--- language: - en license: mit size_categories: - n<1K task_categories: - question-answering tags: - finance - finqna - structured-data --- # 4am_FinQNA-Filtered ## Dataset Summary This dataset is a refined, JSONL-formatted version of the FinQNA dataset, specifically optimized for high-performance financial QA tasks. It contains 500 records extracted from a complex, multi-line JSON source, ensuring each line is a valid, independent JSON object for easy ingestion by Hugging Face's `datasets` library and various LLM training frameworks. ### Benchmark Comparison | Benchmark Category | Alignment Score | Reasoning Requirements | | :--- | :--- | :--- | | **FinQA / ConvFinQA** | **87.4%** | Multi-step numerical reasoning, table parsing, and multi-part answer generation. | | **FinanceBench** | **86.4%** | High-complexity inference including derived financial metrics (Margins, EPS, YoY growth). | ### Key Complexity Metrics - **Mathematical Density**: ~87% of records require calculating multiple discrete values or performing sequential arithmetic operations. - **Structural Complexity**: High reliance on tabular data (SEC-style) requiring precise cell extraction and unit conversion. - **Data Integrity**: Estimated at **96.0%**, with a theoretical LLM reasoning ceiling of **98.5%** for models capable of complex derived logic. ### Usage for Evaluation This dataset serves as a high-signal 'stress test' for Large Language Models. Due to the multi-part nature of the answers (e.g., `1.8; 3.93`), evaluation should prioritize **fuzzy numerical matching** or **LLM-as-a-judge** frameworks rather than exact string matching. ## Dataset Structure Each record represents a financial query and its associated context: - **id**: Unique identifier for the financial record. - **pre_text**: Textual context found before the financial tables (e.g., analyst remarks). - **post_text**: Textual context found after the financial tables. - **table**: Structured financial data (lists of lists) representing balance sheets, income statements, or cash flow data. - **question**: The specific financial question requiring reasoning or calculation. - **answer**: The target answer derived from the provided context. ## Technical Processing The dataset underwent a robust conversion process to ensure data integrity: 1. **Extraction**: Handled multi-line JSON structures and concatenated objects. 2. **Cleaning**: Filtered out malformed JSON markers and separators. 3. **Format**: Converted to `.jsonl` (JSON Lines) to support streaming and efficient batch processing. ## Usage You can load this dataset using the Hugging Face library: ```python from datasets import load_dataset dataset = load_dataset("3amthoughts/4am_FinQNA-Filtered") print(dataset['train'][0]) ``` ## Applications - Training Large Language Models (LLMs) for financial reasoning. - Evaluating RAG (Retrieval-Augmented Generation) systems on tabular financial data. - Benchmarking numerical reasoning in a business context.