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README.md

title Multimodal Financial RAG
emoji 🏦
colorFrom indigo
colorTo blue
sdk gradio
sdk_version 4.44.0
app_file app.py
pinned true
license mit
short_description Production RAG for financial documents — charts, hybrid retrieval, numeric guardrails
tags
finance
rag
nlp
document-question-answering
gradio
multimodal
openai
gemini

🏦 Multimodal Financial RAG

Production-grade document intelligence — chart understanding · hybrid RRF retrieval · numeric guardrails · source citations

This Space is a faithful demo of the enterprise system at github.com/Mattral/RAG-Multimodal-Financial-Doc-Analysis-and-Recall.

Features

  • 👁️ Vision chart extraction — GPT-4o / Gemini 2.5 Flash describe charts and graphs into searchable text
  • ⚡ Hybrid RRF retrieval — dense (BAAI/bge-small-en-v1.5) + BM25 fused with Reciprocal Rank Fusion (k=60)
  • 🔢 Numeric grounding — every number in the answer cross-checked against source context
  • 🔒 PII + injection protection — SSNs, IBANs, CUSIPs redacted; prompt injection patterns blocked
  • 📍 Page-level citations — every claim attributed to a specific document and page
  • 🔬 Full pipeline transparency — see every retrieval score, RRF weight, generation cost

Models (v2.0 — current)

Provider Text generation Vision
Google Gemini gemini-2.5-flash (default), gemini-2.5-pro gemini-2.5-flash
OpenAI gpt-4o-mini, gpt-4o gpt-4o

How to Use

  1. Enter your API key (Gemini free tier at aistudio.google.com)
  2. Upload a 10-K, 10-Q, or earnings release PDF
  3. Click Process Document
  4. Ask a question

Architecture

PDF → pdfplumber (text + tables) + Vision LLM (charts)
    → Semantic chunking (≤800 chars, 100-char overlap, paragraph-boundary split)
    → BAAI/bge-small-en-v1.5 embeddings → FAISS IndexFlatIP
    → BM25Okapi keyword index
    → RRF fusion: 0.7/(60+dense_rank+1) + 0.3/(60+bm25_rank+1)
    → Top-k chunks → GPT-4o-mini / Gemini 2.5 Flash generation
    → Guardrails: injection check → PII redaction → numeric grounding
    → Grounded answer + page-level citations

Mirrors the production pipeline in src/rag_system/.

Privacy

API keys are never stored. Uploaded PDFs are processed in-memory and not persisted.

License

MIT