Domain-specific multilingual terminology is essential for accurate machine translation (MT) and cross-lingual NLP applications.We present a gold-standard terminology resource for the tax and financial education domains, built from curated governmental publications and covering seven typologically diverse languages: English, Spanish, Russian, Vietnamese, Korean, Chinese (traditional and simplified) and Haitian Creole.Using this resource, we assess various MT systems and LLMs on translation quality and term accuracy.We annotate over 3,000 terms for domain-specificity, facilitating a comparison between domain-specific and general term translations, and observe models' challenges with specialized tax terms.We also analyze the case of terminology-aided translation, and the LLMs' performance in extracting the translated term given the context.Our results highlight model limitations and the value of high-quality terminologies for advancing MT research in specialized contexts.1 * Contribution done while working at JPMorgan. 1 Please contact the author(s) if you want to have access to the terminologies and parallel data.

Collecting labeled datasets in finance is challenging due to scarcity of domain experts and higher cost of employing them. While Large Language Models (LLMs) have demonstrated remarkable performance in data annotation tasks on general domain datasets, their effectiveness on domain specific datasets remains under-explored. To address this gap, we investigate the potential of LLMs as efficient data annotators for extracting relations in financial documents. We compare the annotations produced by three LLMs (GPT-4, PaLM 2, and MPT Instruct) against expert annotators and crowdworkers. We demonstrate that the current state-of-the-art LLMs can be sufficient alternatives to non-expert crowdworkers. We analyze models using various prompts and parameter settings and find that customizing the prompts for each relation group by providing specific examples belonging to those groups is paramount. Furthermore, we introduce a reliability index (LLM-RelIndex) used to identify outputs that may require expert attention. Finally, we perform an extensive time, cost and error analysis and provide recommendations for the collection and usage of automated annotations in domain-specific settings.

A number of datasets for Relation Extraction (RE) have been created to aide downstream tasks such as information retrieval, semantic search, question answering and textual entailment. However, these datasets fail to capture financial-domain specific challenges since most of these datasets are compiled using general knowledge sources such as Wikipedia, web-based text and news articles, hindering real-life progress and adoption within the financial world. To address this limitation, we propose REFinD, the first large-scale annotated dataset of relations, with ~29K instances and 22 relations amongst 8 types of entity pairs, generated entirely over financial documents. We also provide an empirical evaluation with various state-of-the-art models as benchmarks for the RE task and highlight the challenges posed by our dataset. We observed that various state-of-the-art deep learning models struggle with numeric inference, relational and directional ambiguity. To encourage further research in this direction, REFinD is available at https://www.jpmorgan.com/technology/artificial-intelligence/initiatives/refind-dataset/problem-motivation-outcome.