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TAT-QA: A Question Answering Benchmark on a Hybrid of Tabular and Textual Content in Finance

TAT-QA (Tabular And Textual dataset for Question Answering) contains 16,552 questions associated with 2,757 hybrid contexts from real-world financial reports.

You can download our TAT-QA dataset via TAT-QA dataset.

For more information, please refer to our TAT-QA website or read our ACL2021 paper PDF.

Updates

${\color{red}Jan 2024:}$ We release the ground truth for the TAT-QA Test set under the folder TAT-QA dataset, to facilitate future research on this task!

${\color{red}May 2023:}$ TAT-DQA is released! TAT-DQA is a large-scale Document Visual QA (VQA) dataset, which is constructed by extending the TAT-QA. Please check out it if you are interested in the new task.

TagOp Model

Requirements

To create an environment with MiniConda and activate it.

conda create -n tat-qa python==3.7
conda activate tat-qa
pip install -r requirement.txt
pip install torch-scatter -f https://pytorch-geometric.com/whl/torch-1.7.0+${CUDA}.html

We adopt RoBERTa as our encoder to develop our TagOp and use the following commands to prepare RoBERTa model

cd dataset_tagop
mkdir roberta.large && cd roberta.large
wget -O pytorch_model.bin https://s3.amazonaws.com/models.huggingface.co/bert/roberta-large-pytorch_model.bin
wget -O config.json https://s3.amazonaws.com/models.huggingface.co/bert/roberta-large-config.json
wget -O vocab.json https://s3.amazonaws.com/models.huggingface.co/bert/roberta-large-vocab.json
wget -O merges.txt https://s3.amazonaws.com/models.huggingface.co/bert/roberta-large-merges.txt

Training & Testing

Preprocessing dataset

We heuristicly generate the "facts" and "mapping" fields based on raw dataset, which are stored under the folder of dataset_tagop.

Prepare dataset

PYTHONPATH=$PYTHONPATH:$(pwd):$(pwd)/tag_op python tag_op/prepare_dataset.py --mode [train/dev/test]

Note: The result will be written into the folder ./tag_op/cache default.

Train & Evaluation

CUDA_VISIBLE_DEVICES=2 PYTHONPATH=$PYTHONPATH:$(pwd) python tag_op/trainer.py --data_dir tag_op/cache/ \
--save_dir ./checkpoint --batch_size 48 --eval_batch_size 8 --max_epoch 50 --warmup 0.06 --optimizer adam --learning_rate 5e-4 \
--weight_decay 5e-5 --seed 123 --gradient_accumulation_steps 4 --bert_learning_rate 1.5e-5 --bert_weight_decay 0.01 \
--log_per_updates 50 --eps 1e-6 --encoder roberta

Testing

CUDA_VISIBLE_DEVICES=2 PYTHONPATH=$PYTHONPATH:$(pwd) python tag_op/predictor.py --data_dir tag_op/cache/ --test_data_dir tag_op/cache/ \\
--save_dir tag_op/ --eval_batch_size 32 --model_path ./checkpoint --encoder roberta

Note: The training process may take around 2 days using a single 32GB v100.

Checkpoint

You may download this checkpoint of the trained TagOp model vai TagOp Checkpoint

Citation

Please kindly cite our work if you use our dataset or codes, thank you.

@inproceedings{zhu-etal-2021-tat,
    title = "{TAT}-{QA}: A Question Answering Benchmark on a Hybrid of Tabular and Textual Content in Finance",
    author = "Zhu, Fengbin  and
      Lei, Wenqiang  and
      Huang, Youcheng  and
      Wang, Chao  and
      Zhang, Shuo  and
      Lv, Jiancheng  and
      Feng, Fuli  and
      Chua, Tat-Seng",
    booktitle = "Proceedings of the 59th Annual Meeting of the Association for Computational Linguistics and the 11th International Joint Conference on Natural Language Processing (Volume 1: Long Papers)",
    month = aug,
    year = "2021",
    address = "Online",
    publisher = "Association for Computational Linguistics",
    url = "https://aclanthology.org/2021.acl-long.254",
    doi = "10.18653/v1/2021.acl-long.254",
    pages = "3277--3287"
}

License

The TAT-QA dataset is under the license of Creative Commons (CC BY) Attribution 4.0 International

Any Questions?

For any issues please create an issue here or kindly drop an email to the author: Fengbin Zhu zhfengbin@gmail.com, thank you.