JulioSanchezD/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 <!-- at revision a5beb1e3e68b9ab74eb54cfd186867f64f240e1a -->
• —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("JulioSanchezD/bge-base-financial-matryoshka")
# Run inference
sentences = [
    'Cardiovascular/Metabolism/Other products sales were $3.7 billion, a decline of 5.5% as compared to the prior year.',
    'What was the revenue decline percentage for Cardiovascular/Metabolism/Other products in 2023?',
    "How is a membership's territory determined according to the description?",
]
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]

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Downstream Usage (Sentence Transformers)

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Evaluation

Metrics

Information Retrieval

• —Datasets: dim_768, dim_512, dim_256, dim_128 and dim_64
• —Evaluated with <code>InformationRetrievalEvaluator</code>

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Training Details

Training Dataset

json

• —Dataset: json
• —Size: 6,300 training samples
• —Columns: <code>positive</code> and <code>anchor</code>
• —Approximate statistics based on the first 1000 samples: | | positive | anchor | |:--------|:-----------------------------------------------------------------------------------|:----------------------------------------------------------------------------------| | type | string | string | | details | <ul><li>min: 11 tokens</li><li>mean: 45.6 tokens</li><li>max: 288 tokens</li></ul> | <ul><li>min: 9 tokens</li><li>mean: 20.54 tokens</li><li>max: 46 tokens</li></ul> |
• —Samples: | positive | anchor | |:-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|:--------------------------------------------------------------------------------------------------------------------------------------------------------------| | <code>Operating Expenses Our operating expenses consisted of the following: | Year Ended December 31, | 2023 | | 2022 | | Percent Change | (Dollars in millions) Casino | $ | 4,152 | | | $ | 1,792 | | | 131.7 | %</code> | <code>What was the percentage increase in casino expenses at Las Vegas Sands Corp. for the year ended December 31, 2023 compared to the previous year?</code> | | <code>Increases in yield, discount rate, capitalization rate or duration used in the valuation of level 3 investments would have resulted in a lower fair value measurement, while increases in recovery rate or multiples would have resulted in a higher fair value measurement as of both December 2023 and December 2022.</code> | <code>What was the impact on the fair value measurement of level 3 investments when the yield, discount rate, and capitalization rate were increased?</code> | | <code>At December 31, 2023, Ford Credit’s liquidity sources, including cash, committed asset-backed facilities, and unsecured credit facilities, totaled $56.2 billion, up $5.2 billion from year-end 2022.</code> | <code>What sources contribute to Ford Credit’s liquidity as of December 31, 2023, and what was their total value?</code> |
• —Loss: <code>MatryoshkaLoss</code> 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: adamwtorchfused
• —batch_sampler: no_duplicates

All Hyperparameters

<details><summary>Click to expand</summary>

• —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: {'minnumparams': 0, 'xla': False, 'xlafsdpv2': False, 'xlafsdpgrad_ckpt': False}
• —fsdp_transformer_layer_cls_to_wrap: None
• —accelerator_config: {'splitbatches': False, 'dispatchbatches': None, 'evenbatches': True, 'useseedablesampler': True, 'nonblocking': False, 'gradientaccumulationkwargs': None}
• —deepspeed: None
• —label_smoothing_factor: 0.0
• —optim: adamwtorchfused
• —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

</details>

Training Logs

• —The bold row denotes the saved checkpoint.

Framework Versions

• —Python: 3.12.9
• —Sentence Transformers: 3.4.1
• —Transformers: 4.41.2
• —PyTorch: 2.6.0+cu126
• —Accelerate: 1.4.0
• —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}
}

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