From BM25 to Corrective RAG: Benchmarking Retrieval Strategies for Text-and-Table Documents

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Autori principali: Akarsu, Meftun, Karaman, Recep Kaan, Mierbach, Christopher
Natura: Preprint
Pubblicazione: 2026
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author Akarsu, Meftun
Karaman, Recep Kaan
Mierbach, Christopher
author_facet Akarsu, Meftun
Karaman, Recep Kaan
Mierbach, Christopher
contents Retrieval-Augmented Generation (RAG) systems critically depend on retrieval quality, yet no systematic comparison of modern retrieval methods exists for heterogeneous documents containing both text and tabular data. We benchmark ten retrieval strategies spanning sparse, dense, hybrid fusion, cross-encoder reranking, query expansion, index augmentation, and adaptive retrieval on a challenging financial QA benchmark of 23,088 queries over 7,318 documents with mixed text-and-table content. We evaluate retrieval quality via Recall@k, MRR, and nDCG, and end-to-end generation quality via Number Match, with paired bootstrap significance testing. Our results show that (1) a two-stage pipeline combining hybrid retrieval with neural reranking achieves Recall@5 of 0.816 and MRR@3 of 0.605, outperforming all single-stage methods by a large margin; (2) BM25 outperforms state-of-the-art dense retrieval on financial documents, challenging the common assumption that semantic search universally dominates; and (3) query expansion methods (HyDE, multi-query) and adaptive retrieval provide limited benefit for precise numerical queries, while contextual retrieval yields consistent gains. We provide ablation studies on fusion methods and reranker depth, actionable cost-accuracy recommendations, and release our full benchmark code.
format Preprint
id arxiv_https___arxiv_org_abs_2604_01733
institution arXiv
publishDate 2026
record_format arxiv
spellingShingle From BM25 to Corrective RAG: Benchmarking Retrieval Strategies for Text-and-Table Documents
Akarsu, Meftun
Karaman, Recep Kaan
Mierbach, Christopher
Information Retrieval
Computation and Language
H.3.3, H.3.4
Retrieval-Augmented Generation (RAG) systems critically depend on retrieval quality, yet no systematic comparison of modern retrieval methods exists for heterogeneous documents containing both text and tabular data. We benchmark ten retrieval strategies spanning sparse, dense, hybrid fusion, cross-encoder reranking, query expansion, index augmentation, and adaptive retrieval on a challenging financial QA benchmark of 23,088 queries over 7,318 documents with mixed text-and-table content. We evaluate retrieval quality via Recall@k, MRR, and nDCG, and end-to-end generation quality via Number Match, with paired bootstrap significance testing. Our results show that (1) a two-stage pipeline combining hybrid retrieval with neural reranking achieves Recall@5 of 0.816 and MRR@3 of 0.605, outperforming all single-stage methods by a large margin; (2) BM25 outperforms state-of-the-art dense retrieval on financial documents, challenging the common assumption that semantic search universally dominates; and (3) query expansion methods (HyDE, multi-query) and adaptive retrieval provide limited benefit for precise numerical queries, while contextual retrieval yields consistent gains. We provide ablation studies on fusion methods and reranker depth, actionable cost-accuracy recommendations, and release our full benchmark code.
title From BM25 to Corrective RAG: Benchmarking Retrieval Strategies for Text-and-Table Documents
topic Information Retrieval
Computation and Language
H.3.3, H.3.4
url https://arxiv.org/abs/2604.01733