FinTextQA: A Dataset for Long-form Financial Question Answering

• URL: http://arxiv.org/abs/2405.09980v1
• Date: Thu, 16 May 2024 10:53:31 GMT
• Title: FinTextQA: A Dataset for Long-form Financial Question Answering
• Authors: Jian Chen, Peilin Zhou, Yining Hua, Yingxin Loh, Kehui Chen, Ziyuan Li, Bing Zhu, Junwei Liang,
• Abstract summary: FinTextQA is a novel dataset for long-form question answering (LFQA) in finance. The most effective system configuration on our dataset involved setting the embedder, retriever, reranker, and generator as Ada2, Automated Merged Retrieval, Bge-Reranker-Base, and Baichuan2-7B.
• Score: 10.1084081290893
• License: http://creativecommons.org/licenses/by-nc-sa/4.0/
• Abstract: Accurate evaluation of financial question answering (QA) systems necessitates a comprehensive dataset encompassing diverse question types and contexts. However, current financial QA datasets lack scope diversity and question complexity. This work introduces FinTextQA, a novel dataset for long-form question answering (LFQA) in finance. FinTextQA comprises 1,262 high-quality, source-attributed QA pairs extracted and selected from finance textbooks and government agency websites.Moreover, we developed a Retrieval-Augmented Generation (RAG)-based LFQA system, comprising an embedder, retriever, reranker, and generator. A multi-faceted evaluation approach, including human ranking, automatic metrics, and GPT-4 scoring, was employed to benchmark the performance of different LFQA system configurations under heightened noisy conditions. The results indicate that: (1) Among all compared generators, Baichuan2-7B competes closely with GPT-3.5-turbo in accuracy score; (2) The most effective system configuration on our dataset involved setting the embedder, retriever, reranker, and generator as Ada2, Automated Merged Retrieval, Bge-Reranker-Base, and Baichuan2-7B, respectively; (3) models are less susceptible to noise after the length of contexts reaching a specific threshold.

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