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Mechanisms Under Shifts: Interpretable Clustering With Self-Improving Heterogeneous Causal Graphs
Abstract:
Understanding causal heterogeneity is crucial for building robust and interpretable learning systems that operate reliably under environmental shifts. However, existing methods lack causal awareness, with insufficient modeling of heterogeneity, confounding, and observational constraints, leading to poor interpretability and difficulty distinguishing true causal heterogeneity from spurious associations. We propose an unsupervised framework, HCL (Interpretable Causal Mechanism-Aware Clustering with Self-Improving Adaptive Heterogeneous Causal Structure Learning), that jointly infers latent clusters and their associated causal structures from mixed-type observational data without requiring temporal ordering, environment labels, interventions or other prior knowledge. HCL relaxes the homogeneity and sufficiency assumptions by introducing an equivalent representation that encodes both structural heterogeneity and confounding. It further develops a bi-directional iterative strategy to alternately refine causal clustering and structure learning, along with a self-supervised regularization that balances cross-cluster universal and specific mechanisms under shifts. Together, these components enable convergence toward interpretable, heterogeneous causal patterns. Theoretically, we show identifiability of heterogeneous causal structures under mild conditions. Empirically, HCL achieves superior performance in both clustering and structure learning tasks, and recovers biologically meaningful mechanisms in real-world single-cell perturbation and clinical intervention data, demonstrating its utility for discovering interpretable, mechanism-level causal heterogeneity.
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