Recent years have seen great interest in extending causal inference concepts developed in the context of classical statistical models to quantum theory. So far, this program has only barely addressed causal identification, a type of causal inference problem concerned with recovering from observational data and qualitative assumptions the causal relationships generating the data, and hence the effects of hypothetical interventions. A major obstacle to a theory of causal identification in the quantum setting is the question of what should play the role of “observational data,” as any means of extracting data at a locus will almost certainly disturb the system. One might think that quantum measurements are already too much like interventions, so that the problem of causal identification is trivialized. This is not the case: when we fix a limited class of quantum measurement instruments (namely, the class of all projective measurements) to play the role of “observations,” there exist scenarios for which causal identification is impossible. In this paper, we present a framework, based on process theories (also known as strict symmetric monoidal categories), for studying quantum causal identification scenarios on the same footing as their classical counterparts. Within this framework, we present sufficient conditions for quantum causal identification in networks with unobserved confounding systems, including quantum analogs of the well-known “back-door” and “front-door” criteria. These results arise from a type of causal model designed to facilitate the transfer of inference techniques from the classical to the quantum setting. Published by the American Physical Society 2024
Recent years have seen great interest in extending causal inference concepts developed in the context of classical statistical models to quantum theory. So far, this program has only barely addressed causal identification, a type of causal inference problem concerned with recovering from observational data and qualitative assumptions the causal relationships generating the data, and hence the effects of hypothetical interventions. A major obstacle to a theory of causal identification in the quantum setting is the question of what should play the role of “observational data,” as any means of extracting data at a locus will almost certainly disturb the system. One might think that quantum measurements are already too much like interventions, so that the problem of causal identification is trivialized. This is not the case: when we fix a limited class of quantum measurement instruments (namely, the class of all projective measurements) to play the role of “observations,” there exist scenarios for which causal identification is impossible. In this paper, we present a framework, based on process theories (also known as strict symmetric monoidal categories), for studying quantum causal identification scenarios on the same footing as their classical counterparts. Within this framework, we present sufficient conditions for quantum causal identification in networks with unobserved confounding systems, including quantum analogs of the well-known “back-door” and “front-door” criteria. These results arise from a type of causal model designed to facilitate the transfer of inference techniques from the classical to the quantum setting. Published by the American Physical Society 2024
Though the topic of causal inference is typically considered in the context of classical statistical models, recent years have seen great interest in extending causal inference techniques to quantum and generalized theories. Causal identification is a type of causal inference problem concerned with recovering from observational data and qualitative assumptions the causal mechanisms generating the data, and hence the effects of hypothetical interventions. A major obstacle to a theory of causal identification in the quantum setting is the question of what should play the role of "observational data," as any means of extracting data at a certain locus will almost certainly disturb the system. Hence, one might think a priori that quantum measurements are already too much like interventions, so that the problem of causal identification trivializes. This is not the case. Fixing a limited class of quantum instruments (namely the class of all projective measurements) to play the role of "observations," we note that as in the classical setting, there exist scenarios for which causal identification is not possible. We then present sufficient conditions for quantum causal identification, starting with a quantum analogue of the well-known "front-door criterion" and finishing with a broader class of scenarios for which the effect of a single intervention is identifiable. These results emerge from generalizing the process-theoretic account of classical causal inference due to Jacobs, Kissinger, and Zanasi beyond the setting of Markov categories, and thereby treating the classical and quantum problems uniformly.
It is known that the classical framework of causal models is not general enough to allow for causal reasoning about quantum systems. While the framework has been generalized in a variety of different ways to the quantum case, much of this work leaves open whether causal concepts are fundamental to quantum theory, or only find application at an emergent level of classical devices and measurement outcomes. Here, we present a framework of quantum causal models, with causal relations defined in terms intrinsic to quantum theory, and the central object of study being the quantum process itself. Following Allen et al., Phys. Rev. X 7, 031021 (2017), the approach defines quantum causal relations in terms of unitary evolution, in a way analogous to an approach to classical causal models that assumes underlying determinism and situates causal relations in functional dependences between variables. We show that any unitary quantum circuit has a causal structure corresponding to a directed acyclic graph, and that when marginalising over local noise sources, the resulting quantum process satisfies a Markov condition with respect to the graph. We also prove a converse to this statement. We introduce an intrinsically quantum notion that plays a role analogous to the conditional independence of classical variables, and (generalizing a central theorem of the classical framework) show that d-separation is sound and complete for it in the quantum case. We present generalizations of the three rules of the classical do-calculus, in each case relating a property of the causal structure to a formal property of the quantum process, and to an operational statement concerning the outcomes of interventions. In addition, we introduce and derive similar results for classical split-node causal models, which are more closely analogous to quantum causal models than the classical causal models that are usually studied.
Recent developments in the formalisation of quantum causal structures have made it possible to test and compare hypotheses about causal structure empirically, rather than being a-priori assumptions. Such differences in causal structure may be leveraged to distinguish between the processes they belong to, akin to distinguishing between quantum states known to belong to different eigenspaces of an observable. So how far this analogy can be pushed? Can causal order be interpreted as a kind of observable? Can it be measured?
To this end we construct a completely operational definition of observables in terms of `discrimination tasks'. This begins with some base set of classes (analogous to a quantum observable's eigenspaces) before we impose three conditions on how these classes relate under discrimination tasks. These conditions recover the properties of a standard observable, letting us apply this definition to non-state entities such as quantum processes, which naturally encode causal structure.
These conditions can be described in plain language as (1) `members of any class are perfectly distinguishable from members of any other' (i.e. our classes are `sharp'), (2) `entities perfectly distinguishable pairwise are all perfectly distinguishable by a joint intervention', and (3) `if all members of a class are perfectly distinguishable from an entity, then the whole class is perfectly distinguishable from it jointly'.
By analysing classes of quantum processes having strict causal orders, we find causal classes which are sharp but violate condition 2, and classes which violate condition 3. This implies that causal order cannot be an observable.
We note cases in the literature which claim to prove the opposite, and discuss them. We find their analyses presume special circumstances equivalent to conditions (2) and (3), and so do not contradict our own findings.
Markov categories allow formalization of probabilistic and causal reasoning in a general setting that applies uniformly to many different kinds of classical probabilistic processes. It has so far been challenging, however, to generalize these techniques to reasoning about quantum processes, as the quantum no-cloning theorem forbids "copy" maps of the sort that have been used to axiomatize conditional independence, and the related notions of complete common causes and Markovianity, in classical Bayesian networks. Here, we introduce a new categorical notion of Markovian causal model, according to which a distinguished subcategory of "common cause" maps plays a similar role to that of "copy" maps in the categorical formulation of Bayesian networks. Moreover, defining causal models as second-order processes yields a clean and flexible formulation of interventions. Our formalism is both rich enough to handle "complete common cause" assumptions and general enough to encompass not only standard classical causal identification scenarios, but also quantum causal scenarios and new kinds of classical causal identification based on imperfect observations. Furthermore, we show that one can reason uniformly across all of these cases using string-diagrammatic techniques.
Markov categories allow formalization of probabilistic and causal reasoning in a general setting that applies uniformly to many different kinds of classical probabilistic processes. It has so far been challenging, however, to generalize these techniques to reasoning about quantum processes, as the quantum no-cloning theorem forbids "copy" maps of the sort that have been used to axiomatize conditional independence, and the related notions of complete common causes and Markovianity, in classical Bayesian networks. Here, we introduce a new categorical notion of Markovian causal model, according to which a distinguished subcategory of "common cause" maps plays a similar role to that of "copy" maps in the categorical formulation of Bayesian networks. Moreover, defining causal models as second-order processes yields a clean and flexible formulation of interventions. Our formalism is both rich enough to handle "complete common cause" assumptions and general enough to encompass not only standard classical causal identification scenarios, but also quantum causal scenarios and new kinds of classical causal identification based on imperfect observations. Furthermore, we show that one can reason uniformly across all of these cases using string-diagrammatic techniques.
Inferring causal relations from empirical data is a central task in any scientific inquiry. To that aim, a mathematical theory of causality has been developed, not only stating under which conditions such inference becomes possible but also offering a formal framework to reason about cause and effect within quantum theory. This perspective article provides an overview of the latest results in the growing field of quantum causality, with a special focus on experimental implementations and concepts that only recently have entered in the quantum information dictionary. Ideas like bilocality, instrumental variables and interventions will be discussed from both a fundamental and an experimental perspective.