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Retrieval-Augmented Generation (RAG) systems critically depend on retrieval quality, yet no systematic comparison of modern retrieval methods exists for heterogeneous documents containing both text and tabular data. We benchmark ten…

Information Retrieval · Computer Science 2026-04-03 Meftun Akarsu , Recep Kaan Karaman , Christopher Mierbach

Retrieval-Augmented Generation (RAG) struggles on long, structured financial filings where relevant evidence is sparse and cross-referenced. This paper presents a systematic investigation of advanced metadata-driven Retrieval-Augmented…

Information Retrieval · Computer Science 2025-10-29 Michail Dadopoulos , Anestis Ladas , Stratos Moschidis , Ioannis Negkakis

Financial analysts face significant challenges extracting information from lengthy 10-K reports, which often exceed 100 pages. This paper presents a Retrieval-Augmented Generation (RAG) system designed to answer questions about S&P 500…

Computation and Language · Computer Science 2026-04-29 Zhiyuan Cheng , Longying Lai , Yue Liu , Kai Cheng , Xiaoxi Qi

Retrieval-augmented generation (RAG) is a promising method for addressing some of the memory-related challenges associated with Large Language Models (LLMs). Two separate systems form the RAG pipeline, the retriever and the reader, and the…

Computation and Language · Computer Science 2024-11-13 Alexandria Leto , Cecilia Aguerrebere , Ishwar Bhati , Ted Willke , Mariano Tepper , Vy Ai Vo

Financial documents--such as 10-Ks, 10-Qs, and investor presentations--span hundreds of pages and combine diverse modalities, including dense narrative text, structured tables, and complex figures. Answering questions over such content…

Computation and Language · Computer Science 2026-04-13 Chinmay Gondhalekar , Urjitkumar Patel , Fang-Chun Yeh

The effectiveness of Large Language Models (LLMs) in generating accurate responses relies heavily on the quality of input provided, particularly when employing Retrieval Augmented Generation (RAG) techniques. RAG enhances LLMs by sourcing…

Information Retrieval · Computer Science 2024-08-02 Spurthi Setty , Harsh Thakkar , Alyssa Lee , Eden Chung , Natan Vidra

Financial document question answering (QA) demands complex multi-step numerical reasoning over heterogeneous evidence--structured tables, textual narratives, and footnotes--scattered across corporate filings. Existing retrieval-augmented…

Artificial Intelligence · Computer Science 2026-05-08 Yang Shu , Yingmin Liu , Zequn Xie

Large Language Models (LLMs) are capable of natural language understanding and generation. But they face challenges such as hallucination and outdated knowledge. Fine-tuning is one possible solution, but it is resource-intensive and must be…

Computation and Language · Computer Science 2025-07-01 Shadman Sobhan , Mohammad Ariful Haque

Given the growing trend of many organizations integrating Retrieval Augmented Generation (RAG) into their operations, we assess RAG on domain-specific data and test state-of-the-art models across various optimization techniques. We…

Artificial Intelligence · Computer Science 2024-11-14 Anum Afzal , Juraj Vladika , Gentrit Fazlija , Andrei Staradubets , Florian Matthes

As Large Language Models (LLMs) increasingly address domain-specific problems, their application in the financial sector has expanded rapidly. Tasks that are both highly valuable and time-consuming, such as analyzing financial statements,…

Computation and Language · Computer Science 2024-11-28 Joohyun Lee , Minji Roh

Retrieval-Augmented Generation (RAG) systems often face limitations in specialized domains such as fintech, where domain-specific ontologies, dense terminology, and acronyms complicate effective retrieval and synthesis. This paper…

Artificial Intelligence · Computer Science 2025-10-30 Thomas Cook , Richard Osuagwu , Liman Tsatiashvili , Vrynsia Vrynsia , Koustav Ghosal , Maraim Masoud , Riccardo Mattivi

Retrieval Augmented Generation (RAG) is a technique used to augment Large Language Models (LLMs) with contextually relevant, time-critical, or domain-specific information without altering the underlying model parameters. However,…

Information Retrieval · Computer Science 2024-08-20 Laurent Mombaerts , Terry Ding , Adi Banerjee , Florian Felice , Jonathan Taws , Tarik Borogovac

Retrieval Augmented Generation (RAG) is a promising technique for mitigating two key limitations of large language models (LLMs): outdated information and hallucinations. RAG system stores documents as embedding vectors in a database. Given…

Information Retrieval · Computer Science 2026-02-10 Taehee Jeong , Xingzhe Zhao , Peizu Li , Markus Valvur , Weihua Zhao

Retrieval-augmented generation (RAG) techniques have proven to be effective in integrating up-to-date information, mitigating hallucinations, and enhancing response quality, particularly in specialized domains. While many RAG approaches…

Retrieval-augmented generation (RAG) effectively addresses issues of static knowledge and hallucination in large language models. Existing studies mostly focus on question scenarios with clear user intents and concise answers. However, it…

Computation and Language · Computer Science 2025-02-18 Shuting Wang , Xin Yu , Mang Wang , Weipeng Chen , Yutao Zhu , Zhicheng Dou

Retrieval-Augmented Generation (RAG) merges retrieval methods with deep learning advancements to address the static limitations of large language models (LLMs) by enabling the dynamic integration of up-to-date external information. This…

Information Retrieval · Computer Science 2026-05-19 Yizheng Huang , Jimmy Huang

Recent advancements in Retrieval-Augmented Generation (RAG) have enabled Large Language Models to answer financial questions using external knowledge bases of U.S. SEC filings, earnings reports, and regulatory documents. However, existing…

Retrieval-augmented generation is increasingly used for financial question answering over long regulatory filings, yet reliability depends on retrieving the exact context needed to justify answers in high stakes settings. We study a…

Computation and Language · Computer Science 2026-02-23 Amine Kobeissi , Philippe Langlais

A Comparison of Independent and Joint Fine-tuning Strategies for Retrieval-Augmented Generation Download PDF Neal Gregory Lawton, Alfy Samuel, Anoop Kumar, Daben Liu Published: 20 Aug 2025, Retrieval augmented generation (RAG) is a popular…

Computation and Language · Computer Science 2025-10-21 Neal Gregory Lawton , Alfy Samuel , Anoop Kumar , Daben Liu

Retrieval-augmented generation (RAG) has emerged as a pivotal method for expanding the knowledge of large language models. To handle complex queries more effectively, researchers developed Adaptive-RAG (A-RAG) to enhance the generated…

Artificial Intelligence · Computer Science 2025-05-27 Jie Ou , Jinyu Guo , Shuaihong Jiang , Zhaokun Wang , Libo Qin , Shunyu Yao , Wenhong Tian
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