Yilun Zhao
Publications
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.
Can AI Be a Good Peer Reviewer? A Survey of Peer Review Process, Evaluation, and the Future
Peer review is a multi-stage process involving reviews, rebuttals, meta-reviews, final decisions, and subsequent manuscript revisions. Recent advances in large language models (LLMs) have motivated methods that assist or automate different stages of this pipeline. In this survey, we synthesize techniques for (i) peer review generation, including fine-tuning strategies, agent-based systems, RL-based methods, and emerging paradigms to enhance generation; (ii) after-review tasks including rebuttals, meta-review and revision aligned to reviews; and (iii) evaluation methods spanning human-centered, reference-based, LLM-based and aspect-oriented. We catalog datasets, compare modeling choices, and discuss limitations, ethical concerns, and future directions. The survey aims to provide practical guidance for building, evaluating, and integrating LLM systems across the full peer review workflow.
Step-level Optimization for Efficient Computer-use Agents
Computer-use agents provide a promising path toward general software automation because they can interact directly with arbitrary graphical user interfaces instead of relying on brittle, application-specific integrations. Despite recent advances in benchmark performance, strong computer-use agents remain expensive and slow in practice, since most systems invoke large multimodal models at nearly every interaction step. We argue that this uniform allocation of compute is fundamentally inefficient for long-horizon GUI tasks. Such trajectories are highly heterogeneous: many steps are routine and can be handled reliably by smaller, cheaper policies, while errors tend to concentrate at a relatively small number of high-risk moments. Across computer-use benchmarks, these failures repeatedly take two forms: progress stalls, where the agent loops, repeats ineffective actions, or fails to make meaningful progress, and silent semantic drift, where the agent continues taking locally plausible actions after already deviating from the user's true goal. To address this inefficiency, we propose an event-driven, step-level cascade for computer-use agents that runs a small policy by default and escalates to a stronger model only when lightweight learned monitors detect elevated risk. Our framework combines two complementary signals: a Stuck Monitor that detects degraded progress from recent reasoning-action history and triggers recovery, and a Milestone Monitor that identifies semantically meaningful checkpoints where sparse verification is most informative for catching drift. This design turns always-on frontier-model inference into adaptive, on-demand compute allocation over the course of an evolving interaction. The framework is modular and deployment-oriented: it can be layered on top of existing computer-use agents without changing the underlying agent architecture or retraining the large model.
SciMDR: Benchmarking and Advancing Scientific Multimodal Document Reasoning
Constructing scientific multimodal document reasoning datasets for foundation model training involves an inherent trade-off among scale, faithfulness, and realism. To address this challenge, we introduce the synthesize-and-reground framework, a two-stage pipeline comprising: (1) Claim-Centric QA Synthesis, which generates faithful, isolated QA pairs and reasoning on focused segments, and (2) Document-Scale Regrounding, which programmatically re-embeds these pairs into full-document tasks to ensure realistic complexity. Using this framework, we construct SciMDR, a large-scale training dataset for cross-modal comprehension, comprising 300K QA pairs with explicit reasoning chains across 20K scientific papers. We further construct SciMDR-Eval, an expert-annotated benchmark to evaluate multimodal comprehension within full-length scientific workflows. Experiments demonstrate that models fine-tuned on SciMDR achieve significant improvements across multiple scientific QA benchmarks, particularly in those tasks requiring complex document-level reasoning.
RbtAct: Rebuttal as Supervision for Actionable Review Feedback Generation
Large language models (LLMs) are increasingly used across the scientific workflow, including to draft peer-review reports. However, many AI-generated reviews are superficial and insufficiently actionable, leaving authors without concrete, implementable guidance and motivating the gap this work addresses. We propose RbtAct, which targets actionable review feedback generation and places existing peer review rebuttal at the center of learning. Rebuttals show which reviewer comments led to concrete revisions or specific plans, and which were only defended. Building on this insight, we leverage rebuttal as implicit supervision to directly optimize a feedback generator for actionability. To support this objective, we propose a new task called perspective-conditioned segment-level review feedback generation, in which the model is required to produce a single focused comment based on the complete paper and a specified perspective such as experiments and writing. We also build a large dataset named RMR-75K that maps review segments to the rebuttal segments that address them, with perspective labels and impact categories that order author uptake. We then train the Llama-3.1-8B-Instruct model with supervised fine-tuning on review segments followed by preference optimization using rebuttal derived pairs. Experiments with human experts and LLM-as-a-judge show consistent gains in actionability and specificity over strong baselines while maintaining grounding and relevance.