Chuangmail / bge-base-financial-matryoshka

BGE base Financial Matryoshka

This is a sentence-transformers model finetuned from BAAI/bge-base-en-v1.5 on the json dataset. 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
• Training Dataset:
  • json
• 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("Chuangmail/bge-base-financial-matryoshka")
# Run inference
sentences = [
    'What was the total amount of tax incurred, collected, and remitted by AT&T in 2023?',
    'Total taxes incurred, collected and remitted by AT&T during 2023 were $16,877.',
    'Professional services expenses decreased $8 million in 2023 from 2022 primarily due to lower consulting expenses related to bringing certain mortgage technology-related costs in-house, partially offset by higher legal expenses primarily related to the Black Knight acquisition.',
]
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

Information Retrieval

• Dataset: dim_512
• Evaluated with InformationRetrievalEvaluator

Information Retrieval

• Dataset: dim_256
• Evaluated with InformationRetrievalEvaluator

Information Retrieval

• Dataset: dim_128
• Evaluated with InformationRetrievalEvaluator

Information Retrieval

• Dataset: dim_64
• Evaluated with InformationRetrievalEvaluator

Training Details

Training Dataset

json

• Dataset: json
• Size: 6,300 training samples
• Columns: anchor and positive
• Approximate statistics based on the first 1000 samples:

  	anchor	positive
  type	string	string
  details	min: 2 tokens mean: 20.39 tokens max: 40 tokens	min: 2 tokens mean: 46.37 tokens max: 326 tokens

• Samples:

  anchor	positive
  What are the key factors HP considers when making adjustments to inventory valuation?	HP makes adjustments to inventory valuation based on considerations of changes in demand, technological changes, supply constraints, product life cycle, component cost trends, product pricing, and quality issues.
  What types of products does AbbVie's portfolio include?	AbbVie is a global, diversified research-based biopharmaceutical company with a comprehensive product portfolio that has leadership positions across immunology, oncology, aesthetics, neuroscience, and eye care.
  What does IBM’s 2023 Annual Report to Stockholders include?	IBM's 2023 Annual Report to Stockholders includes their financial statements and supplementary data, which span from pages 44 to 121 and are incorporated by reference in the Form 10-K. Additionally, the financial statement schedule can be found on page S-1 of the same Form 10-K.

• 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 : 4
• 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 : 4
• 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

• The bold row denotes the saved checkpoint.

Framework Versions

• Python: 3.11.11
• Sentence Transformers: 3.1.0
• Transformers: 4.41.2
• PyTorch: 2.1.2+cu121
• Accelerate: 1.3.0
• 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}
}