Shixiong Zhang
Publications
DIAL-SUMMER: A Structured Evaluation Framework of Hierarchical Errors in Dialogue Summaries
Dialogues are a predominant mode of communication for humans, and it is immensely helpful to have automatically generated summaries of them (e.g., to revise key points discussed in a meeting, to review conversations between customer agents and product users). Prior works on dialogue summary evaluation largely ignore the complexities specific to this task: (i) shift in structure, from multiple speakers discussing information in a scattered fashion across several turns, to a summary's sentences, and (ii) shift in narration viewpoint, from speakers' first/second-person narration, standardized third-person narration in the summary. In this work, we introduce our framework DIALSUMMER to address the above. We propose DIAL-SUMMER's taxonomy of errors to comprehensively evaluate dialogue summaries at two hierarchical levels: DIALOGUE-LEVEL that focuses on the broader speakers/turns, and WITHIN-TURN-LEVEL that focuses on the information talked about inside a turn. We then present DIAL-SUMMER's dataset composed of dialogue summaries manually annotated with our taxonomy's fine-grained errors. We conduct empirical analyses of these annotated errors, and observe interesting trends (e.g., turns occurring in middle of the dialogue are the most frequently missed in the summary, extrinsic hallucinations largely occur at the end of the summary). We also conduct experiments on LLM-Judges' capability at detecting these errors, through which we demonstrate the challenging nature of our dataset, the robustness of our taxonomy, and the need for future work in this field to enhance LLMs' performance in the same. Code and inference dataset coming soon.
SPARC-RAG: Adaptive Sequential-Parallel Scaling with Context Management for Retrieval-Augmented Generation
Retrieval-Augmented Generation (RAG) grounds large language model outputs in external evidence, but remains challenged on multi-hop question answering that requires long reasoning. Recent works scale RAG at inference time along two complementary dimensions: sequential depth for iterative refinement and parallel width for coverage expansion. However, naive scaling causes context contamination and scaling inefficiency, leading to diminishing or negative returns despite increased computation. To address these limitations, we propose SPARC-RAG, a multi-agent framework that coordinates sequential and parallel inference-time scaling under a unified context management mechanism. SPARC-RAG employs specialized agents that maintain a shared global context and provide explicit control over the scaling process. It generates targeted, complementary sub-queries for each branch to enable diverse parallel exploration, and explicitly regulates exiting decisions based on answer correctness and evidence grounding. To optimize scaling behavior, we further introduce a lightweight fine-tuning method with process-level verifiable preferences, which improves the efficiency of sequential scaling and effectiveness of parallel scaling. Across single- and multi-hop QA benchmarks, SPARC-RAG consistently outperforms previous RAG baselines, yielding an average +6.2 F1 improvement under lower inference cost.
Routing with Generated Data: Annotation-Free LLM Skill Estimation and Expert Selection
Large Language Model (LLM) routers dynamically select optimal models for given inputs. Existing approaches typically assume access to ground-truth labeled data, which is often unavailable in practice, especially when user request distributions are heterogeneous and unknown. We introduce Routing with Generated Data (RGD), a challenging setting in which routers are trained exclusively on generated queries and answers produced from high-level task descriptions by generator LLMs. We evaluate query-answer routers (using both queries and labels) and query-only routers across four diverse benchmarks and 12 models, finding that query-answer routers degrade faster than query-only routers as generator quality decreases. Our analysis reveals two crucial characteristics of effective generators: they must accurately respond to their own questions, and their questions must produce sufficient performance differentiation among the model pool. We then show how filtering for these characteristics can improve the quality of generated data. We further propose CASCAL, a novel query-only router that estimates model correctness through consensus voting and identifies model-specific skill niches via hierarchical clustering. CASCAL is substantially more robust to generator quality, outperforming the best query-answer router by 4.6% absolute accuracy when trained on weak generator data.
Lessons from the Field: An Adaptable Lifecycle Approach to Applied Dialogue Summarization
Summarization of multi-party dialogues is a critical capability in industry, enhancing knowledge transfer and operational effectiveness across many domains. However, automatically generating high-quality summaries is challenging, as the ideal summary must satisfy a set of complex, multi-faceted requirements. While summarization has received immense attention in research, prior work has primarily utilized static datasets and benchmarks, a condition rare in practical scenarios where requirements inevitably evolve. In this work, we present an industry case study on developing an agentic system to summarize multi-party interactions. We share practical insights spanning the full development lifecycle to guide practitioners in building reliable, adaptable summarization systems, as well as to inform future research, covering: 1) robust methods for evaluation despite evolving requirements and task subjectivity, 2) component-wise optimization enabled by the task decomposition inherent in an agentic architecture, 3) the impact of upstream data bottlenecks, and 4) the realities of vendor lock-in due to the poor transferability of LLM prompts.