# Case-Based Reasoning Approach for Solving Financial Question Answering

arXiv: https://arxiv.org/abs/2405.13044 · HTML: https://mlsanity.com/paper/2405.13044/

## Key facts

- No citing papers in the map yet (data through 14 Oct 2026).
- Placed in Reasoning for agents, planning and code, one of 17 directions in LLM reasoning.
- Builds on 19 of its 29 references that are in the map.
- First posted on arXiv 18 May 2024.

## Placed in

- LLM reasoning / [Reasoning for agents, planning and code](https://mlsanity.com/lr/reasoning-for-agents-planning-and-code/)

## Builds on (most cited first, 19 of 19)

- [BERT: Pre-training of Deep Bidirectional Transformers for Language Understanding](https://mlsanity.com/paper/1810.04805/) (2018)
- [RoBERTa: A Robustly Optimized BERT Pretraining Approach](https://mlsanity.com/paper/1907.11692/) (2019)
- [Neural Machine Translation by Jointly Learning to Align and Translate](https://mlsanity.com/paper/1409.0473/) (2014)
- [SQuAD: 100,000+ Questions for Machine Comprehension of Text](https://mlsanity.com/paper/1606.05250/) (2016)
- [Dense Passage Retrieval for Open-Domain Question Answering](https://mlsanity.com/paper/2004.04906/) (2020)
- [Sequence to Sequence Learning with Neural Networks](https://mlsanity.com/paper/1409.3215/) (2014)
- [ALBERT: A Lite BERT for Self-supervised Learning of Language Representations](https://mlsanity.com/paper/1909.11942/) (2019)
- [MathQA: Towards Interpretable Math Word Problem Solving with Operation-Based Formalisms](https://mlsanity.com/paper/1905.13319/) (2019)
- [FinQA: A Dataset of Numerical Reasoning over Financial Data](https://mlsanity.com/paper/2109.00122/) (2021)
- [Wizard of Wikipedia: Knowledge-Powered Conversational agents](https://mlsanity.com/paper/1811.01241/) (2018)
- [Compositional Semantic Parsing on Semi-Structured Tables](https://mlsanity.com/paper/1508.00305/) (2015)
- [TAPAS: Weakly Supervised Table Parsing via Pre-training](https://mlsanity.com/paper/2004.02349/) (2020)
- [TAT-QA: A Question Answering Benchmark on a Hybrid of Tabular and Textual Content in Finance](https://mlsanity.com/paper/2105.07624/) (2021)
- [TaBERT: Pretraining for Joint Understanding of Textual and Tabular Data](https://mlsanity.com/paper/2005.08314/) (2020)
- [TransferTransfo: A Transfer Learning Approach for Neural Network Based Conversational Agents](https://mlsanity.com/paper/1901.08149/) (2019)
- [Training Millions of Personalized Dialogue Agents](https://mlsanity.com/paper/1809.01984/) (2018)
- [MultiHiertt: Numerical Reasoning over Multi Hierarchical Tabular and Textual Data](https://mlsanity.com/paper/2206.01347/) (2022)
- [Case-based Reasoning for Natural Language Queries over Knowledge Bases](https://mlsanity.com/paper/2104.08762/) (2021)
- [Table Pre-training: A Survey on Model Architectures, Pre-training Objectives, and Downstream Tasks](https://mlsanity.com/paper/2201.09745/) (2022)

## Abstract (arXiv)

Measuring a machine's understanding of human language often involves assessing its reasoning skills, i.e. logical process of deriving answers to questions. While recent language models have shown remarkable proficiency in text based tasks, their efficacy in complex reasoning problems involving heterogeneous information such as text, tables, and numbers remain uncertain. Addressing this gap, FinQA introduced a numerical reasoning dataset for financial documents and simultaneously proposed a program generation approach . Our investigation reveals that half of the errors (48%) stem from incorrect operations being generated. To address this issue, we propose a novel approach to tackle numerical reasoning problems using case based reasoning (CBR), an artificial intelligence paradigm that provides problem solving guidance by offering similar cases (i.e. similar questions and corresponding logical programs). Our model retrieves relevant cases to address a given question, and then generates an answer based on the retrieved cases and contextual information. Through experiments on the FinQA dataset, we demonstrate competitive performance of our approach and additionally show that by expanding case repository, we can help solving complex multi step programs which FinQA showed weakness of.