RecToM Causal-ToM Reasoning-Aware Retriever -- Stage 2 (Expanded Dataset)

Second fine-tuning run on a substantially larger, better-balanced, canonicalized Case Bank (docs126's 80 original items + docs128's 447 new intervention-validated items = 266 eligible items after filtering, vs. Stage 1's 56). Fixes two issues found in Stage 1: (1) the evaluation methodology (now group-disjoint 5-fold cross-validation instead of a degenerate 9-query split), and (2) relation_type wording inconsistencies across two discovery models are canonicalized before pair labeling.

Per-task item balance (this was the weakest point of Stage 1)

Task Stage 1 eligible items Stage 2 eligible items
belief 16 39
desire 11 59
intention 5 65
judgement 11 57
prediction 13 46

Retrieval metrics (group-disjoint held-out fold, n=53 queries)

Model MATCH@1 Hit@3 MRR pos-neg cosine gap
Frozen all-MiniLM-L6-v2 0.057 0.208 0.189 -0.007
Frozen BAAI/bge-small-en-v1.5 0.075 0.226 0.204 +0.001
This model (fine-tuned, epoch 3) 0.113 0.302 0.248 +0.050

Limitation

Causal paths came from deepseek-v4-flash (not gpt-5.4, which this project has banned for cost reasons) for both discovery and intervention validation. Quality was smoke-tested and manually spot-checked before the full run, but this is a different model than docs126's original discovery model, and only 1 intervention was typically designed per item (vs up to 2 in docs126), which lowered the item-level VALIDATED rate (vs. PARTIAL) somewhat mechanically. Still has NOT been evaluated on downstream RecToM answer-generation accuracy (Stage 3, pending).

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