Grounding LLM Reasoning under Incomplete Graph Evidence

Knowledge graphs can guide large language models (LLMs) reasoning, but the graph seen by a system is usually a retrieved, linked, temporally scoped, and incomplete evidence state rather than a complete account of truth. We develop a theoretical perspective on grounding observable LLM trajectories under such incomplete graph evidence.The evidence state induces entity anchors, typed relation residuals, path energies, and support regions, while the language model supplies a prior over candidate trajectories. We show that, under open-world incompleteness, no hard rule based only on the observed state can both reject every false unsupported trajectory and retain every true-but-unobserved one.We then characterize soft grounding as a KL-regularized deformation of the LLM prior: finite slack preserves support for unsupported but non-contradicted trajectories, whereas hard conditioning appears as an infinite-penalty limit.The framework also yields stability bounds under evidence perturbations and clarifies the constraint regimes appropriate for GraphRAG, KGQA, graph agents, constrained decoding, and faithful generation. The claims are evidence-relative: KG compatibility is treated as declared support, not factual truth.