LLsi M
LLsi M
1 Introduction
Case-Based Reasoning (CBR) [1,29] is based on the core principle that similar
problems have similar solutions [28]. Given some new problem, CBR systems
determine the most relevant past cases and reuse their solutions with the goal of
maximizing the utility of the solution for the user. In real-world applications, the
notion of utility is hard to assess objectively and thus often approximated via
the concept of similarity. The computation of similarities within parts of a CBR
application (e.g., during case retrieval) is conducted via similarity measures. De-
pending on the complexity of the case representation, defining an appropriate
similarity configuration is a challenging task that may involve domain knowl-
edge and close collaboration with domain experts. This knowledge-acquisition
bottleneck can potentially hinder the deployment of CBR systems [13].
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The Version of Record is available online: [Link]/10.1007/978-3-031-96559-3_9
2 M. Lenz et al.
At the same time, the field of Machine Learning (ML) has made significant
advancements in recent years, particularly with the rise of Deep Learning (DL)
and Large Language Models (LLMs) [8]. These models are widely used in various
domains and often serve as baselines for the development of new ML techniques.
With CBR being a problem-solving methodology that is open for new develop-
ments, such techniques have already been investigated by the community—for
instance, as an embedding-based similarity method for texts [6] or an explana-
tion technique for procedural cases [24]. Such hybrid approaches allow to combine
the powerful text generation and understanding capabilities of LLMs with the
structured domain knowledge and symbolic reasoning capabilities of CBR sys-
tems. Compared to traditional supervised ML approaches that require extensive
amounts of labeled training data, LLMs use few-shot or even zero-shot learning
to generate predictions based on a few examples or even just the prompt. This
means that the information available in a CBR system, such as the case base
and the vocabulary, can be used to guide the model in generating the desired
output, accelerating the development of robust CBR systems.
This paper aims to explore the potential of LLMs for similarity assessment
and case retrieval in CBR systems. We see an opportunity in using LLMs to
automatically assess similarities between cases, thereby reducing the knowledge-
acquisition effort. Besides directly generating similarity scores, the models may
also be valuable for configuring established CBR applications—for instance, by
selecting appropriate measures for certain attributes. Preliminary work in this
direction has already been done by Wilkerson and Leake [36], who conducted
several experiments with LLMs to assess similarities in a CBR system. While
their results indicate limited usefulness of LLMs for this task, we argue that in-
tegrating more advanced prompting techniques and abstracting from traditional
similarity-based retrieval can enhance their effectiveness—especially when deal-
ing with different model sizes. To address this research gap, our paper contains
the following contributions: (i) Three distinct retrieval strategies tailored for dif-
ferent types of LLMs, (ii) an experimental evaluation on three different domains
with a selection of proprietary and open-weight models, and (iii) an open-source
Python implementation of the approaches with a command-line interface.
The remainder of this paper is structured as follows: Section 2 introduces
foundations regarding similarity measures, followed by an overview of related
work in Section 3. Section 4 presents our approaches that are evaluated in Sec-
tion 5. Finally, Section 6 concludes the paper and presents future work.
2 Foundations
This paper takes a more general view on the retrieval process—simply speaking,
as a selection of the most relevant cases of a case base w.r.t. to a query. In
the traditional CBR process, the retrieval step selects the most relevant cases
from the case base based on their similarity to the query. Thereby, the similarity
between cases acts as a proxy for their utility which, in turn, determines the
reusability of a case to solve the current problem [28,29].
This traditional approach comes with some shortcomings. One of the main
issues is the complex and time-consuming process of defining the similarity mea-
sures, known as the knowledge-acquisition bottleneck [13]. It requires a deep
understanding of the domain and the use case to define proper similarity mea-
sures which is often not available or difficult to obtain. While the knowledge-
acquisition bottleneck refers to all types of knowledge in a CBR system [29], it
can be particularly pronounced for the similarity knowledge. Additionally, the
concrete similarity values themselves come with some challenges that further
increase the manual effort [15]. First, they are not directly interpretable, making
it difficult to understand the reasoning behind the retrieval process and even
hindering domain experts from working with them. Second, the similarity values
are often not consistent across different cases, similarity measures, and similarity
models, leading to unreliable retrieval results. For example, the similarities of a
Levenshtein measure are usually not comparable to scores based on embeddings.
Finally, the values are only meaningful in relation to each other—for instance, a
case with a similarity of 0.8 is more useful relative to a case with a similarity of
0.4, but may not actually provide twice the utility for solving the problem.
There are several ways of overcoming the aforementioned challenges with tradi-
tional similarity-based retrieval. One approach is to abstract from similarities by
using preference relations [15] and, more general, case ranking techniques [11].
Thereby, the goal is to determine the most relevant cases for a given query
based on their relative preferences rather than their absolute similarity values.
For example, given two cases ci and cj , the preference relation ci ≻ cj indicates
that case ci is preferred over case cj for the given query. This allows for a more
intuitive understanding of the retrieval process, as it focuses on the relative
importance of cases rather than their absolute similarity values. Determining
preferences rather than specific similarity values usually aligns better with the
human perception of ranking and retrieval [15], as pairwise similarities can be
hard to interpret and only meaningful in comparison to other pairwise similari-
ties. On the other hand, pairwise preference are often interpretable on their own
(“A is more relevant than B”) and, thus, easier to determine for domain experts.
As pairwise preferences do not provide a complete ranking of the cases, they
need to be aggregated to create a ranked list of cases. This step is usually re-
ferred to as rank aggregation and is a common task in various fields, including
information retrieval, recommender systems, and social choice theory [15]. Rank
4 M. Lenz et al.
3 Related Work
Research on the synergies between CBR and LLMs is a prominent topic in the
CBR community, resulting in dedicated workshops at ICCBR 2024 and 2025 and
a research manifesto of many researchers from the community [3]. One of the mo-
tivations is to combine the strengths of LLMs and CBR methods to overcome the
respective weaknesses based on the concept of neuro-symbolic Artificial Intelli-
gence (AI) [30,18]. Most approaches can either be categorized as LLMs improving
CBR or CBR improving LLMs [3]. Approaches of the first category are mostly
LLsiM: Large Language Models for Similarities in CBR 5
focused on the knowledge engineering process, specifically using the rich capa-
bilities of LLMs to deal with textual data—for instance, modeling of planning
knowledge [7], adaptation of arguments [19], or case elicitation [35]. Approaches
of the second category are mostly focused on integrating the symbolic knowledge
and reasoning capabilities of CBR systems into the text generation process of
LLMs—for instance, to enhance LLMs with a Retrieval-Augmented Generation
(RAG) [21] process guided by a CBR system [38], to use the CBR knowledge as
persistent memory for LLMs improving their performance in specific tasks [34],
and other use cases [32,24,12]. Our paper mostly fits in the former category,
addressing opportunities 5.4, 6.1, and 6.2 of Bach et al. [3].
The work of Wilkerson and Leake [36] is the one most closely related to
our work. They discuss the use of LLMs for similarity-based retrieval and case
adaptation and compare several scenarios where they vary the information that
is provided to the model. This information contains the case features but, de-
pending on the prompting strategy, also the best results of a k-NN retrieval
conducted before prompting. The experiments show that LLMs generally per-
form poorly in similarity assessment and case ranking but additional knowledge
such as the k-NN retrieval results can improve their performance. Our approach
differs from this work mainly in two aspects: First, we take a more general view
on the retrieval process, simply speaking, as a selection of the most relevant
cases of a case base w.r.t. to a query. More specifically, we abstract the task of
the LLM from predicting similarities to predicting pairwise preferences, rankings
and similarity measures, which is the base of the three LLM-based approaches
we propose. Second, we focus strongly on reducing the knowledge-acquisition ef-
fort and, thus, design the approaches to function without the need for manually
defined similarity measures. While a hybrid approach as proposed by Wilkerson
and Leake [36] is a valid idea—for instance, if an existing CBR system is to be
improved, we want to reduce the effort of defining the similarity measures in the
first place. This lowers the barrier of entry for inexperienced CBR engineers and
is especially important for domains where the knowledge-acquisition bottleneck
is particularly strong. The common problem of LLMs returning inconsistent or
even contradictory information is also considered in our work: We propose a
method that outputs a similarity configuration which can then serve as a “first
draft” for experienced CBR engineers to come to a final configuration faster.
Our approaches for assessing similarities using LLMs are motivated by the short-
comings of traditional similarity-based retrieval (see Figure 1a): CBR engineers
analyze the respective domain with the available cases and possibly consult do-
main experts to come up with the required definitions. It may happen that mul-
tiple iterations are needed to find a suitable configuration—potentially delaying
the deployment of the CBR system if the domain is not well understood or the
domain expert is not available. All of this can be done offline with the acquired
knowledge being incorporated into the application. For subsequent queries, the
6 M. Lenz et al.
Case User
Base Query
Offline
User
Query Language Similarity
Domain Similarity CBR Similarity Model Scores
Expert Config System Scores
Case
Base
Case User
Base Query
Offline
User
Query Language Pairwise Similarity
Model Preferences Scores Language Similarity CBR Similarity
Model Config System Scores
Case
Base
CBR system then uses this configuration to compute the similarities to all avail-
able cases in an online phase. The runtime of this process depends on the com-
plexity of the underlying similarity measures.
The naive way of introducing LLMs into the traditional similarity-based retrieval
process is to let them directly predict the similarities between the query and all
available cases (see Figure 1b). One way of achieving that is to send query-case
pairs to the LLM and let it predict some score for each pair—just like the idea
of Wilkerson and Leake [36]. However, requesting individual similarity scores
may not lead to a sensible ranking of the cases because the model does not have
any information about the other cases in the case base. To solve this, we use
a feature called structured output that is available in some LLMs such as those
offered by OpenAI.3 This allows us to provide a JSON schema of the expected
response format that we want the model to follow—making it possible to pass
the entire case base in the same context as the query. We propose two variants
of this approach to deal with the fact that generating floating point numbers
is not a trivial task for LLMs: (i) In the similarity-based variant, we define the
expected output as a list of similarity scores in the range [0, 1] for each case in
the case base. (ii) In the ranking-based variant, we define the expected output as
a list of case IDs sorted by their similarity to the query. Since our end goal is to
have similarity scores and not only a ranking, we use Equation (1) to convert the
ranking to similarity scores. Here, rank(q, ci ) is the rank of case ci w.r.t. query q
3
[Link]
LLsiM: Large Language Models for Similarities in CBR 7
and |C| is the number of cases in the case base. As a result of this transformation,
the similarity scores are evenly distributed, making it impossible to distinguish
between cases with small or large differences in similarity. If capturing these is
important, the similarity-based variant should be used instead.
rank(q, ci ) − 1
sim(q, ci ) = 1 − (1)
|C| − 1
All techniques discussed above are only involved in the online phase, meaning
that the LLM is invoked for each individual query. This does not match the
traditional way of configuring similarity measures in CBR systems, where the
configuration is done once and reused for all queries. To bridge this gap, we
propose a third approach called SimBuilder shown in Figure 1d where the
domain expert is replaced by an LLM that is instructed to create a similarity
configuration based on the available cases—enabling to shift the LLM inference
to an offline phase. It is assumed that there exists a set of simple, atomic sim-
ilarity measures in the underlying CBR system. The LLM is tasked to select,
combine, and parameterize these measures based on the available cases, creating
an elaborate similarity measure on the case level. The two main challenges are
to expose the available similarity measures to the LLM in an understandable
manner and to represent the necessary parameters—such as min/max values for
interval-based measures—for each function. The bridge between the underlying
CBR system and its similarity metrics and the model can be achieved via func-
tion/tool calling as offered by an increasing number of LLMs. Similar to the
structured outputs used in some of the other approaches, this feature allows ex-
posing functions to the model in a structured way and receive parameters to call
them locally—these can be different for each similarity measure and control their
behavior. For instance, an interval-based measure could have min/max values
as parameters, while a taxonomy-based measure could expect a tree structure
as input. The central difference to a structured output is that function calling
allows to provide multiple JSON schemas in the same request and let the model
decide which one to use. We filter the available measures based on the case rep-
resentation since it would not make sense to use a taxonomy-based measure for
numerical values or an edit distance for textual attributes. Then, the LLM is
prompted to select the best function and predict values for all available param-
eters of the method—allowing to execute it locally later in the online phase. For
example, given an attribute “miles” of a car, the LLM could decide to use an
interval-based similarity measure and provide the parameters “min” and “max”
as 0 and 100, 000, respectively. This enables the model to create a more tailored
similarity configuration that aligns with the specific characteristics of the data.
5 Experimental Evaluation
Having introduced the different techniques for using LLMs for assessing the sim-
ilarity in CBR applications, we evaluate them in this section. We first discuss
our hypotheses, outline the experimental setup—including descriptions of the
three domains at hand—and then present the results of our experiments. The
overall goal of our experiments is to assess the effectiveness (i.e., accurate sim-
ilarities) and efficiency (i.e., fast computations and low cost) of the proposed
approaches. Thus, we compare the LLM-based approaches to the traditional way
of configuring similarity measures in CBR systems.
LLsiM: Large Language Models for Similarities in CBR 9
H1. The naive ranking method is more effective than the naive similarity method
as LLMs typically struggle to generate precise numerical values.
H2. The preference-based method is more effective than both naive methods
because pairwise assessments are more tolerant to potential errors introduced
by LLMs. Moreover, the batched variant is more effective than the isolated one
as the larger amount of context allows for better informed decisions.
H3. The SimBuilder approach is more efficient than the naive and preference-
based methods because the LLM inference can be done in advance. It is also
more effective because it can be used with larger LLMs that better understand
the semantics of the cases provided.
Table 1: Overview of the different approaches and the characteristics of the tested
models. Parameters are measured in billions and price in USD per million input
tokens as reported by [Link].
Size Params Price Models Approaches
Small <4 < 0.01 Llama-3.2-3b preferences-isolated
Medium 40–120 0.1–0.2 GPT-4o-mini, Llama-3.3-70b naive,
preferences-batched
Large > 400 > 0.8 GPT-4o, o3-mini, DeepSeek-V3, SimBuilder
DeepSeek-R1, Llama-3.1-405b
to the range [0, k] to ignore smaller and less relevant differences in the ranking
via Equation (2) where ⌊·⌉ denotes rounding to the nearest integer.
sim(q, ci ) − min sim(q, C)
rank′k (q, ci ) = ×k (2)
max sim(q, C) − min sim(q, C)
Based on the setup described in the previous section, we now present the results
of our experiments for the three domains, starting with those using the baseline
retrieval as ground truth. For all datasets combined, the cost of our experiments
for the naive and preference-based techniques totaled to a few dollars per model.
Even though using the larger models, the SimBuilder was actually cheaper and
used less than one dollar per model. Its offline runtime—which is not included in
the tables as it is upfront and does not affect the actual retrieval—ranges from
5 to 500 seconds depending on the domain and model.
Baseline Retrieval. The results for the cars and recipes domains are shown in
Table 2 and Table 3, respectively. For the naive and preference-based approaches,
the completeness is less than one, indicating missing or invalid LLM responses.
The cars dataset (which contains more than double the number of cars compared
to the recipes dataset) yields completeness scores below 0.1, meaning that the
model excluded most of the cases from the output. The correctness scores for
12 M. Lenz et al.
these techniques are mostly close to zero, indicating random rankings. Overall,
the scores are higher for the less complex cars dataset—the graph-based rep-
resentation of the recipes could make it harder for the LLM to understand the
semantics of the cases. The SimBuilder approach however achieves a complete-
ness of 1.0 for all models and a correctness of around 0.75 for the cars dataset
and 0.5 for the recipes dataset. As such, the generated similarity configuration
seems to closely match the expert-driven definitions. We consider this to be a
very promising result, especially given the fact that both domains make use of
rather complex taxonomy-based similarity functions that require a lot of domain
knowledge to configure. Analyzing the effect of rank′5 (i.e., not requiring strict
adherence to the baseline), we see overall improved scores for all approaches.
The metrics for the argumentation domain are missing here as we focus on the
expert ratings in the next section for this corpus. We still ran the experiment
for this corpus and observed similar results as for the recipes dataset.
Expert Ratings. The results for the argumentation domain shown in Table 4
are based on expert ratings as ground truth. Consequently, we do not report the
rank′ scores as no transformation from similarity scores to ranks is needed. We
observe that even the manually defined baseline configuration does not achieve
a correctness or nDCG of 1.0—meaning that in real-world scenarios, it may
not be possible to achieve a perfect ranking of the cases, even with lots of do-
main knowledge. Overall, the findings are consistent with the previous results
with one notable exception: When used with the reasoning model o3-mini, the
SimBuilder achieves the worst correctness score of all approaches. All other
SimBuilder experiments result in the exact same configuration as the expert
one, so the different scores are solely caused by variations of the underlying A*
algorithm (e.g., the order in which mapping candidates are evaluated [4]).
Hypotheses. Regarding the hypotheses, we see that the naive ranking method
is indeed more effective than the naive similarity method, meaning that H1 can
be accepted. However, the preference-based technique is not universally more ef-
fective than the naive ones. The isolated variant tends to outperform the batched
one, ultimately leading to the rejection of H2. Finally, the SimBuilder is more
effective than all other approaches, but not necessarily more efficient. For the
LLsiM: Large Language Models for Similarities in CBR 13
simple representation of the cars dataset, the SimBuilder is the fastest, but
that is not the case for the graph-based recipes and argumentation datasets.
Thus, we can only partially accept H3.
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