Lag-Aware Causal Multimodal Transformer for Supply Chain Demand Forecasting

Authors

  • Ethan Vale Paul G. Allen School of Computer Science & Engineering, University of Washington, Seattle, WA, USA
  • Maya Chen Paul G. Allen School of Computer Science & Engineering, University of Washington, Seattle, WA, USA

DOI:

https://doi.org/10.66238/smsrj.v4i2.78

Keywords:

demand forecasting, multimodal transformer, lag alignment, predictive causality, supply chain, time series

Abstract

Demand forecasting increasingly relies on heterogeneous signals, but multimodal fusion is often temporally naive: exogenous channels are aligned by timestamp even when their effect on demand is delayed. This paper introduces a Lag-Aware Causal Multimodal Transformer (LACMT) that separates representation learning from train-only predictive-causality screening. The model first estimates channel-specific delay candidates by correlating each lagged exogenous channel with residual demand after autoregressive adjustment. These lag estimates are then converted into horizon-aligned causal context tokens and fused with a compact multimodal Transformer through a horizon-conditioned prediction head. To avoid unsupported causal claims, the screening stage is interpreted as Granger-style predictive causality rather than intervention-level identification. A controlled supply-chain benchmark with known lag structure is used so that both forecast accuracy and lag recovery can be audited. Across two neural random seeds, LACMT attains 7-day RMSE 8.630±0.101, MAE 6.634±0.093, and sMAPE 24.324±0.572. The unconstrained multimodal Transformer records the lowest 7-day RMSE (8.240±0.239), while LACMT improves 7-day RMSE by 5.7% and sMAPE by 24.1% over a linear lag-aware Ridge baseline and recovers four of five planted influential lags exactly. These results show that explicit lag alignment adds interpretable temporal structure and competitive long-horizon performance without conflating predictive causality with structural causation.

 

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Published

2026-09-17

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