Jiayong Zhu

Jiayong Zhu, Jiangtong Li, Jinru Ding et al.

While Large Multimodal Models (LMMs) excel in general visual tasks, their deployment in specialized financial contexts remains insufficient. Existing benchmarks prioritize isolated charts, often overlooking the need to integrate data from text, tables, and images within comprehensive financial documents. To address this limitation, we introduce FINDOCMRE, a multi-image document-level benchmark designed for financial multimodal reasoning. We construct the dataset via a semi-automated pipeline that combines Visual-Centric Generation with Expert Verification, thereby minimizing text bias and ensuring high annotation quality. Spanning twelve domains, the benchmark comprises 12,207 samples derived from 2,878 financial reports, designed to evaluate multi-image processing and document-level understanding across five distinct task types. Extensive experiments with eleven representative LMMs reveal that no model surpasses an overall score of 65, highlighting challenges in integrating visual grounding with logical reasoning within complex document environments. Specifically, we observe a significant performance divergence across tasks, where models exhibit proficiency in semantic narrative construction but struggle with numerical estimation and cross-page visual grounding. FINDOCMRE serves as a rigorous benchmark to guide the evolution of financial LMMs towards expert-level document analysis and reasoning.

Kai Lan, Jiayong Zhu, Jiangtong Li et al.

Large Multimodal Models (LMMs) demonstrate significant cross-modal reasoning capabilities. However, financial applications face challenges due to the lack of high-quality multimodal reasoning datasets and the inefficiency of existing training paradigms for reasoning enhancement. To address these issues, we propose an integrated framework, FinLMM-R1, combining an automated and scalable pipeline for data construction with enhanced training strategies to improve the multimodal reasoning of LMM. The Automated and Scalable Pipeline (ASP) resolves textual-visual misalignment in financial reports through a separate paradigm of question-answer generation and image-question alignment, ensuring data integrity and extraction efficiency. Through ASP, we collect 89,378 aligned image-question pairs from 23,397 financial reports, covering tasks such as arithmetic reasoning, statistics reasoning, financial explanation, and financial knowledge. Moreover, we introduce the Thinking with Adversarial Reward in LMM (TAR-LMM), extending the prior two-stage training framework [1] with additional reward mechanisms. In the first stage, we focus on text-only tasks with format and accuracy rewards to guide the model in generating well-structured thinking contents. In the second stage, we construct multi-image contrastive samples with additional reward components including image selection, thinking content length, and adversarial reward to jointly optimize the LMM across visual perception, reasoning efficiency, and logical coherence. Extensive experiments on 7 benchmarks show ASP-derived dataset and training framework significantly improve answer accuracy and reasoning depth over existing reasoning LMMs in both general and financial multimodal contexts.