Learning Dynamic Belief Graphs for Theory-of-mind Reasoning

Theory of Mind (ToM) reasoning with Large Language Models (LLMs) requires inferring how people's implicit, evolving beliefs shape what they seek and how they act under uncertainty -- especially in high-stakes settings such as disaster response, emergency medicine, and human-in-the-loop autonomy. Prior approaches either prompt LLMs directly or use latent-state models that treat beliefs as static and independent, often producing incoherent mental models over time and weak reasoning in dynamic contexts. We introduce a structured cognitive trajectory model for LLM-based ToM that represents mental state as a dynamic belief graph, jointly inferring latent beliefs, learning their time-varying dependencies, and linking belief evolution to information seeking and decisions. Our model contributes (i) a novel projection from textualized probabilistic statements to consistent probabilistic graphical model updates, (ii) an energy-based factor graph representation of belief interdependencies, and (iii) an ELBO-based objective that captures belief accumulation and delayed decisions. Across multiple real-world disaster evacuation datasets, our model significantly improves action prediction and recovers interpretable belief trajectories consistent with human reasoning, providing a principled module for augmenting LLMs with ToM in high-uncertainty environment. https://anonymous.4open.science/r/ICML_submission-6373/