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RAG Repo

FinanceBench is a benchmark built by Patronus AI to test how well language models and retrieval pipelines answer questions grounded in real financial documents. The full dataset comprises 10,231 question, answer and evidence triplets drawn from public filings for 40 United States listed companies, including 10-K, 10-Q and 8-K filings, earnings reports and earnings call transcripts. Each question is paired with a gold evidence span extracted verbatim from the source document and indexed by page number, so answers can be traced back to their origin. Many questions are directly extractable, while others require light arithmetic or reasoning across a filing.

Access comes in two tiers. An open sample of 150 annotated examples is published on GitHub and Hugging Face as JSONL question and metadata files alongside the source PDF documents and an evaluation notebook. The full 10,231 question set is not freely downloadable: Patronus AI asks that you contact them to evaluate models against it, which is why this entry is marked as limited access rather than open.

For RAG work the benchmark is most useful as an evaluation harness rather than a knowledge base. The evidence spans let you measure retrieval accuracy and answer faithfulness separately, which is valuable given the paper reported that strong models paired with retrieval failed a large share of sample questions. The main watch-out is the licence: the open sample carries a CC BY-NC 4.0 licence, so commercial use is not permitted, and the underlying filings retain their own terms as company disclosures. Treat it as a research and internal evaluation resource, not a commercial training corpus.

If you need a fully open financial QA set, consider FinQA or TAT-QA, both of which target numerical reasoning over financial reports and ship complete training and test splits under more permissive terms.

financequestion-answeringevaluationsec-filingsretrieval-benchmark

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