README.md

---
library_name: transformers
license: mit
datasets:
- chenghao/sec-material-contracts-qa-splitted
language:
- en
pipeline_tag: document-question-answering
---

# Idefices2-EDGAR

Idefices2 8B fine-tuned on 800+ multi-page documents for Visual DocQA. Make sure you have the latest peft and transformers before loading the model. GPU is required for it to work properly.

Compared to the base model, it has a lower edit distance (53% improvement on micro average) on the test set.

|    | Category                    |   Idefics2-8B |   Idefics2-8B-EDGAR | Δ(↑)   |
|---:|:----------------------------|--------------:|--------------------:|:-------|
|  0 | agreement_date              |      0.878489 |           0.0999479 | 88.62% |
|  1 | agreement_term              |      0.907067 |           0.438816  | 51.62% |
|  2 | auto_renewal                |      0.634946 |           0.0516129 | 91.87% |
|  3 | contract_value              |      0.474438 |           0.418815  | 11.72% |
|  4 | counterparty_address        |      0.771387 |           0.59835   | 22.43% |
|  5 | counterparty_name           |      0.825491 |           0.633359  | 23.27% |
|  6 | counterparty_signer_name    |      0.842091 |           0.480444  | 42.95% |
|  7 | counterparty_signer_title   |      0.61746  |           0.496041  | 19.66% |
|  8 | effective_date              |      0.903268 |           0.125641  | 86.09% |
|  9 | expiration_date             |      0.88673  |           0.235197  | 73.48% |
| 10 | governing_law               |      0.881037 |           0.308771  | 64.95% |
| 11 | opt_out_length              |      0.431548 |           0.047619  | 88.97% |
| 12 | party_address               |      0.730897 |           0.608301  | 16.77% |
| 13 | party_name                  |      0.726411 |           0.490194  | 32.52% |
| 14 | payment_frequency           |      0.686123 |           0.373724  | 45.53% |
| 15 | payment_term                |      0.854552 |           0.593333  | 30.57% |
| 16 | renewal_term                |      0.92829  |           0.0595238 | 93.59% |
| 17 | termination_for_cause       |      0.436    |           0.048     | 88.99% |
| 18 | termination_for_convenience |      0.628261 |           0.156522  | 75.09% |
| 19 | termination_notice_period   |      0.329748 |           0.178394  | 45.90% |
| 20 | venue                       |      0.781417 |           0.61403   | 21.42% |



![image/png](https://cdn-uploads.huggingface.co/production/uploads/607a5b44489fc71534e91c0e/3Jc7I1Fj2J3rabos2HLyY.png)

## Model Details

### Model Description

Finetuned form [Idefics2](https://huggingface.co/docs/transformers/main/en/model_doc/idefics2).

## Uses

```python
import torch
from transformers import AutoProcessor, Idefics2ForConditionalGeneration, BitsAndBytesConfig
from datasets import load_from_disk

base_model = "HuggingFaceM4/idefics2-8b"
peft_model_id = "chenghao/idefics2-edgar"
quantization_config = BitsAndBytesConfig(
    load_in_4bit=True,
    bnb_4bit_quant_type="nf4",
    bnb_4bit_use_double_quant=True,
    bnb_4bit_compute_dtype=torch.float16
)
model = Idefics2ForConditionalGeneration.from_pretrained(
    peft_model_id,
    torch_dtype=torch.float16,
    quantization_config=quantization_config,
)

model.eval()
processor = AutoProcessor.from_pretrained(base_model, do_image_splitting=True,
                                          size={"longest_edge": 490, "shortest_edge": 350})
dataset = load_from_disk("local-dataset")
test_example = dataset["test"][30]
images, question, answer = test_example["images"], test_example["question"], test_example["answer"]

messages = [
    {
        "role": "user",
        "content": [{"type": "image"} for _ in range(len(images))] + [{"type": "text", "text": question}],
    },
]
prompt = processor.apply_chat_template(messages, add_generation_prompt=True)
inputs = processor(text=prompt, images=images, return_tensors="pt").to("cuda")
with torch.no_grad():
    generated_ids = model.generate(**inputs, max_new_tokens=1024)
generated_texts = processor.batch_decode(generated_ids, skip_special_tokens=True)
preds = [t.split("Assistant:", 1)[-1].strip() for t in generated_texts]
print(f"""
Question: {question}
Answer: {answer}
Prediction: {preds or 'N/A'}
""")
```

## Training Details

### Training Data

[SEC Contract QA](https://huggingface.co/datasets/chenghao/sec-material-contracts-qa)

### Training Procedure

10 epochs with QLoRA. Trained with A100-80GB for about 10 hours.

```
MAX_LENGTH = 1024
USE_LORA = False
USE_QLORA = True
MAX_PAGE = 5

config = {
    "max_epochs": 10,
    # "val_check_interval": 0.2,
    "check_val_every_n_epoch": 1,
    "gradient_clip_val": 1.0,
    "accumulate_grad_batches": 12,
    "lr": 1e-4,
    "batch_size": 2,
    "precision": "16-mixed",
    "seed": 42,
    "warmup_steps": 50,
    "result_path": "./result",
    "verbose": True,
}
```

#### Preprocessing [optional]

No image splitting due to memory limit.

```python
processor = AutoProcessor.from_pretrained(
    "HuggingFaceM4/idefics2-8b",
    do_image_splitting=False,
    size={"longest_edge": 490, "shortest_edge": 350}
)
```

#### Training Hyperparameters

```python
quantization_config = BitsAndBytesConfig(
    load_in_4bit=True,
    bnb_4bit_quant_type="nf4",
    bnb_4bit_use_double_quant=True,
    bnb_4bit_compute_dtype=torch.float16
)
model = Idefics2ForConditionalGeneration.from_pretrained(
    "HuggingFaceM4/idefics2-8b",
    torch_dtype=torch.float16,
    quantization_config=quantization_config,
)
```

#### Speeds, Sizes, Times [optional]


## Evaluation

### Testing Data, Factors & Metrics

#### Testing Data

20% percent of the dataset.

#### Metrics

Edit Distance (nltk).

### Results

See above.