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---
language:
- en
license: apache-2.0
tags:
- sentence-transformers
- sentence-similarity
- feature-extraction
- generated_from_trainer
- dataset_size:6300
- loss:MatryoshkaLoss
- loss:MultipleNegativesRankingLoss
base_model: nomic-ai/modernbert-embed-base
widget:
- source_sentence: HP reviews goodwill for impairment by initially performing a qualitative
    assessment to see if the fair value of a reporting unit is likely less than its
    carrying amount. If more likely, a quantitative assessment follows.
  sentences:
  - What percentage did the Communications segment account for of the 2023 total segment
    income?
  - How does HP determine whether goodwill impairment exists?
  - What was the primary reason for the actuarial gain during the year ended December
    31, 2022?
- source_sentence: The consolidated financial statements and accompanying notes are
    listed in Part IV, Item 15(a)(1).
  sentences:
  - What does Item 8 in the Annual Report on Form 10-K detail?
  - In which part of the Annual Report on Form 10-K are the consolidated financial
    statements and accompanying notes listed?
  - What is the estimated redemption rate for Chipotle gift cards?
- source_sentence: American Express maintains direct relationships with Card Members
    and merchants, which provides it with direct access to information at both ends
    of the transaction, distinguishing its integrated payments platform from the bankcard
    networks.
  sentences:
  - How does American Express's integrated payments platform differentiate itself
    from bankcard networks?
  - How are contingent consideration liabilities valued?
  - How does Chipotle calculate revenue recognition for redeemed Chipotle Rewards?
- source_sentence: Open Value agreements are a simple, cost-effective way to acquire
    the latest Microsoft technology. These agreements are designed for small and medium
    organizations that want to license cloud services and on-premises software over
    a three-year period. Under Open Value agreements, organizations can elect to purchase
    perpetual licenses or subscribe to licenses and SA is included.
  sentences:
  - How are unpaid losses and loss expenses calculated in the financial statements
    of an insurance and reinsurance company?
  - What type of financial documents are included in Part IV, Item 15(a)(1) of the
    Annual Report on Form 10-K?
  - What type of organizations is the Open Value agreements designed for and what
    licenses does it include?
- source_sentence: The company's financial report indicates that the pre-tax amounts
    of gains (losses) from foreign currency forward exchange contracts designated
    as cash flow hedges were gains of $82 million in 2021, gains of $103 million in
    2022, and losses of $2 million in 2023.
  sentences:
  - What were the pre-tax amounts of (gains) losses from foreign currency forward
    exchange contracts designated as cash flow hedges for the years ended December
    31 from 2021 to 2023?
  - What is the projected change in income before income taxes if the 2023 discount
    rate for the U.S. defined benefit pension and retiree health benefit plans changes
    by a quarter percentage point?
  - What sources contribute to Ford Credit’s liquidity as of December 31, 2023, and
    what was their total value?
pipeline_tag: sentence-similarity
library_name: sentence-transformers
metrics:
- cosine_accuracy@1
- cosine_accuracy@3
- cosine_accuracy@5
- cosine_accuracy@10
- cosine_precision@1
- cosine_precision@3
- cosine_precision@5
- cosine_precision@10
- cosine_recall@1
- cosine_recall@3
- cosine_recall@5
- cosine_recall@10
- cosine_ndcg@10
- cosine_mrr@10
- cosine_map@100
model-index:
- name: BGE base Financial Matryoshka
  results:
  - task:
      type: information-retrieval
      name: Information Retrieval
    dataset:
      name: dim 768
      type: dim_768
    metrics:
    - type: cosine_accuracy@1
      value: 0.6914285714285714
      name: Cosine Accuracy@1
    - type: cosine_accuracy@3
      value: 0.8171428571428572
      name: Cosine Accuracy@3
    - type: cosine_accuracy@5
      value: 0.87
      name: Cosine Accuracy@5
    - type: cosine_accuracy@10
      value: 0.9128571428571428
      name: Cosine Accuracy@10
    - type: cosine_precision@1
      value: 0.6914285714285714
      name: Cosine Precision@1
    - type: cosine_precision@3
      value: 0.2723809523809524
      name: Cosine Precision@3
    - type: cosine_precision@5
      value: 0.174
      name: Cosine Precision@5
    - type: cosine_precision@10
      value: 0.09128571428571428
      name: Cosine Precision@10
    - type: cosine_recall@1
      value: 0.6914285714285714
      name: Cosine Recall@1
    - type: cosine_recall@3
      value: 0.8171428571428572
      name: Cosine Recall@3
    - type: cosine_recall@5
      value: 0.87
      name: Cosine Recall@5
    - type: cosine_recall@10
      value: 0.9128571428571428
      name: Cosine Recall@10
    - type: cosine_ndcg@10
      value: 0.8015002951126636
      name: Cosine Ndcg@10
    - type: cosine_mrr@10
      value: 0.7659410430839002
      name: Cosine Mrr@10
    - type: cosine_map@100
      value: 0.76947397245476
      name: Cosine Map@100
  - task:
      type: information-retrieval
      name: Information Retrieval
    dataset:
      name: dim 256
      type: dim_256
    metrics:
    - type: cosine_accuracy@1
      value: 0.6642857142857143
      name: Cosine Accuracy@1
    - type: cosine_accuracy@3
      value: 0.81
      name: Cosine Accuracy@3
    - type: cosine_accuracy@5
      value: 0.8557142857142858
      name: Cosine Accuracy@5
    - type: cosine_accuracy@10
      value: 0.8971428571428571
      name: Cosine Accuracy@10
    - type: cosine_precision@1
      value: 0.6642857142857143
      name: Cosine Precision@1
    - type: cosine_precision@3
      value: 0.27
      name: Cosine Precision@3
    - type: cosine_precision@5
      value: 0.17114285714285712
      name: Cosine Precision@5
    - type: cosine_precision@10
      value: 0.0897142857142857
      name: Cosine Precision@10
    - type: cosine_recall@1
      value: 0.6642857142857143
      name: Cosine Recall@1
    - type: cosine_recall@3
      value: 0.81
      name: Cosine Recall@3
    - type: cosine_recall@5
      value: 0.8557142857142858
      name: Cosine Recall@5
    - type: cosine_recall@10
      value: 0.8971428571428571
      name: Cosine Recall@10
    - type: cosine_ndcg@10
      value: 0.7834209531598721
      name: Cosine Ndcg@10
    - type: cosine_mrr@10
      value: 0.7467698412698411
      name: Cosine Mrr@10
    - type: cosine_map@100
      value: 0.7514515853623652
      name: Cosine Map@100
  - task:
      type: information-retrieval
      name: Information Retrieval
    dataset:
      name: dim 64
      type: dim_64
    metrics:
    - type: cosine_accuracy@1
      value: 0.62
      name: Cosine Accuracy@1
    - type: cosine_accuracy@3
      value: 0.7671428571428571
      name: Cosine Accuracy@3
    - type: cosine_accuracy@5
      value: 0.8171428571428572
      name: Cosine Accuracy@5
    - type: cosine_accuracy@10
      value: 0.8742857142857143
      name: Cosine Accuracy@10
    - type: cosine_precision@1
      value: 0.62
      name: Cosine Precision@1
    - type: cosine_precision@3
      value: 0.2557142857142857
      name: Cosine Precision@3
    - type: cosine_precision@5
      value: 0.1634285714285714
      name: Cosine Precision@5
    - type: cosine_precision@10
      value: 0.08742857142857142
      name: Cosine Precision@10
    - type: cosine_recall@1
      value: 0.62
      name: Cosine Recall@1
    - type: cosine_recall@3
      value: 0.7671428571428571
      name: Cosine Recall@3
    - type: cosine_recall@5
      value: 0.8171428571428572
      name: Cosine Recall@5
    - type: cosine_recall@10
      value: 0.8742857142857143
      name: Cosine Recall@10
    - type: cosine_ndcg@10
      value: 0.7453405840762105
      name: Cosine Ndcg@10
    - type: cosine_mrr@10
      value: 0.7042613378684806
      name: Cosine Mrr@10
    - type: cosine_map@100
      value: 0.70911408987056
      name: Cosine Map@100
---

# BGE base Financial Matryoshka

This is a [sentence-transformers](https://www.SBERT.net) model finetuned from [nomic-ai/modernbert-embed-base](https://huggingface.co/nomic-ai/modernbert-embed-base) on the json dataset. It maps sentences & paragraphs to a 768-dimensional dense vector space and can be used for semantic textual similarity, semantic search, paraphrase mining, text classification, clustering, and more.

## Model Details

### Model Description
- **Model Type:** Sentence Transformer
- **Base model:** [nomic-ai/modernbert-embed-base](https://huggingface.co/nomic-ai/modernbert-embed-base) <!-- at revision d556a88e332558790b210f7bdbe87da2fa94a8d8 -->
- **Maximum Sequence Length:** 8192 tokens
- **Output Dimensionality:** 768 dimensions
- **Similarity Function:** Cosine Similarity
- **Training Dataset:**
    - json
- **Language:** en
- **License:** apache-2.0

### Model Sources

- **Documentation:** [Sentence Transformers Documentation](https://sbert.net)
- **Repository:** [Sentence Transformers on GitHub](https://github.com/UKPLab/sentence-transformers)
- **Hugging Face:** [Sentence Transformers on Hugging Face](https://huggingface.co/models?library=sentence-transformers)

### Full Model Architecture

```
SentenceTransformer(
  (0): Transformer({'max_seq_length': 8192, 'do_lower_case': False}) with Transformer model: ModernBertModel 
  (1): Pooling({'word_embedding_dimension': 768, 'pooling_mode_cls_token': False, 'pooling_mode_mean_tokens': True, 'pooling_mode_max_tokens': False, 'pooling_mode_mean_sqrt_len_tokens': False, 'pooling_mode_weightedmean_tokens': False, 'pooling_mode_lasttoken': False, 'include_prompt': True})
  (2): Normalize()
)
```

## Usage

### Direct Usage (Sentence Transformers)

First install the Sentence Transformers library:

```bash
pip install -U sentence-transformers
```

Then you can load this model and run inference.
```python
from sentence_transformers import SentenceTransformer

# Download from the 🤗 Hub
model = SentenceTransformer("Sorour/modernbert-financial-matryoshka")
# Run inference
sentences = [
    "The company's financial report indicates that the pre-tax amounts of gains (losses) from foreign currency forward exchange contracts designated as cash flow hedges were gains of $82 million in 2021, gains of $103 million in 2022, and losses of $2 million in 2023.",
    'What were the pre-tax amounts of (gains) losses from foreign currency forward exchange contracts designated as cash flow hedges for the years ended December 31 from 2021 to 2023?',
    'What is the projected change in income before income taxes if the 2023 discount rate for the U.S. defined benefit pension and retiree health benefit plans changes by a quarter percentage point?',
]
embeddings = model.encode(sentences)
print(embeddings.shape)
# [3, 768]

# Get the similarity scores for the embeddings
similarities = model.similarity(embeddings, embeddings)
print(similarities.shape)
# [3, 3]
```

<!--
### Direct Usage (Transformers)

<details><summary>Click to see the direct usage in Transformers</summary>

</details>
-->

<!--
### Downstream Usage (Sentence Transformers)

You can finetune this model on your own dataset.

<details><summary>Click to expand</summary>

</details>
-->

<!--
### Out-of-Scope Use

*List how the model may foreseeably be misused and address what users ought not to do with the model.*
-->

## Evaluation

### Metrics

#### Information Retrieval

* Datasets: `dim_768`, `dim_256` and `dim_64`
* Evaluated with [<code>InformationRetrievalEvaluator</code>](https://sbert.net/docs/package_reference/sentence_transformer/evaluation.html#sentence_transformers.evaluation.InformationRetrievalEvaluator)

| Metric              | dim_768    | dim_256    | dim_64     |
|:--------------------|:-----------|:-----------|:-----------|
| cosine_accuracy@1   | 0.6914     | 0.6643     | 0.62       |
| cosine_accuracy@3   | 0.8171     | 0.81       | 0.7671     |
| cosine_accuracy@5   | 0.87       | 0.8557     | 0.8171     |
| cosine_accuracy@10  | 0.9129     | 0.8971     | 0.8743     |
| cosine_precision@1  | 0.6914     | 0.6643     | 0.62       |
| cosine_precision@3  | 0.2724     | 0.27       | 0.2557     |
| cosine_precision@5  | 0.174      | 0.1711     | 0.1634     |
| cosine_precision@10 | 0.0913     | 0.0897     | 0.0874     |
| cosine_recall@1     | 0.6914     | 0.6643     | 0.62       |
| cosine_recall@3     | 0.8171     | 0.81       | 0.7671     |
| cosine_recall@5     | 0.87       | 0.8557     | 0.8171     |
| cosine_recall@10    | 0.9129     | 0.8971     | 0.8743     |
| **cosine_ndcg@10**  | **0.8015** | **0.7834** | **0.7453** |
| cosine_mrr@10       | 0.7659     | 0.7468     | 0.7043     |
| cosine_map@100      | 0.7695     | 0.7515     | 0.7091     |

<!--
## Bias, Risks and Limitations

*What are the known or foreseeable issues stemming from this model? You could also flag here known failure cases or weaknesses of the model.*
-->

<!--
### Recommendations

*What are recommendations with respect to the foreseeable issues? For example, filtering explicit content.*
-->

## Training Details

### Training Dataset

#### json

* Dataset: json
* Size: 6,300 training samples
* Columns: <code>positive</code> and <code>anchor</code>
* Approximate statistics based on the first 1000 samples:
  |         | positive                                                                           | anchor                                                                            |
  |:--------|:-----------------------------------------------------------------------------------|:----------------------------------------------------------------------------------|
  | type    | string                                                                             | string                                                                            |
  | details | <ul><li>min: 9 tokens</li><li>mean: 47.08 tokens</li><li>max: 998 tokens</li></ul> | <ul><li>min: 9 tokens</li><li>mean: 20.19 tokens</li><li>max: 41 tokens</li></ul> |
* Samples:
  | positive                                                                                                                                                                                                                                                                                     | anchor                                                                                         |
  |:---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|:-----------------------------------------------------------------------------------------------|
  | <code>Item 8 includes Financial Statements and Supplementary Data.</code>                                                                                                                                                                                                                    | <code>What type of data is found in Item 8 of detailed financial documentation?</code>         |
  | <code>HP records revenue from the sale of equipment under sales-type leases as revenue at the commencement of the lease. This method is applied unless certain conditions such as customer acceptance remain uncertain or significant obligations to the customer remain unfulfilled.</code> | <code>How does HP recognize revenue from the sale of equipment under sales-type leases?</code> |
  | <code>The company maintains insurance coverage for general liability, property, business interruption, terrorism, and other risks with respect to their business for all of their owned and leased hotels.</code>                                                                            | <code>What types of risks are usually covered by the company's insurance policies?</code>      |
* Loss: [<code>MatryoshkaLoss</code>](https://sbert.net/docs/package_reference/sentence_transformer/losses.html#matryoshkaloss) with these parameters:
  ```json
  {
      "loss": "MultipleNegativesRankingLoss",
      "matryoshka_dims": [
          768,
          256,
          64
      ],
      "matryoshka_weights": [
          1,
          1,
          1
      ],
      "n_dims_per_step": -1
  }
  ```

### Training Hyperparameters
#### Non-Default Hyperparameters

- `eval_strategy`: epoch
- `per_device_train_batch_size`: 32
- `per_device_eval_batch_size`: 16
- `gradient_accumulation_steps`: 16
- `learning_rate`: 2e-05
- `num_train_epochs`: 4
- `lr_scheduler_type`: cosine
- `warmup_ratio`: 0.1
- `bf16`: True
- `tf32`: True
- `load_best_model_at_end`: True
- `optim`: adamw_torch_fused
- `batch_sampler`: no_duplicates

#### All Hyperparameters
<details><summary>Click to expand</summary>

- `overwrite_output_dir`: False
- `do_predict`: False
- `eval_strategy`: epoch
- `prediction_loss_only`: True
- `per_device_train_batch_size`: 32
- `per_device_eval_batch_size`: 16
- `per_gpu_train_batch_size`: None
- `per_gpu_eval_batch_size`: None
- `gradient_accumulation_steps`: 16
- `eval_accumulation_steps`: None
- `torch_empty_cache_steps`: None
- `learning_rate`: 2e-05
- `weight_decay`: 0.0
- `adam_beta1`: 0.9
- `adam_beta2`: 0.999
- `adam_epsilon`: 1e-08
- `max_grad_norm`: 1.0
- `num_train_epochs`: 4
- `max_steps`: -1
- `lr_scheduler_type`: cosine
- `lr_scheduler_kwargs`: {}
- `warmup_ratio`: 0.1
- `warmup_steps`: 0
- `log_level`: passive
- `log_level_replica`: warning
- `log_on_each_node`: True
- `logging_nan_inf_filter`: True
- `save_safetensors`: True
- `save_on_each_node`: False
- `save_only_model`: False
- `restore_callback_states_from_checkpoint`: False
- `no_cuda`: False
- `use_cpu`: False
- `use_mps_device`: False
- `seed`: 42
- `data_seed`: None
- `jit_mode_eval`: False
- `use_ipex`: False
- `bf16`: True
- `fp16`: False
- `fp16_opt_level`: O1
- `half_precision_backend`: auto
- `bf16_full_eval`: False
- `fp16_full_eval`: False
- `tf32`: True
- `local_rank`: 0
- `ddp_backend`: None
- `tpu_num_cores`: None
- `tpu_metrics_debug`: False
- `debug`: []
- `dataloader_drop_last`: False
- `dataloader_num_workers`: 0
- `dataloader_prefetch_factor`: None
- `past_index`: -1
- `disable_tqdm`: False
- `remove_unused_columns`: True
- `label_names`: None
- `load_best_model_at_end`: True
- `ignore_data_skip`: False
- `fsdp`: []
- `fsdp_min_num_params`: 0
- `fsdp_config`: {'min_num_params': 0, 'xla': False, 'xla_fsdp_v2': False, 'xla_fsdp_grad_ckpt': False}
- `fsdp_transformer_layer_cls_to_wrap`: None
- `accelerator_config`: {'split_batches': False, 'dispatch_batches': None, 'even_batches': True, 'use_seedable_sampler': True, 'non_blocking': False, 'gradient_accumulation_kwargs': None}
- `deepspeed`: None
- `label_smoothing_factor`: 0.0
- `optim`: adamw_torch_fused
- `optim_args`: None
- `adafactor`: False
- `group_by_length`: False
- `length_column_name`: length
- `ddp_find_unused_parameters`: None
- `ddp_bucket_cap_mb`: None
- `ddp_broadcast_buffers`: False
- `dataloader_pin_memory`: True
- `dataloader_persistent_workers`: False
- `skip_memory_metrics`: True
- `use_legacy_prediction_loop`: False
- `push_to_hub`: False
- `resume_from_checkpoint`: None
- `hub_model_id`: None
- `hub_strategy`: every_save
- `hub_private_repo`: None
- `hub_always_push`: False
- `gradient_checkpointing`: False
- `gradient_checkpointing_kwargs`: None
- `include_inputs_for_metrics`: False
- `include_for_metrics`: []
- `eval_do_concat_batches`: True
- `fp16_backend`: auto
- `push_to_hub_model_id`: None
- `push_to_hub_organization`: None
- `mp_parameters`: 
- `auto_find_batch_size`: False
- `full_determinism`: False
- `torchdynamo`: None
- `ray_scope`: last
- `ddp_timeout`: 1800
- `torch_compile`: False
- `torch_compile_backend`: None
- `torch_compile_mode`: None
- `dispatch_batches`: None
- `split_batches`: None
- `include_tokens_per_second`: False
- `include_num_input_tokens_seen`: False
- `neftune_noise_alpha`: None
- `optim_target_modules`: None
- `batch_eval_metrics`: False
- `eval_on_start`: False
- `use_liger_kernel`: False
- `eval_use_gather_object`: False
- `average_tokens_across_devices`: False
- `prompts`: None
- `batch_sampler`: no_duplicates
- `multi_dataset_batch_sampler`: proportional

</details>

### Training Logs
| Epoch     | Step   | Training Loss | dim_768_cosine_ndcg@10 | dim_256_cosine_ndcg@10 | dim_64_cosine_ndcg@10 |
|:---------:|:------:|:-------------:|:----------------------:|:----------------------:|:---------------------:|
| 0.8122    | 10     | 9.4544        | -                      | -                      | -                     |
| 1.0       | 13     | -             | 0.7799                 | 0.7650                 | 0.7097                |
| 0.8122    | 10     | 3.1908        | -                      | -                      | -                     |
| 1.0       | 13     | -             | 0.7952                 | 0.7769                 | 0.7259                |
| 1.5685    | 20     | 1.8807        | -                      | -                      | -                     |
| 2.0       | 26     | -             | 0.8001                 | 0.7833                 | 0.7409                |
| 2.3249    | 30     | 1.7141        | -                      | -                      | -                     |
| 3.0       | 39     | -             | 0.8023                 | 0.7819                 | 0.7460                |
| 3.0812    | 40     | 1.3672        | -                      | -                      | -                     |
| **3.731** | **48** | **-**         | **0.8015**             | **0.7834**             | **0.7453**            |

* The bold row denotes the saved checkpoint.

### Framework Versions
- Python: 3.11.11
- Sentence Transformers: 3.4.1
- Transformers: 4.48.3
- PyTorch: 2.5.1+cu124
- Accelerate: 1.3.0
- Datasets: 3.3.2
- Tokenizers: 0.21.0

## Citation

### BibTeX

#### Sentence Transformers
```bibtex
@inproceedings{reimers-2019-sentence-bert,
    title = "Sentence-BERT: Sentence Embeddings using Siamese BERT-Networks",
    author = "Reimers, Nils and Gurevych, Iryna",
    booktitle = "Proceedings of the 2019 Conference on Empirical Methods in Natural Language Processing",
    month = "11",
    year = "2019",
    publisher = "Association for Computational Linguistics",
    url = "https://arxiv.org/abs/1908.10084",
}
```

#### MatryoshkaLoss
```bibtex
@misc{kusupati2024matryoshka,
    title={Matryoshka Representation Learning},
    author={Aditya Kusupati and Gantavya Bhatt and Aniket Rege and Matthew Wallingford and Aditya Sinha and Vivek Ramanujan and William Howard-Snyder and Kaifeng Chen and Sham Kakade and Prateek Jain and Ali Farhadi},
    year={2024},
    eprint={2205.13147},
    archivePrefix={arXiv},
    primaryClass={cs.LG}
}
```

#### MultipleNegativesRankingLoss
```bibtex
@misc{henderson2017efficient,
    title={Efficient Natural Language Response Suggestion for Smart Reply},
    author={Matthew Henderson and Rami Al-Rfou and Brian Strope and Yun-hsuan Sung and Laszlo Lukacs and Ruiqi Guo and Sanjiv Kumar and Balint Miklos and Ray Kurzweil},
    year={2017},
    eprint={1705.00652},
    archivePrefix={arXiv},
    primaryClass={cs.CL}
}
```

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