mlsanityData to 14 Oct 2026

Synthetic Data-Driven Prompt Tuning for Financial QA over Tables and Documents

arXiv 2511.06292 ↗First posted 9 Nov 2025cs.AIcited by 0

On the map: Synthetic data and self-improvement for LLMs → LLM synthetic data generation

Abstract (arXiv)

Financial documents like earning reports or balance sheets often involve long tables and multi-page reports. Large language models have become a new tool to help numerical reasoning and understanding these documents. However, prompt quality can have a major effect on how well LLMs perform these financial reasoning tasks. Most current methods tune prompts on fixed datasets of financial text or tabular data, which limits their ability to adapt to new question types or document structures, or they involve costly and manually labeled/curated dataset to help build the prompts. We introduce a self-improving prompt framework driven by data-augmented optimization. In this closed-loop process, we generate synthetic financial tables and document excerpts, verify their correctness and robustness, and then update the prompt based on the results. Specifically, our framework combines a synthetic data generator with verifiers and a prompt optimizer, where the generator produces new examples that exposes weaknesses in the current prompt, the verifiers check the validity and robustness of the produced examples, and the optimizer incrementally refines the prompt in response. By iterating these steps in a feedback cycle, our method steadily improves prompt accuracy on financial reasoning tasks without needing external labels. Evaluation on DocMath-Eval benchmark demonstrates that our system achieves higher performance in both accuracy and robustness than standard prompt methods, underscoring the value of incorporating synthetic data generation into prompt learning for financial applications.

Key facts. No citing papers in the map yet (data through 14 Oct 2026). Placed in LLM synthetic data generation, one of 13 directions in Synthetic data and self-improvement for LLMs. Builds on 20 of its 48 references that are in the map. First posted on arXiv 9 Nov 2025.

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20 of 48 references.

References · 20

  1. 2022Training language models to follow instructions with human feedbackcited by 15,971
  2. 2023BloombergGPT: A Large Language Model for Financecited by 939
  3. 2023Automatic Prompt Optimization with "Gradient Descent" and Beam Searchcited by 653
  4. 2023TinyStories: How Small Can Language Models Be and Still Speak Coherent English?cited by 449
  5. 2021TAT-QA: A Question Answering Benchmark on a Hybrid of Tabular and Textual Content in Financecited by 408
  6. 2024Magpie: Alignment Data Synthesis from Scratch by Prompting Aligned LLMs with Nothingcited by 346
  7. 2022Making Large Language Models Better Reasoners with Step-Aware Verifiercited by 233
  8. 2023PromptAgent: Strategic Planning with Language Models Enables Expert-level Prompt Optimizationcited by 233
  9. 2022MultiHiertt: Numerical Reasoning over Multi Hierarchical Tabular and Textual Datacited by 121
  10. 2023DocMath-Eval: Evaluating Math Reasoning Capabilities of LLMs in Understanding Long and Specialized Documentscited by 45
  11. 2024PRompt Optimization in Multi-Step Tasks (PROMST): Integrating Human Feedback and Heuristic-based Samplingcited by 32
  12. 2023Towards Trustworthy and Aligned Machine Learning: A Data-centric Survey with Causality Perspectivescited by 30
8 more
  1. 2025AutoPDL: Automatic Prompt Optimization for LLM Agentscited by 27
  2. 2024REVOLVE: Optimizing AI Systems by Tracking Response Evolution in Textual Optimizationcited by 20
  3. 2024Enhancing Financial Question Answering with a Multi-Agent Reflection Frameworkcited by 12
  4. 2025Synthetic Text Generation for Training Large Language Models via Gradient Matchingcited by 10
  5. 2025Prompt Stability Matters: Evaluating and Optimizing Auto-Generated Prompt in General-Purpose Systemscited by 10
  6. 2024FinQAPT: Empowering Financial Decisions with End-to-End LLM-driven Question Answering Pipelinecited by 6
  7. 2025PREMISE: Scalable and Strategic Prompt Optimization for Efficient Mathematical Reasoning in Large Modelscited by 5
  8. 2023GPT-3 Models are Few-Shot Financial Reasonerscited by 2

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  1. 2026From Documents to Reasoning: A Validated Synthetic Data Pipeline and Semantic-Aware Fine-Tuning for Financial Numerical Reasoning
  2. 2025Program of Thoughts for Financial Reasoning: Leveraging Dynamic In-Context Examples and Generative Retrieval
  3. 2023Beyond Classification: Financial Reasoning in State-of-the-Art Language Models
  4. 2024SEC-QA: A Systematic Evaluation Corpus for Financial QA
  5. 2023Zero-Shot Question Answering over Financial Documents using Large Language Models
  6. 2026Fighting Numerical Hallucinations via Data-centric Compilation for Online Financial QA
  7. 2024FinLLMs: A Framework for Financial Reasoning Dataset Generation with Large Language Models
  8. 2025Multi-Sample Prompting and Actor-Critic Prompt Optimization for Diverse Synthetic Data Generation