时 间：2025年10月22日 10:00-11:00
地 点：普陀校区理科大楼A1514
报告人：张立文 上海财经大学教授
主持人：史兴杰 华东师范大学副教授
摘 要：
The report provides a systematic review of the evolution of large language models (LLMs), tracing their development from the emergence of generative AI to the forefront of multimodal and world model advancements. It examines the paradigm shifts induced by AI across scientific research, education, and industrial domains, emphasizing data-driven and collaborative approaches that enhance decision-making processes. The study details the research team's latest innovations in the financial sector, including the Fin-R1 model, constructed through reinforcement learning to augment financial reasoning capabilities; the FinEval benchmark, designed for the rigorous assessment of Chinese financial domain knowledge; the VisFinEval benchmark, a scenario-driven multimodal evaluation framework that encompasses a comprehensive understanding of front-, mid-, and back-office financial operations; and the FinGAIA benchmark, tailored to evaluate AI agents within real-world financial contexts. These advancements underscore the transformative potential of LLMs in financial risk management, customer service, and business transformation, while actively facilitating the intelligent upgrading of the financial industry and contributing to the establishment of an efficient and secure financial ecosystem.
报告人简介：
张教授为上海财经大学统计与数据科学学院与滴水湖高级金融学院联聘教授、博士生导师，AI财经开发与服务中心主任，上海金融智能工程技术研究中心主任，数理经济学教育部重点实验室副主任，数据科学和统计研究院副院长。张教授带领研究团队（SUFE-AIFLM-Lab），根植于上财应用经济学和统计学等优势学科，首创“语料构建-技术研发-场景落地-标准制定”全链条创新模式，从全国首个最全涵盖财经教育和金融业务语料FinCorpus, 首个推理金融大模型Fin-R1突破，到金融产业场景智能体FinAgent落地,再到全国首个金融评测机制FinEval引领，逐步形成技术、标准与人才共生发展的格局。目前团队正持续推进Fin-R1和匡时财经教育大模型的迭代升级，并重点聚焦智能体的评测体系与智能体构建方法的创新实践。通过FinCorpus、Fin-R1、FinEval和FinAgent四大核心成果，成功构建了覆盖研发、验证、应用全生命周期的闭环生态，积极助力金融行业的智能化转型。依托学校深厚的财经学科积淀与前沿技术探索，发布最懂财经知识的大模型—匡时财经教育大模型，致力于打造服务于全场景财经教育的智能化平台。