Beyond Search: Smarter Retrieval for Financial AI

The system employs a retrieval strategy that first identifies a relevant text chunk via vector search, then strategically broadens the contextual scope by incorporating neighboring chunks-specifically, the two preceding and following chunks-before presenting this expanded context to a language model for response generation.

New research reveals that advanced retrieval methods, including refined search and reranking techniques, significantly improve the accuracy of large language models when applied to complex financial document question answering.