Pairing Expert Critique with LLM-Driven Refinement: An Iterative Approach for Curating Quality AI Evaluation Datasets
Organizations: Microsoft Corporation Redmond, Washington, USA
Abstract
Evaluating and improving domain-specific LLM responses requires high-quality reference data and rubrics, yet expert authoring is slow and expensive, and synthetic datasets may fail to capture practitioner preferences unless they are grounded in expert judgment. We present SME-C (Subject Matter Expert Critique), a human-AI workflow that captures expertise through lightweight critiques of candidate responses and complements it with LLM-driven analysis and refinement to iteratively curate response datasets and evaluation rubrics. We validate SME-C in the domain of financial business briefs, collecting 3,853 critiques from 411 finance professionals on 520 queries across two survey rounds. We evaluate two LLM-driven refinement strategies: one guided by the experts' written critiques and one that infers critique solely from their preference votes. In a blind validation survey with 100 additional professionals, we found that both strategies significantly improved quality over the experts' top-ranked baseline responses. The gains were concentrated among weaker original responses, and the two strategies excelled in different ways: critique-based refinement produced more domain-grounded improvements, whereas vote-based refinement was more effective at identifying and removing irrelevant content. The resulting rubrics and refined dataset support reproducible offline evaluation and benchmarking of LLMs, suggesting that structured expert critique is a viable alternative to expert authoring for building high-quality, domain-specific evaluation resources more quickly, at scale, and at lower cost.
Figures & tables
| Query Categories |
|---|
| Business Segments |
| Compliance, Risk & Legal/Regulatory |
| Culture & People |
| Customer & Market Insights |
| Financial Performance & Financial Health |
| Geographic & Governmental Insights |
| Iteration 1 (Pilot) | Iteration 1 (Full-scale) | Iteration 2 (Validation) | |
|---|---|---|---|
| Purpose | Validate instrument; collect initial critiques | Scale critique collection | Evaluate Stage 3 refinements |
| Queries | 101 | 419 | 50 (subset of Full-scale) |
| Participants | 107 | 304 | 100 |
| Evals per participant | 10 | 10 | 5 |
| Evals per query | 10 (range 8–11) | 7 (range 3–10) | 10 (range 5–14) |
| Total evaluations | 1,042 | 2,811 | 500 |
| Dimension | Model A | Model B | Model C |
|---|---|---|---|
| Overall | 37.0% | 27.1% | 35.9% |
| Content | 37.4% | 30.6% | 32.0% |
| Format | 37.7% | 24.0% | 38.3% |
| Feedback Theme | Mentions | % |
|---|---|---|
| What respondents liked: | ||
| Depth of information | 391 | 38% |
| Clarity and brevity | 305 | 30% |
| Summary and comparison | 164 | 16% |
| Requested improvements: | ||
| Improve section headers | 209 | 20% |
| Model A | Model B | Model C | ||||
|---|---|---|---|---|---|---|
| Refinement | Critique | Vote | Critique | Vote | Critique | Vote |
| Tables | 84% | 72% | 92% | 84% | 85% | 79% |
| Summaries | 81% | 69% | 80% | 65% | 74% | 59% |
| Citations | 56% | 45% | 60% | 69% | 74% | 92% |
| Length | 98% | 100% | 90% | 100% | 95% | 98% |
| Best Practices | — | 73% | — | 68% | — | 77% |
| Metric | Original | Critique | Vote |
|---|---|---|---|
| Mean quality (1–10) | 6.87 | 7.33 | 7.29 |
| Median quality | 7.0 | 8.0 | 8.0 |
| Std. dev. | 2.09 | 1.84 | 1.88 |
| Query Category | Original | Critique | Vote | N |
|---|---|---|---|---|
| Business Segments | 6.19 | 7.45 | 7.39 | 31 |
| Compliance, Risk & Legal/Regulatory | 7.73 | 7.22 | 7.32 | 37 |
| Culture & People | 6.93 | 6.56 | 7.44 | 41 |
| Customer & Market Insights | 7.62 | 7.15 | 7.62 | 13 |
| Financial Performance & Financial Health | 6.75 | 7.48 | 7.34 | 209 |
| Geographic & Governmental Insights | 6.57 | 7.86 | 7.12 | 42 |
| SME Role | Industry | Why Best (Content/Format) | Suggested Improvements |
|---|---|---|---|
| VP, IT | Financial Services | “Answer B uses approximation and would be considered less reliable. C is more complete.” | “Prefer the most current first. Include graphical visuals below the table.” |
| Manager, Business Development | Distribution & Logistics | “Relevant data, complete response, plus extra info.” “Combination of free text and a table is very clear.” | “I’d include data for 2025 or at least a projection.” |
| Job Title | Industry | Best Pick | Why Best | Suggested Improvements |
|---|---|---|---|---|
| Director of Finance | Education | Critique | “This speaks to exactly what drove margin changes over the 5-year period for this company rather than the industry.” | — |
| VP, Finance & Ops. | Technology | Vote | “The most detailed explanation of T-Mobile’s profit and net margin trends. I love the inclusion of the visual trend map.” | “Include further detail on outlook and profitability metrics going forward.” |
| Investment Assistant | Financial Services | Critique | “It provided everything needed and was a lot more compact and readable.” | — |
Human-in-the-Loop AI
Human-in-the-loop AI combines human feedback, oversight, and decision-making with machine learning and autonomous systems.
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