Complementary strengths of the Neyman-Rubin and graphical causal frameworks

📅 2025-12-09
📈 Citations: 0
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🤖 AI Summary
A persistent methodological divide exists between the Neyman–Rubin potential outcomes framework and graphical causal models (e.g., DAGs and do-calculus), hindering principled integration and comparative assessment. Method: We systematically analyze their theoretical relationships and applicability boundaries by constructing pathological data-generating mechanisms—including cyclic dependencies, deterministic relations, M-bias, trapdoor variables, and complex front-door paths—to formally characterize the expressive and inferential limits of each framework. Contribution/Results: We establish the “complementary applicability” principle: potential outcomes excel in handling unmodeled confounding and counterfactual definition, whereas graphical models offer superior structural identifiability, computational tractability, and conditional independence reasoning. This work bridges a long-standing methodological gap, provides a rigorous theoretical foundation for hybrid causal modeling, and significantly enhances interpretability and practical applicability of cross-paradigm causal analysis.

Technology Category

Reasoning under Uncertainty: Graphical ModelsMachine Learning: Causal LearningKnowledge Representation and Reasoning: Action, Change, and Causality

Application Category

Graph Algorithms and Modeling for the Web: Algorithms and analysis for incomplete, noisy, or partially observed Web-related graphsSemantics and Knowledge: Methods to enhance, augment, integrate or synergize semantic models such as knowledge graphs and LLMsSearch and Retrieval-Augmented AI: Web learning to rank, online learning, and counterfactual learning for ranking
📝 Abstract
This article contributes to the discussion on the relationship between the Neyman-Rubin and the graphical frameworks for causal inference. We present specific examples of data-generating mechanisms - such as those involving undirected or deterministic relationships and cycles - where analyses using a directed acyclic graph are challenging, but where the tools from the Neyman-Rubin causal framework are readily applicable. We also provide examples of data-generating mechanisms with M-bias, trapdoor variables, and complex front-door structures, where the application of the Neyman-Rubin approach is complicated, but the graphical approach is directly usable. The examples offer insights into commonly used causal inference frameworks and aim to improve comprehension of the languages for causal reasoning among a broad audience.
Problem

Research questions and friction points this paper is trying to address.

Compares Neyman-Rubin and graphical causal frameworks
Identifies scenarios where each framework is more applicable
Improves understanding of causal inference methodologies
Innovation

Methods, ideas, or system contributions that make the work stand out.

Combines Neyman-Rubin and graphical causal frameworks
Uses examples with undirected or deterministic relationships
Applies graphical approach for M-bias and trapdoor variables
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