Real-world financial filings report critical information about an entity’s investment holdings, essential for assessing that entity’s risk, profitability, and relationship profile. Yet, these details are often buried in messy, multi-page, fragmented tables that are difficult to parse, hindering downstream QA and data normalization. Specifically, 99.4% of the tables in our financial table dataset lack bounding boxes, with the largest table spanning 44 pages. To address this, we present TASER (Table Agents for Schema-guided Extraction and Recommendation), a continuously learning, agentic table extraction system that converts highly unstructured, multi-page, heterogeneous tables into normalized, schema-conforming outputs. Guided by an initial portfolio schema, TASER executes table detection, classification, extraction, and recommendations in a single pipeline. Our Recommender Agent reviews unmatched outputs and proposes schema revisions, enabling TASER to outperform vision-based table detection models such as Table Transformer by 10.1%. Within this continuous learning process, larger batch sizes yield a 104.3% increase in useful schema recommendations and a 9.8% increase in total extractions. To train TASER, we manually labeled 22,584 pages and 3,213 tables covering 731.7 billion in holdings, culminating in TASERTab to facilitate research on real-world financial tables and structured outputs. Our results highlight the promise of continuously learning agents for robust extractions from complex tabular data.

Large Language Model (LLM) hallucinations are usually treated as defects of the model or its decoding strategy. Drawing on classical linguistics, we argue that a query’s form can also shape a listener’s (and model’s) response. We operationalize this insight by constructing a 22-dimension query feature vector covering clause complexity, lexical rarity, and anaphora, negation, answerability, and intention grounding, all known to affect human comprehension. Using 369,837 real-world queries, we ask: Are there certain types of queries that make hallucination more likely? A large-scale analysis reveals a consistent "risk landscape": certain features such as deep clause nesting and underspecification align with higher hallucination propensity. In contrast, clear intention grounding and answerability align with lower hallucination rates. Others, including domain specificity, show mixed, dataset- and model-dependent effects. Thus, these findings establish an empirically observable query-feature representation correlated with hallucination risk, paving the way for guided query rewriting and future intervention studies.

Legal contracts in the custody and fund services domain govern critical aspects such as key provider responsibilities, fee schedules, and indemnification rights. However, it is challenging for an off-the-shelf Large Language Model (LLM) to ingest these contracts due to the lengthy unstructured streams of text, limited LLM context windows, and complex legal jargon. To address these challenges, we introduce LAW (Legal Agentic Workflows for Custody and Fund Services Contracts). LAW features a modular design that responds to user queries by orchestrating a suite of domain-specific tools and text agents. Our experiments demonstrate that LAW, by integrating multiple specialized agents and tools, significantly outperforms the baseline. LAW excels particularly in complex tasks such as calculating a contract’s termination date, surpassing the baseline by 92.9% points. Furthermore, LAW offers a cost-effective alternative to traditional fine-tuned legal LLMs by leveraging reusable, domain-specific tools.

A myriad of different Large Language Models (LLMs) face a common challenge in contextually analyzing table question-answering tasks. These challenges are engendered from (1) finite context windows for large tables, (2) multi-faceted discrepancies amongst tokenization patterns against cell boundaries, and (3) various limitations stemming from data confidentiality in the process of using external models such as gpt-35-turbo. We propose a cooperative game dubbed “HiddenTables” as a potential resolution to this challenge. In essence, “HiddenTables” is played between the code-generating LLM “Solver” and the “Oracle” which evaluates the ability of the LLM agents to solve TableQA tasks. This game is based on natural language schemas and importantly, ensures the security of the underlying data. We provide evidential experiments on a diverse set of tables that demonstrate an LLM’s collective inability to generalize and perform on complex queries, handle compositional dependencies, and align natural language to programmatic commands when concrete table schemas are provided. Unlike encoder-based models, we have pushed the boundaries of “HiddenTables” to not be limited by the number of rows - therefore we exhibit improved efficiency in prompt and completion tokens. Our infrastructure has spawned a new dataset “PyQTax” that spans across 116,671 question-table-answer triplets and provides additional fine-grained breakdowns and labels for varying question taxonomies. Therefore, in tandem with our academic contributions regarding LLMs’ deficiency in TableQA tasks, “HiddenTables” is a tactile manifestation of how LLMs can interact with massive datasets while ensuring data security and minimizing generation costs.