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SoK: Agentic Retrieval-Augmented Generation (RAG): Taxonomy, Architectures, Evaluation, and Research Directions

Saroj Mishra, Suman Niroula, Umesh Yadav, Dilip Thakur, Srijan Gyawali, Shiva Gaire · Mar 7, 2026 · Citations: 0

Data freshness

Extraction: Fresh

Check recency before relying on this page for active eval decisions. Use stale pages as context and verify against current hub results.

Metadata refreshed

Mar 7, 2026, 11:38 PM

Recent

Extraction refreshed

Mar 14, 2026, 5:04 AM

Fresh

Extraction source

Persisted extraction

Confidence 0.45

Abstract

Retrieval-Augmented Generation (RAG) systems are increasingly evolving into agentic architectures where large language models autonomously coordinate multi-step reasoning, dynamic memory management, and iterative retrieval strategies. Despite rapid industrial adoption, current research lacks a systematic understanding of Agentic RAG as a sequential decision-making system, leading to highly fragmented architectures, inconsistent evaluation methodologies, and unresolved reliability risks. This Systematization of Knowledge (SoK) paper provides the first unified framework for understanding these autonomous systems. We formalize agentic retrieval-generation loops as finite-horizon partially observable Markov decision processes, explicitly modeling their control policies and state transitions. Building upon this formalization, we develop a comprehensive taxonomy and modular architectural decomposition that categorizes systems by their planning mechanisms, retrieval orchestration, memory paradigms, and tool-invocation behaviors. We further analyze the critical limitations of traditional static evaluation practices and identify severe systemic risks inherent to autonomous loops, including compounding hallucination propagation, memory poisoning, retrieval misalignment, and cascading tool-execution vulnerabilities. Finally, we outline key doctoral-scale research directions spanning stable adaptive retrieval, cost-aware orchestration, formal trajectory evaluation, and oversight mechanisms, providing a definitive roadmap for building reliable, controllable, and scalable agentic retrieval systems.

Low-signal caution for protocol decisions

Use this page for context, then validate protocol choices against stronger HFEPX references before implementation decisions.

  • Extraction confidence is 0.45 (below strong-reference threshold).

HFEPX Relevance Assessment

This paper is adjacent to HFEPX scope and is best used for background context, not as a primary protocol reference.

Best use

Background context only

Use if you need

A secondary eval reference to pair with stronger protocol papers.

Main weakness

Extraction confidence is 0.45 (below strong-reference threshold).

Trust level

Low

Eval-Fit Score

25/100 • Low

Treat as adjacent context, not a core eval-method reference.

Human Feedback Signal

Not explicit in abstract metadata

Evaluation Signal

Detected

HFEPX Fit

Adjacent candidate

Extraction confidence: Low

Field Provenance & Confidence

Each key protocol field shows extraction state, confidence band, and data source so you can decide whether to trust it directly or validate from full text.

Human Feedback Types

missing

None explicit

Confidence: Low Source: Persisted extraction missing

No explicit feedback protocol extracted.

Evidence snippet: Retrieval-Augmented Generation (RAG) systems are increasingly evolving into agentic architectures where large language models autonomously coordinate multi-step reasoning, dynamic memory management, and iterative retrieval strategies.

Evaluation Modes

partial

Automatic Metrics

Confidence: Low Source: Persisted extraction evidenced

Includes extracted eval setup.

Evidence snippet: Retrieval-Augmented Generation (RAG) systems are increasingly evolving into agentic architectures where large language models autonomously coordinate multi-step reasoning, dynamic memory management, and iterative retrieval strategies.

Quality Controls

missing

Not reported

Confidence: Low Source: Persisted extraction missing

No explicit QC controls found.

Evidence snippet: Retrieval-Augmented Generation (RAG) systems are increasingly evolving into agentic architectures where large language models autonomously coordinate multi-step reasoning, dynamic memory management, and iterative retrieval strategies.

Benchmarks / Datasets

missing

Not extracted

Confidence: Low Source: Persisted extraction missing

No benchmark anchors detected.

Evidence snippet: Retrieval-Augmented Generation (RAG) systems are increasingly evolving into agentic architectures where large language models autonomously coordinate multi-step reasoning, dynamic memory management, and iterative retrieval strategies.

Reported Metrics

partial

Cost

Confidence: Low Source: Persisted extraction evidenced

Useful for evaluation criteria comparison.

Evidence snippet: Finally, we outline key doctoral-scale research directions spanning stable adaptive retrieval, cost-aware orchestration, formal trajectory evaluation, and oversight mechanisms, providing a definitive roadmap for building reliable, controllable, and scalable agentic retrieval systems.

Rater Population

partial

Domain Experts

Confidence: Low Source: Persisted extraction evidenced

Helpful for staffing comparability.

Evidence snippet: Retrieval-Augmented Generation (RAG) systems are increasingly evolving into agentic architectures where large language models autonomously coordinate multi-step reasoning, dynamic memory management, and iterative retrieval strategies.

Human Data Lens

  • Uses human feedback: No
  • Feedback types: None
  • Rater population: Domain Experts
  • Unit of annotation: Trajectory
  • Expertise required: General
  • Extraction source: Persisted extraction

Evaluation Lens

  • Evaluation modes: Automatic Metrics
  • Agentic eval: Long Horizon
  • Quality controls: Not reported
  • Confidence: 0.45
  • Flags: ambiguous

Protocol And Measurement Signals

Benchmarks / Datasets

No benchmark or dataset names were extracted from the available abstract.

Reported Metrics

cost

Research Brief

Deterministic synthesis

Retrieval-Augmented Generation (RAG) systems are increasingly evolving into agentic architectures where large language models autonomously coordinate multi-step reasoning, dynamic memory management, and iterative retrieval strategies. HFEPX signals include Automatic Metrics, Long Horizon with confidence 0.45. Updated from current HFEPX corpus.

Generated Mar 14, 2026, 5:04 AM · Grounded in abstract + metadata only

Key Takeaways

  • Retrieval-Augmented Generation (RAG) systems are increasingly evolving into agentic architectures where large language models autonomously coordinate multi-step reasoning, dynamic…
  • Despite rapid industrial adoption, current research lacks a systematic understanding of Agentic RAG as a sequential decision-making system, leading to highly fragmented…

Researcher Actions

  • Treat this as method context, then pivot to protocol-specific HFEPX hubs.
  • Identify benchmark choices from full text before operationalizing conclusions.
  • Validate metric comparability (cost).

Caveats

  • Generated from title, abstract, and extracted metadata only; full-paper implementation details are not parsed.
  • Extraction confidence is probabilistic and should be validated for critical decisions.

Research Summary

Contribution Summary

  • Retrieval-Augmented Generation (RAG) systems are increasingly evolving into agentic architectures where large language models autonomously coordinate multi-step reasoning, dynamic memory management, and iterative retrieval strategies.
  • Despite rapid industrial adoption, current research lacks a systematic understanding of Agentic RAG as a sequential decision-making system, leading to highly fragmented architectures, inconsistent evaluation methodologies, and unresolved…
  • Building upon this formalization, we develop a comprehensive taxonomy and modular architectural decomposition that categorizes systems by their planning mechanisms, retrieval orchestration, memory paradigms, and tool-invocation behaviors.

Why It Matters For Eval

  • Retrieval-Augmented Generation (RAG) systems are increasingly evolving into agentic architectures where large language models autonomously coordinate multi-step reasoning, dynamic memory management, and iterative retrieval strategies.
  • Despite rapid industrial adoption, current research lacks a systematic understanding of Agentic RAG as a sequential decision-making system, leading to highly fragmented architectures, inconsistent evaluation methodologies, and unresolved…

Researcher Checklist

  • Gap: Human feedback protocol is explicit

    No explicit human feedback protocol detected.

  • Pass: Evaluation mode is explicit

    Detected: Automatic Metrics

  • Gap: Quality control reporting appears

    No calibration/adjudication/IAA control explicitly detected.

  • Gap: Benchmark or dataset anchors are present

    No benchmark/dataset anchor extracted from abstract.

  • Pass: Metric reporting is present

    Detected: cost

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