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Documentation Index

Fetch the complete documentation index at: https://docs.experio.cloud/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

The ontology defines the schema of your knowledge graph — the types of entities (nodes) and relationships (edges) that Experio uses to organize extracted knowledge. A well-designed ontology ensures that information from different sources is connected meaningfully. Navigate to Admin > Graph > Ontology.

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Visual Editor

The ontology is managed through an interactive visual editor:
  • Entity type nodes are displayed as draggable boxes on a canvas
  • Relationship edges connect entity types with labeled arrows
  • Zoom and pan to navigate the schema
  • Drag nodes to arrange the layout

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Permissions

  • Read-only users can view the ontology but cannot make changes
  • Write users can add, edit, and remove entity types and relationships

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Entity Types

Entity types represent the categories of things in your knowledge graph. Common examples:
Entity TypeDescription
PersonIndividuals in your organization or client contacts
ProjectConsulting engagements or internal projects
ClientOrganizations your firm serves
SkillCompetencies and areas of expertise
DocumentProcessed files and their metadata
OrganizationCompanies, agencies, or institutions
Each entity type has:
  • Name — A unique identifier for the type
  • Properties — Attributes that instances of this type can have (e.g., Person has “name”, “email”, “title”)

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Relationships

Relationships define how entity types connect to each other. Examples:
RelationshipFromToDescription
WORKS_ONPersonProjectA person is assigned to a project
HAS_SKILLPersonSkillA person possesses a skill
MANAGED_BYProjectClientA project is for a specific client
AUTHOREDPersonDocumentA person created a document

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Saving Changes

After modifying the ontology:
  1. Click Save Schema to persist changes to the backend
  2. The layout (node positions) is saved separately so your visual arrangement is preserved
Modifying the ontology affects how future documents are processed. Removing an entity type or relationship does not delete existing data in the knowledge graph, but new ingestion will no longer create instances of removed types.
After ingestion populates the graph, you can use Enrichment Rules to enrich it further. Enrichment rules process existing nodes and create new attributes, nodes, or relationships — all defined using the entity types and relationships in your ontology.

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Best Practices

  • Start with a small, focused ontology and expand as needed
  • Use clear, descriptive names for entity types
  • Define relationships that reflect real-world connections in your organization
  • Review the ontology periodically as your data sources grow