FinFIRST: Benchmarking Search Agents for Financial Information Retrieval, Sourcing and Traceability

Abstract:Financial search is a highly demanding task for LLM agents, requiring not only a correct final answer but also temporally valid information retrieval, authoritative source selection, entity and period alignment, unit and definition consistency, and verifiable evidence for all conclusions. Existing benchmarks predominantly evaluate only the final answer, making it difficult to localize errors or assess whether an answer is well-founded. To address this gap, we introduce FinFIRST (Financial Information Retrieval, Sourcing and Traceability), the first financial benchmark to jointly evaluate answers and supporting evidence through atomic rubrics. FinFIRST comprises 123 expert-authored tasks spanning a graduated difficulty spectrum, constructed from aggregate patterns of real-world financial scenarios through an 18-field taxonomy, a six-axis coverage blueprint, a registry of 138 financial sources, contributions from over 50 finance experts, and a six-stage quality-control pipeline. Each task is accompanied by an evidence-grounded reference package decomposed into atomic criteria across three dimensions: raw-information acquisition, source verification, and computation and answer formation. We evaluate 15 model configurations under a unified tool setting. Claude-Opus-5 achieves the highest atomic score of 87.59%, while GPT-5.6-Sol attains the highest strict pass rate of 71.54%. Computation and answer formation consistently lag behind raw-information acquisition across systems. FinFIRST retains final-answer correctness as the primary objective while making the supporting research process measurable, verifiable, and diagnosable.

20 pages, 3 figures, and 7 tables. Dataset available at this https URL

Computation and Language (cs.CL)

H.3.3; I.2.6; I.2.7

arXiv:2609.25192 [cs.CL]

(or arXiv:2609.25192v1 [cs.CL] for this version)

https://doi.org/10.48550/arXiv.2609.25192 Focus to learn more arXiv-issued DOI via DataCite (pending registration)

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