Shivam1311/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("Shivam1311/bge-base-financial-matryoshka")
# Run inference
sentences = [
    "Item 8 in the document covers 'Financial Statements and Supplementary Data'.",
    'What type of information does Item 8 in the document cover?',
    'What are some of the potential consequences for Meta Platforms, Inc. from inquiries or investigations as noted in the provided text?',
]
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	0.68	0.6686	0.6771	0.6543	0.6157
cosine_accuracy@3	0.8243	0.82	0.8143	0.8071	0.7771
cosine_accuracy@5	0.8571	0.86	0.8571	0.8514	0.8214
cosine_accuracy@10	0.8986	0.9043	0.8857	0.8857	0.8729
cosine_precision@1	0.68	0.6686	0.6771	0.6543	0.6157
cosine_precision@3	0.2748	0.2733	0.2714	0.269	0.259
cosine_precision@5	0.1714	0.172	0.1714	0.1703	0.1643
cosine_precision@10	0.0899	0.0904	0.0886	0.0886	0.0873
cosine_recall@1	0.68	0.6686	0.6771	0.6543	0.6157
cosine_recall@3	0.8243	0.82	0.8143	0.8071	0.7771
cosine_recall@5	0.8571	0.86	0.8571	0.8514	0.8214
cosine_recall@10	0.8986	0.9043	0.8857	0.8857	0.8729
cosine_ndcg@10	0.7931	0.7907	0.787	0.7751	0.7473
cosine_mrr@10	0.759	0.754	0.7548	0.7391	0.7068
cosine_map@100	0.7628	0.7573	0.7593	0.743	0.7111

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: 8 tokens mean: 46.61 tokens max: 439 tokens	min: 7 tokens mean: 20.72 tokens max: 51 tokens

• Samples:

  positive	anchor
  Operating costs and expenses increased $80.3 million, or 7.1%, during the year ended December 31, 2023, compared to the year ended December 31, 2022 primarily due to increases in film exhibition and food and beverage costs.	What factors contributed to the escalation in operating costs and expenses in 2023?
  In the United States, the company purchases HFCS to meet its and its bottlers’ requirements with the assistance of Coca-Cola Bottlers’ Sales & Services Company LLC, which is a procurement service provider for their North American operations.	How does the company source high fructose corn syrup (HFCS) in the United States?
  Item 8. Financial Statements and Supplementary Data The index to Financial Statements and Supplementary Data is presented	What is presented in Item 8 according to Financial Statements and Supplementary Data?

• 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: 16
• 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: 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: 16
• 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
• torch_empty_cache_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: 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: None
• hub_always_push: False
• gradient_checkpointing: False
• gradient_checkpointing_kwargs: None
• include_inputs_for_metrics: False
• include_for_metrics: []
• 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
• eval_on_start: False
• use_liger_kernel: False
• eval_use_gather_object: False
• average_tokens_across_devices: 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
0.4061	10	16.0873	-	-	-	-	-
0.8122	20	8.3282	-	-	-	-	-
1.0	25	-	0.7841	0.7796	0.7774	0.7631	0.7320
1.2030	30	5.1781	-	-	-	-	-
1.6091	40	4.0947	-	-	-	-	-
2.0	50	3.9824	0.7888	0.7867	0.7851	0.7701	0.7401
2.4061	60	2.854	-	-	-	-	-
2.8122	70	2.9878	-	-	-	-	-
3.0	75	-	0.7913	0.7903	0.7869	0.7755	0.7469
3.2030	80	2.5653	-	-	-	-	-
3.6091	90	2.999	-	-	-	-	-
3.8528	96	-	0.7931	0.7907	0.7870	0.7751	0.7473

• The bold row denotes the saved checkpoint.

Framework Versions

• Python: 3.11.11
• Sentence Transformers: 3.4.1
• Transformers: 4.48.3
• PyTorch: 2.5.1+cu124
• Accelerate: 1.3.0
• Datasets: 3.3.2
• Tokenizers: 0.21.0

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}
}