Counterfactual Benchmarking and Training for Factuality Consistency and Order-Robust Grounded Reasoning in LLMs over Heterogeneous Knowledge

Large language models (LLMs) have increasingly supported response generation grounded in user-provided knowledge spanning heterogeneous structures. However, existing benchmarks provide limited assessment of whether LLMs can faithfully perform multi-hop reasoning chains across such knowledge contexts while remaining robust to variations in their input order. We introduce TKFQA, a factuality consistency benchmark comprising 10,130 question-answering (QA) pairs grounded in tables, texts, and knowledge graphs (KGs). Each example is constructed from an explicit counterfactual reasoning chain, enabling the joint evaluation of answer correctness, reasoning-chain accuracy, and robustness to different input-order. An extensive evaluation of 14 open- and closed-source LLMs reveals that state-of-the-art models exhibit limited reasoning-chain accuracy and remain sensitive to variations in the input order of heterogeneous knowledge contexts. To address these limitations, we propose ORLF, an LLM-agnostic training framework that models cross-context topological relations through knowledge-specific latent vectors. ORLF integrates context-wise position encoding, a latent-bridge attention mask, and topological knowledge bias to preserve knowledge-specific bias and encode topological semantics. Experiments across four LLM backbones show that ORLF outperforms competitive training-free and LoRA-based baselines, improving average Exact Match and Reasoning-Chain Accuracy by 2.15% and 4.29%, respectively, while reducing order-induced performance standard deviation by 0.04% to 3.01%.

CFBenchmark-MM: Chinese Financial Assistant Benchmark for Multimodal Large Language Model

Multimodal Large Language Models (MLLMs) have rapidly evolved with the growth of Large Language Models (LLMs) and are now applied in various fields. In finance, the integration of diverse modalities such as text, charts, and tables is crucial for accurate and efficient decision-making. Therefore, an effective evaluation system that incorporates these data types is essential for advancing financial application. In this paper, we introduce CFBenchmark-MM, a Chinese multimodal financial benchmark with over 9,000 image-question pairs featuring tables, histogram charts, line charts, pie charts, and structural diagrams. Additionally, we develop a staged evaluation system to assess MLLMs in handling multimodal information by providing different visual content step by step. Despite MLLMs having inherent financial knowledge, experimental results still show limited efficiency and robustness in handling multimodal financial context. Further analysis on incorrect responses reveals the misinterpretation of visual content and the misunderstanding of financial concepts are the primary issues. Our research validates the significant, yet underexploited, potential of MLLMs in financial analysis, highlighting the need for further development and domain-specific optimization to encourage the enhanced use in financial domain.

CFBenchmark: Chinese Financial Assistant Benchmark for Large Language Model

Large language models (LLMs) have demonstrated great potential in the financial domain. Thus, it becomes important to assess the performance of LLMs in the financial tasks. In this work, we introduce CFBenchmark, to evaluate the performance of LLMs for Chinese financial assistant. The basic version of CFBenchmark is designed to evaluate the basic ability in Chinese financial text processing from three aspects~(\emph{i.e.} recognition, classification, and generation) including eight tasks, and includes financial texts ranging in length from 50 to over 1,800 characters. We conduct experiments on several LLMs available in the literature with CFBenchmark-Basic, and the experimental results indicate that while some LLMs show outstanding performance in specific tasks, overall, there is still significant room for improvement in basic tasks of financial text processing with existing models. In the future, we plan to explore the advanced version of CFBenchmark, aiming to further explore the extensive capabilities of language models in more profound dimensions as a financial assistant in Chinese. Our codes are released at https://github.com/TongjiFinLab/CFBenchmark.

CFGPT: Chinese Financial Assistant with Large Language Model

Large language models (LLMs) have demonstrated great potential in natural language processing tasks within the financial domain. In this work, we present a Chinese Financial Generative Pre-trained Transformer framework, named CFGPT, which includes a dataset~(CFData) for pre-training and supervised fine-tuning, a financial LLM~(CFLLM) to adeptly manage financial texts, and a deployment framework~(CFAPP) designed to navigate real-world financial applications. The CFData comprising both a pre-training dataset and a supervised fine-tuning dataset, where the pre-training dataset collates Chinese financial data and analytics, alongside a smaller subset of general-purpose text with 584M documents and 141B tokens in total, and the supervised fine-tuning dataset is tailored for six distinct financial tasks, embodying various facets of financial analysis and decision-making with 1.5M instruction pairs and 1.5B tokens in total. The CFLLM, which is based on InternLM-7B to balance the model capability and size, is trained on CFData in two stage, continued pre-training and supervised fine-tuning. The CFAPP is centered on large language models (LLMs) and augmented with additional modules to ensure multifaceted functionality in real-world application. Our codes are released at https://github.com/TongjiFinLab/CFGPT.