Personalized LLM assistants must recover sparse evidence from long conversation histories across queries of varying complexity. We introduce APDMem (Agent-controlled Progressive Disclosure Memory), a hierarchical long-term memory architecture that applies progressive disclosure to memory retrieval. Rather than relying on a flat memory store or fixed retrieval granularity, APDMem represents conversation history as four progressively detailed layers: thematic summaries, personalized key facts, turn-level evidence notes, and raw messages. At inference time, a controller applies progressive disclosure to the memory hierarchy: it first reads high-level summaries and drills into finer evidence only when needed. This creates an adaptive cost-fidelity trade-off: simple queries can terminate early, while complex temporal, multi-hop, or exact-evidence queries trigger deeper inspection. A note synthesizer converts retrieved evidence into a query-focused structure that consolidates facts, orders events, and flags contradictions before final answer generation. Experiments on LongMemEval show that APDMem achieves strong performance for long-context memory reasoning while accessing only 8% of the total conversations.

Multi-party financial chatrooms are vital for sales-and-trading professionals, but their complexity makes manual recovery of missed trades infeasible: each Request for Quote (RFQ) is an event whose final price and trade outcome appear many messages after the RFQ-trigger message (the inquiry message), interleaved with concurrent RFQs from other participants. We cast this as event extraction (EE) over multi-party dialogue and present FinDialogLens, a hybrid LLM pipeline in which compact fine-tuned classifiers act as inference-time scaffolds: they detect RFQ-triggers and price/trade outcome metadata, an RFQ-Level Module segments per-event RFQ windows, and a Trade Engine fills argument roles. With GPT-4o, FinDialogLens reaches 92.1% and 94.3% accuracy on final price and trade outcome, respectively, outperforming full-chatroom CoT prompting methods; fine-tuned open-source LLMs with as few as 3B parameters achieve comparable performance with modest in-domain data. To make the LLM-based solution practical at scale, a difficulty-aware router balances cost and accuracy by allocating RFQs between a low-cost rule-based engine and the higher-performing LLM-powered Trade Engine, cutting LLM calls by 85% on final price while recovering half of the accuracy gap to FinDialogLens (GPT-4o), saving over 300/day at our 70,000-RFQ/day scale.

Transformer-based pre-trained models with millions of parameters require large storage. Recent approaches tackle this shortcoming by training adapters, but these approaches still require a relatively large number of parameters. In this study, AdapterBias, a surprisingly simple yet effective adapter architecture, is proposed. AdapterBias adds a token-dependent shift to the hidden output of transformer layers to adapt to downstream tasks with only a vector and a linear layer. Extensive experiments are conducted to demonstrate the effectiveness of AdapterBias. The experiments show that our proposed method can dramatically reduce the trainable parameters compared to the previous works with a minimal decrease in task performances compared with fine-tuned pre-trained models. We further find that AdapterBias automatically learns to assign more significant representation shifts to the tokens related to the task in consideration.