The Inference Report

Data science aims to derive actionable insights from heterogeneous raw data, unlocking the value of the massive amounts of data generated in modern society. Automating this process is essential to reducing labor-intensive efforts for data scientists and enabling scalable data-driven applications. Recently, large language model (LLM)-based data agents have emerged as a promising solution to automate data science workflows. However, the field lacks comprehensive benchmarks to rigorously evaluate these agents across diverse scenarios with fine-grained granularity. To address this gap, we propose AgenticDataBench, a comprehensive benchmark featuring realistic tasks spanning diverse domains with fine-grained ground-truth labels. This enables evaluations to capture the diversity and complexity of data science workflows and the detailed performance of agents. First, to cover diverse domains, we collect real datasets and tasks from 15 vertical domains, including 5 real-world B2B use cases from a leading fintech company. Second, to remove redundancy in real-world tasks and generate high-quality tasks for domains lacking real data, we introduce data science skills, recurring data-centric operational patterns, and quantify benchmark coverage by the number of skills included. Representative skills are extracted from large-scale task solutions on Stack Overflow using skill-aligned hierarchical clustering. Third, for real-world business tasks, we select task-solution pairs that maximize diversity in skill composition, ensuring broad coverage of practical scenarios. Fourth, to generate realistic tasks for devise domains without real tasks, we propose a systematic LLM-based task generation approach to create workflows and tasks based on these skills. Finally, we evaluate state-of-the-art data agents using our annotated benchmark and open-sourced testbed, providing detailed skill-level insights.

Hierarchical Navigable Small World (HNSW) graphs serve as the industry standard due to their logarithmic complexity and strong empirical performance. However, HNSW relies on greedy graph traversal, a heuristic that provides no theoretical guarantees of correctness. In this paper, we propose a novel "Certify-then-Rectify" framework that bridges the gap between the speed of heuristic search and the rigor of exact retrieval. Rather than discarding HNSW, our approach first employs a distribution-free statistical certifier to dynamically evaluate the quality of a standard HNSW search with minimal overhead. If certification indicates that the retrieved neighbors are of low quality, the framework safely escalates to a rigorous exact recovery algorithm. To make this exact recovery computationally feasible, we reinterpret the HNSW graph as a geometric spanner and utilize Extreme Value Theory to stochastically estimate its maximum empirical stretch factor. This allows us to mathematically bound the maximum distance of true nearest neighbors. Extensive evaluations on benchmark datasets demonstrate that our tiered framework delivers the average-case speed of HNSW while ensuring the worst-case correctness of exact search and outperforming other applicable approaches.

LLM agents increasingly rely on retrieval buffers to store and reuse past experience, yet the cache management policies governing these buffers remain largely ad-hoc. We formalize this as an online semantic cache replacement problem with switching costs, where items are matched by embedding similarity and hit quality is continuous rather than binary. Through experiments on two datasets from MemoryBench-Full (LoCoMo, DialSim) with 8 replacement policies, we reveal a surprising finding: classic heuristics (LRU, LFU) \emph{consistently underperform} the naive FIFO baseline on semantic workloads, due to the absence of temporal locality and frequency concentration. We propose SOLAR, a learning-augmented framework that derives modification timing from regret accumulation (achieving $\sim$17\% modification rate) and content selection from Bayesian online learning over implicit retrieval feedback. We prove SOLAR achieves a constant competitive ratio $\leq 3$, independent of cache size and horizon (vs.\ $Ω(K)$ for FIFO), and eviction regret $O(\sqrt{KT\log T})$, matching the $Ω(\sqrt{KT})$ lower bound up to logarithmic factors. Experiments demonstrate 5--75\% relative improvement over FIFO at tight cache sizes, with a clearly characterized phase transition at the working set boundary. Synthetic experiments with 5000-item pools further reveal an inverted-U relationship between pool size and retrieval quality, justifying capacity constraints as a retrieval noise phenomenon rather than a storage limitation.

Large language models (LLMs) are increasingly used to generate queries, invoke tools, and construct analytical workflows. Although recent advances have substantially improved workflow generation and execution, the semantic information required to operationalize analytical concepts often lies beyond what is explicitly represented in database schemas and data values. We present a cross-domain formative study of operationalization failures in agent-generated analytical workflows. Across 236 analytical intents spanning finance, human resources, and public safety domains, we identify 153 recurring failures despite successful workflow generation and execution. Our analysis reveals five recurring classes of failures: comparative grounding, process reasoning, quantitative reasoning, role confusion, and policy grounding. These findings suggest a semantic gap between user-level analytical concepts and the information available to workflow-generation systems. More broadly, they raise questions about the admissibility of analytical operations and suggest that future agentic data systems may require richer semantic representations to bridge the gap between analytical intent and executable computation.

Real-world data analysis is a multi-step process over heterogeneous inputs rather than merely producing a final answer. A practical system should autonomously organize multi-step workflows, execute generated code in a sandboxed and controllable environment, and remain inspectable through visible action traces and intermediate artifacts. Existing LLM-based analysis tools, however, often emphasize isolated subtasks, leaving limited support for complete execution-grounded workflows. We present DA-Studio (Data Analysis Studio), an interactive web-based demo system for end-to-end data analysis that is autonomous, sandboxed, and inspectable. DA-Studio integrates an action-structured analysis backend, a sandboxed execution workspace, and a browser interface for task setup, streamed action traces, artifact preview, code editing and rerunning, and report export. Through iterative action generation, code execution, and feedback incorporation, it incrementally constructs executable analysis steps from raw files and natural-language requests while exposing intermediate results and artifacts throughout the process.

Integrating unstructured data into relational database systems is increasingly important as demand grows for natural language querying and analysis. A semantic join, joining two tables under a natural-language predicate, can be evaluated with a large language model (LLM), but comparing every pair of tuples requires O(M x N) LLM invocations and is cost-prohibitive at scale. Existing systems reduce this cost but typically commit to a single fixed strategy (e.g., embedding similarity or one batched scheme) regardless of the data or the join predicate. We propose an LLM-agent-based decision pipeline that optimizes semantic joins by matching the execution strategy to the characteristics of the underlying tables. An LLM advisor routes each join to one of two strategies: a Cluster Join, which prunes candidates via unsupervised embedding clustering and sample-based filtering, or a Classifier strategy for predicates that reduce to a shared discrete label set. Across three diverse datasets (IMDb reviews, email contradictions, and Stack Overflow tags), the advisor consistently identifies the optimal execution strategy for each workload. This dynamic routing proves decisive: it outperforms adaptive block join (ABJ) by 20-33 F1 points across all datasets while consuming fewer tokens on two of the three, and achieves higher F1 scores than featurized-decomposition join (FDJ) at one to two orders of magnitude lower token cost.