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DOCMATH-EVAL: Evaluating Math Reasoning Capabilities of LLMs in Understanding Financial Documents

  • Yilun Zhao
  • , Yitao Long
  • , Hongjun Liu
  • , Ryo Kamoi
  • , Linyong Nan
  • , Lyuhao Chen
  • , Yixin Liu
  • , Xiangru Tang
  • , Rui Zhang
  • , Arman Cohan

Research output: Chapter in Book/Report/Conference proceedingConference contribution

Abstract

Recent LLMs have demonstrated remarkable performance in solving exam-like math word problems. However, the degree to which these numerical reasoning skills are effective in real-world scenarios, particularly in expert domains, is still largely unexplored. This paper introduces DOCMATH-EVAL, a comprehensive benchmark specifically designed to evaluate the numerical reasoning capabilities of LLMs in the context of understanding and analyzing financial documents containing both text and tables. We evaluate a wide spectrum of 27 LLMs, including those specialized in math, coding and finance, with Chain-of-Thought and Program-of-Thought prompting methods. We found that even the current best-performing system (i.e., GPT-4) still significantly lags behind human experts in solving complex numerical reasoning problems grounded in long contexts. We believe DOCMATH-EVAL can be used as a valuable benchmark to evaluate LLMs' capabilities to solve challenging numerical reasoning problems in expert domains.

Original languageEnglish (US)
Title of host publicationLong Papers
EditorsLun-Wei Ku, Andre F. T. Martins, Vivek Srikumar
PublisherAssociation for Computational Linguistics (ACL)
Pages16103-16120
Number of pages18
ISBN (Electronic)9798891760943
DOIs
StatePublished - 2024
Event62nd Annual Meeting of the Association for Computational Linguistics, ACL 2024 - Bangkok, Thailand
Duration: Aug 11 2024Aug 16 2024

Publication series

NameProceedings of the Annual Meeting of the Association for Computational Linguistics
Volume1
ISSN (Print)0736-587X

Conference

Conference62nd Annual Meeting of the Association for Computational Linguistics, ACL 2024
Country/TerritoryThailand
CityBangkok
Period8/11/248/16/24

All Science Journal Classification (ASJC) codes

  • Computer Science Applications
  • Linguistics and Language
  • Language and Linguistics

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