Datasets:
Dataset in parquet format, and README.MD
#1
by
alicetrismik
- opened
- FinRAG.parquet +3 -0
- README.md +119 -3
FinRAG.parquet
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version https://git-lfs.github.com/spec/v1
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oid sha256:0e6106354d99c4ed109b886281ad5a838d011f184340fcd156cca1f26e3dd939
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size 20332214
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README.md
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---
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license: mit
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---
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license: mit
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task_categories:
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- question-answering
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- multiple-choice
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language:
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- en
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tags:
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- finance
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- numerical-reasoning
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- table-qa
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- financial-analysis
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size_categories:
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- 10K<n<100K
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---
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# Financial Reasoning Dataset with Distractors
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## Dataset Description
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This dataset contains 12,500 financial reasoning questions based on real-world financial documents, earnings reports, and financial tables. Each question is accompanied by a correct answer and four carefully crafted distractor answers, making it suitable for multiple-choice question answering tasks and assessing financial numerical reasoning capabilities.
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### Dataset Summary
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- **Total Examples**: 12,500
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- **Format**: Multiple-choice questions with 5 options (1 correct + 4 distractors)
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- **Domain**: Financial documents, earnings reports, financial tables
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- **Task**: Numerical reasoning over financial text and tables
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- **Language**: English
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### Source Data
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This dataset combines all splits (train, validation, and test) from:
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- **FinQA**: Financial Question Answering dataset (7,750 questions, 62%)
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- **TAT-QA**: Table-and-Text Question Answering dataset (4,750 questions, 38%)
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### Distractor Generation
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Four distractor answers were algorithmically generated for each question using the following techniques:
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- **Stop early**: Stopping calculation before completion
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- **Negate operand**: Negating numbers in the calculation
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- **Operand bleeding**: Using the wrong operands from the table
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- **Replace operator**: Using the wrong mathematical operation (e.g., multiply instead of add)
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- **Switch order**: Changing the order of operations
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- **Percentage error**: Mistakes in percentage conversion
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- **Unit error**: Mistakes in unit conversion (e.g., millions vs. thousands)
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- **Append operation**: Adding extra unnecessary operations
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- **Substitution error**: Substituting incorrect values from the table
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These techniques create plausible but incorrect answers that test true understanding of the financial reasoning task.
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## Dataset Structure
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### Data Fields
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Each example in the dataset contains:
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- **`id`** (string): Unique identifier for each question
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- **`pre_text`** (list of strings): Contextual text passages from the financial document that appear before the table
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- **`post_text`** (list of strings): Additional contextual text passages that appear after the table (may be empty)
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- **`table`** (list of lists): Financial table data in row-major format, where the first row typically contains headers
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- **`question`** (string): The financial reasoning question to be answered
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- **`choices`** (list of strings): List of 5 answer choices (1 correct + 4 distractors), randomly shuffled
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- **`answer`** (integer): Index (0-4) pointing to the correct choice in the `choices` list
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- **`metadata`** (dict): Additional information including:
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- `instructions`: General instructions for the question type
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- `date_created`: Date the entry was created
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- `identifier`: Numeric identifier
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### Data Example
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```json
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{
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"id": "9bbb9fb3-3482-4d4d-be40-dd6ff47c23e9",
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"pre_text": [
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"Orders at Mobility grew to a record high on a sharp increase in volume...",
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"Revenue grew slightly as double-digit growth in the customer services business..."
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],
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"post_text": [],
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"table": [
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["", "", "Fiscal year", "", "% Change"],
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["(in millions of €)", "2019", "2018", "Actual", "Comp."],
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["Orders", "12,894", "11,025", "17 %", "16 %"],
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["Revenue", "8,916", "8,821", "1 %", "0 %"]
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],
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"question": "Analyse this data from a financial earnings document. What it the increase / (decrease) in revenue from 2018 to 2019?",
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"choices": ["-3978", "17737", "94", "95", "1"],
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"answer": 3,
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"metadata": {
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"instructions": "Analyse this data from a financial earnings document.",
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"date_created": "2024-07-16",
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"identifier": 1000
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}
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}
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```
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## Citation
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**FinQA:**
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```bibtex
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@inproceedings{chen-etal-2021-finqa,
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title = "{F}in{QA}: A Dataset of Numerical Reasoning over Financial Data",
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author = "Chen, Zhiyu and Chen, Wenhu and Smiley, Charese and Shah, Sameena and
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Borova, Iana and Langdon, Dylan and Moussa, Reema and Beane, Matt and
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Huang, Ting-Hao and Routledge, Bryan and Wang, William Yang",
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booktitle = "Proceedings of EMNLP 2021",
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year = "2021"
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}
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```
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**TAT-QA:**
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```bibtex
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@inproceedings{zhu-etal-2021-tat,
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title = "{TAT}-{QA}: A Question Answering Benchmark on a Hybrid of Tabular and Textual Content in Finance",
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author = "Zhu, Fengbin and Lei, Wenqiang and Wang, Chao and Zheng, Jianming and
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Poria, Soujanya and Chua, Tat-Seng",
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booktitle = "Proceedings of ACL-IJCNLP 2021",
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year = "2021"
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}
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```
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