal-inference experts rated 100 randomly sampled candidates on coherence, grammar, counterfactual validity, and collection diversity using a five-point scale.They were not shown the preservation and revision criteria; their audit complemented the authors’ separate checks of those criteria.Source: §D.3.2 · p. 27
  • Reviewers identified contrived causal relationships in augmented examples, prompting further exclusions; altogether, 650 of 2,650 candidates were removed.The final dataset contains 2,000 scenarios.Source: §D.3.2 · p. 27, §D.3.1 · p. 27
  • Experts rated the audited candidates 4.85/5 for coherence, 4.94/5 for grammar, 4.71/5 for counterfactual-query validity, and 5/5 for diversity.These ratings cover 100 audited examples, including some later excluded from the final dataset.Source: §D.3.2 · p. 27

D.4.1 SETUP

  • Three expert annotators independently judged 250 model responses, and their majority judgment served as the reference for evaluating the LLM judge.Annotators saw the story, query, and response, but not the story-specific evaluation criteria.Source: §D.4.1 · p. 28

D.4.2 LLM JUDGE ALIGNMENT AND STATISTICAL SIGNIFICANCE

  • 92.1% Accuracy and κ = 0.812 against human majority judgments supported using the LLM judge across the benchmark.The same comparison reported 82.5% Precision, 91.7% Recall, and 86.81% F1, with failure as the positive class.Source: §D.4.2 · p. 29

D.5 ADDITIONAL RESULTS

Models show distinct failure patterns across counterfactual-editing scenarios. They struggle to preserve scientific laws and to distinguish correlation from causation, while also sometimes failing to propagate intervention effects downstream.

  • Models struggle to keep scientific laws invariant when editing scenarios, whether those laws are stated explicitly or implicitly.Figure 9 presents accuracy across different failure modes.Source: §D.5 · p. 29, Figure 9 · p. 30
  • Models often mistake correlational relationships for causal ones, with substantial failure rates when scenarios invite that misinterpretation.Source: §D.5 · p. 30
  • Models also sometimes fail to propagate intervention effects to downstream variables, consistent with above-average failure on Diamond- and Fork-like graphs in Fig. 7.Source: §D.5 · p. 30

E PROMPT ABLATION EXPERIMENTS

The prompt ablations compare conversational cues with explicit editing rules and a detailed causal procedure. Explicit guidance improves some models but does not consistently eliminate failures across those tested.

E PROMPT ABLATION EXPERIMENTS

  • The four tiers range from original conversational prompts to progressively explicit guidance; Tiers 1–2 leave editing rules implicit, while Tiers 3–4 provide them.Tiers 3–4 are instruction-assisted controls outside the primary task setting.Source: E PROMPT ABLATION EXPERIMENTS · p. 30
  • All four tiers were evaluated on the same 500 randomly sampled examples for GPT-5.4-Pro, Gemini-3.1-Pro, and Qwen-2.5-7B.Scores were averaged over the corresponding templates for Tiers 1 and 2.Source: E PROMPT ABLATION EXPERIMENTS · p. 30, Table 7 · p. 31

E.1 MORE EXPLICIT CONVERSATIONAL PROMPTS (TIER 2)

  • Averaging over D–G, GPT improves from 66.2% to 71.7% (+5.5 percentage points) and Gemini from 58.7% to 64.4% (+5.7 points), while Qwen declines from 36.2% to 33.3% (−2.9 points).Stronger conversational cues therefore do not consistently improve performance, and substantial failure rates persist.Source: §E.1 · p. 31, Table 7 · p. 31

E.2 EXPLICIT PRESERVATION AND UPDATING INSTRUCTIONS (TIER 3)

  • Relative to Tier 1, H1 raises GPT’s and Gemini’s pass rates by 7.3 and 8.4 percentage points, respectively, but Qwen falls to 25.0%.The additional gains over Tier 2 are 1.8 and 2.7 points for GPT and Gemini; explicit editing rules do not uniformly resolve failures.Source: §E.2 · p. 31, Table 7 · p. 31

E.3 A DETAILED CAUSAL RECIPE (TIER 4)

  • With the detailed causal recipe, GPT reaches 81.3% and Gemini reaches 76.1%, while Qwen reaches 32.0%.These are increases of 7.8, 9.0, and 7.0 percentage points over H1, respectively; GPT’s result still leaves 18.7% of responses failing benchmark checks.Source: Table 7 · p. 31, §E.3 · p. 32
  • Across tiers, supplying a causal procedure can substantially improve performance for some models, but it changes the assistance level from the primary conversational task.Source: §E.3 · p. 32
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