{"id":"https://openalex.org/W4412376931","doi":"https://doi.org/10.1145/3726302.3730253","title":"Template-Based Financial Report Generation in Agentic and Decomposed Information Retrieval","display_name":"Template-Based Financial Report Generation in Agentic and Decomposed Information Retrieval","publication_year":2025,"publication_date":"2025-07-13","ids":{"openalex":"https://openalex.org/W4412376931","doi":"https://doi.org/10.1145/3726302.3730253"},"language":"en","primary_location":{"id":"doi:10.1145/3726302.3730253","doi":"https://doi.org/10.1145/3726302.3730253","is_oa":true,"landing_page_url":"https://doi.org/10.1145/3726302.3730253","pdf_url":"https://dl.acm.org/doi/pdf/10.1145/3726302.3730253","source":{"id":"https://openalex.org/S4363608773","display_name":"International ACM SIGIR Conference on Research and Development in Information Retrieval (SIGIR)","issn_l":null,"issn":null,"is_oa":false,"is_in_doaj":false,"is_core":false,"listed_in":[],"host_organization":null,"host_organization_name":null,"host_organization_lineage":[],"host_organization_lineage_names":[],"type":"conference"},"license":null,"license_id":null,"version":"publishedVersion","is_accepted":true,"is_published":true,"raw_source_name":"Proceedings of the 48th International ACM SIGIR Conference on Research and Development in Information Retrieval","raw_type":"proceedings-article"},"volume":null,"type":"conference-paper","indexed_in":["crossref"],"open_access":{"is_oa":true,"oa_status":"bronze","oa_url":"https://dl.acm.org/doi/pdf/10.1145/3726302.3730253","any_repository_has_fulltext":false},"authorships":[{"author_position":"first","author":{"id":null,"display_name":"Yong-En Tian","orcid":"https://orcid.org/0009-0006-2725-7799","observed_orcids":["https://orcid.org/0009-0006-2725-7799"]},"institutions":[{"id":"https://openalex.org/I148366613","display_name":"National Yang Ming Chiao Tung University","ror":"https://ror.org/00se2k293","country_code":"TW","type":"education","lineage":["https://openalex.org/I148366613"]}],"countries":["TW"],"is_corresponding":false,"raw_author_name":"Yong-En Tian","raw_affiliation_strings":["Department of Computer Science, National Yang Ming Chiao Tung University, Hsinchu, Taiwan"],"raw_orcid":"https://orcid.org/0009-0006-2725-7799","affiliations":[{"raw_affiliation_string":"Department of Computer Science, National Yang Ming Chiao Tung University, Hsinchu, Taiwan","institution_ids":["https://openalex.org/I148366613"]}]},{"author_position":"middle","author":{"id":"https://openalex.org/A5000011520","display_name":"Yu-Chien Tang","orcid":"https://orcid.org/0009-0009-5935-4966","observed_orcids":["https://orcid.org/0009-0009-5935-4966"]},"institutions":[{"id":"https://openalex.org/I148366613","display_name":"National Yang Ming Chiao Tung University","ror":"https://ror.org/00se2k293","country_code":"TW","type":"education","lineage":["https://openalex.org/I148366613"]}],"countries":["TW"],"is_corresponding":false,"raw_author_name":"Yu-Chien Tang","raw_affiliation_strings":["Department of Computer Science, National Yang Ming Chiao Tung University, Hsinchu, Taiwan"],"raw_orcid":"https://orcid.org/0009-0009-5935-4966","affiliations":[{"raw_affiliation_string":"Department of Computer Science, National Yang Ming Chiao Tung University, Hsinchu, Taiwan","institution_ids":["https://openalex.org/I148366613"]}]},{"author_position":"middle","author":{"id":"https://openalex.org/A5032437001","display_name":"Kuang-Da Wang","orcid":"https://orcid.org/0009-0004-0846-8254","observed_orcids":["https://orcid.org/0009-0004-0846-8254"]},"institutions":[{"id":"https://openalex.org/I148366613","display_name":"National Yang Ming Chiao Tung University","ror":"https://ror.org/00se2k293","country_code":"TW","type":"education","lineage":["https://openalex.org/I148366613"]}],"countries":["TW"],"is_corresponding":false,"raw_author_name":"Kuang-Da Wang","raw_affiliation_strings":["Department of Computer Science, National Yang Ming Chiao Tung University, Hsinchu, Taiwan"],"raw_orcid":"https://orcid.org/0009-0004-0846-8254","affiliations":[{"raw_affiliation_string":"Department of Computer Science, National Yang Ming Chiao Tung University, Hsinchu, Taiwan","institution_ids":["https://openalex.org/I148366613"]}]},{"author_position":"middle","author":{"id":"https://openalex.org/A5012131890","display_name":"An-Zi Yen","orcid":"https://orcid.org/0000-0001-5304-7230","observed_orcids":["https://orcid.org/0000-0001-5304-7230"]},"institutions":[{"id":"https://openalex.org/I148366613","display_name":"National Yang Ming Chiao Tung University","ror":"https://ror.org/00se2k293","country_code":"TW","type":"education","lineage":["https://openalex.org/I148366613"]}],"countries":["TW"],"is_corresponding":false,"raw_author_name":"An-Zi Yen","raw_affiliation_strings":["Department of Computer Science, National Yang Ming Chiao Tung University, Hsinchu, Taiwan"],"raw_orcid":"https://orcid.org/0000-0001-5304-7230","affiliations":[{"raw_affiliation_string":"Department of Computer Science, National Yang Ming Chiao Tung University, Hsinchu, Taiwan","institution_ids":["https://openalex.org/I148366613"]}]},{"author_position":"last","author":{"id":"https://openalex.org/A5040101293","display_name":"Wen-Chih Peng","orcid":"https://orcid.org/0000-0002-0172-7311","observed_orcids":["https://orcid.org/0000-0002-0172-7311","https://orcid.org/0000-0001-8964-0933"]},"institutions":[{"id":"https://openalex.org/I148366613","display_name":"National Yang Ming Chiao Tung University","ror":"https://ror.org/00se2k293","country_code":"TW","type":"education","lineage":["https://openalex.org/I148366613"]}],"countries":["TW"],"is_corresponding":false,"raw_author_name":"Wen-Chih Peng","raw_affiliation_strings":["Department of Computer Science, National Yang Ming Chiao Tung University, Hsinchu, Taiwan"],"raw_orcid":"https://orcid.org/0000-0002-0172-7311","affiliations":[{"raw_affiliation_string":"Department of Computer Science, National Yang Ming Chiao Tung University, Hsinchu, Taiwan","institution_ids":["https://openalex.org/I148366613"]}]}],"institutions":[],"countries_distinct_count":1,"institutions_distinct_count":1,"corresponding_author_ids":[],"corresponding_institution_ids":["https://openalex.org/I148366613"],"apc_list":null,"apc_paid":null,"fwci":1.0588,"has_fulltext":true,"cited_by_count":1,"citation_normalized_percentile":{"value":0.72877562,"is_in_top_1_percent":false,"is_in_top_10_percent":false},"cited_by_percentile_year":{"min":93,"max":96},"biblio":{"volume":null,"issue":null,"first_page":"2706","last_page":"2710"},"is_retracted":false,"is_paratext":false,"is_xpac":false,"primary_topic":{"id":"https://openalex.org/T10028","display_name":"Topic Modeling","score":0.8809000253677368,"subfield":{"id":"https://openalex.org/subfields/1702","display_name":"Artificial Intelligence"},"field":{"id":"https://openalex.org/fields/17","display_name":"Computer Science"},"domain":{"id":"https://openalex.org/domains/3","display_name":"Physical Sciences"}},"topics":[{"id":"https://openalex.org/T10028","display_name":"Topic Modeling","score":0.8809000253677368,"subfield":{"id":"https://openalex.org/subfields/1702","display_name":"Artificial Intelligence"},"field":{"id":"https://openalex.org/fields/17","display_name":"Computer Science"},"domain":{"id":"https://openalex.org/domains/3","display_name":"Physical Sciences"}},{"id":"https://openalex.org/T10286","display_name":"Information Retrieval and Search Behavior","score":0.0617000013589859,"subfield":{"id":"https://openalex.org/subfields/1710","display_name":"Information Systems"},"field":{"id":"https://openalex.org/fields/17","display_name":"Computer Science"},"domain":{"id":"https://openalex.org/domains/3","display_name":"Physical Sciences"}},{"id":"https://openalex.org/T13794","display_name":"Financial Reporting and XBRL","score":0.007499999832361937,"subfield":{"id":"https://openalex.org/subfields/1404","display_name":"Management Information Systems"},"field":{"id":"https://openalex.org/fields/14","display_name":"Business, Management and Accounting"},"domain":{"id":"https://openalex.org/domains/2","display_name":"Social Sciences"}}],"keywords":[{"id":"https://openalex.org/keywords/earnings-announcements","display_name":"earnings announcements","score":0.6909999847412109},{"id":"https://openalex.org/keywords/large-language-models","display_name":"large language models","score":0.8899999856948853},{"id":"https://openalex.org/keywords/prompt-chaining","display_name":"prompt chaining","score":0.6850000023841858}],"concepts":[{"id":"https://openalex.org/C41008148","wikidata":"https://www.wikidata.org/wiki/Q21198","display_name":"Computer science","level":0,"score":0.6157571077346802},{"id":"https://openalex.org/C23123220","wikidata":"https://www.wikidata.org/wiki/Q816826","display_name":"Information retrieval","level":1,"score":0.35613125562667847},{"id":"https://openalex.org/C154945302","wikidata":"https://www.wikidata.org/wiki/Q11660","display_name":"Artificial intelligence","level":1,"score":0.35428884625434875},{"id":"https://openalex.org/C10138342","wikidata":"https://www.wikidata.org/wiki/Q43015","display_name":"Finance","level":1,"score":0.3334020972251892},{"id":"https://openalex.org/C144133560","wikidata":"https://www.wikidata.org/wiki/Q4830453","display_name":"Business","level":0,"score":0.2124294936656952}],"mesh":[],"locations_count":1,"locations":[{"id":"doi:10.1145/3726302.3730253","doi":"https://doi.org/10.1145/3726302.3730253","is_oa":true,"landing_page_url":"https://doi.org/10.1145/3726302.3730253","pdf_url":"https://dl.acm.org/doi/pdf/10.1145/3726302.3730253","source":{"id":"https://openalex.org/S4363608773","display_name":"International ACM SIGIR Conference on Research and Development in Information Retrieval (SIGIR)","issn_l":null,"issn":null,"is_oa":false,"is_in_doaj":false,"is_core":false,"listed_in":[],"host_organization":null,"host_organization_name":null,"host_organization_lineage":[],"host_organization_lineage_names":[],"type":"conference"},"license":null,"license_id":null,"version":"publishedVersion","is_accepted":true,"is_published":true,"raw_source_name":"Proceedings of the 48th International ACM SIGIR Conference on Research and Development in Information Retrieval","raw_type":"proceedings-article"}],"best_oa_location":{"id":"doi:10.1145/3726302.3730253","doi":"https://doi.org/10.1145/3726302.3730253","is_oa":true,"landing_page_url":"https://doi.org/10.1145/3726302.3730253","pdf_url":"https://dl.acm.org/doi/pdf/10.1145/3726302.3730253","source":{"id":"https://openalex.org/S4363608773","display_name":"International ACM SIGIR Conference on Research and Development in Information Retrieval (SIGIR)","issn_l":null,"issn":null,"is_oa":false,"is_in_doaj":false,"is_core":false,"listed_in":[],"host_organization":null,"host_organization_name":null,"host_organization_lineage":[],"host_organization_lineage_names":[],"type":"conference"},"license":null,"license_id":null,"version":"publishedVersion","is_accepted":true,"is_published":true,"raw_source_name":"Proceedings of the 48th International ACM SIGIR Conference on Research and Development in Information Retrieval","raw_type":"proceedings-article"},"sustainable_development_goals":[],"sustainable_development_goals_aurora":[],"study_designs":[],"awards":[],"funders":[],"has_content":{"pdf":true,"grobid_xml":true},"content_urls":{"pdf":"https://content.openalex.org/works/W4412376931.pdf","grobid_xml":"https://content.openalex.org/works/W4412376931.grobid-xml"},"referenced_works_count":14,"referenced_works":["https://openalex.org/W1507711477","https://openalex.org/W2048587526","https://openalex.org/W2528370785","https://openalex.org/W2606555609","https://openalex.org/W4307310886","https://openalex.org/W4382318930","https://openalex.org/W4389519254","https://openalex.org/W4392168447","https://openalex.org/W4393065402","https://openalex.org/W4393153055","https://openalex.org/W4403883237","https://openalex.org/W4404780752","https://openalex.org/W6602855854","https://openalex.org/W6784376221"],"related_works":["https://openalex.org/W4391375266","https://openalex.org/W2899084033","https://openalex.org/W2748952813","https://openalex.org/W2390279801","https://openalex.org/W4391913857","https://openalex.org/W2358668433","https://openalex.org/W4396701345","https://openalex.org/W2376932109","https://openalex.org/W2001405890","https://openalex.org/W4396696052"],"abstract_inverted_index":{"Tailoring":[0],"structured":[1,47],"financial":[2,12,40,77,150],"reports":[3,41,57,179],"from":[4],"companies'":[5],"earnings":[6,132],"releases":[7],"is":[8],"crucial":[9],"for":[10,39,74],"understanding":[11],"performance":[13],"and":[14,36,85,92,119,156,176,192],"has":[15],"been":[16],"widely":[17],"adopted":[18],"in":[19,72,144,173,189,196,208],"real-world":[20,209],"analytics.":[21],"However,":[22],"existing":[23],"summarization":[24],"methods":[25,143],"often":[26],"generate":[27],"broad,":[28],"high-level":[29],"summaries,":[30],"which":[31],"may":[32,171],"lack":[33],"the":[34,101,106,117,128,131,137,202,205],"precision":[35],"detail":[37],"required":[38],"that":[42,168],"typically":[43],"focus":[44],"on":[45,201],"specific,":[46],"sections.":[48],"While":[49],"Large":[50],"Language":[51],"Models":[52],"(LLMs)":[53],"hold":[54],"promise,":[55],"generating":[56,75,177],"adhering":[58],"to":[59,114],"predefined":[60],"multi-section":[61],"templates":[62],"remains":[63],"challenging.":[64],"This":[65],"paper":[66],"investigates":[67],"two":[68,145],"LLM-based":[69],"approaches":[70],"popular":[71],"industry":[73],"templated":[76],"reports:":[78],"an":[79],"agentic":[80,206],"information":[81],"retrieval":[82],"(IR)":[83],"framework":[84,207],"a":[86,110,124,149,159],"decomposed":[87],"IR":[88],"approach,":[89],"namely":[90],"AgenticIR":[91,95,170,187],"DecomposedIR.":[93],"The":[94],"utilizes":[96],"collaborative":[97],"agents":[98],"prompted":[99],"with":[100,158],"full":[102],"template.":[103],"In":[104],"contrast,":[105],"DecomposedIR":[107,183],"approach":[108,188],"applies":[109],"prompt":[111],"chaining":[112],"workflow":[113],"break":[115],"down":[116],"template":[118],"reframe":[120],"each":[121],"section":[122],"as":[123],"query":[125],"answered":[126],"by":[127],"LLM":[129],"using":[130,148],"release.":[133],"To":[134],"quantitatively":[135],"assess":[136],"generated":[138],"reports,":[139],"we":[140],"evaluated":[141],"both":[142,197],"scenarios:":[146],"one":[147],"dataset":[151,161],"without":[152],"direct":[153],"human":[154],"references,":[155],"another":[157],"weather-domain":[160],"featuring":[162],"expert-written":[163],"reports.":[164],"Experimental":[165],"results":[166],"show":[167],"while":[169],"excel":[172],"orchestrating":[174],"tasks":[175],"concise":[178],"through":[180],"agent":[181],"collaboration,":[182],"statistically":[184],"significantly":[185],"outperforms":[186],"providing":[190],"broader":[191],"more":[193],"detailed":[194],"coverage":[195],"scenarios,":[198],"offering":[199],"reflection":[200],"utilization":[203],"of":[204],"applications.":[210]},"counts_by_year":[{"year":2026,"cited_by_count":1}],"updated_date":"2026-10-05T09:50:58.205359","created_date":"2025-10-10T00:00:00"}
