business intelligence developers

Abstract: Financial AI workflows that reuse investor knowledge need persistent memory that integrates observations across sources and periods without losing identity or provenance. In a knowledge graph, recurring observations may use different surface forms, fragmenting relationship histories and preventing evidence from accumulating. We introduce Fusion and Identity Registry for Memory Evolution (FIRME), a registry-anchored memory graph that reconciles incoming observations to persistent canonical relationships and retains their source, time, and context. Within periods, rule-based fusion links investor-call discussions to portfolio cash-flow signals, directly or through a fixed product-topic ontology. Across periods, canonical identities and persistent aliases direct recurring observations to the same relationship history; deterministic updates summarize reinforcement, inactivity, and reactivation. We evaluate FIRME on proprietary investor-call and cash-flow records and on S&P 500 earnings-call transcripts. Compared with a historical registry that retains canonical identities and semantic fallback but omits alias memory, FIRME increases final-period Correct Match Rate by 7.8-12.1 percentage points across four dataset-backend settings under a fixed-judge and fallback-review protocol. A blinded human audit of 200 incoming observations per setting finds Correct Match Rate gains of 9.0-16.5 points and reattachment-recall gains of 22.5-29.0 points, with higher observed merge precision in all four samples. A separate audit finds valid evidence paths for 293 of 300 outputs from full within-period fusion in the investor-call setting. Extraction-faithfulness and round-trip diagnostics assess source grounding and preservation of extractor-derived graph content.

Abstract: Financial AI systems must support decision-bearing questions involving payments, collections, cash flow, and compliance while ensuring numerical accuracy, traceability, and auditability. Large language models (LLMs) enable natural language interaction but cannot independently guarantee reproducible calculations or evidence-grounded recommendations. We present a production-grounded architecture integrating three components: a financial knowledge graph for enterprise relationships, temporal context, and provenance; a deterministic optimization engine for financial calculations and decisions; and a multi-agent LLM layer for intent interpretation, task orchestration, explanation, and claim validation. A coordination layer, termed context engineering, selects, ranks, composes, and validates query-specific context across ERP systems, tools, and tenants. Based on observations from 15 deployments over approximately 11 months, single-agent pipelines exhibited hallucination rates of about 7-9% (5-10% across query types), including invented invoices and unsupported financial claims. Graph-backed multi-agent validation reduced observed rates to below 1%, although these findings are observational rather than causal. ERP data quality and tenant-specific schemas remained major implementation challenges. Reusable mappings, graph templates, and validation policies coincided with a reduction in deployment time from roughly six to two weeks. We argue that financial context engineering extends beyond text-centric retrieval-augmented generation by requiring structured relationships, temporal validity, exact numerical evidence, access controls, and validation against source records and solver outputs. We outline research challenges in evaluation, reproducibility, privacy, context quality, and cross-tenant generalization.

Abstract: Understanding and operating with scientific charts is a standard approach in data analysis, and while humans are good at interpreting such charts, open vision-language models (VLMs) are known to perform poorly when it comes to question answering based on such data types. Motivated by an initial observation that many of their errors are due to inexact answering, we raise the following natural question: how much accuracy can we recover without changing the model at all? In this paper, we study this question by searching over inference programs and the code around a "frozen" version of the model. Using ideas from autonomous evolution (famously used in AlphaEvolve), we first start from a baseline inference program, and in each round we show an LLM judge the code together with a few failures on training questions, and ask for an improving evolutionary move. As usual in autonomous evolution approaches, the candidate programs are kept in a small pool ranked by training accuracy, and the next edit is performed on top-scorers from this pool. We run this approach on three VLMs and four popular benchmarks on scientific charts, and we measure the fraction of descriptive questions whose answer exactly matches the ground truth. The accuracy improves in all experimental settings. On average, it rises from 16.6% with the starting program to 41.3% with the evolved one, and the largest single increase is 55.2 percentage points. As a side benefit, our evolved program is 3.8x faster than the starting program, because short answers are easier to grade and faster to generate. Our results demonstrate that a large part of the observed errors arise due to the inference pipeline, and that optimizing it can improve the "frozen" VLM without the need to retrain it.

Abstract: Much of the information needed for data analysis is buried in text columns: an analyst may infer customer frustration from complaint text and use it to explain resolution time. We call workloads in which processing text columns is central to subsequent data analysis TADA (\emph{Text Analysis in Data Analytics}). In an agentic setting, the user's query dynamically specifies this processing, and answering it interleaves LLM-based semantic steps with exact SQL or Python operations. This mixed execution raises two design questions: which work should be neural and which symbolic, and which semantic outputs later steps can reuse. We address them for agent-planned TADA workflows with two complementary, query-driven semantic atoms. Each atom takes a sequence of text items and a natural-language query specifying the semantic task: \textbf{Tagging} returns one string per input item, while \textbf{Categorization} returns $M$ category objects over $N$ input items. Tagging results are materialized as a row-aligned column and Categorization results as a category table; SQL or Python then performs exact computation over this exposed state. We realize this interface in TADA-Agent, whose atoms run inside generated Python programs and internally handle inputs beyond a reliable context window. We evaluate TADA-Agent on TABench, a benchmark of 40 complete analysis requests over spreadsheet tables spanning workflow composition, input--output structure, and literature-grounded analytical scenarios. Against a semantic-operator baseline and relative to a held-out TADA reference run, TADA-Agent delivers comparable row-level semantic quality, has higher complete-artifact preservation estimates, and uses over an order of magnitude fewer semantic-model requests under the evaluated native execution paths.

Abstract: In this paper, we introduce a new framework for characterizing the user skills required for chart authoring. Despite growing attention to authoring systems, we lack a conceptual framework that characterizes the diverse and multifaceted skills involved and helps identify opportunities for system design and development. Our initial investigation revealed that skill is a complex and elusive concept, and that existing theories on skills from other disciplines are too high-level to capture the importance of tasks and tools in data visualizations. To address this gap, we formulate the CAPED framework that characterizes skill as the ability to create a chart involving five dimensions pertinent to tasks and tools: input data, output chart, paradigm, abstraction, and expression. We demonstrate the framework's descriptive power by highlighting different skills involved in similar authoring situations and identifying the types of knowledge associated with chart authoring. We further present examples illustrating how the framework can be used to identify new research opportunities in supporting users with varying skills.

Abstract: Participating in a data space still requires the Dataspace Protocol (DSP) negotiation flow to be hand-coded against each provider's access policy. We present a multi-agent architecture that automates this process using natural language requests. Built on LangGraph over an Eclipse Dataspace Components (EDC), the design separates concerns into cooperating agents. The orchestrator's role is to route and plan. The data extraction agent's role is to expose the DSP protocol's three composable tools (catalog discovery, contract negotiation and download). The agent also gates negotiations on the consumers' verifiable credentials, refusing assets rather than fabricating them. Furthermore, there are downstream Machine Learning (ML) and Visualization agents, as well as a final Verification agent, which confirms that the request was actually fulfilled and rechecks the intended operation against the contract's usage policy. In a primary benchmark involving 600 runs, the system achieved 89% task success with zero policy violations when evaluating multi-dimensional policy reasoning with a locally hosted open-weight model. It failed safely through refusal rather than misrouting. The reliability of the system is largely dependent on the phrasing of requests: technical and expert requests succeed up to 98% of the time, whereas casual and under-specified requests succeed 72% of the time. Furthermore, in a secondary evaluation of 600 runs isolating hierarchical geographic access control, the framework successfully blocks 100% of unauthorized regional requests. While the verification agent hallucinates that 1% of these requests, the system logs confirm that no data is ever extracted and the framework simultaneously achieves an end-to-end verified delivery rate of 86% for eligible consumers.

Abstract: Enterprise data analysis requires agents to connect analytical requests with knowledge distributed across databases, business documents, and existing example tasks. Without an explicit representation of this knowledge, an agent may produce incorrect analytical results and cannot reliably incorporate feedback. We present AgentOnto, an ontology-guided LLM agent for enterprise data analytics. AgentOnto organizes heterogeneous enterprise knowledge into an ontology that directly guides analysis and incorporates confirmed feedback. Iterative Ontology Preparation further improves the ontology through self-generated analysis tasks. We evaluate AgentOnto on two public data sources. AgentOnto substantially outperforms representative methods, while module-level evaluations confirm the effectiveness of ontology construction, analysis, and updating. A real-world deployment further demonstrates its practical value in enterprise analytics. These results demonstrate that explicitly constructing, using, and updating enterprise knowledge supports reliable and adaptable data analysis.

Abstract: Enterprise data assistants using large language models (LLMs) promise democratized data access in organizations. Yet in our real-world deployment within the CFO unit's data lake at an industry partner, we observed that business users frequently pose imperfect prompts that include domain-specific vocabulary and lack schema references or structural information. This Design Science Research study examines automatic resolution using a semantic mediation layer. We design and evaluate two design variants: schema-based mediation via semantic similarity, and knowledge graph-based mediation leveraging an automatically constructed knowledge graph from the data lake. Our simulation-based evaluation using real-world data, supported by LLM-as-a-Judge assessments and human validation, shows that knowledge graph-based mediation outperforms the schema-based approach in Precision, Recall, F1, and preserving user intent. We propose a design principle for knowledge graph-based mediation, demonstrating that structured knowledge representation bridges user intent and database structure and guides the design of enterprise data assistants across skill levels.

Abstract: Generative modeling for tabular data has advanced to the point where models can synthesize realistic records, recover missing values, and generate samples conditioned on class labels or observed attributes. Despite recent advances, existing approaches either require table-specific training or restrict in-context learning to single-cell prediction. In this work, we formulate these tabular generative tasks as a single problem: modeling the joint conditional distribution of an arbitrary set of target cells given the observed cells of an unseen table. To this end, we turn to diffusion, whose denoising objective is defined jointly over all target cells rather than one cell at a time. Under the pretraining distribution, this objective is minimized by the posterior predictive distribution over the target set. Building on this, we propose TabMosaic, a unified in-context diffusion model for generating mixed-type target cells in unseen, potentially incomplete tables without table-specific training. We further show that its pretraining objective bounds the conditional negative log-likelihood and the divergence from the posterior predictive for arbitrary target sets, extending the Bayesian account of in-context learning from a single-value prediction to joint multi-cell generation. Across 48 real-world tables, TabMosaic ranks first on all evaluated generative tasks against 20 baseline approaches

Abstract: Enterprise agents should improve from delayed feedback without allowing every correction to rewrite system behavior. We study continual harness learning for corpus-level spreadsheet question answering. Building on FiCo (Find-then-Compute), a static retrieval-and-execution backbone, we introduce VIGIL (Verifier-Informed Gated Improvement Loop). Within a question, VIGIL verifies and repairs diversely prompted Structured Query Language (SQL) candidates. Across episodes, delayed labels update only a contract calibrator and query/result-column selector. The base model, prompts, retriever, and recorded candidate pool remain fixed in the continual-learning protocol. With the gold workbook and expected type supplied, the ungated and dual-gated full-replay variants reach 82.4% and 82.0% forward accuracy over 79 documents, from a 75.8% static baseline. The dual gate has the larger retrospective gain (2.7 versus 2.3 points), and its 6.3-point forward gain has a 95% t-interval of 5.6-6.9. In a separate stricter split that excludes 16 documents and 380 questions from fitting and online promotion, the accuracy-only gate raises mean held-out accuracy across ten final harnesses from 80.3% to 86.7%. Calibrator-only adaptation gains 5.9 points, close to the combined 6.4-point gain. Yet three of 26 gate-approved updates reduce held-out accuracy relative to their incumbents, so replay-buffer non-regression does not imply held-out non-regression. MiMoTable and external-task case studies test within-task verification and reuse the same promote-or-retain discipline. Overall, the results support bounded, auditable harness adaptation while revealing where finite replay gates fail to generalize beyond their promotion buffers.

Abstract: Topological Data Analysis (TDA) offers novel methods for understanding temporal dynamics in complex systems, yet its application in information systems design faces a fundamental challenge: how should systems present analytical outputs when interpretation frameworks are still developing? This paper reports on the development of TopoLA, a dashboard system applying Zigzag Persistent Homology to learning management system data, and proposes three early design principles for interpretation support in emerging analytics: (1) separation of objective measurement from contextual interpretation, (2) graduated disclosure from metrics through patterns to reflective prompts, and (3) explicit acknowledgment of methodological uncertainty. The system implements a modular three-stage pipeline--feature extraction, topological computation, and interpretation support--enabling extension to additional analytical methods. This work contributes to information systems research by articulating preliminary design knowledge for systems that must communicate analytical insights from methods lacking established interpretation norms--a challenge increasingly common as novel computational techniques enter applied domains.

Abstract: Corporate and investment banking teams use presentations to support credit decisions and advise clients on financing and transactions. Producing these decks requires reconciling financial data, tracing sources and turning analysis into a recommendation. We retrospectively study the development of an agentic harness combining a 27B language model, financial calculations, narrative templates and validation checks. LLM judges guide engineering changes and assess the resulting decks, raising the question of whether higher scores reflect better documents or changes in grading. In shared-session text-only grading with template markers removed, five judges score the complete system 20.4 to 33.6 points out of 95 above the same model generating directly from a short prompt. Every judge scores the system higher on all seventeen development deliverables. Margins against direct Opus generation from a short prompt range from -4.7 to +0.8 points. Judges agree on broad progress across development rounds but agree less on final-deck rankings than on pooled scores. Repeated grading also shifts scores on unchanged decks, making small improvements difficult to distinguish from judge variability.

Abstract: Tabular foundation models (TFMs) are increasingly popular because they deliver strong predictions on new datasets through in-context learning, without task-specific training or extensive tuning. Yet released TFMs differ simultaneously in their pretraining priors, architectures, and objectives, obscuring their respective inductive biases. We therefore examine one concrete capability: irrelevant-feature suppression. Across synthetic tasks and real-world datasets, adding null features causes substantially greater predictive degradation in the row-token model TabDPT, whereas the cell-token alternating-axis model TabPFN v2 and other TFMs remain comparatively stable. This gap motivates us to ask whether architecture contributes to irrelevant-feature suppression. Because released TFMs remain confounded by other design choices, we train streamlined row-token and alternating-axis transformers under identical sparse-to-dense linear priors. Exact Bayes analysis shows that sparse prediction requires context-dependent feature gating, whereas the dense endpoint requires only uniform feature weighting. Consistent with this distinction, the alternating-axis model is substantially closer to the Bayesian optimal predictor on sparse tasks, while the architecture gap becomes negligible on dense tasks; almost all of the sparse gap arises from linear coefficient-estimation error. Finally, in both the controlled model and frozen TabPFN v2, we examine the effect of interventions on the feature-attention outputs on the linear coefficients, finding evidence of task-dependent selective routing of computation through feature-indexed pathways. Together, these results support architecture-prior alignment: preserving an addressable feature axis provides an inductive bias for task-adaptive relevance inference. Code is available at https://github.com/Tianqi-Zhao/ArchitecturePriorTFMs.

Abstract: Multimodal data analysis, which answers questions over relational tables, text, and images, has attracted growing attention in the data management community. Large language models (LLMs) enable such analysis in natural language by generating analysis plans over relational and semantic operators. However, LLM-generated plans are error-prone: a plan may silently compute something other than what was asked, fail during execution, or return a result that misses the question. This paper presents WeaveData, a multimodal data analysis system with self-critiquing and self-evolving LLM plans. First, WeaveData generates a typed logical plan for each question and critiques it step by step before execution, and it checks the executed result against the question afterwards. Second, WeaveData evolves a plan that fails or misses the question: it diagnoses the failure with the actual data, reuses the results that remain valid, and accumulates planning experience for later questions. Third, WeaveData grounds planning in a metadata knowledge graph of all modalities, clarifies ambiguous questions with the user, and backs every model judgment with evidence in an interactive notebook. We demonstrate WeaveData on two public multimodal datasets.

Abstract: LLM-based agents have shown strong capabilities in automated data analysis and are increasingly moving toward long-horizon, multi-stage analytical workflows. However, as the analytical process evolves, constraints, variables, and conclusions remain implicitly embedded in interaction histories, making it difficult for agents to track which analytical artifacts remain valid over increasingly long horizons and changing dependencies. Consequently, stale artifacts may be silently inherited, propagating errors to downstream stages. To address this challenge, we propose StateGuard, an analytical-state validity management framework for long-horizon data agents. StateGuard externalizes evolving analytical progress into a state graph containing constraints, versioned variables, intermediate conclusions, and cross-state relations, treating each state as an executable, verifiable, and traceable object rather than textual memory alone. StateGuard maintains state validity through evidence-grounded verification and hierarchical intervention. To equip StateGuard with these capabilities, we first introduce Manager-Oriented Counterfactual Supervision, which constructs 3K state-centric trajectories through counterfactual runtime synthesis to fine-tune StateGuard for state maintenance, verification, and repair. We then apply Validity-Guided Policy Optimization, using runtime validity evidence to provide fine-grained learning signals for protocol correctness, state grounding, and intervention quality. Experiments on three diverse long-horizon data-analysis benchmarks show that StateGuard consistently improves data-agent performance while reducing dependency-induced downstream error propagation, demonstrating the advantages of explicit analytical-state management for reliable long-horizon data analysis.

Abstract: Data videos communicate data insights through dynamic charts, voice narration, and synchronized animations, and have become a widely adopted form of data storytelling. However, producing them requires expertise in data analysis, narrative design, and video editing. Static visualization tools lack narrative and animation capabilities; authoring tools rely on pre-prepared charts rather than raw data; and pixel-level models generate videos end-to-end but cannot guarantee data accuracy or provenance. End-to-end automatic generation faces two core challenges: how to uniformly represent charts, narration, and animations together with their temporal relationships, and how to efficiently search a vast design space for narrative-coherent compositions. We present DataMagic, which authors data videos from raw tabular data through declarative multi-agent orchestration. First, the declarative specification DVSpec unifies charts, narration, and animations with data-bound references and declarative synchronization, ensuring data provenance and automatic audio-visual alignment. Second, a "Generate-then-Orchestrate" multi-agent strategy generates candidate scenes in parallel and then optimizes narrative coherence through global orchestration. DVSpec provides a shared state for three complementary interaction modes, bridging full automation with fine-grained human control. Evaluations on 109 real-world samples show that even the most advanced LLM (e.g., GPT-5) achieves only 2.13/5 with execution success rates between 48.62% and 86.24%; DataMagic improves quality to 3.89 (+83%) with success rates above 95%, with the most significant gains in animation and narrative dimensions. A user study shows that, compared to a conversational LLM workflow, DataMagic improves creation efficiency (79.7% reduction in task time) and reduces perceived cognitive load. Project page: https://github.com/HKUSTDial/DataMagic.

Abstract: Table images preserve structural information that are often lost in text serialization, and reasoning over them requires locating relevant rows, columns, and cells step by step. Current multimodal large language models (MLLMs) encode the whole image once before reasoning, so they cannot pick up row-, column-, and cell-level evidence as the question unfolds. Encoder-side table structure and generic interleaved visual chain-of-thought still do not bind each reasoning step to that structure. We propose \textbf{InterTab}, an \textbf{Inter}leaved structure-aware framework for CoT reasoning over \textbf{Tab}le images, interleaves chain-of-thought with tool calls that crop structure-aligned table regions. First, we build InterTab-22K, includes reasoning trajectories in which each step is tied to both a structural location and a bounding box. InterTab is trained in two stages: supervised structure-aware alignment (SSA) on InterTab-22K teaches the model to interleave reasoning with structure-aligned crops, and active localization optimization (ALO) further optimizes answer correctness, localization IoU, and output format, while penalizing missing or excessive tool calls. Experiments on nine table benchmarks show that InterTab improves the average accuracy of its backbone from 68.28% to 73.17% and achieves the best average performance among all compared methods. Code and data will be released soon.

Abstract: Large language models (LLMs) have enabled data-science agents to automate multi-step analyses over heterogeneous files. However, incorrect choices regarding data sources, scope, or statistical definitions often lead to silent errors: computations execute successfully but produce plausible yet incorrect outputs that fail to answer the intended question. To mitigate this, we present RADAR, an auditable runtime that makes an agent's analytical choices inspectable and supports their revision through execution feedback. RADAR operates through three core mechanisms. First, an evidence-preserving exploration module retrieves task-relevant content while retaining source locations and observation coverage. Next, the runtime uses typed operators to record the agent's declared inputs, operation arguments, and resulting observations. Finally, runtime validation checks proposed operations against these observations. When a conflict is detected, the runtime rejects the operation or provides diagnostic feedback, allowing the agent to revise its choices before errors propagate. This design enables agents to fail loudly while leaving semantic interpretation to the LLM. On KramaBench, RADAR achieves overall scores of 0.723 with full source retrieval and 0.747 with gold sources supplied, corresponding to relative gains of 35.9% and 28.8% over the strongest baselines. Beyond KramaBench, RADAR achieves relative performance gains of 14.0% on DA-Code and 59.3% on DABStep, demonstrating its applicability across diverse agentic data-analysis workflows.

Abstract: What reusable computation should a tabular foundation model learn when every table defines a new supervised task? We develop in-situ representation refinement: support labels guide updates to the episode's representations, and these updates transfer to unlabeled queries without changing model parameters. A regularized leave-one-out objective yields a support correction and its query extension. The leading term separates attention-based reading from state-dependent scaling, motivating RefineICL: an attention-gated, FFN-free contextual stack with selected low-rank feature interaction and typed memory. RefineICL-L24 reaches 0.93836 OVR-AUC and 0.87173 accuracy on AMLB29. A benchmark-informed continuation reaches 1644.8 Elo on the 38-dataset TabArena snapshot, 31.4 Elo above TabPFN-3 under the same evaluation. It also improves all four reported metrics over TabPFN-v3 on both TabZilla views. In a matched 100K-update depth grid, an expanded FFN gives no consistent validation benefit and uses 60.2% more peak inference memory at L8. Internal interventions show that support representations are more than a static source of labels: removing one intermediate support update, while preserving the query output, increases final query cross-entropy in all 72 tested episodes. Together, the derivation and interventions explain how attention-gated updates can construct a task-specific predictor in context.

Abstract: We introduce Causilo, a tabular foundation model (TFM) that combines frontier predictive performance with exceptionally fast inference. On TabArena, Causilo achieves 1785.4 Elo, at a median inference time of 0.10 seconds per 1K test samples. It outperforms TabPFN-3.5-Fast with 31.6% less inference time, placing it on the performance--efficiency Pareto frontier. Causilo follows TabICL's column-then-row architecture but introduces another row-refinement module before row compression. This module exchanges information among cell representations within each row after column encoding. The refined cells then visit the context set again through an additional column stage before being compressed into row embeddings. For inference efficiency, both row stages use cross-attention through a fixed number of summary tokens, keeping their attention cost linear in the number of features. Pretrained on approximately 36M synthetic tables, Causilo delivers strong benchmark results across TabArena, BeyondArena, and ScoringBench, achieving frontier-level performance with substantially faster inference.

Abstract: We introduce TabPFN-3.5, our new flagship Tabular Foundation Model. It significantly outperforms its predecessor, TabPFN-3, and all existing baselines across a broad range of tabular problems. TabPFN-3.5 sets a new state of the art on standard tabular prediction in TabArena, and extends it to the data practitioners encounter in practice: non-i.i.d. data with temporal or grouped splits, tables with strings, text and images, high-cardinality categorical features, and wide tables with many features. These gains carry over to our task-specific harnesses: state of the art on relational data and stronger time-series forecasting. For faster inference, our variant TabPFN-3.5-Fast runs up to 3x faster than TabPFN-3 while keeping most of the accuracy gains. In addition, we upgrade TabPFN-3.5-Plus, expanding our multimodal capabilities with advanced text and date handling alongside proprietary inference optimizations. Finally, we release a new version of our Thinking mode, TabPFN-3.5-Thinking, which scales inference-time computation to push the state of the art further. It benefits from our stronger base model and from inference-time improvements that make it up to 12x faster than TabPFN-3-Thinking.

Abstract: Data agents aim to fulfill natural-language instructions over heterogeneous data, including tables, files, and databases. However, data agents face a challenging agent-data gap: heterogeneous data resides outside the agent, while the agent can access it (e.g., column names and file paths) only through generic tools. Existing approaches either let agents directly explore raw data sources or inject manually constructed semantic layers into prompts. However, neither scales well to large heterogeneous data sources nor adapts to different agent behaviors. In this paper, we introduce EvoOntology, a self-evolving ontology layer for data agents. EvoOntology encapsulates the ontology as an MCP server comprising a schema layer, a content layer, and a tool layer, enabling agents to actively query and interact with the ontology at runtime. To this end, we introduce a builder agent for autonomous ontology construction and a self-evolution loop that continuously refines the ontology through attribution-guided typed edits that are accepted only after a backbone-conditional paired evaluation. Experiments on three well-adopted data-agent benchmarks with four LLM backbones demonstrate that EvoOntology consistently outperforms strong baselines and existing semantic-layer approaches, effectively bridging the agent-data gap and enabling more effective interaction with heterogeneous data. Code: https://github.com/ruc-datalab/EvoOntology

Abstract: Can financial vision-language models (VLMs) turn chart evidence into reliable action recommendations? Existing hallucination evaluations are mostly claim-centric; they assess whether generated statements are supported, but not whether evidence remains traceable through rationale, confidence, and final action. We introduce E2A-Bench, a 969-query benchmark for financial chart reasoning, constructed from 323 HS300 constituents under three input modalities with deterministic OHLCV-derived evidence anchors. E2A-Bench evaluates grounding, reasoning-action consistency, evidence-confidence calibration, and directional coverage through UCR, RCI, ECI, and NDR, where NDR measures coverage-aware evidence-to-action reliability rather than realized trading performance. Evaluating 20 VLMs reveals three failures hidden by scalar hallucination scores: the lowest-UCR model ranks near the bottom by NDR due to only 6.4% directional coverage; oracle-aided verification reduces unsupported claims but can collapse coverage; and financial fine-tuning amplifies the BUY:SELL ratio by factors of 4.21 to 4.68 across strict base-fine-tuned pairs. These results show that financial VLM evaluation should trace the full evidence-to-action chain rather than rely on a single hallucination score. Code and data: https://github.com/wanng-ide/E2A-Bench

Abstract: Efficient utilization of supply chain analytics for decision making remains a significant challenge for planners, as critical tasks such as database querying, key performance indicator (KPI) analysis, demand forecasting, and performance diagnosis require heterogeneous expertise spanning data engineering, operations research, and domain knowledge. In this work, we propose an agentic system for supply chain analytics that bridges the gap between business decision-making and technical expertise, where a coordinator agent interprets user intent and delegates sub-tasks to specialized agents. The system supports both exploratory analysis and deterministic workflows, enabling planners to transition between ad hoc questions and structured processes. Domain logic is encapsulated within specialist agents and prompts, yielding a scalable, modular, and auditable design and lowering the cost of functional extension through prompt-centric development. We evaluate the proposed architecture on a test environment that replicates multi-echelon inventory management operations. Results show that our multi-agent design achieves a 90\% accuracy, which is competitive with a single agent baseline while reducing input token usage by roughly fourfold, substantially improving scalability and cost-efficiency. Furthermore, we provide case studies to demonstrate interpretable suboptimality detection and automated forecast optimization, illustrating how agentic architectures can effectively combine open-ended exploratory analysis and deterministic supply chain analytics workflows, and provide a practical pathway toward more accessible and extensible decision-support systems.

Abstract: Large language models (LLMs) have demonstrated strong performance in table understanding. However, they typically process table content and headers as linearized token sequences. This representation weakens the two-dimensional and hierarchical structural relationships encoded by multi-level row and column headers. Existing parameter-efficient fine-tuning methods incorporate basic row and column information but do not explicitly capture the rich structural dependencies induced by hierarchical table headers. We propose DeepTable, a structure-aware approach for table understanding with LLMs. DeepTable comprises two complementary components. Structural Attention Bias (SAB) introduces learnable biases into the attention logits to explicitly represent whether pairs of table tokens share the same row or column. Tree Path Encoding (TPE) represents each table token using the ancestor paths of its row and column headers, preserving its position within the multi-level table structure. We integrate DeepTable with TableLoRA (He et al., 2025) to inject structural information into parameter-efficient adaptation. Across three LLM backbones, DeepTable consistently improves the corresponding TableLoRA baselines on three table question answering benchmarks, achieving average gains of 7.42 points on HiTab, 3.23 points on WikiTQ, and 2.01 BLEU points on FeTaQA. These results demonstrate the effectiveness of the proposed structural biases across different LLM backbones.

Abstract: Democratizing access to the knowledge held in large corpora of tables such as data lakes is emerging as a central research challenge. Research in this space is advancing and broadening in scope, increasingly supplying the components to satisfy a person's insight need end-to-end. Yet these efforts remain fragmented across communities that frame the problem under their own conventions, such as table question answering, text-to-SQL, and data analysis agents, with works six times as likely to cite within the same task label as across labels. To bring these communities onto common ground, we establish a holistic framework for this pursuit, which we refer to as Open Tabular Insight Extraction (OpenTI). We formalize OpenTI from first principles around the analytical knowledge a person needs, the procedure for deriving it from a corpus of tables, and how well a result serves the person who sought it. In doing so we consolidate frameworks and terminology across information retrieval, natural language processing, machine learning, databases, and human-computer interaction, and apply this grounding in a systematic review and analysis of systems and benchmarks that work towards OpenTI. We find that current systems do not cover the end-to-end scope of OpenTI, mainly focusing on the analysis itself, and that benchmarks are largely unfit for evaluations in an open setting as inputs presuppose knowledge of tables, and validation mechanisms do not match the setup. Finally, we distill a research agenda towards OpenTI systems, evaluation, and interaction paradigms that surface the insights users need. An interactive companion to our paper is available at https://open-tabular-insight-extraction.github.io.