Beyond Augmented-Action Surrogates for Multi-Expert Learning-to-Defer
2026-04-10 • Machine Learning
Machine Learning
AI summaryⓘ
The authors study a problem where a system must decide not only which expert to ask for help but also what extra information to give that expert to make the best decision. They show that if the system tries to learn these two steps separately, it can fail even in simple cases. To fix this, they propose a combined approach that learns which expert and what information to use together, proving it works well in theory. Their experiments across different tasks confirm that their method outperforms traditional methods and adapts how it gathers extra information based on costs.
Learning-to-DeferExpert SystemsSurrogate LossBayes-optimal PolicyExcess RiskComposite Action SpaceMulti-modal LearningConsistency Guarantees
Authors
Yannis Montreuil, Axel Carlier, Lai Xing Ng, Wei Tsang Ooi
Abstract
Learning-to-Defer routes each input to the expert that minimizes expected cost, but it assumes that the information available to every expert is fixed at decision time. Many modern systems violate this assumption: after selecting an expert, one may also choose what additional information that expert should receive, such as retrieved documents, tool outputs, or escalation context. We study this problem and call it Learning-to-Defer with advice. We show that a broad family of natural separated surrogates, which learn routing and advice with distinct heads, is inconsistent even in the smallest non-trivial setting. We then introduce an augmented surrogate that operates on the composite expert--advice action space and prove an $\mathcal{H}$-consistency guarantee together with an excess-risk transfer bound, yielding recovery of the Bayes-optimal policy in the limit. Experiments on tabular, language, and multi-modal tasks show that the resulting method improves over standard Learning-to-Defer while adapting its advice-acquisition behavior to the cost regime; a synthetic benchmark confirms the failure mode predicted for separated surrogates.