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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 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 rapid evolution of Retrieval-Augmented Generation (RAG) toward multimodal, high-stakes enterprise applications has outpaced the development of domain specific evaluation benchmarks. Existing datasets often rely on general-domain corpora…

Artificial Intelligence · Computer Science 2026-01-23 Chandan Kumar Sahu , Premith Kumar Chilukuri , Matthew Hetrich

Accurate and reliable knowledge retrieval is vital for financial question-answering, where continually updated data sources and complex, high-stakes contexts demand precision. Traditional retrieval systems rely on a single database and…

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

While Retrieval-Augmented Generation (RAG) augments Large Language Models (LLMs) with external knowledge, conventional single-agent RAG remains fundamentally limited in resolving complex queries demanding coordinated reasoning across…

Computation and Language · Computer Science 2025-04-18 Pei Liu , Xin Liu , Ruoyu Yao , Junming Liu , Siyuan Meng , Ding Wang , Jun Ma

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) enables large language models (LLMs) to access external knowledge sources, but the effectiveness of RAG relies on the coordination between the retriever and the generator. Since these components are…

Computation and Language · Computer Science 2025-09-24 Junlin Wang , Zehao Wu , Shaowei Lu , Yanlan Li , Xinghao Huang

Large Language Models (LLMs) are becoming essential tools for various natural language processing tasks but often suffer from generating outdated or incorrect information. Retrieval-Augmented Generation (RAG) addresses this issue by…

In the modern financial sector, the exponential growth of data has made efficient and accurate financial data analysis increasingly crucial. Traditional methods, such as statistical analysis and rule-based systems, often struggle to process…

Statistical Finance · Quantitative Finance 2025-04-10 Jingru Wang , Wen Ding , Xiaotong Zhu

Retrieval-Augmented Generation (RAG) has emerged as a powerful paradigm for enhancing the capabilities of large language models. However, existing RAG evaluation predominantly focuses on text retrieval and relies on opaque, end-to-end…

Information Retrieval · Computer Science 2025-05-19 Chuan Xu , Qiaosheng Chen , Yutong Feng , Gong Cheng

Retrieval-Augmented Generation (RAG) has emerged as a promising framework to mitigate hallucinations in Large Language Models (LLMs), yet its overall performance is dependent on the underlying retrieval system. In the finance domain,…

Information Retrieval · Computer Science 2025-03-20 Sejong Kim , Hyunseo Song , Hyunwoo Seo , Hyunjun Kim

Large Language Models (LLMs) have achieved impressive performance across a wide range of applications. However, they often suffer from hallucinations in knowledge-intensive domains due to their reliance on static pretraining corpora. To…

Information Retrieval · Computer Science 2026-02-10 Lihui Liu , Jiayuan Ding , Subhabrata Mukherjee , Carl J. Yang

We present MA-RAG, a Multi-Agent framework for Retrieval-Augmented Generation (RAG) that addresses the inherent ambiguities and reasoning challenges in complex information-seeking tasks. Unlike conventional RAG methods that rely on…

Computation and Language · Computer Science 2025-10-14 Thang Nguyen , Peter Chin , Yu-Wing Tai

Retrieval-Augmented Generation (RAG) systems enhance large language models (LLMs) by integrating external knowledge sources, enabling more accurate and contextually relevant responses tailored to user needs. However, existing RAG systems…

Information Retrieval · Computer Science 2025-04-29 Zirui Guo , Lianghao Xia , Yanhua Yu , Tu Ao , Chao Huang

Retrieval-augmented generation (RAG) equips large language models (LLMs) with reliable knowledge memory. To strengthen cross-text associations, recent research integrates graphs and hypergraphs into RAG to capture pairwise and multi-entity…

Information Retrieval · Computer Science 2026-02-10 Xingliang Hou , Yuyan Liu , Qi Sun , haoxiu wang , Hao Hu , Shaoyi Du , Zhiqiang Tian

Retrieval-augmented generation (RAG) has become a dominant paradigm for mitigating knowledge hallucination and staleness in large language models (LLMs) while preserving data security. By retrieving relevant evidence from private,…

Information Retrieval · Computer Science 2025-09-29 Guohang Yan , Yue Zhang , Pinlong Cai , Ding Wang , Song Mao , Hongwei Zhang , Yaoze Zhang , Hairong Zhang , Xinyu Cai , Botian Shi

Retrieval-Augmented Generation (RAG) utilizes external knowledge to augment Large Language Models' (LLMs) reliability. For flexibility, agentic RAG employs autonomous, multi-round retrieval and reasoning to resolve queries. Although recent…

Information Retrieval · Computer Science 2025-11-10 Chao Zhang , Yuhao Wang , Derong Xu , Haoxin Zhang , Yuanjie Lyu , Yuhao Chen , Shuochen Liu , Tong Xu , Xiangyu Zhao , Yan Gao , Yao Hu , Enhong Chen

The growing demand for efficient and lightweight Retrieval-Augmented Generation (RAG) systems has highlighted significant challenges when deploying Small Language Models (SLMs) in existing RAG frameworks. Current approaches face severe…

Artificial Intelligence · Computer Science 2025-01-28 Tianyu Fan , Jingyuan Wang , Xubin Ren , Chao Huang

Retrieval-Augmented Generation (RAG) has become a widely adopted paradigm for enhancing the reliability of large language models (LLMs). However, RAG systems are sensitive to retrieval strategies that rely on text chunking to construct…

Information Retrieval · Computer Science 2026-03-31 Sun Xu , Tongkai Xu , Baiheng Xie , Li Huang , Qiang Gao , Kunpeng Zhang
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