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The Factorization Curse: Which Tokens You Predict Underlie the Reversal Curse and More

NeurIPS 2024 · Large language models › Retrieval and knowledge · approach: Knowledge editing in LLMs · 2 citations (OpenAlex)

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Reframes the reversal curse as a "factorization curse" of autoregressive objectives and shows that factorization-agnostic training (uniform-rate masked LM, MLM-U) mitigates it across synthetic retrieval, BioS, WikiReversal, relationship, and star-graph planning tasks.

Problem

Language models trained with left-to-right next-token prediction fail to retrieve information in a different order than it was trained (the reversal curse), which contributes to hallucination and limits knowledge retrieval and planning.

Approach

Frames the reversal curse as a failure to learn the same joint distribution under different factorizations, and proposes factorization-agnostic objectives (uniform-rate masked language modeling, equivalent to a discrete absorbing-state diffusion / permutation LM objective) that train over all context/prediction splits, with an encoder-decoder architecture.

Key results

Measured effects reported in the paper

What was changedWhereMeasuredEffect
use MLM-U instead of ARretrieval task · Retrieval task, backwardexact match accuracy: 0 -> 100Helped
train on token-reversed sequencesAR on retrieval task · Retrieval task, backwardexact match accuracy: 0 -> 0No clear effect
use MLM-U instead of fixed-rate MLMretrieval task · Retrieval task, backwardexact match accuracy: 22 -> 100Helped
add delimiter tokens around entity-reversed sequencesAR w/reverse on relationship task · Relationship taskincorrect inference: 44 -> 0Helped
use MLM-U instead of ARBioS · BioS, backwardexact match accuracy: 0 -> 68Helped
use MLM-U instead of ARWikiReversal · WikiReversal, backwardexact match QA accuracy: 4.3 -> 7.9Helped
vary the masking rate instead of using a fixed rate (ablation)MLM on retrieval task · Retrieval task, backwardper token accuracy: 0 -> 100Helped
use MLM-U instead of fixed-rate MLM (ablation)BioS · BioS, backwardexact match accuracy: 0 -> 68Helped
increase fixed masking rate from 15% to 40% (ablation)MLM on retrieval task · Retrieval task, backwardper token accuracy: 22 -> 16Hurt
increase fixed masking rate from 40% to 85% (ablation)MLM on retrieval task · Retrieval task, backwardper token accuracy: 16 -> 28Helped
increase fixed masking rate from 15% to 85% (ablation)MLM on BioS · BioS, backwardexact match accuracy: 0.00 -> 0.08Helped
increase fixed masking rate from 15% to 40% (ablation)MLM on relationship task · Relationship task, forwardexact match accuracy: 24 -> 77Helped

Surprising findings

Limitations

Experimental setup

Datasets: BioS GenWiki WikiReversal synthetic key-value retrieval star graph task

Benchmarks: synthetic retrieval task relationship task BioS WikiReversal star graph task

Metrics: exact match accuracy forward accuracy backward accuracy incorrect inference rate

Baselines: autoregressive (AR) AR with reversed tokens MLM with fixed masking rate Mistral 7B (LoRA finetuned) teacher-forced AR on star graph

Builds on: XLNet permutation language modeling BERT masked language modeling discrete diffusion absorbing state models BioS synthetic biographies RHO-LOSS

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