mlsanityData to 14 Oct 2026

FinAutoRubric: Expert-Guided Automatic Rubric Generation for Evaluating Financial Research Agents

arXiv 2609.35744 ↗First posted 28 Sep 2026cs.AI q-fin.CPcited by 0

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Abstract (arXiv)

Evaluating finance research agents requires rubrics that reflect expert standards and fix the values correct as of an information cutoff. Expert-reviewed finance benchmarks rely on fixed, per-item rubrics, which are costly to extend and cannot encode each institution's own standard. In FinAutoRubric, experts specify reusable evaluation guidance, while agents and code carry out query-specific rubric generation, review, and validation. This expert guidance governs every agent, as prompts and as rules that code enforces, and a Task Bank of reusable criteria carries it across tasks. In long-horizon loops that follow the expert guidance, a writer agent researches every expected value and a reviewer agent verifies it, and failures escalate to a human. On three expert-authored finance benchmarks, its rubrics track expert scoring as closely as the strongest evaluated generator while stating the expert rubric's expected value for more criteria, their scores agree with human grading, and in-house analysts prefer them in a blind review. The released 100-query FinAutoRubric Benchmark, built from in-house analysts' key questions across 78 tasks and eight asset classes, shows that rubrics from an earlier model generation still leave headroom for a later one.

Key facts. No citing papers in the map yet (data through 14 Oct 2026). Builds on 35 of its 71 references that are in the map. First posted on arXiv 28 Sep 2026.

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35 of 71 references.

References · 35

  1. 2018UMAP: Uniform Manifold Approximation and Projection for Dimension Reductioncited by 2,898
  2. 2025Rubrics as Rewards: Reinforcement Learning Beyond Verifiable Domainscited by 366
  3. 2023FinanceBench: A New Benchmark for Financial Question Answeringcited by 270
  4. 2025GDPval: Evaluating AI Model Performance on Real-World Economically Valuable Taskscited by 158
  5. 2025OpenRubrics: Towards Scalable Synthetic Rubric Generation for Reward Modeling and LLM Alignmentcited by 132
  6. 2025DR Tulu: Reinforcement Learning with Evolving Rubrics for Deep Researchcited by 114
  7. 2017Accelerated Hierarchical Density Clusteringcited by 102
  8. 2025Mind2Web 2: Evaluating Agentic Search with Agent-as-a-Judgecited by 76
  9. 2024TICKing All the Boxes: Generated Checklists Improve LLM Evaluation and Generationcited by 68
  10. 2025Finance Agent Benchmark: Benchmarking LLMs on Real-world Financial Research Taskscited by 65
  11. 2025RocketEval: Efficient Automated LLM Evaluation via Grading Checklistcited by 39
  12. 2025PRBench: Large-Scale Expert Rubrics for Evaluating High-Stakes Professional Reasoningcited by 32
23 more
  1. 2026APEX-Agentscited by 32
  2. 2025FinAgentBench: A Benchmark Dataset for Agentic Retrieval in Financial Question Answeringcited by 29
  3. 2026RubricBench: Aligning Model-Generated Rubrics with Human Standardscited by 28
  4. 2025FinSearchComp: Towards a Realistic, Expert-Level Evaluation of Financial Search and Reasoningcited by 27
  5. 2025ProfBench: Multi-Domain Rubrics requiring Professional Knowledge to Answer and Judgecited by 24
  6. 2025FinanceQA: A Benchmark for Evaluating Financial Analysis Capabilities of Large Language Modelscited by 19
  7. 2025FinDER: Financial Dataset for Question Answering and Evaluating Retrieval-Augmented Generationcited by 17
  8. 2025Your AI, Not Your View: The Bias of LLMs in Investment Analysiscited by 17
  9. 2025FinAuditing: A Financial Taxonomy-Structured Multi-Document Benchmark for Evaluating LLMscited by 14
  10. 2025EvalAgent: Discovering Implicit Evaluation Criteria from the Webcited by 11
  11. 2026Evaluating LLMs in Finance Requires Explicit Bias Considerationcited by 11
  12. 2026Fin-RATE: A Real-world Financial Analytics and Tracking Evaluation Benchmark for LLMs on SEC Filingscited by 8
  13. 2026Qworld: Question-Specific Evaluation Criteria for LLMscited by 8
  14. 2026BigFinanceBench: A Workflow-Grounded Benchmark for Financial-Research Agentscited by 7
  15. 2026Can LLMs Write Reliable Rubrics? A Meta-Evaluation for Experiment Reproductioncited by 6
  16. 2026FinTradeBench: A Financial Reasoning Benchmark for LLMscited by 5
  17. 2026FinResearchBench II: A Deep Research Benchmark with Consensus-Derived Gold Rubrics for Distinguishing Financial Report Qualitycited by 5
  18. 2026FinRetrieval: A Benchmark for Financial Data Retrieval by AI Agentscited by 4
  19. 2026FinSheet-Bench: From Simple Lookups to Complex Reasoning, Where LLMs Break on Financial Spreadsheetscited by 4
  20. 2026PReMISE: Policy Rubrics as Measurement Specifications for LLM Judgescited by 4
  21. 2026FrontierFinance: A Challenging Benchmark for Measuring Frontier Intelligence of Finance Agentscited by 4
  22. 2026JADE: Expert-Grounded Dynamic Evaluation for Open-Ended Professional Taskscited by 2
  23. 2026When Summaries Distort Decisions: Information Fidelity in LLM-Compressed Financial Analysiscited by 2

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  8. 2026The Hitchhikers Guide to Rubric Quality Understanding and Enrichment