Evaluating LLMs’ Mathematical Reasoning in Financial Document Question Answering

Pragya Srivastava, Manuj Malik, Vivek Gupta, Tanuja Ganu, Dan Roth


Abstract
Large Language Models (LLMs), excel in natural language understanding, but their capability for complex mathematical reasoning with a hybrid of structured tables and unstructured text remain uncertain. This study explores LLMs’ mathematical reasoning on four financial tabular question-answering datasets: TATQA, FinQA, ConvFinQA, and Multihiertt. Through extensive experiments with various models and prompting techniques, we assess how LLMs adapt to complex tables and mathematical tasks. We focus on sensitivity to table complexity and performance variations with an increasing number of arithmetic reasoning steps. The results provide insights into LLMs’ capabilities and limitations in handling complex mathematical scenarios for semi-structured tables. Ultimately, we introduce a novel prompting technique EEDP tailored to semi-structured documents, matching or outperforming baselines performance while providing a nuanced understanding of LLMs abilities.
Anthology ID:
2024.findings-acl.231
Volume:
Findings of the Association for Computational Linguistics ACL 2024
Month:
August
Year:
2024
Address:
Bangkok, Thailand and virtual meeting
Editors:
Lun-Wei Ku, Andre Martins, Vivek Srikumar
Venue:
Findings
SIG:
Publisher:
Association for Computational Linguistics
Note:
Pages:
3853–3878
Language:
URL:
https://aclanthology.org/2024.findings-acl.231
DOI:
Bibkey:
Cite (ACL):
Pragya Srivastava, Manuj Malik, Vivek Gupta, Tanuja Ganu, and Dan Roth. 2024. Evaluating LLMs’ Mathematical Reasoning in Financial Document Question Answering. In Findings of the Association for Computational Linguistics ACL 2024, pages 3853–3878, Bangkok, Thailand and virtual meeting. Association for Computational Linguistics.
Cite (Informal):
Evaluating LLMs’ Mathematical Reasoning in Financial Document Question Answering (Srivastava et al., Findings 2024)
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PDF:
https://preview.aclanthology.org/nschneid-patch-4/2024.findings-acl.231.pdf