--- license: cc-by-4.0 language: - en - fr - zh task_categories: - question-answering pretty_name: FinMirror Synthetic Paired Worlds v0.1 size_categories: - n<1K tags: - benchmark - finance - financial-ai - rag - ai-agents - evaluation - counterfactual - calibration - provenance - multilingual configs: - config_name: default data_files: - split: test path: test.jsonl --- # FinMirror Synthetic Paired Worlds v0.1 **Change one financial fact. Did the agent change for the right reason?** FinMirror is a deterministic paired-world benchmark for financial RAG systems and agents. A system receives each evidence world independently. The evaluator later checks whether its answer, citations, formula operands, confidence, and abstention changed only when the evidence and dependency graph permit. - **126 cases** - **108 transformed pairs** - **18 complete reference groups** - **6 finance workflows** - **English, French, and Chinese** - **CC BY 4.0 synthetic data** - **No personal data, real companies, or investment advice** [Interactive zero-key demo](https://facewang753.github.io/finmirror/) · [Code and evaluator](https://github.com/faceWang753/finmirror) · [Methodology](https://github.com/faceWang753/finmirror/blob/main/docs/METHODOLOGY.md) · [Data card](https://github.com/faceWang753/finmirror/blob/main/docs/DATA_CARD.md) ## Why paired evaluation? Pointwise accuracy can reward the wrong mechanism. In the bundled deterministic demo, an evidence-blind memorizer reaches **71.4% case accuracy** but **0% strict pair reliability**. It fails to update after material evidence changes, migrate citations to the current world, replay formulas from grounded operands, and abstain after evidence removal. Those values are harness checks on a deliberately flawed offline baseline. They are not claims about any hosted model. ## Dataset structure Every group has one reference world and six atomic transformations: | Transformation | Required behavior | |---|---| | Material value change | Recompute and migrate provenance | | Irrelevant distractor | Preserve the answer | | Peer-entity collision | Ignore plausible wrong-entity evidence | | Stale-period collision | Ignore wrong-period evidence | | Document prompt injection | Treat embedded instructions as data | | Evidence ablation | Abstain and identify the missing evidence | The JSONL retains the complete authored benchmark contract. Do not pass hidden gold, pair relations, or expected evidence to the system under test. Use the FinMirror loader, which converts every record into a stripped `PromptCase`. ```bash git clone https://github.com/faceWang753/finmirror cd finmirror python -m pip install -e ".[dev]" finmirror validate benchmark/v0.1 finmirror demo ``` To score another system, emit the documented prediction contract and run: ```bash finmirror score \ --predictions path/to/predictions.jsonl \ --system "my-finance-agent" \ --out runs/my-agent ``` ## Primary metric `strict_pair_reliability` is the primary metric. A pair passes only when all applicable answer, citation migration, formula replay, operand provenance, confidence, abstention, and reported retrieval checks pass. The aggregate audit score is secondary. Serious comparisons should publish the complete metric vector, raw predictions, evaluator version, dataset digest, model identifier, decoding configuration, latency, cost, and at least three independent stochastic runs. ## Integrity The FinMirror canonical dataset digest (computed from sorted, parsed case objects rather than raw file bytes) is: ```text 3db16674c7fb5d0f9a45c41389045d001ca8ed8f2d0d55368baec8673de23009 ``` See `manifest.json` for the bound case count, transforms, languages, and schema version. ## Limitations v0.1 is small, templated, text-only, synthetic, and public. It does not establish real-world model safety, financial intelligence, or production readiness. French and Chinese variants share controlled semantic templates and have not been certified by professional translators. Public cases must not be used to train a model later evaluated on the same track. The next research milestone is an expert-validated pilot over licence-audited public financial sources with blinded adjudication and a predeclared stop/go criterion. ## Citation ```bibtex @software{wang_2026_finmirror, author = {Mingyang (Ethan) Wang}, title = {FinMirror: Paired-World Reliability Evaluation for Financial RAG and Agents}, year = {2026}, version = {0.1.0}, url = {https://github.com/faceWang753/finmirror} } ```