Overview
Taxonomies provide structured, hierarchical vocabularies for classifying and categorizing entities in the knowledge graph. They help ensure consistent tagging and enable structured browsing of your organization’s knowledge.
Navigate to Admin > Graph > Taxonomies.
Viewing Taxonomies
The taxonomies page displays a hierarchical tree table showing:
- Taxonomy name
- Parent-child relationships
- Full path from root to leaf
- Associated synonyms
- Status information
You can filter taxonomies by type to focus on a specific classification system.
Creating Taxonomies
Click Add New Taxonomy to create a new entry:
| Field | Description |
|---|
| Name | The taxonomy term (e.g., “Healthcare”, “Federal Contracting”) |
| Type | The classification system this belongs to (e.g., “Industry”, “Service Line”) |
| Parent | Optional parent taxonomy for hierarchical nesting |
| Synonyms | Alternative terms that should be treated as equivalent |
Hierarchical Structure
Taxonomies support unlimited nesting depth. For example:
Industry
├── Healthcare
│ ├── Pharmaceuticals
│ └── Medical Devices
├── Technology
│ ├── Software
│ └── Hardware
└── Government
├── Federal
└── State & Local
Type-Specific Views
Click on a taxonomy type in the sidebar to see a filtered view showing only taxonomies of that type. This provides a focused view for managing a single classification system.
Synonyms
Each taxonomy entry can have multiple synonyms — alternative terms that the AI treats as equivalent during classification. For example:
- Healthcare → “Health Care”, “HC”, “Medical”
- Federal → “Fed”, “US Government”, “USG”
Synonyms improve classification accuracy by helping the AI recognize variations in terminology.
Managing Taxonomies
Editing
Click any taxonomy entry to edit its name, parent, type, or synonyms.
Deleting
Remove taxonomy entries that are no longer needed. Deleting a parent entry does not automatically delete its children — you’ll need to reassign or remove them separately.
Build your taxonomy before ingesting documents. The AI uses taxonomies during classification, so having a well-defined vocabulary from the start produces better results.
