Initial dataset release
Browse files- .gitattributes +4 -0
- LICENSE.md +19 -0
- README.md +254 -0
- data/long_dev.json +3 -0
- data/long_private_test.json +3 -0
- data/long_test.json +3 -0
- data/long_train.json +3 -0
.gitattributes
CHANGED
|
@@ -58,3 +58,7 @@ saved_model/**/* filter=lfs diff=lfs merge=lfs -text
|
|
| 58 |
# Video files - compressed
|
| 59 |
*.mp4 filter=lfs diff=lfs merge=lfs -text
|
| 60 |
*.webm filter=lfs diff=lfs merge=lfs -text
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 58 |
# Video files - compressed
|
| 59 |
*.mp4 filter=lfs diff=lfs merge=lfs -text
|
| 60 |
*.webm filter=lfs diff=lfs merge=lfs -text
|
| 61 |
+
data/long_dev.json filter=lfs diff=lfs merge=lfs -text
|
| 62 |
+
data/long_private_test.json filter=lfs diff=lfs merge=lfs -text
|
| 63 |
+
data/long_test.json filter=lfs diff=lfs merge=lfs -text
|
| 64 |
+
data/long_train.json filter=lfs diff=lfs merge=lfs -text
|
LICENSE.md
ADDED
|
@@ -0,0 +1,19 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
# Dataset License: CC BY 4.0
|
| 2 |
+
|
| 3 |
+
The expanded-context dataset in this directory is a modified derivative of
|
| 4 |
+
FinQA and is released under the Creative Commons Attribution 4.0 International
|
| 5 |
+
license (CC BY 4.0).
|
| 6 |
+
|
| 7 |
+
License reference: https://creativecommons.org/licenses/by/4.0/
|
| 8 |
+
|
| 9 |
+
When sharing or adapting this dataset:
|
| 10 |
+
|
| 11 |
+
- give appropriate credit to FinQA and its authors;
|
| 12 |
+
- cite the original FinQA paper;
|
| 13 |
+
- identify this release as modified by expanding the document context;
|
| 14 |
+
- provide a link to CC BY 4.0; and
|
| 15 |
+
- indicate whether further changes were made.
|
| 16 |
+
|
| 17 |
+
This release must not be described as the original, unmodified FinQA dataset.
|
| 18 |
+
|
| 19 |
+
The MIT license for original capstone code does not apply to this dataset.
|
README.md
ADDED
|
@@ -0,0 +1,254 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
---
|
| 2 |
+
pretty_name: Natively Extended FinQA
|
| 3 |
+
license: cc-by-4.0
|
| 4 |
+
language:
|
| 5 |
+
- en
|
| 6 |
+
task_categories:
|
| 7 |
+
- question-answering
|
| 8 |
+
tags:
|
| 9 |
+
- finance
|
| 10 |
+
- finqa
|
| 11 |
+
- financial-question-answering
|
| 12 |
+
- numerical-reasoning
|
| 13 |
+
- long-context
|
| 14 |
+
- rag
|
| 15 |
+
configs:
|
| 16 |
+
- config_name: default
|
| 17 |
+
data_files:
|
| 18 |
+
- split: train
|
| 19 |
+
path: data/long_train.json
|
| 20 |
+
- split: validation
|
| 21 |
+
path: data/long_dev.json
|
| 22 |
+
- split: test
|
| 23 |
+
path: data/long_test.json
|
| 24 |
+
- split: private_test
|
| 25 |
+
path: data/long_private_test.json
|
| 26 |
+
---
|
| 27 |
+
|
| 28 |
+
# Natively Extended FinQA
|
| 29 |
+
|
| 30 |
+
Natively Extended FinQA is a long-context derivative of FinQA for numerical reasoning over financial data.
|
| 31 |
+
|
| 32 |
+
It preserves the FinQA task while increasing the amount of financial context surrounding each question.
|
| 33 |
+
|
| 34 |
+
Average context increased from approximately:
|
| 35 |
+
|
| 36 |
+
`611 words per question`
|
| 37 |
+
|
| 38 |
+
to:
|
| 39 |
+
|
| 40 |
+
`5,629 words per question`
|
| 41 |
+
|
| 42 |
+
## Splits
|
| 43 |
+
|
| 44 |
+
| Hugging Face Split | File | Records |
|
| 45 |
+
|---|---|---:|
|
| 46 |
+
| `train` | `long_train.json` | 6,251 |
|
| 47 |
+
| `validation` | `long_dev.json` | 883 |
|
| 48 |
+
| `test` | `long_test.json` | 1,147 |
|
| 49 |
+
| `private_test` | `long_private_test.json` | 919 |
|
| 50 |
+
|
| 51 |
+
## Load with Hugging Face Datasets
|
| 52 |
+
|
| 53 |
+
```python
|
| 54 |
+
from datasets import load_dataset
|
| 55 |
+
|
| 56 |
+
dataset = load_dataset(
|
| 57 |
+
"Mr-Rosen/Accuracy-Is-Not-Enough-FinQA-Dataset"
|
| 58 |
+
)
|
| 59 |
+
|
| 60 |
+
print(dataset)
|
| 61 |
+
print(dataset["train"][0]["qa"]["question"])
|
| 62 |
+
````
|
| 63 |
+
|
| 64 |
+
To load only one split:
|
| 65 |
+
|
| 66 |
+
```python
|
| 67 |
+
test = load_dataset(
|
| 68 |
+
"Mr-Rosen/Accuracy-Is-Not-Enough-FinQA-Dataset",
|
| 69 |
+
split="test",
|
| 70 |
+
)
|
| 71 |
+
```
|
| 72 |
+
|
| 73 |
+
## Load as Standard JSON
|
| 74 |
+
|
| 75 |
+
```python
|
| 76 |
+
import json
|
| 77 |
+
|
| 78 |
+
with open("data/long_test.json", "r", encoding="utf-8") as f:
|
| 79 |
+
test = json.load(f)
|
| 80 |
+
```
|
| 81 |
+
|
| 82 |
+
## Dataset Structure
|
| 83 |
+
|
| 84 |
+
Important top-level fields include:
|
| 85 |
+
|
| 86 |
+
```text
|
| 87 |
+
id
|
| 88 |
+
pre_text
|
| 89 |
+
table
|
| 90 |
+
post_text
|
| 91 |
+
qa
|
| 92 |
+
```
|
| 93 |
+
|
| 94 |
+
Important `qa` fields include:
|
| 95 |
+
|
| 96 |
+
```text
|
| 97 |
+
question
|
| 98 |
+
program
|
| 99 |
+
exe_ans
|
| 100 |
+
gold_inds
|
| 101 |
+
```
|
| 102 |
+
|
| 103 |
+
Additional FinQA fields may also be present.
|
| 104 |
+
|
| 105 |
+
## Field Usage
|
| 106 |
+
|
| 107 |
+
### Model-Visible Full-Context Input
|
| 108 |
+
|
| 109 |
+
```text
|
| 110 |
+
qa.question
|
| 111 |
+
pre_text
|
| 112 |
+
table
|
| 113 |
+
post_text
|
| 114 |
+
```
|
| 115 |
+
|
| 116 |
+
### Supervised Training Target
|
| 117 |
+
|
| 118 |
+
```text
|
| 119 |
+
qa.program
|
| 120 |
+
```
|
| 121 |
+
|
| 122 |
+
### Evaluation-Only / Gold Information
|
| 123 |
+
|
| 124 |
+
Do not expose these fields to a model during normal validation or test inference:
|
| 125 |
+
|
| 126 |
+
```text
|
| 127 |
+
qa.program
|
| 128 |
+
qa.answer
|
| 129 |
+
qa.exe_ans
|
| 130 |
+
qa.gold_inds
|
| 131 |
+
```
|
| 132 |
+
|
| 133 |
+
Example:
|
| 134 |
+
|
| 135 |
+
```python
|
| 136 |
+
def extract_model_input(example):
|
| 137 |
+
return {
|
| 138 |
+
"question": example["qa"]["question"],
|
| 139 |
+
"pre_text": example.get("pre_text", []),
|
| 140 |
+
"table": example.get("table", []),
|
| 141 |
+
"post_text": example.get("post_text", []),
|
| 142 |
+
}
|
| 143 |
+
```
|
| 144 |
+
|
| 145 |
+
## FinQA Program Format
|
| 146 |
+
|
| 147 |
+
The associated experiments generate structured FinQA programs.
|
| 148 |
+
|
| 149 |
+
Example:
|
| 150 |
+
|
| 151 |
+
```json
|
| 152 |
+
["subtract(", "5829", "5735", ")", "EOF"]
|
| 153 |
+
```
|
| 154 |
+
|
| 155 |
+
Multi-step programs can reference previous operations:
|
| 156 |
+
|
| 157 |
+
```json
|
| 158 |
+
[
|
| 159 |
+
"subtract(",
|
| 160 |
+
"5829",
|
| 161 |
+
"5735",
|
| 162 |
+
")",
|
| 163 |
+
"divide(",
|
| 164 |
+
"#0",
|
| 165 |
+
"5735",
|
| 166 |
+
")",
|
| 167 |
+
"EOF"
|
| 168 |
+
]
|
| 169 |
+
```
|
| 170 |
+
|
| 171 |
+
These programs should be evaluated with the FinQA evaluator.
|
| 172 |
+
|
| 173 |
+
## Dataset Construction
|
| 174 |
+
|
| 175 |
+
The expanded version adds additional native financial context around FinQA examples.
|
| 176 |
+
|
| 177 |
+
The goal is to increase context noise while retaining the original question, financial table data, program targets, execution answers, and supporting-evidence information.
|
| 178 |
+
|
| 179 |
+
Context blocks were varied so relevant evidence would not always occupy a predictable position.
|
| 180 |
+
|
| 181 |
+
Ordering within individual source blocks was preserved.
|
| 182 |
+
|
| 183 |
+
## Recommended Usage
|
| 184 |
+
|
| 185 |
+
```text
|
| 186 |
+
train -> adapter training
|
| 187 |
+
validation -> prompt/checkpoint/config selection
|
| 188 |
+
test -> final evaluation
|
| 189 |
+
private_test -> private-test-style use
|
| 190 |
+
```
|
| 191 |
+
|
| 192 |
+
If reproducing the accompanying study, do not use the test split for tuning.
|
| 193 |
+
|
| 194 |
+
## Associated Research
|
| 195 |
+
|
| 196 |
+
The dataset supports a six-method comparison using:
|
| 197 |
+
|
| 198 |
+
`Qwen/Qwen2.5-7B-Instruct`
|
| 199 |
+
|
| 200 |
+
Methods:
|
| 201 |
+
|
| 202 |
+
* Baseline
|
| 203 |
+
* RAG
|
| 204 |
+
* LoRA
|
| 205 |
+
* QLoRA
|
| 206 |
+
* RAG + LoRA
|
| 207 |
+
* RAG + QLoRA
|
| 208 |
+
|
| 209 |
+
Research repository:
|
| 210 |
+
|
| 211 |
+
`MarkPaulRosenthal/Accuracy-Is-Not-Enough-Practical-Financial-QA`
|
| 212 |
+
|
| 213 |
+
GitHub dataset repository:
|
| 214 |
+
|
| 215 |
+
[MarkPaulRosenthal/Accuracy-Is-Not-Enough-FinQA-Dataset](https://github.com/MarkPaulRosenthal/Accuracy-Is-Not-Enough-FinQA-Dataset)
|
| 216 |
+
|
| 217 |
+
## Retrieval Data
|
| 218 |
+
|
| 219 |
+
The fixed practical retrieval artifacts used by the RAG-family methods are published in the companion research repository rather than this dataset repository.
|
| 220 |
+
|
| 221 |
+
They are derived model inputs, not primary benchmark splits.
|
| 222 |
+
|
| 223 |
+
## Intended Uses
|
| 224 |
+
|
| 225 |
+
Appropriate uses include:
|
| 226 |
+
|
| 227 |
+
* long-context financial QA
|
| 228 |
+
* numerical reasoning
|
| 229 |
+
* structured program generation
|
| 230 |
+
* retrieval evaluation
|
| 231 |
+
* RAG
|
| 232 |
+
* LoRA/QLoRA
|
| 233 |
+
* context-noise analysis
|
| 234 |
+
* full-context versus retrieved-context comparisons
|
| 235 |
+
|
| 236 |
+
## Limitations
|
| 237 |
+
|
| 238 |
+
This is a controlled FinQA-derived benchmark rather than a random sample of complete production financial documents.
|
| 239 |
+
|
| 240 |
+
Results should not automatically be generalized to arbitrary financial reports or other financial domains without external evaluation.
|
| 241 |
+
|
| 242 |
+
## License
|
| 243 |
+
|
| 244 |
+
**CC BY 4.0**
|
| 245 |
+
|
| 246 |
+
This dataset remains a derivative of FinQA and should be attributed accordingly.
|
| 247 |
+
|
| 248 |
+
## Attribution
|
| 249 |
+
|
| 250 |
+
Natively Extended FinQA builds on:
|
| 251 |
+
|
| 252 |
+
**FinQA: A Dataset of Numerical Reasoning over Financial Data**
|
| 253 |
+
|
| 254 |
+
Users should cite the original FinQA work when using this derivative dataset.
|
data/long_dev.json
ADDED
|
@@ -0,0 +1,3 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
version https://git-lfs.github.com/spec/v1
|
| 2 |
+
oid sha256:f4c06380e3d18177425f76d9438e1682fb27fe83cd370e685e277f9070454ead
|
| 3 |
+
size 43827692
|
data/long_private_test.json
ADDED
|
@@ -0,0 +1,3 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
version https://git-lfs.github.com/spec/v1
|
| 2 |
+
oid sha256:7af8f254859098a2d1662322230f96b96c8ede95722cfd24e52c99b776e9d165
|
| 3 |
+
size 38843927
|
data/long_test.json
ADDED
|
@@ -0,0 +1,3 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
version https://git-lfs.github.com/spec/v1
|
| 2 |
+
oid sha256:90a26b356fcecbf3c40a611c8f5a65450fb2d18a2c0853f3281923d18126ffbb
|
| 3 |
+
size 56107429
|
data/long_train.json
ADDED
|
@@ -0,0 +1,3 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
version https://git-lfs.github.com/spec/v1
|
| 2 |
+
oid sha256:142e6cdfd43b1c9470c728677b16118c24bb44d980bc3b65c20a616877c33894
|
| 3 |
+
size 309703244
|