Recon: Reconstruction-Guided Reasoning Synthesis for User Modeling

User modeling aims to use language models (LMs) to mimic an individual’s behavior from a corpus of past context–action pairs (e.g., conversation turns), enabling the simulation of users in settings like behavioral science, human–AI collaboration, and market research. Recent approaches augment these corpora with synthesized reasoning traces, typically generated by conditioning on both context and action. However, such conditioning constitutes post-hoc rationalization rather than reasoning: the trace is guaranteed to justify the action, but may not encode the underlying latent causal decision paths. We propose Recon, which uses action reconstruction to score reasoning traces by their predictive power: given a context and candidate reasoning, a reconstruction model predicts the action, and reconstruction fidelity determines reasoning quality. Across four domains, Recon achieves a 54.7\% win rate over Backward Synthesis, a standard post-hoc rationalization baseline. Further, we find that training a reasoning synthesis model with rewards derived from Recon improves downstream user modeling performance, achieving a win rate of up to 70.0\% over baselines. We further show that Recon-synthesized reasoning transfers across models, and improves user modeling beyond the reconstruction model. Our work demonstrates that post-hoc rationalization is insufficient for reasoning synthesis, and that useful and interpretable reasoning should naturally elicit the action from the context.