Datasets:
|
Download README.md from domyn/FinMultiHopQA: direct link, hf CLI and curl.
- Browser
- Download file 12.5 kB
-
https://huggingface.co/datasets/domyn/FinMultiHopQA/resolve/main/README.md
- Command line
-
hf download hf://datasets/domyn/FinMultiHopQA/README.md
-
curl -L -o README.md https://huggingface.co/datasets/domyn/FinMultiHopQA/resolve/main/README.md
12.5 kB
| license: cc-by-nc-4.0 | |
| task_categories: | |
| - question-answering | |
| - text-generation | |
| language: | |
| - en | |
| tags: | |
| - finance | |
| - knowledge-graphs | |
| - multi-hop-reasoning | |
| - multi-hop-qa | |
| - sec-filings | |
| - 10-k-filings | |
| - financial-nlp | |
| - document-grounding | |
| - benchmark | |
| - FinReflectKG | |
| pretty_name: FinMultiHopQA | |
| size_categories: | |
| - 10K<n<100K | |
| configs: | |
| - config_name: default | |
| data_files: | |
| - split: test | |
| path: data/test-* | |
| # Dataset Card for FinMultiHopQA | |
| **FinMultiHopQA** is a KG-grounded benchmark of **15,600 qualitative and quantitative multi-hop questions** | |
| over SEC 10-K filings. Every question is built from a typed path in **FinReflectKG**, a provenance-linked | |
| financial knowledge graph, and ships with the exact evidence chunks (filing, page, chunk) for each hop. | |
| ## Dataset Details | |
| ### Dataset Description | |
| **Curated by:** [Domyn](https://www.domyn.com/) | |
| **Language(s):** English | |
| **License:** CC-BY-NC-4.0 | |
| FinMultiHopQA tests whether models can combine evidence that is scattered across pages, filings, fiscal | |
| years, and companies. Questions require 2 or 3 reasoning hops and cover three document regimes: | |
| intra-document, inter-year (same company, different fiscal years), and cross-company. Answers are grounded | |
| only in the released evidence chunks, so no external knowledge is needed. | |
| ### Dataset Sources | |
| **Base knowledge graph:** [FinReflectKG](https://huggingface.co/datasets/iGeniusAI/FinReflectKG) | | |
| **Paper:** [FinReflectKG: Agentic Construction and Evaluation of Financial Knowledge Graphs](https://arxiv.org/pdf/2508.17906) | |
| **Benchmark paper:** FinMultiHopQA: Financial QA Benchmark for Reasoning with Knowledge Graph Evidence | |
| ## Key Features | |
| - **15,600 QA pairs**: 7,800 qualitative and 7,800 quantitative; 6,000 2-hop and 9,600 3-hop | |
| - **Three document regimes**: intra-document, inter-year, and cross-company | |
| - **Two 3-hop motif families**: connector chains (`type1`) and three-anchor branches (`type2`) | |
| - **Full provenance**: every hop carries its source filing, page, chunk ID, and chunk text | |
| - **Coverage**: 96 companies, 267 10-K filings, fiscal years 2022–2024, 11 GICS sectors | |
| - **Quality-screened**: every pair scored by an LLM validator (≥ 45/50) plus hard rejection rules | |
| - **Expert-validated**: a two-SME quality audit on a 360-pair random sample | |
|  | |
| ## Quick Start | |
| ```python | |
| from datasets import load_dataset | |
| ds = load_dataset("domyn/FinMultiHopQA", split="test") # 15,600 questions | |
| # Filter by question type, hop count, topology, or motif | |
| quant = ds.filter(lambda r: r["question_type"] == "quantitative") | |
| three_hop = ds.filter(lambda r: r["hop_count"] == 3) | |
| inter_year = ds.filter(lambda r: r["topology"] == "cross_year" and r["motif"] == "chain") | |
| row = ds[0] | |
| print(row["question"]) | |
| for hop in row["hops"]: | |
| print(hop["hop"], hop["relationship"], hop["source_file"], hop["page_id"]) | |
| ``` | |
| ## Dataset Structure | |
| ### Files and splits | |
| The full benchmark is a single `test` split (15,600 rows). Use the `question_type`, `hop_count`, | |
| `topology`, and `motif` columns to select subsets. | |
| ### Statistics | |
| | Question type | Topology | 2-hop | 3-hop | Total | | |
| |---|---|---:|---:|---:| | |
| | Qualitative | Cross-company | 1,250 | 2,000 | 3,250 | | |
| | Qualitative | Inter-year | 1,000 | 1,600 | 2,600 | | |
| | Qualitative | Intra-document | 750 | 1,200 | 1,950 | | |
| | Quantitative | Cross-company | 1,250 | 2,000 | 3,250 | | |
| | Quantitative | Inter-year | 1,000 | 1,600 | 2,600 | | |
| | Quantitative | Intra-document | 750 | 1,200 | 1,950 | | |
| | **Total** | | **6,000** | **9,600** | **15,600** | | |
| Motifs: 10,000 chain (all 2-hop + 3-hop `type1`) and 5,600 branch (3-hop `type2`). | |
|  | |
| **Sector coverage (GICS):** Information Technology 2,321 · Industrials 2,106 · Health Care 2,019 · | |
| Financials 1,952 · Consumer Staples 1,828 · Consumer Discretionary 1,611 · Communication Services 1,518 · | |
| Energy 853 · Utilities 853 · Real Estate 371 · Materials 168 | |
|  | |
| ### Partitions | |
| Each partition keeps the top-N candidates by `quality_score` (descending), then source question ID (ascending). | |
| | Partition | Questions | Sampling | Quality score (min / max / mean) | | |
| |---|---:|---|---| | |
| | `qualitative_2hop_cross_company` | 1,250 | `top_quality_score` | 46 / 49 / 46.78 | | |
| | `qualitative_2hop_cross_year` | 1,000 | `top_quality_score` | 46 / 49 / 46.64 | | |
| | `qualitative_2hop_intra_doc` | 750 | `top_quality_score` | 46 / 50 / 47.14 | | |
| | `qualitative_3hop_cross_company_type1` | 600 | `top_quality_score` | 47 / 48 / 47.03 | | |
| | `qualitative_3hop_cross_company_type2` | 1,400 | `top_quality_score` | 47 / 48 / 47.15 | | |
| | `qualitative_3hop_cross_year_type1` | 800 | `top_quality_score` | 47 / 48 / 47.02 | | |
| | `qualitative_3hop_cross_year_type2` | 800 | `top_quality_score` | 46 / 48 / 47.06 | | |
| | `qualitative_3hop_intra_doc_type1` | 600 | `top_quality_score` | 47 / 48 / 47.03 | | |
| | `qualitative_3hop_intra_doc_type2` | 600 | `top_quality_score` | 46 / 48 / 46.72 | | |
| | `quantitative_2hop_cross_company` | 1,250 | `top_quality_score` | 47 / 49 / 47.13 | | |
| | `quantitative_2hop_cross_year` | 1,000 | `top_quality_score` | 47 / 49 / 47.08 | | |
| | `quantitative_2hop_intra_doc` | 750 | `top_quality_score` | 47 / 50 / 47.27 | | |
| | `quantitative_3hop_cross_company_type1` | 600 | `top_quality_score` | 46 / 48 / 46.97 | | |
| | `quantitative_3hop_cross_company_type2` | 1,400 | `top_quality_score` | 47 / 48 / 47.09 | | |
| | `quantitative_3hop_cross_year_type1` | 800 | `top_quality_score` | 47 / 48 / 47.02 | | |
| | `quantitative_3hop_cross_year_type2` | 800 | `top_quality_score` | 47 / 49 / 47.22 | | |
| | `quantitative_3hop_intra_doc_type1` | 600 | `top_quality_score` | 47 / 48 / 47.03 | | |
| | `quantitative_3hop_intra_doc_type2` | 600 | `top_quality_score` | 46 / 48 / 46.82 | | |
| ### Data Fields | |
| | Field | Type | Description | | |
| |---|---|---| | |
| | `id` | string | Unique key: `<partition>-<row index>` | | |
| | `question` | string | The multi-hop question | | |
| | `answer` | string | Reference answer grounded in the evidence chunks | | |
| | `reasoning_steps` | list[string] | Step-by-step reasoning chain behind the reference answer | | |
| | `question_type` | string | `qualitative` or `quantitative` | | |
| | `hop_count` | int | `2` or `3` | | |
| | `topology` | string | `intra_doc`, `cross_year`, or `cross_company` (from the partition; use this for topology analysis) | | |
| | `motif` | string | `chain` (2-hop and 3-hop `type1`) or `branch` (3-hop `type2`) | | |
| | `pattern` | string | Typed KG path, e.g. `ORG -[Invests_In]-> GPE <-[Operates_In]- ORG` | | |
| | `document_relationship` | string | `intra_document`, `inter_document_same_company`, or `inter_document_cross_company` | | |
| | `sector` | string | GICS sector | | |
| | `sub_industry` | string | GICS sub-industry (null when not resolved) | | |
| | `difficulty` | string | IDF-based heuristic: `easy` / `medium` / `hard` | | |
| | `idf_score` | float | Connector IDF score (higher = more specific connector) | | |
| | `quality_score` | int | LLM-validator rubric total (0–50) | | |
| | `nodes` | list[struct] | KG path nodes: `{role, id, name, type, year, idf_score}` | | |
| | `hops` | list[struct] | Evidence per hop: `{hop, relationship, source_file, page_id, chunk_id, chunk_text}` | | |
| Node roles: 2-hop paths use `start`, `intermediate`, `end`; 3-hop chains use `start`, `node_2`, | |
| `node_3`, `end`; 3-hop branches use `start`, `connector` (the shared node the anchors link to), `end`. | |
| For every row, `hops[i].source_file` gives the filing behind hop *i*. | |
| ### Example | |
| ```json | |
| { | |
| "id": "qualitative_3hop_cross_company_type2-00000", | |
| "question": "How do Boeing (BA), Emerson (EMR), and Honeywell (HON) each approach the strategic asset allocation for their defined benefit pension plans, ...?", | |
| "answer": "Boeing focuses on reducing asset volatility relative to liabilities, ...", | |
| "reasoning_steps": ["Hop 1: BA → Asset Allocation: ...", "Hop 2: EMR → Asset Allocation: ...", "Hop 3: HON → Asset Allocation: ..."], | |
| "question_type": "qualitative", | |
| "hop_count": 3, | |
| "topology": "cross_company", | |
| "motif": "branch", | |
| "pattern": "ORG -[Monitors]-> ACCOUNTING_POLICY <-[Discloses]- ORG <-[Discloses]- ORG", | |
| "sector": "Industrials", | |
| "difficulty": "medium", | |
| "quality_score": 48, | |
| "nodes": [ | |
| {"role": "start", "id": "BA", "name": "BA", "type": "ORG", "year": 2024, "idf_score": null}, | |
| {"role": "connector", "id": "Asset_Allocation", "name": "Asset Allocation", "type": "ACCOUNTING_POLICY", "year": null, "idf_score": 4.01}, | |
| {"role": "end", "id": null, "name": "EMR", "type": "ORG", "year": null, "idf_score": null} | |
| ], | |
| "hops": [ | |
| {"hop": 1, "relationship": "Monitors", "source_file": "BA_10k_2024.pdf", "page_id": "page_99", "chunk_id": "chunk_1", "chunk_text": "..."}, | |
| {"hop": 2, "relationship": "Discloses", "source_file": "EMR_10k_2024.pdf", "page_id": "page_63", "chunk_id": "chunk_5", "chunk_text": "..."}, | |
| {"hop": 3, "relationship": "Discloses", "source_file": "HON_10k_2024.pdf", "page_id": "page_107", "chunk_id": "chunk_3", "chunk_text": "..."} | |
| ] | |
| } | |
| ``` | |
| ## Dataset Creation | |
| ### Motif families | |
| Questions are instantiated from typed KG motifs, each under three evidence regimes with explicit | |
| provenance constraints: | |
| - **2-hop bridge** (`cross_company`, `cross_year`, `intra_doc`): cross-company uses two distinct | |
| organizations with matched fiscal years; inter-year uses one organization across different years; | |
| intra-document uses one document but distinct pages/chunks (or distinct facts in a shared chunk). | |
| - **3-hop connector chain** (`type1`): connector pairs are chosen by IDF ranking within GICS strata, which | |
| suppresses generic connectors; the linking relation must share provenance with the anchor edges. | |
| - **3-hop multi-branch** (`type2`): three organization anchors (or one organization across three years) | |
| each linked independently to one shared connector node. | |
| ### Generation and filtering | |
| The pipeline generates a full corpus of **36,668** QA pairs; this benchmark is the filtered subset of | |
| **15,600**. Filtering preserves the topology and sector balance of the full corpus. | |
| ### Quality control | |
| Every generated pair is scored by an LLM validator on five dimensions (0–10 each, max 50): | |
| multi-chunk dependency, financial context, answer grounding, causal-connection grounding, and natural | |
| analyst quality. Pairs below **45/50** are regenerated. Independent of the score, a pair is discarded if | |
| it: | |
| - mentions page or section structure; | |
| - is answerable from one evidence fact without combining the required hops; | |
| - needs external knowledge not present in the evidence; | |
| - asserts a fabricated causal link between companies that only share a generic term. | |
| The rubric total is released as `quality_score` on every row. | |
|  | |
| ### Human (SME) validation | |
| Two finance SMEs independently rated a fixed-seed, topology-stratified random sample of 360 QA pairs on | |
| four criteria. A separate SME judge-calibration study scored model answers on a distinct 360-pair panel | |
| (1,080 assessments). | |
| ## Uses | |
| - Evaluating LLM multi-hop reasoning over financial filings | |
| - Comparing evidence-delivery strategies (KG-linked chunks vs. page windows vs. retrieval) | |
| - Studying how performance changes with hop count, topology, and motif | |
| The benchmark paper evaluates six evidence protocols: KG-linked provenance (E1), page windows (E2), page | |
| windows with distractors (E3), relevance-sorted descending (E4) and ascending (E5), and semantic retrieval | |
| (E6). | |
| ## Known Issues | |
| - **`difficulty`** is an IDF heuristic (~80% `hard`), not a calibrated difficulty measure. | |
| ## Citation | |
| If you use this dataset, please cite: | |
| ```bibtex | |
| @article{arun2026finmultihopqa, | |
| title={FinMultiHopQA: Financial QA Benchmark for Reasoning with Knowledge Graph Evidence}, | |
| author={Arun, Abhinav and Harsh, Reetu Raj and Sarmah, Bhaskarjit and Pasquali, Stefano}, | |
| journal={arXiv preprint}, | |
| year={2026} | |
| } | |
| ``` | |
| FinMultiHopQA is built on FinReflectKG: | |
| ```bibtex | |
| @article{arun2025finreflectkg, | |
| title={FinReflectKG: Agentic Construction and Evaluation of Financial Knowledge Graphs}, | |
| author={Arun, Abhinav and Dimino, Fabrizio and Agarwal, Tejas Prakash and Sarmah, Bhaskarjit and Pasquali, Stefano}, | |
| journal={arXiv preprint arXiv:2508.17906}, | |
| year={2025}, | |
| url={https://arxiv.org/pdf/2508.17906} | |
| } | |
| ``` | |