Abstract:We explore the effectiveness of an LLM-guided query refinement paradigm for extending the usability of embedding models to challenging zero-shot search and classification tasks. Our approach refines the embedding representation of a user query using feedback from a generative LLM on a small set of documents, enabling embeddings to adapt in real time to the target task. We conduct extensive experiments with state-of-the-art text embedding models across a diverse set of challenging search and classification benchmarks. Empirical results indicate that LLM-guided query refinement yields consistent gains across all models and datasets, with relative improvements of up to +25% in literature search, intent detection, key-point matching, and nuanced query-instruction following. The refined queries improve ranking quality and induce clearer binary separation across the corpus, enabling the embedding space to better reflect the nuanced, task-specific constraints of each ad-hoc user query. Importantly, this expands the range of practical settings in which embedding models can be effectively deployed, making them a compelling alternative when costly LLM pipelines are not viable at corpus-scale. We release our experimental code for reproducibility, at https://github.com/IBM/task-aware-embedding-refinement.
Abstract:Finding the optimal Retrieval-Augmented Generation (RAG) configuration for a given use case can be complex and expensive. Motivated by this challenge, frameworks for RAG hyper-parameter optimization (HPO) have recently emerged, yet their effectiveness has not been rigorously benchmarked. To address this gap, we present a comprehensive study involving 5 HPO algorithms over 5 datasets from diverse domains, including a new one collected for this work on real-world product documentation. Our study explores the largest HPO search space considered to date, with two optimized evaluation metrics. Analysis of the results shows that RAG HPO can be done efficiently, either greedily or with iterative random search, and that it significantly boosts RAG performance for all datasets. For greedy HPO approaches, we show that optimizing models first is preferable to the prevalent practice of optimizing sequentially according to the RAG pipeline order.