DocMath-Eval: Evaluating Numerical Reasoning Capabilities of LLMs in Understanding Long Documents with Tabular Data

Recent LLMs have demonstrated remarkable performance in solving exam-like math word problems. However, the degree to which these numerical reasoning skills are effective in real-world scenarios, particularly in expert domains, is still largely unexplored. This paper introduces DocMath-Eval, a comprehensive benchmark specifically designed to evaluate the numerical reasoning and problem-solving capabilities of LLMs in the context of understanding and analyzing financial documents containing both text and tables. We evaluate a wide spectrum of 19 LLMs, including those specialized in coding and finance. We also incorporate different prompting strategies (i.e., Chain-of-Thoughts and Program-of-Thoughts) to comprehensively assess the capabilities and limitations of existing LLMs in DocMath-Eval. We found that, although the current best-performing system (i.e., GPT-4), can perform well on simple problems such as calculating the rate of increase in a financial metric within a short document context, it significantly lags behind human experts in more complex problems grounded in longer contexts. We believe DocMath-Eval can be used as a valuable benchmark to evaluate LLMs' capabilities to solve challenging numerical reasoning problems in expert domains. We will release the benchmark and code at https://github.com/yale-nlp/DocMath-Eval.

KnowledgeMath: Knowledge-Intensive Math Word Problem Solving in Finance Domains

We introduce KnowledgeMath, a novel benchmark designed to evaluate LLMs' capabilities in applying financial knowledge to solve complex math word problems. Compared to prior works, this study features three core advancements. First, KnowledgeMath includes 1,259 problems with a hybrid of textual and tabular content and require college-level knowledge in the finance domain for effective resolution. Second, we provide expert-annotated, detailed solution references in Python program format, ensuring a high-quality benchmark for LLM assessment. Finally, we evaluate a wide spectrum of 14 LLMs with different prompting strategies like Chain-of-Thoughts and Program-of-Thoughts. The current best-performing system (i.e., GPT-4 with Program-of-Thoughts) achieves only 45.4% accuracy, leaving substantial room for improvement. While knowledge-augmented LLMs can improve the performance (e.g., from 23.9% to 32.0% for GPT-3.5), it is still significantly lower the estimated human expert performance of 94%. We believe that KnowledgeMath can facilitate future research on domain-specific knowledge retrieval and augmentation into the math word problem-solving process. We will release the benchmark and code at https://github.com/yale-nlp/KnowledgeMath.