Abstract:Reasoning is a fundamental cognitive process that enables logical inference, problem-solving, and decision-making. With the rapid advancement of large language models (LLMs), reasoning has emerged as a key capability that distinguishes advanced AI systems from conventional models that empower chatbots. In this survey, we categorize existing methods along two orthogonal dimensions: (1) Regimes, which define the stage at which reasoning is achieved (either at inference time or through dedicated training); and (2) Architectures, which determine the components involved in the reasoning process, distinguishing between standalone LLMs and agentic compound systems that incorporate external tools, and multi-agent collaborations. Within each dimension, we analyze two key perspectives: (1) Input level, which focuses on techniques that construct high-quality prompts that the LLM condition on; and (2) Output level, which methods that refine multiple sampled candidates to enhance reasoning quality. This categorization provides a systematic understanding of the evolving landscape of LLM reasoning, highlighting emerging trends such as the shift from inference-scaling to learning-to-reason (e.g., DeepSeek-R1), and the transition to agentic workflows (e.g., OpenAI Deep Research, Manus Agent). Additionally, we cover a broad spectrum of learning algorithms, from supervised fine-tuning to reinforcement learning such as PPO and GRPO, and the training of reasoners and verifiers. We also examine key designs of agentic workflows, from established patterns like generator-evaluator and LLM debate to recent innovations. ...
Abstract:This tutorial on adaptation of LLMs is designed to address the growing demand for models that go beyond the static capabilities of generic LLMs by providing an overview of dynamic, domain-specific, and task-adaptive LLM adaptation techniques. While general LLMs have demonstrated strong generalization across a variety of tasks, they often struggle to perform well in specialized domains such as finance, healthcare, and code generation for underrepresented languages. Additionally, their static nature limits their ability to evolve with the changing world, and they are often extremely large in size, making them impractical and costly to deploy at scale. As a result, the adaptation of LLMs has drawn much attention since the birth of LLMs and is of core importance, both for industry, which focuses on serving its targeted users, and academia, which can greatly benefit from small but powerful LLMs. To address this gap, this tutorial aims to provide an overview of the LLM adaptation techniques. We start with an introduction to LLM adaptation, from both the data perspective and the model perspective. We then emphasize how the evaluation metrics and benchmarks are different from other techniques. After establishing the problems, we explore various adaptation techniques. We categorize adaptation techniques into two main families. The first is parametric knowledge adaptation, which focuses on updating the parametric knowledge within LLMs. Additionally, we will discuss real-time adaptation techniques, including model editing, which allows LLMs to be updated dynamically in production environments. The second kind of adaptation is semi-parametric knowledge adaptation, where the goal is to update LLM parameters to better leverage external knowledge or tools through techniques like retrieval-augmented generation (RAG) and agent-based systems.
Abstract:Domain-adaptive post-training of large language models (LLMs) has emerged as a promising approach for specialized domains such as medicine and finance. However, significant challenges remain in identifying optimal adaptation criteria and training strategies across varying data and model configurations. To address these challenges, we introduce FINDAP, a systematic and fine-grained investigation into domain-adaptive post-training of LLMs for the finance domain. Our approach begins by identifying the core capabilities required for the target domain and designing a comprehensive evaluation suite aligned with these needs. We then analyze the effectiveness of key post-training stages, including continual pretraining, instruction tuning, and preference alignment. Building on these insights, we propose an effective training recipe centered on a novel preference data distillation method, which leverages process signals from a generative reward model. The resulting model, Llama-Fin, achieves state-of-the-art performance across a wide range of financial tasks. Our analysis also highlights how each post-training stage contributes to distinct capabilities, uncovering specific challenges and effective solutions, providing valuable insights for domain adaptation of LLMs. Project page: https://github.com/SalesforceAIResearch/FinDap
Abstract:We introduce CLOB, a novel continual learning (CL) paradigm wherein a large language model (LLM) is regarded as a black box. Learning is done incrementally via only verbal prompting. CLOB does not fine-tune any part of the LLM or add any trainable parameters to it. It is particularly suitable for LLMs that are accessible via APIs. We also propose a new CL technique, called CIS, based on incremental summarization that also overcomes the LLM's input length limit. Experiments show CIS outperforms baselines by a very large margin.
Abstract:Existing continual learning (CL) methods mainly rely on fine-tuning or adapting large language models (LLMs). They still suffer from catastrophic forgetting (CF). Little work has been done to exploit in-context learning (ICL) to leverage the extensive knowledge within LLMs for CL without updating any parameters. However, incrementally learning each new task in ICL necessitates adding training examples from each class of the task to the prompt, which hampers scalability as the prompt length increases. This issue not only leads to excessively long prompts that exceed the input token limit of the underlying LLM but also degrades the model's performance due to the overextended context. To address this, we introduce InCA, a novel approach that integrates an external continual learner (ECL) with ICL to enable scalable CL without CF. The ECL is built incrementally to pre-select a small subset of likely classes for each test instance. By restricting the ICL prompt to only these selected classes, InCA prevents prompt lengths from becoming excessively long, while maintaining high performance. Experimental results demonstrate that InCA significantly outperforms existing CL baselines, achieving substantial performance gains.
Abstract:Retrieval Augmented Generation (RAG), a paradigm that integrates external contextual information with large language models (LLMs) to enhance factual accuracy and relevance, has emerged as a pivotal area in generative AI. The LLMs used in RAG applications are required to faithfully and completely comprehend the provided context and users' questions, avoid hallucination, handle unanswerable, counterfactual or otherwise low-quality and irrelevant contexts, perform complex multi-hop reasoning and produce reliable citations. In this paper, we introduce SFR-RAG, a small LLM that is instruction-tuned with an emphasis on context-grounded generation and hallucination minimization. We also present ContextualBench, a new evaluation framework compiling multiple popular and diverse RAG benchmarks, such as HotpotQA and TriviaQA, with consistent RAG settings to ensure reproducibility and consistency in model assessments. Experimental results demonstrate that our SFR-RAG-9B model outperforms leading baselines such as Command-R+ (104B) and GPT-4o, achieving state-of-the-art results in 3 out of 7 benchmarks in ContextualBench with significantly fewer parameters. The model is also shown to be resilient to alteration in the contextual information and behave appropriately when relevant context is removed. Additionally, the SFR-RAG model maintains competitive performance in general instruction-following tasks and function-calling capabilities.
Abstract:Large Language Models (LLMs) have demonstrated superior results across a wide range of tasks, while retrieval has long been established as an effective means of obtaining task-relevant information for humans. Retrieval-augmented Generation (RAG) are known for their effectiveness in knowledge-intensive tasks by locating relevant information and placing it within the context window of the LLM. However, the relationship between retrievers and LLMs is still under-investigated. Most existing work treats the retriever and the LLM as independent components and leaves a gap between retrieving human-friendly information and assembling a LLM-friendly context. In this work, we examine a novel bridge model, validate the ranking and selection assumptions in retrievers in the context of RAG, and propose a training framework that chains together supervised and reinforcement learning to learn a bridge model. Empirical results demonstrate the effectiveness of our method in both question-answering and personalized generation tasks.
Abstract:Continual learning (CL) has two main objectives: preventing catastrophic forgetting (CF) and encouraging knowledge transfer (KT). The existing literature mainly focused on overcoming CF. Some work has also been done on KT when the tasks are similar. To our knowledge, only one method has been proposed to learn a sequence of mixed tasks. However, these techniques still suffer from CF and/or limited KT. This paper proposes a new CL method to achieve both. It overcomes CF by isolating the knowledge of each task via discovering a subnetwork for it. A soft-masking mechanism is also proposed to preserve the previous knowledge and to enable the new task to leverage the past knowledge to achieve KT. Experiments using classification, generation, information extraction, and their mixture (i.e., heterogeneous tasks) show that the proposed method consistently outperforms strong baselines.
Abstract:Existing research on task incremental learning in continual learning has primarily focused on preventing catastrophic forgetting (CF). Although several techniques have achieved learning with no CF, they attain it by letting each task monopolize a sub-network in a shared network, which seriously limits knowledge transfer (KT) and causes over-consumption of the network capacity, i.e., as more tasks are learned, the performance deteriorates. The goal of this paper is threefold: (1) overcoming CF, (2) encouraging KT, and (3) tackling the capacity problem. A novel technique (called SPG) is proposed that soft-masks (partially blocks) parameter updating in training based on the importance of each parameter to old tasks. Each task still uses the full network, i.e., no monopoly of any part of the network by any task, which enables maximum KT and reduction in capacity usage. To our knowledge, this is the first work that soft-masks a model at the parameter-level for continual learning. Extensive experiments demonstrate the effectiveness of SPG in achieving all three objectives. More notably, it attains significant transfer of knowledge not only among similar tasks (with shared knowledge) but also among dissimilar tasks (with little shared knowledge) while mitigating CF.
Abstract:As AI agents are increasingly used in the real open world with unknowns or novelties, they need the ability to (1) recognize objects that (i) they have learned and (ii) detect items that they have not seen or learned before, and (2) learn the new items incrementally to become more and more knowledgeable and powerful. (1) is called novelty detection or out-of-distribution (OOD) detection and (2) is called class incremental learning (CIL), which is a setting of continual learning (CL). In existing research, OOD detection and CIL are regarded as two completely different problems. This paper theoretically proves that OOD detection actually is necessary for CIL. We first show that CIL can be decomposed into two sub-problems: within-task prediction (WP) and task-id prediction (TP). We then prove that TP is correlated with OOD detection. The key theoretical result is that regardless of whether WP and OOD detection (or TP) are defined explicitly or implicitly by a CIL algorithm, good WP and good OOD detection are necessary and sufficient conditions for good CIL, which unifies novelty or OOD detection and continual learning (CIL, in particular). A good CIL algorithm based on our theory can naturally be used in open world learning, which is able to perform both novelty/OOD detection and continual learning. Based on the theoretical result, new CIL methods are also designed, which outperform strong baselines in terms of CIL accuracy and its continual OOD detection by a large margin.