Scaling Beyond Context: A Survey of Multimodal Retrieval-Augmented Generation for Document Understanding

Sensen Gao, Shanshan Zhao, Xu Jiang, Lunhao Duan, Yong Xien Chng, Qing-Guo Chen, Weihua Luo, Kaifu Zhang, Jia-Wang Bian, Mingming Gong


Abstract
Document understanding is critical for applications from financial analysis to scientific discovery. Current approaches, whether OCR-based pipelines feeding Large Language Models (LLMs) or native Multimodal LLMs (MLLMs), face key limitations: the former loses structural detail, while the latter struggles with context modeling. Retrieval-Augmented Generation (RAG) helps ground models in external data, but documents’ multimodal nature, i.e., combining text, tables, charts, and layout, demands a more advanced paradigm: Multimodal RAG. This approach enables holistic retrieval and reasoning across all modalities, unlocking comprehensive document intelligence. Recognizing its importance, this paper presents a systematic survey of Multimodal RAG for document understanding. We propose a taxonomy based on domain, retrieval modality, and granularity, and review advances involving graph structures and agentic frameworks. We also summarize key datasets, benchmarks, and applications, and highlight open challenges in efficiency, fine-grained representation, and robustness, providing a roadmap for future progress in document AI.
Anthology ID:
2026.acl-long.204
Volume:
Proceedings of the 64th Annual Meeting of the Association for Computational Linguistics (Volume 1: Long Papers)
Month:
July
Year:
2026
Address:
San Diego, California, United States
Editors:
Maria Liakata, Viviane P. Moreira, Jiajun Zhang, David Jurgens
Venue:
ACL
SIG:
Publisher:
Association for Computational Linguistics
Note:
Pages:
4458–4489
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URL:
https://preview.aclanthology.org/ingest-acl/2026.acl-long.204/
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Cite (ACL):
Sensen Gao, Shanshan Zhao, Xu Jiang, Lunhao Duan, Yong Xien Chng, Qing-Guo Chen, Weihua Luo, Kaifu Zhang, Jia-Wang Bian, and Mingming Gong. 2026. Scaling Beyond Context: A Survey of Multimodal Retrieval-Augmented Generation for Document Understanding. In Proceedings of the 64th Annual Meeting of the Association for Computational Linguistics (Volume 1: Long Papers), pages 4458–4489, San Diego, California, United States. Association for Computational Linguistics.
Cite (Informal):
Scaling Beyond Context: A Survey of Multimodal Retrieval-Augmented Generation for Document Understanding (Gao et al., ACL 2026)
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https://preview.aclanthology.org/ingest-acl/2026.acl-long.204.pdf
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