Demand forecasting increasingly requires combining two complementary sources of information: historical sales reveal recurring numerical dynamics, while future promotions, holidays, price changes, and platform interventions provide forward-looking knowledge. Existing text-enhanced forecasting methods often encode such context into generic representations and fuse it uniformly with time-series features, without explicitly distinguishing which semantic effects are forecast-relevant or how they should modify future dynamics. We introduce ReasonCast, a structured semantic intervention framework that translates event knowledge into forecast-specific operations. An agent examines the event context, the no-text forecast, and its uncertainty to determine whether textual reasoning is needed. Rather than injecting free-form text, ReasonCast represents event knowledge through structured fields describing event relevance, demand direction, temporal shape, amplitude, and peak intensity. These fields interact selectively with temporal components of a time-series foundation model. An additive path corrects local trends and temporal shapes, while a multiplicative path captures event-driven level shifts. ReasonCast introduces a forecast-grounded post-training curriculum. Schema SFT establishes semantic fields; semantic-field RL calibrates direction, shape, amplitude, and peak judgments; and forecast-utility RL evaluates semantic interventions through a frozen forecaster, aligning reasoning outputs with marginal forecast improvement. ReasonCast lowers WMAPE by 3.29, 1.25, and 0.47 percentage points on holiday-sensitive categories, mega-sale-sensitive categories, and M5 event windows, respectively. On stable-sales periods, indiscriminate semantic intervention increases WMAPE by 1.68 percentage points, whereas suppressing unnecessary intervention preserves the numerical backbone.
Ontology matching (OM) has traditionally been formulated as either equivalence discovery or subsumption matching. The existing OM systems identify only one type of semantic correspondence and cannot simultaneously discover equivalence and subsumption mappings. In this paper, we introduce Hybrid Ontology Matching (HOM), a new OM task that unifies equivalence and subsumption discovery, and accordingly propose a Large Language Model (LLM)-based multi-agent OM framework AgentMap that is implemented by a series of interdependent semantic decisions. Given a concept in the source ontology, AgentMap integrates semantic retrieval, hierarchical search, and collaborative multi-agent LLM reasoning to progressively explore the target ontology, identifying either the equivalent concept, if one exists, or the most fine-grained subsumer. We further extend four OM datasets for a HOM benchmark and evaluate AgentMap under hybrid, equivalence-only, and subsumption-only settings. Experimental results show that AgentMap achieves promising performance on the hybrid setting, and at the same time outperforms equivalence matching and subsumption matching baselines on the equivalence-only and subsumption-only settings, respectively.