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Jiahuan Pei

Jiahuan Pei contributes to research discovery and scholarly infrastructure.

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Published work

4 published item(s)

preprint2026arXiv

Herculean: An Agentic Benchmark for Financial Intelligence

As AI agents improve, the central question is no longer whether they can solve isolated well-defined financial tasks, but whether they can reliably carry out financial professional work. Existing financial benchmarks offer only a partial view of this ability, as they primarily evaluate static competencies such as question answering, retrieval, summarization, and classification. We introduce Herculean, the first skilled benchmark for agentic financial intelligence spanning four representative workflows, including Trading, Hedging, Market Insights, and Auditing. Each workflow is instantiated as a standardized MCP-based skill environment with its own tools, interaction dynamics, constraints, and success criteria, enabling consistent end-to-end assessment of heterogeneous agent systems. Across frontier agents, we find agents perform relatively well on Trading and Market Insights, but struggle substantially on Hedging and Auditing, where long-horizon coordination, state consistency, and structured verification are critical. Overall, our results point to a key gap in current agents in turning financial reasoning into dependable workflow execution in high-stakes financial workflows.

preprint2022arXiv

ReMeDi: Resources for Multi-domain, Multi-service, Medical Dialogues

Medical dialogue systems (MDSs) aim to assist doctors and patients with a range of professional medical services, i.e., diagnosis, treatment and consultation. The development of MDSs is hindered because of a lack of resources. In particular. (1) there is no dataset with large-scale medical dialogues that covers multiple medical services and contains fine-grained medical labels (i.e., intents, actions, slots, values), and (2) there is no set of established benchmarks for MDSs for multi-domain, multi-service medical dialogues. In this paper, we present ReMeDi, a set of resource for medical dialogues. ReMeDi consists of two parts, the ReMeDi dataset and the ReMeDi benchmarks. The ReMeDi dataset contains 96,965 conversations between doctors and patients, including 1,557 conversations with fine-gained labels. It covers 843 types of diseases, 5,228 medical entities, and 3 specialties of medical services across 40 domains. To the best of our knowledge, the ReMeDi dataset is the only medical dialogue dataset that covers multiple domains and services, and has fine-grained medical labels. The second part of the ReMeDi resources consists of a set of state-of-the-art models for (medical) dialogue generation. The ReMeDi benchmark has the following methods: (1) pretrained models (i.e., BERT-WWM, BERT-MED, GPT2, and MT5) trained, validated, and tested on the ReMeDi dataset, and (2) a self-supervised contrastive learning(SCL) method to expand the ReMeDi dataset and enhance the training of the state-of-the-art pretrained models. We describe the creation of the ReMeDi dataset, the ReMeDi benchmarking methods, and establish experimental results using the ReMeDi benchmarking methods on the ReMeDi dataset for future research to compare against. With this paper, we share the dataset, implementations of the benchmarks, and evaluation scripts.

preprint2021arXiv

A Cooperative Memory Network for Personalized Task-oriented Dialogue Systems with Incomplete User Profiles

There is increasing interest in developing personalized Task-oriented Dialogue Systems (TDSs). Previous work on personalized TDSs often assumes that complete user profiles are available for most or even all users. This is unrealistic because (1) not everyone is willing to expose their profiles due to privacy concerns; and (2) rich user profiles may involve a large number of attributes (e.g., gender, age, tastes, . . .). In this paper, we study personalized TDSs without assuming that user profiles are complete. We propose a Cooperative Memory Network (CoMemNN) that has a novel mechanism to gradually enrich user profiles as dialogues progress and to simultaneously improve response selection based on the enriched profiles. CoMemNN consists of two core modules: User Profile Enrichment (UPE) and Dialogue Response Selection (DRS). The former enriches incomplete user profiles by utilizing collaborative information from neighbor users as well as current dialogues. The latter uses the enriched profiles to update the current user query so as to encode more useful information, based on which a personalized response to a user request is selected. We conduct extensive experiments on the personalized bAbI dialogue benchmark datasets. We find that CoMemNN is able to enrich user profiles effectively, which results in an improvement of 3.06% in terms of response selection accuracy compared to state-of-the-art methods. We also test the robustness of CoMemNN against incompleteness of user profiles by randomly discarding attribute values from user profiles. Even when discarding 50% of the attribute values, CoMemNN is able to match the performance of the best performing baseline without discarding user profiles, showing the robustness of CoMemNN.

preprint2020arXiv

Retrospective and Prospective Mixture-of-Generators for Task-oriented Dialogue Response Generation

Dialogue response generation (DRG) is a critical component of task-oriented dialogue systems (TDSs). Its purpose is to generate proper natural language responses given some context, e.g., historical utterances, system states, etc. State-of-the-art work focuses on how to better tackle DRG in an end-to-end way. Typically, such studies assume that each token is drawn from a single distribution over the output vocabulary, which may not always be optimal. Responses vary greatly with different intents, e.g., domains, system actions. We propose a novel mixture-of-generators network (MoGNet) for DRG, where we assume that each token of a response is drawn from a mixture of distributions. MoGNet consists of a chair generator and several expert generators. Each expert is specialized for DRG w.r.t. a particular intent. The chair coordinates multiple experts and combines the output they have generated to produce more appropriate responses. We propose two strategies to help the chair make better decisions, namely, a retrospective mixture-of-generators (RMoG) and prospective mixture-of-generators (PMoG). The former only considers the historical expert-generated responses until the current time step while the latter also considers possible expert-generated responses in the future by encouraging exploration. In order to differentiate experts, we also devise a global-and-local (GL) learning scheme that forces each expert to be specialized towards a particular intent using a local loss and trains the chair and all experts to coordinate using a global loss. We carry out extensive experiments on the MultiWOZ benchmark dataset. MoGNet significantly outperforms state-of-the-art methods in terms of both automatic and human evaluations, demonstrating its effectiveness for DRG.