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.