Janis Aiad, Aghiles Drali, Aymen El Ouadrhiri +6stat.ML cs.AI
The STAR (Student-Teacher Achievement Ratio) experiment (1985, Tennessee, USA) is a landmark hierarchical dataset designed to assess the impact of class size on student outcomes, with observations nested within classes. To encode class-level interventions in such hierarchical settings, we develop a complete, scalable, open-source pipeline for Hierarchical Structural Causal Models (HSCM) that bridges symbolic identification and practical estimation. Our approach integrates graph transformations, pyAgrum's do-calculus for automatic identification of causal effects, adaptation of symbolic expression into closed-form HSCM formulas, and numerical estimation from fitted local probability models. A key innovation is our adapted Abstract Syntax Tree (AST), which decomposes pyAgrum's identified formulas into independent density, expectation, and marginalization tasks, enabling parallel and scalable computation. We validate the pipeline on canonical HSCM motifs and benchmark scenarios with known ground truth, then apply it to STAR kindergarten mathematics outcomes. The results show that flat baselines (ignoring hierarchy) recover associations but fail to encode class-level interventions, and that symbolic identification alone is not enough for practical Hierarchical Structural Causal inference; scalable estimation and numerical stability checks are central parts of the scientific object.
Causal Bayesian networks (CBNs) and structural causal models (SCMs) are the dominant frameworks for graphical causal reasoning, but they cannot adequately represent all real-world causal systems. In particular, systems at equilibrium---where feedback mechanisms create cyclic causal dependencies---can exhibit causal semantics that are fundamentally incompatible with these frameworks: different interventions that enforce the same variable value may have different effects, rendering the standard ``perfect intervention'' do($X = x$) ambiguous. We propose bipartite graphical causal models (BGCMs), in which the structure of a system of equations is encoded by a bipartite graph with variable and equation nodes. In this framework, a hard intervention do($f_j : X_v = ξ_v$) specifies which equation is replaced, which variable is targeted, and at what value---resolving the ambiguity of the standard notion. We demonstrate, through a detailed case study of a physical system, that this representation naturally corresponds to distinct real-world interventions. We formulate a Markov property in terms of a new graphical separation criterion (B-separation) that exploits the functional determinism inherent in the equations, and we extend it to settings with non-random inputs. We show how this gives rise to a do-calculus for reasoning about domain invariances. BGCMs strictly generalize CBNs and SCMs while retaining the ability to perform graphical causal reasoning.
The $\operatorname{do}$-operator is described graphically by deleting arrows into its targets and functionally by replacing their mechanisms with constants. To call these operations equivalent is not yet a mathematical statement: one returns a graph and remembers only the targets, whereas the other returns mechanisms and also remembers the imposed values. We make a dependency-level comparison precise for deterministic acyclic structural causal models with finitely many endogenous variables. If $\operatorname{Graph}(F)$ extracts the dependencies of a mechanism family $F$, our main theorem is $\operatorname{Graph}(F^ι)=\operatorname{Surg}(\operatorname{Graph}(F),T_ι)$. Thus replacing target mechanisms removes exactly the dependencies removed by graph surgery. For a model $M=(G,F)$ whose graph may contain unused arrows, we characterize when the same equality holds with $G$ in place of $\operatorname{Graph}(F)$; it holds for every intervention exactly when $G$ records the dependencies of $F$ exactly. We then define the intervened model, characterize its run, show how sequential interventions combine, and prove that an outcome depends only on interventions at its actual dependency ancestors.
Pearl's structural causal model (SCM) framework, built on directed acyclic graphs (DAGs) and the do-calculus, is the dominant formal language for causal reasoning. Yet it carries two structural restrictions: every relationship must be pre-specified as a directed causal edge, and feedback cycles are forbidden. This paper examines two classes of phenomena that strain these restrictions. First, symmetric physical and economic constraints, the ideal gas law being the canonical case, carry no intrinsic causal direction. Direction emerges only under intervention, and which variable is solved for must be specified as part of the intervention. We formalize such constraints as causal zeros within an Extended Causal Model by adding an activation operator, subject to local solvability and graph-admissibility conditions. Second, for the class of finite-propagation state-space systems considered here, we treat apparent instantaneous cycles as artifacts of suppressed time and ground both causal zeros and feedback in Causal Differential Equations (CDEs). In these, the transient regime is a time-unrolled acyclic causal process, and causal zeros arise as the defining functions of attracting equilibrium manifolds; periodic and chaotic attractors define further regimes of the same dynamics, treated through attractor-relative intervention. We give the extended do-calculus, identifiability conditions, counterfactual semantics, and open problems.
Stochastic differential equations (SDEs) are widely used to model continuous-time dynamical systems, but graphical causal models for them are not yet well-understood. We consider systems of causal SDEs that are equipped with an explicit causal semantics. We pose solvability conditions for systems of causal SDEs such that they have well-defined observational and interventional distributions - even after marginalisation - and provide a general class of Lipschitz semimartingale SDEs that satisfies these conditions. As core results we establish the $σ$-separation Markov property and the do-calculus in terms of the system's causal graph for probabilistic independence and interventions on the level of sample paths. For a class of additive-noise SDEs we prove a stronger $d$-separation Markov property, even if the system is cyclic. As a corollary of the do-calculus, we obtain an explicit causal interpretation of the graph: that the absence of a directed path implies the absence of a causal effect. We further introduce time-split systems, which consider the causal relations between the processes when evaluated on disjoint intervals or time-points, and use them to reason about subsampled time-series, continuous-time Granger non-causality and local independence. Finally, we discuss how constraint-based causal discovery algorithms (PC, FCI, CCD, CCI) apply directly to SDEs within our framework when conditional independence between sample paths can be consistently tested.
This paper introduces a categorical account of infinitesimal causality in Frobenius Markov categories equipped with tangent-bundle semantics. IDC captures the infinitesimal layer in which interventions act as tangent deformations of copy/discard structure. Two distinct Frobenius structures interact: (1) the categorical Frobenius algebra on classical variables encoding copying, comparing, and discarding; and (2) the geometric Frobenius integrability condition, namely involutive closure of the intervention distribution, distinct from the algebraic Frobenius structure. Categorical causal sufficiency is defined as the compatibility of these two notions. A key observation is that, for structural causal models, infinitesimal causality is most naturally formulated in the slice of deterministic mechanisms over exogenous variables, with visible stochastic kernels obtained only after pushforward. Interventions are tangent vectors that deform the Frobenius copy/discard operations; their Lie brackets measure whether this deformation preserves classical information-flow structure. Pearl's do-calculus is used as a guiding example of intervention identities: ignoring irrelevant interventions corresponds to counit invariance, action/observation exchange to coproduct compatibility with pushforward, and independence to involutive bracket closure of the visible intervention distribution.
The do-calculus defines a general system of inference for interventional queries, allowing causal quantities to be transformed through successive applications of its rules. This process induces a rich space of equivalent interventional expressions, but combining and ordering these rules remains challenging. In this work, we introduce derivation graphs, which represent how do-calculus rules are applied and combined, and characterize the full space of observational and interventional probabilities which are equivalent under the do-calculus. The structure of these graphs yields a simple procedure that uses at most four applications of do-calculus rules. Finally, we show how applying identification algorithms to equivalent causal queries produces multiple valid estimands for the same causal quantity, eventually yielding more efficient estimators.