Read Between the Stickers: Sentiment-Prior Reasoning with Learnable Verbalized Rules for Multimodal Chat Analysis

Abstract

Multimodal chat analysis of social media stickers (MCAS) benefits from jointly modeling text and sticker semantics, yet it is inherently challenged by the interference between sentiment and intent recognition. Although existing multi-task approaches achieve competitive performance, they largely ignore this inter-task interference and offer little explicit reasoning about how these two predictions are made. To address this issue, we propose \textbf{ExCoVer}, an \textbf{Ex}plicit \textbf{C}hain-\textbf{o}f-Thought framework with \textbf{Ver}balized rules learning that integrates sentiment-prior reasoning with learnable discrimination rules to produce explicit reasoning chains for sentiment and intent predictions. Specifically, ExCoVer consists of two components: (1) Sentiment-Prior Chain-of-Thought (SP-CoT), which detects cross-modal sentiment conflicts and uses the dominant sentiment as a prior to mitigate inter-task interference and narrow the candidate intent space; and (2) Verbalized Rules Learning for Confusing Intent Discrimination (VRLCID), which treats discrimination rules as learnable parameters and optimizes them via learner, optimizer, and regularizer agents to suppress spurious correlations and distinguish confusing intents. Extensive experiments on CSMSA and MSAIRS datasets demonstrate that ExCoVer achieves state-of-the-art performance while providing explicit reasoning chains.