Daily Papers

Large multimodal models (LMMs) have recently shown great progress in text-rich image understanding, yet they still struggle with complex, multi-page, visually-rich documents. Traditional methods using document parsers for retrieval-augmented generation suffer from performance and efficiency limitations, while directly presenting all pages to LMMs leads to inefficiencies, especially with lengthy documents. In this work, we present a novel framework named LoRA-Contextualizing Adaptation of Large multimodal models (LoCAL), which broadens the capabilities of any LMM to support long-document understanding. We demonstrate that LMMs can effectively serve as multimodal retrievers, fetching relevant pages to answer user questions based on these pages. LoCAL is implemented with two specific LMM adapters: one for evidence page retrieval and another for question answering. Empirical results show state-of-the-art performance on public benchmarks, demonstrating the effectiveness of LoCAL.

Document visual question answering (DocVQA) pipelines that answer questions from documents have broad applications. Existing methods focus on handling single-page documents with multi-modal language models (MLMs), or rely on text-based retrieval-augmented generation (RAG) that uses text extraction tools such as optical character recognition (OCR). However, there are difficulties in applying these methods in real-world scenarios: (a) questions often require information across different pages or documents, where MLMs cannot handle many long documents; (b) documents often have important information in visual elements such as figures, but text extraction tools ignore them. We introduce M3DocRAG, a novel multi-modal RAG framework that flexibly accommodates various document contexts (closed-domain and open-domain), question hops (single-hop and multi-hop), and evidence modalities (text, chart, figure, etc.). M3DocRAG finds relevant documents and answers questions using a multi-modal retriever and an MLM, so that it can efficiently handle single or many documents while preserving visual information. Since previous DocVQA datasets ask questions in the context of a specific document, we also present M3DocVQA, a new benchmark for evaluating open-domain DocVQA over 3,000+ PDF documents with 40,000+ pages. In three benchmarks (M3DocVQA/MMLongBench-Doc/MP-DocVQA), empirical results show that M3DocRAG with ColPali and Qwen2-VL 7B achieves superior performance than many strong baselines, including state-of-the-art performance in MP-DocVQA. We provide comprehensive analyses of different indexing, MLMs, and retrieval models. Lastly, we qualitatively show that M3DocRAG can successfully handle various scenarios, such as when relevant information exists across multiple pages and when answer evidence only exists in images.

Document Visual Question Answering (Document VQA) must cope with documents that span dozens of pages, yet leading systems still concatenate every page or rely on very large vision-language models, both of which are memory-hungry. Retrieval-Augmented Generation (RAG) offers an attractive alternative, first retrieving a concise set of relevant segments before generating answers from this selected evidence. In this paper, we systematically evaluate the impact of incorporating RAG into Document VQA through different retrieval variants - text-based retrieval using OCR tokens and purely visual retrieval without OCR - across multiple models and benchmarks. Evaluated on the multi-page datasets MP-DocVQA, DUDE, and InfographicVQA, the text-centric variant improves the "concatenate-all-pages" baseline by up to +22.5 ANLS, while the visual variant achieves +5.0 ANLS improvement without requiring any text extraction. An ablation confirms that retrieval and reranking components drive most of the gain, whereas the layout-guided chunking strategy - proposed in several recent works to leverage page structure - fails to help on these datasets. Our experiments demonstrate that careful evidence selection consistently boosts accuracy across multiple model sizes and multi-page benchmarks, underscoring its practical value for real-world Document VQA.

Multi-hop reasoning over financial disclosures is often a retrieval problem before it becomes a reasoning or generation problem: relevant facts are dispersed across sections, filings, companies, and years, and LLMs often expend excessive tokens navigating noisy context. Without precise Knowledge Graph (KG)-guided selection of relevant context, even strong reasoning models either fail to answer or consume excessive tokens, whereas KG-linked evidence enables models to focus their reasoning on composing already retrieved facts. We present FinReflectKG - MultiHop, a benchmark built on FinReflectKG, a temporally indexed financial KG that links audited triples to source chunks from S&P 100 filings (2022-2024). Mining frequent 2-3 hop subgraph patterns across sectors (via GICS taxonomy), we generate financial analyst style questions with exact supporting evidence from the KG. A two-phase pipeline first creates QA pairs via pattern-specific prompts, followed by a multi-criteria quality control evaluation to ensure QA validity. We then evaluate three controlled retrieval scenarios: (S1) precise KG-linked paths; (S2) text-only page windows centered on relevant text spans; and (S3) relevant page windows with randomizations and distractors. Across both reasoning and non-reasoning models, KG-guided precise retrieval yields substantial gains on the FinReflectKG - MultiHop QA benchmark dataset, boosting correctness scores by approximately 24 percent while reducing token utilization by approximately 84.5 percent compared to the page window setting, which reflects the traditional vector retrieval paradigm. Spanning intra-document, inter-year, and cross-company scopes, our work underscores the pivotal role of knowledge graphs in efficiently connecting evidence for multi-hop financial QA. We also release a curated subset of the benchmark (555 QA Pairs) to catalyze further research.

Document Visual Question Answering (DocVQA) faces dual challenges in processing lengthy multimodal documents (text, images, tables) and performing cross-modal reasoning. Current document retrieval-augmented generation (DocRAG) methods remain limited by their text-centric approaches, frequently missing critical visual information. The field also lacks robust benchmarks for assessing multimodal evidence selection and integration. We introduce MMDocRAG, a comprehensive benchmark featuring 4,055 expert-annotated QA pairs with multi-page, cross-modal evidence chains. Our framework introduces innovative metrics for evaluating multimodal quote selection and enables answers that interleave text with relevant visual elements. Through large-scale experiments with 60 VLM/LLM models and 14 retrieval systems, we identify persistent challenges in multimodal evidence retrieval, selection, and integration.Key findings reveal advanced proprietary LVMs show superior performance than open-sourced alternatives. Also, they show moderate advantages using multimodal inputs over text-only inputs, while open-source alternatives show significant performance degradation. Notably, fine-tuned LLMs achieve substantial improvements when using detailed image descriptions. MMDocRAG establishes a rigorous testing ground and provides actionable insights for developing more robust multimodal DocVQA systems. Our benchmark and code are available at https://mmdocrag.github.io/MMDocRAG/.

Question answering over visually rich documents (VRDs) requires reasoning not only over isolated content but also over documents' structural organization and cross-page dependencies. However, conventional retrieval-augmented generation (RAG) methods encode content in isolated chunks during ingestion, losing structural and cross-page dependencies, and retrieve a fixed number of pages at inference, regardless of the specific demands of the question or context. This often results in incomplete evidence retrieval and degraded answer quality for multi-page reasoning tasks. To address these limitations, we propose LAD-RAG, a novel Layout-Aware Dynamic RAG framework. During ingestion, LAD-RAG constructs a symbolic document graph that captures layout structure and cross-page dependencies, adding it alongside standard neural embeddings to yield a more holistic representation of the document. During inference, an LLM agent dynamically interacts with the neural and symbolic indices to adaptively retrieve the necessary evidence based on the query. Experiments on MMLongBench-Doc, LongDocURL, DUDE, and MP-DocVQA demonstrate that LAD-RAG improves retrieval, achieving over 90% perfect recall on average without any top-k tuning, and outperforming baseline retrievers by up to 20% in recall at comparable noise levels, yielding higher QA accuracy with minimal latency.