metadata

language:
  - en
license: apache-2.0
library_name: sentence-transformers
tags:
  - sentence-transformers
  - sentence-similarity
  - feature-extraction
  - dataset_size:1K<n<10K
  - loss:MatryoshkaLoss
  - loss:MultipleNegativesRankingLoss
base_model: BAAI/bge-base-en-v1.5
metrics:
  - cosine_accuracy@1
  - cosine_accuracy@3
  - cosine_accuracy@5
  - cosine_accuracy@10
  - cosine_precision@1
  - cosine_precision@3
  - cosine_precision@5
  - cosine_precision@10
  - cosine_recall@1
  - cosine_recall@3
  - cosine_recall@5
  - cosine_recall@10
  - cosine_ndcg@10
  - cosine_mrr@10
  - cosine_map@100
widget:
  - source_sentence: Our effective tax rate for 2023 was 18%.
    sentences:
      - What was the effective tax rate in fiscal 2023?
      - What are some key goals of the corporation related to climate change?
      - In which item is Note 10, discussing Legal Proceedings, included?
  - source_sentence: What kind of services does Equifax provide?
    sentences:
      - What is the primary business of Equifax Inc.?
      - What new production locations and vehicle models were active in 2023?
      - >-
        How much did AbbVie's gross margin percentage decrease in 2023 compared
        to 2022?
  - source_sentence: What was the effective tax rate in 2023?
    sentences:
      - What was the effective tax rate for fiscal year 2023?
      - How long do Enterprise Agreements last and who are they designed for?
      - What was Ellen Copaken's professional role prior to joining AMC?
  - source_sentence: What former roles has Indra K. Nooyi held?
    sentences:
      - Indra K. Nooyi | 68 | Former Chair and CEO, PepsiCo, Inc.
      - What is the valuation allowance of the company as of January 31, 2023?
      - What was the effective tax rate for fiscal 2023?
  - source_sentence: The net earnings margin in 2023 was 6.0%.
    sentences:
      - What was the net earnings margin in 2023?
      - What caused the slight decline in Workforce Solutions revenue in 2023?
      - >-
        What does it mean when an item is 'incorporated by reference' in a
        document?
pipeline_tag: sentence-similarity
model-index:
  - name: BGE base Financial Matryoshka
    results:
      - task:
          type: information-retrieval
          name: Information Retrieval
        dataset:
          name: dim 768
          type: dim_768
        metrics:
          - type: cosine_accuracy@1
            value: 0.7257142857142858
            name: Cosine Accuracy@1
          - type: cosine_accuracy@3
            value: 0.8514285714285714
            name: Cosine Accuracy@3
          - type: cosine_accuracy@5
            value: 0.8828571428571429
            name: Cosine Accuracy@5
          - type: cosine_accuracy@10
            value: 0.9142857142857143
            name: Cosine Accuracy@10
          - type: cosine_precision@1
            value: 0.7257142857142858
            name: Cosine Precision@1
          - type: cosine_precision@3
            value: 0.28380952380952373
            name: Cosine Precision@3
          - type: cosine_precision@5
            value: 0.17657142857142857
            name: Cosine Precision@5
          - type: cosine_precision@10
            value: 0.09142857142857141
            name: Cosine Precision@10
          - type: cosine_recall@1
            value: 0.7257142857142858
            name: Cosine Recall@1
          - type: cosine_recall@3
            value: 0.8514285714285714
            name: Cosine Recall@3
          - type: cosine_recall@5
            value: 0.8828571428571429
            name: Cosine Recall@5
          - type: cosine_recall@10
            value: 0.9142857142857143
            name: Cosine Recall@10
          - type: cosine_ndcg@10
            value: 0.8232947560533131
            name: Cosine Ndcg@10
          - type: cosine_mrr@10
            value: 0.7937823129251699
            name: Cosine Mrr@10
          - type: cosine_map@100
            value: 0.7965741135480359
            name: Cosine Map@100
      - task:
          type: information-retrieval
          name: Information Retrieval
        dataset:
          name: dim 512
          type: dim_512
        metrics:
          - type: cosine_accuracy@1
            value: 0.7257142857142858
            name: Cosine Accuracy@1
          - type: cosine_accuracy@3
            value: 0.8542857142857143
            name: Cosine Accuracy@3
          - type: cosine_accuracy@5
            value: 0.8757142857142857
            name: Cosine Accuracy@5
          - type: cosine_accuracy@10
            value: 0.91
            name: Cosine Accuracy@10
          - type: cosine_precision@1
            value: 0.7257142857142858
            name: Cosine Precision@1
          - type: cosine_precision@3
            value: 0.28476190476190477
            name: Cosine Precision@3
          - type: cosine_precision@5
            value: 0.17514285714285713
            name: Cosine Precision@5
          - type: cosine_precision@10
            value: 0.09099999999999998
            name: Cosine Precision@10
          - type: cosine_recall@1
            value: 0.7257142857142858
            name: Cosine Recall@1
          - type: cosine_recall@3
            value: 0.8542857142857143
            name: Cosine Recall@3
          - type: cosine_recall@5
            value: 0.8757142857142857
            name: Cosine Recall@5
          - type: cosine_recall@10
            value: 0.91
            name: Cosine Recall@10
          - type: cosine_ndcg@10
            value: 0.8215329948771338
            name: Cosine Ndcg@10
          - type: cosine_mrr@10
            value: 0.7927670068027208
            name: Cosine Mrr@10
          - type: cosine_map@100
            value: 0.7959270152786184
            name: Cosine Map@100
      - task:
          type: information-retrieval
          name: Information Retrieval
        dataset:
          name: dim 256
          type: dim_256
        metrics:
          - type: cosine_accuracy@1
            value: 0.71
            name: Cosine Accuracy@1
          - type: cosine_accuracy@3
            value: 0.85
            name: Cosine Accuracy@3
          - type: cosine_accuracy@5
            value: 0.8671428571428571
            name: Cosine Accuracy@5
          - type: cosine_accuracy@10
            value: 0.9085714285714286
            name: Cosine Accuracy@10
          - type: cosine_precision@1
            value: 0.71
            name: Cosine Precision@1
          - type: cosine_precision@3
            value: 0.2833333333333333
            name: Cosine Precision@3
          - type: cosine_precision@5
            value: 0.1734285714285714
            name: Cosine Precision@5
          - type: cosine_precision@10
            value: 0.09085714285714284
            name: Cosine Precision@10
          - type: cosine_recall@1
            value: 0.71
            name: Cosine Recall@1
          - type: cosine_recall@3
            value: 0.85
            name: Cosine Recall@3
          - type: cosine_recall@5
            value: 0.8671428571428571
            name: Cosine Recall@5
          - type: cosine_recall@10
            value: 0.9085714285714286
            name: Cosine Recall@10
          - type: cosine_ndcg@10
            value: 0.8139428654682047
            name: Cosine Ndcg@10
          - type: cosine_mrr@10
            value: 0.7832817460317458
            name: Cosine Mrr@10
          - type: cosine_map@100
            value: 0.7863373038655584
            name: Cosine Map@100
      - task:
          type: information-retrieval
          name: Information Retrieval
        dataset:
          name: dim 128
          type: dim_128
        metrics:
          - type: cosine_accuracy@1
            value: 0.6814285714285714
            name: Cosine Accuracy@1
          - type: cosine_accuracy@3
            value: 0.8157142857142857
            name: Cosine Accuracy@3
          - type: cosine_accuracy@5
            value: 0.8585714285714285
            name: Cosine Accuracy@5
          - type: cosine_accuracy@10
            value: 0.8942857142857142
            name: Cosine Accuracy@10
          - type: cosine_precision@1
            value: 0.6814285714285714
            name: Cosine Precision@1
          - type: cosine_precision@3
            value: 0.2719047619047619
            name: Cosine Precision@3
          - type: cosine_precision@5
            value: 0.1717142857142857
            name: Cosine Precision@5
          - type: cosine_precision@10
            value: 0.08942857142857143
            name: Cosine Precision@10
          - type: cosine_recall@1
            value: 0.6814285714285714
            name: Cosine Recall@1
          - type: cosine_recall@3
            value: 0.8157142857142857
            name: Cosine Recall@3
          - type: cosine_recall@5
            value: 0.8585714285714285
            name: Cosine Recall@5
          - type: cosine_recall@10
            value: 0.8942857142857142
            name: Cosine Recall@10
          - type: cosine_ndcg@10
            value: 0.7914768113496716
            name: Cosine Ndcg@10
          - type: cosine_mrr@10
            value: 0.7581626984126983
            name: Cosine Mrr@10
          - type: cosine_map@100
            value: 0.7616459239835561
            name: Cosine Map@100
      - task:
          type: information-retrieval
          name: Information Retrieval
        dataset:
          name: dim 64
          type: dim_64
        metrics:
          - type: cosine_accuracy@1
            value: 0.66
            name: Cosine Accuracy@1
          - type: cosine_accuracy@3
            value: 0.78
            name: Cosine Accuracy@3
          - type: cosine_accuracy@5
            value: 0.8071428571428572
            name: Cosine Accuracy@5
          - type: cosine_accuracy@10
            value: 0.87
            name: Cosine Accuracy@10
          - type: cosine_precision@1
            value: 0.66
            name: Cosine Precision@1
          - type: cosine_precision@3
            value: 0.26
            name: Cosine Precision@3
          - type: cosine_precision@5
            value: 0.16142857142857142
            name: Cosine Precision@5
          - type: cosine_precision@10
            value: 0.087
            name: Cosine Precision@10
          - type: cosine_recall@1
            value: 0.66
            name: Cosine Recall@1
          - type: cosine_recall@3
            value: 0.78
            name: Cosine Recall@3
          - type: cosine_recall@5
            value: 0.8071428571428572
            name: Cosine Recall@5
          - type: cosine_recall@10
            value: 0.87
            name: Cosine Recall@10
          - type: cosine_ndcg@10
            value: 0.763736298979858
            name: Cosine Ndcg@10
          - type: cosine_mrr@10
            value: 0.7301014739229026
            name: Cosine Mrr@10
          - type: cosine_map@100
            value: 0.7342830326633573
            name: Cosine Map@100

BGE base Financial Matryoshka

This is a sentence-transformers model finetuned from BAAI/bge-base-en-v1.5. It maps sentences & paragraphs to a 768-dimensional dense vector space and can be used for semantic textual similarity, semantic search, paraphrase mining, text classification, clustering, and more.

Model Details

Model Description

Model Type: Sentence Transformer
Base model: BAAI/bge-base-en-v1.5
Maximum Sequence Length: 512 tokens
Output Dimensionality: 768 tokens
Similarity Function: Cosine Similarity
Language: en
License: apache-2.0

Model Sources

Documentation: Sentence Transformers Documentation
Repository: Sentence Transformers on GitHub
Hugging Face: Sentence Transformers on Hugging Face

Full Model Architecture

SentenceTransformer(
  (0): Transformer({'max_seq_length': 512, 'do_lower_case': True}) with Transformer model: BertModel 
  (1): Pooling({'word_embedding_dimension': 768, 'pooling_mode_cls_token': True, 'pooling_mode_mean_tokens': False, 'pooling_mode_max_tokens': False, 'pooling_mode_mean_sqrt_len_tokens': False, 'pooling_mode_weightedmean_tokens': False, 'pooling_mode_lasttoken': False, 'include_prompt': True})
  (2): Normalize()
)

Usage

Direct Usage (Sentence Transformers)

First install the Sentence Transformers library:

pip install -U sentence-transformers

Then you can load this model and run inference.

from sentence_transformers import SentenceTransformer

# Download from the 🤗 Hub
model = SentenceTransformer("MugheesAwan11/bge-base-financial-matryoshka")
# Run inference
sentences = [
    'The net earnings margin in 2023 was 6.0%.',
    'What was the net earnings margin in 2023?',
    'What caused the slight decline in Workforce Solutions revenue in 2023?',
]
embeddings = model.encode(sentences)
print(embeddings.shape)
# [3, 768]

# Get the similarity scores for the embeddings
similarities = model.similarity(embeddings, embeddings)
print(similarities.shape)
# [3, 3]

Evaluation

Metrics

Information Retrieval

Dataset: dim_768
Evaluated with InformationRetrievalEvaluator

Metric	Value
cosine_accuracy@1	0.7257
cosine_accuracy@3	0.8514
cosine_accuracy@5	0.8829
cosine_accuracy@10	0.9143
cosine_precision@1	0.7257
cosine_precision@3	0.2838
cosine_precision@5	0.1766
cosine_precision@10	0.0914
cosine_recall@1	0.7257
cosine_recall@3	0.8514
cosine_recall@5	0.8829
cosine_recall@10	0.9143
cosine_ndcg@10	0.8233
cosine_mrr@10	0.7938
cosine_map@100	0.7966

Information Retrieval

Dataset: dim_512
Evaluated with InformationRetrievalEvaluator

Metric	Value
cosine_accuracy@1	0.7257
cosine_accuracy@3	0.8543
cosine_accuracy@5	0.8757
cosine_accuracy@10	0.91
cosine_precision@1	0.7257
cosine_precision@3	0.2848
cosine_precision@5	0.1751
cosine_precision@10	0.091
cosine_recall@1	0.7257
cosine_recall@3	0.8543
cosine_recall@5	0.8757
cosine_recall@10	0.91
cosine_ndcg@10	0.8215
cosine_mrr@10	0.7928
cosine_map@100	0.7959

Information Retrieval

Dataset: dim_256
Evaluated with InformationRetrievalEvaluator

Metric	Value
cosine_accuracy@1	0.71
cosine_accuracy@3	0.85
cosine_accuracy@5	0.8671
cosine_accuracy@10	0.9086
cosine_precision@1	0.71
cosine_precision@3	0.2833
cosine_precision@5	0.1734
cosine_precision@10	0.0909
cosine_recall@1	0.71
cosine_recall@3	0.85
cosine_recall@5	0.8671
cosine_recall@10	0.9086
cosine_ndcg@10	0.8139
cosine_mrr@10	0.7833
cosine_map@100	0.7863

Information Retrieval

Dataset: dim_128
Evaluated with InformationRetrievalEvaluator

Metric	Value
cosine_accuracy@1	0.6814
cosine_accuracy@3	0.8157
cosine_accuracy@5	0.8586
cosine_accuracy@10	0.8943
cosine_precision@1	0.6814
cosine_precision@3	0.2719
cosine_precision@5	0.1717
cosine_precision@10	0.0894
cosine_recall@1	0.6814
cosine_recall@3	0.8157
cosine_recall@5	0.8586
cosine_recall@10	0.8943
cosine_ndcg@10	0.7915
cosine_mrr@10	0.7582
cosine_map@100	0.7616

Information Retrieval

Dataset: dim_64
Evaluated with InformationRetrievalEvaluator

Metric	Value
cosine_accuracy@1	0.66
cosine_accuracy@3	0.78
cosine_accuracy@5	0.8071
cosine_accuracy@10	0.87
cosine_precision@1	0.66
cosine_precision@3	0.26
cosine_precision@5	0.1614
cosine_precision@10	0.087
cosine_recall@1	0.66
cosine_recall@3	0.78
cosine_recall@5	0.8071
cosine_recall@10	0.87
cosine_ndcg@10	0.7637
cosine_mrr@10	0.7301
cosine_map@100	0.7343

Training Details

Training Dataset

Unnamed Dataset

Size: 6,300 training samples
Columns: positive and anchor
Approximate statistics based on the first 1000 samples:
positive anchor
type string string
details
min: 6 tokens
mean: 46.61 tokens
max: 289 tokens

min: 8 tokens
mean: 20.58 tokens
max: 45 tokens

	positive	anchor
type	string	string
details	min: 6 tokens mean: 46.61 tokens max: 289 tokens	min: 8 tokens mean: 20.58 tokens max: 45 tokens

Samples:

positive	anchor
`Insurance Medical Membership at December 31, 2020 for Florida includes Individual Medicare Advantage (851.3 thousand), Group Medicare Advantage (9.1 thousand), Medicare stand-alone PDP (131.9 thousand), Medicare Supplement (17.5 thousand), State-based contracts and Other (656.6 thousand), Fully-insured commercial Group (73.8 thousand), ASO (24.5 thousand), totaling 1,764.7 thousand members.`	`How is Florida's total insurance medical membership detailed in the data for December 31, 2023?`
`For the year ended December 31, 2023, the total provision for income taxes was $836 million, which includes both current and deferred tax amounts.`	`What was the total provision for income taxes at the end of 2023?`
`Pursuant to the IRA, under Sections 48, 48E and 25D of the Internal Revenue Code (“IRC”), standalone energy storage technology is eligible for a tax credit between 6% and 50% of qualified expenditures, regardless of the source of energy, which may be claimed by our customers for storage systems they purchase or by us for arrangements where we own the systems.`	`Under what sections of the Internal Revenue Code can standalone energy storage technology receive a tax credit?`

Loss: MatryoshkaLoss with these parameters:

{
    "loss": "MultipleNegativesRankingLoss",
    "matryoshka_dims": [
        768,
        512,
        256,
        128,
        64
    ],
    "matryoshka_weights": [
        1,
        1,
        1,
        1,
        1
    ],
    "n_dims_per_step": -1
}

Training Hyperparameters

Non-Default Hyperparameters

eval_strategy: epoch
per_device_train_batch_size: 32
per_device_eval_batch_size: 16
gradient_accumulation_steps: 16
learning_rate: 2e-05
num_train_epochs: 2
lr_scheduler_type: cosine
warmup_ratio: 0.1
bf16: True
tf32: True
load_best_model_at_end: True
optim: adamw_torch_fused
batch_sampler: no_duplicates

All Hyperparameters

Click to expand

overwrite_output_dir: False
do_predict: False
eval_strategy: epoch
prediction_loss_only: True
per_device_train_batch_size: 32
per_device_eval_batch_size: 16
per_gpu_train_batch_size: None
per_gpu_eval_batch_size: None
gradient_accumulation_steps: 16
eval_accumulation_steps: None
learning_rate: 2e-05
weight_decay: 0.0
adam_beta1: 0.9
adam_beta2: 0.999
adam_epsilon: 1e-08
max_grad_norm: 1.0
num_train_epochs: 2
max_steps: -1
lr_scheduler_type: cosine
lr_scheduler_kwargs: {}
warmup_ratio: 0.1
warmup_steps: 0
log_level: passive
log_level_replica: warning
log_on_each_node: True
logging_nan_inf_filter: True
save_safetensors: True
save_on_each_node: False
save_only_model: False
restore_callback_states_from_checkpoint: False
no_cuda: False
use_cpu: False
use_mps_device: False
seed: 42
data_seed: None
jit_mode_eval: False
use_ipex: False
bf16: True
fp16: False
fp16_opt_level: O1
half_precision_backend: auto
bf16_full_eval: False
fp16_full_eval: False
tf32: True
local_rank: 0
ddp_backend: None
tpu_num_cores: None
tpu_metrics_debug: False
debug: []
dataloader_drop_last: False
dataloader_num_workers: 0
dataloader_prefetch_factor: None
past_index: -1
disable_tqdm: False
remove_unused_columns: True
label_names: None
load_best_model_at_end: True
ignore_data_skip: False
fsdp: []
fsdp_min_num_params: 0
fsdp_config: {'min_num_params': 0, 'xla': False, 'xla_fsdp_v2': False, 'xla_fsdp_grad_ckpt': False}
fsdp_transformer_layer_cls_to_wrap: None
accelerator_config: {'split_batches': False, 'dispatch_batches': None, 'even_batches': True, 'use_seedable_sampler': True, 'non_blocking': False, 'gradient_accumulation_kwargs': None}
deepspeed: None
label_smoothing_factor: 0.0
optim: adamw_torch_fused
optim_args: None
adafactor: False
group_by_length: False
length_column_name: length
ddp_find_unused_parameters: None
ddp_bucket_cap_mb: None
ddp_broadcast_buffers: False
dataloader_pin_memory: True
dataloader_persistent_workers: False
skip_memory_metrics: True
use_legacy_prediction_loop: False
push_to_hub: False
resume_from_checkpoint: None
hub_model_id: None
hub_strategy: every_save
hub_private_repo: False
hub_always_push: False
gradient_checkpointing: False
gradient_checkpointing_kwargs: None
include_inputs_for_metrics: False
eval_do_concat_batches: True
fp16_backend: auto
push_to_hub_model_id: None
push_to_hub_organization: None
mp_parameters:
auto_find_batch_size: False
full_determinism: False
torchdynamo: None
ray_scope: last
ddp_timeout: 1800
torch_compile: False
torch_compile_backend: None
torch_compile_mode: None
dispatch_batches: None
split_batches: None
include_tokens_per_second: False
include_num_input_tokens_seen: False
neftune_noise_alpha: None
optim_target_modules: None
batch_eval_metrics: False
batch_sampler: no_duplicates
multi_dataset_batch_sampler: proportional

Training Logs

Epoch	Step	Training Loss	dim_128_cosine_map@100	dim_256_cosine_map@100	dim_512_cosine_map@100	dim_64_cosine_map@100	dim_768_cosine_map@100
0.8122	10	1.4587	-	-	-	-	-
0.9746	12	-	0.7544	0.7722	0.7809	0.7118	0.7804
1.6244	20	0.6938	-	-	-	-	-
1.9492	24	-	0.7586	0.779	0.7876	0.7197	0.785
0.8122	10	0.5238	-	-	-	-	-
0.9746	12	-	0.7602	0.7815	0.7928	0.7285	0.7942
1.6244	20	0.4172	-	-	-	-	-
1.9492	24	-	0.7616	0.7863	0.7959	0.7343	0.7966

The bold row denotes the saved checkpoint.

Framework Versions

Python: 3.10.14
Sentence Transformers: 3.0.0
Transformers: 4.41.2
PyTorch: 2.1.2+cu121
Accelerate: 0.30.1
Datasets: 2.19.1
Tokenizers: 0.19.1

Citation

BibTeX

Sentence Transformers

@inproceedings{reimers-2019-sentence-bert,
    title = "Sentence-BERT: Sentence Embeddings using Siamese BERT-Networks",
    author = "Reimers, Nils and Gurevych, Iryna",
    booktitle = "Proceedings of the 2019 Conference on Empirical Methods in Natural Language Processing",
    month = "11",
    year = "2019",
    publisher = "Association for Computational Linguistics",
    url = "https://arxiv.org/abs/1908.10084",
}

MatryoshkaLoss

@misc{kusupati2024matryoshka,
    title={Matryoshka Representation Learning}, 
    author={Aditya Kusupati and Gantavya Bhatt and Aniket Rege and Matthew Wallingford and Aditya Sinha and Vivek Ramanujan and William Howard-Snyder and Kaifeng Chen and Sham Kakade and Prateek Jain and Ali Farhadi},
    year={2024},
    eprint={2205.13147},
    archivePrefix={arXiv},
    primaryClass={cs.LG}
}

MultipleNegativesRankingLoss

@misc{henderson2017efficient,
    title={Efficient Natural Language Response Suggestion for Smart Reply}, 
    author={Matthew Henderson and Rami Al-Rfou and Brian Strope and Yun-hsuan Sung and Laszlo Lukacs and Ruiqi Guo and Sanjiv Kumar and Balint Miklos and Ray Kurzweil},
    year={2017},
    eprint={1705.00652},
    archivePrefix={arXiv},
    primaryClass={cs.CL}
}