Capability-Routed Visual Retrieval and Evidence Threading for Long-Context Document Question Answering

Long-document visual question answering (VQA) over documents of tens to hundreds of pages mixing text, tables, charts, and figures typically follows retrieve-then-read pipelines. In our setting, the bottleneck shifts from retrieval recall to reranker-side evidence selection: on MMLongBench-Doc, BGE-M3 reaches Recall@20 = 0.86 but only F1@5 = 0.254, and even the visual retriever ColPali reaches only F1@5 = 0.332; a text-only rerank LLM seeing only raw snippets misses table, chart, and layout evidence even when the upstream retriever encoded images. We propose Trident, with two complementary components: Trident-R, a retriever-agnostic LLM reranker that converts each candidate into an LLM-readable semantic record, including a visual caption, section path, entity tags, multi-axis concept hits, and a text snippet, then performs a single adaptive-K rerank call; and Trident-S, a generation-side module that prompts the VLM under topical, entity, and structural lenses before synthesis. On two long-document datasets, the annotation+rerank protocol substantially improves retrieval F1 across five heterogeneous pools, with every reranked pool exceeding the strongest adaptive-K baseline PageIndex. An LLM rerank without the annotation barely changes first-hit ranking, indicating the lift comes from the structured annotation. Trident-S targets open-ended synthesis questions by design, adding up to 6.6 points in generation accuracy on these questions. The best Trident configuration is the strongest downstream QA pipeline in our evaluation, with rankings consistent across two LLM judges (kappa = 0.913).

Multi-page Document Visual Question Answering requires reasoning over semantics, layouts, and visual elements in long, visually dense documents. Existing OCR-free methods face a trade-off between capacity and precision: end-to-end models scale poorly with document length, while visual retrieval-based pipelines are brittle and passive. We propose Doc-$V^*$, an OCR-free agentic framework that casts multi-page DocVQA as sequential evidence aggregation. Doc-$V^*$ begins with a thumbnail overview, then actively navigates via semantic retrieval and targeted page fetching, and aggregates evidence in a structured working memory for grounded reasoning. Trained by imitation learning from expert trajectories and further optimized with Group Relative Policy Optimization, Doc-$V^*$ balances answer accuracy with evidence-seeking efficiency. Across five benchmarks, Doc-$V^*$ outperforms open-source baselines and approaches proprietary models, improving out-of-domain performance by up to 47.9% over RAG baseline. Other results reveal effective evidence aggregation with selective attention, not increased input pages.

Real-world documents combine text with tables, charts, photographs, and diagrams arranged in diverse layouts, yet existing research on multimodal large language models (MLLMs) for document QA predominantly produces text-only responses, underutilizing these visual elements. We introduce VinQA, a dataset for long-form answer generation where cited visual elements are explicitly interleaved with their supporting text and grounded in relevant document pages. To support this task, we study two encoding methods for feeding raw document page images into an MLLM, along with their visual-element citation mechanisms: (1) Page Encoding, which directly encodes full-page images with bounding boxes of visual elements and treats these boxed regions as citable units; and (2) Modality Encoding, which parses each page to extract text and crop visual elements, encodes them separately, and uses these cropped elements as citable units. In our experiments, we propose M-GroSE, a multimodal evaluation framework extending GroUSE to assess answers along four dimensions: completeness, answer relevancy, faithfulness, and unanswerability. We additionally report Visual Source F1 to directly measure visual citation accuracy. Although proprietary frontier models still achieve the best overall scores on the VinQA test split, fine-tuning open Qwen2.5-VL models on the training split substantially improves their performance and narrows this gap. Modality Encoding is initially more robust for complex documents with long text, many visual elements, and diverse citation requirements. After training on VinQA, however, Page Encoding reaches a comparable level, competing effectively even without the explicit parsing used in Modality Encoding. Finally, Visual G-Eval, an MLLM-based judge, confirms that fine-tuned models insert visual elements at semantically appropriate positions with faithful supporting text.