ducmai-4203/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 dimensions
• 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("ducmai-4203/bge-base-financial-matryoshka")
# Run inference
sentences = [
    'As of August 26, 2023, approximately 60 percent of AutoZoners were employed full-time.',
    'What percentage of AutoZone employees were employed full-time as of August 26, 2023?',
    'What type of information can be found under Item 8?',
]
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

• Datasets: dim_768, dim_512, dim_256, dim_128 and dim_64
• Evaluated with InformationRetrievalEvaluator

Metric	dim_768	dim_512	dim_256	dim_128	dim_64
cosine_accuracy@1	0.69	0.6857	0.6886	0.6586	0.6214
cosine_accuracy@3	0.8229	0.8157	0.8214	0.7929	0.7714
cosine_accuracy@5	0.8614	0.8543	0.8471	0.8386	0.8071
cosine_accuracy@10	0.8957	0.89	0.8843	0.8714	0.8657
cosine_precision@1	0.69	0.6857	0.6886	0.6586	0.6214
cosine_precision@3	0.2743	0.2719	0.2738	0.2643	0.2571
cosine_precision@5	0.1723	0.1709	0.1694	0.1677	0.1614
cosine_precision@10	0.0896	0.089	0.0884	0.0871	0.0866
cosine_recall@1	0.69	0.6857	0.6886	0.6586	0.6214
cosine_recall@3	0.8229	0.8157	0.8214	0.7929	0.7714
cosine_recall@5	0.8614	0.8543	0.8471	0.8386	0.8071
cosine_recall@10	0.8957	0.89	0.8843	0.8714	0.8657
cosine_ndcg@10	0.7945	0.7905	0.7896	0.7695	0.7445
cosine_mrr@10	0.7619	0.7583	0.759	0.7363	0.7057
cosine_map@100	0.7657	0.7626	0.7636	0.7413	0.7097

Training Details

Training Dataset

json

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

  	positive	anchor
  type	string	string
  details	min: 2 tokens mean: 45.65 tokens max: 371 tokens	min: 2 tokens mean: 20.53 tokens max: 46 tokens

• Samples:

  positive	anchor
  Income before income taxes for the 52-weeks ended December 30, 2023 was $1,200,356.	What was the total income before income taxes for the fiscal year ended December 30, 2023?
  The Global Supply Chain program was announced in the second quarter of 2018 and was completed in the fiscal fourth quarter of 2022.	What significant change was made to the global supply chain program in the second quarter of 2018?
  The benefits of uncertain tax positions are recorded in our financial statements only after determining a more likely than not probability that the uncertain tax positions will withstand challenge, if any, from taxing authorities.	Under what condition does a company record the benefits of uncertain tax positions in its financial statements?

• 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
• tf32: False
• 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: False
• fp16: False
• fp16_opt_level: O1
• half_precision_backend: auto
• bf16_full_eval: False
• fp16_full_eval: False
• tf32: False
• 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
• prompts: None
• batch_sampler: no_duplicates
• multi_dataset_batch_sampler: proportional

Training Logs

Epoch	Step	Training Loss	dim_768_cosine_ndcg@10	dim_512_cosine_ndcg@10	dim_256_cosine_ndcg@10	dim_128_cosine_ndcg@10	dim_64_cosine_ndcg@10
0.8122	10	1.6143	-	-	-	-	-
0.9746	12	-	0.7814	0.7768	0.7692	0.7546	0.7218
1.6244	20	0.6542	-	-	-	-	-
1.9492	24	-	0.7930	0.7882	0.7868	0.7674	0.7410
2.4365	30	0.5233	-	-	-	-	-
2.9239	36	-	0.7941	0.7899	0.7893	0.7699	0.7448
3.2487	40	0.4162	-	-	-	-	-
3.8985	48	-	0.7945	0.7905	0.7896	0.7695	0.7445

• The bold row denotes the saved checkpoint.

Framework Versions

• Python: 3.10.12
• Sentence Transformers: 3.4.1
• Transformers: 4.41.2
• PyTorch: 2.5.1+cu121
• Accelerate: 1.2.1
• 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}
}