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Classify Data with Taxonomies

Create New Taxonomy Values Within An Existing Taxonomy Collection​

Conscia includes a powerful taxonomy management feature that enables customers to automate classification reducing the manual workflows and the burden on data and information management teams.

Taxonomy collections are a unique type of collection. They contain special records, each with an underlying, user-defined criteria. When attributes of source data records satisfy the criteria (or conditions) associated to the taxonomy value, a taxonomy tag is applied to the record on the target data collection. Records can be tagged with multiple auto-classified values or untagged with a taxonomy value when the condition is no longer satisfied.

Create a new Taxonomy Value​

  1. From the main navigation, navigate to CLASSIFICATION or TAXONOMIES
  2. In the dashboard, select a taxonomy collection from the left nav.
  3. Create a new taxonomy record by selecting the “Create Record” icon from the ribbon

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  1. Enter a rule name, description mark the rule as active, and submit the record. This will create the taxonomy record to which we can now add criteria to.
    1. The rule name is used as the target for the target collection

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  1. Once the criteria is defined, click SUBMIT to save the record.

Set Up Logical Criteria To Map Taxonomy Values To Source Data​

  1. Right click on the newly created taxonomy record and select EDIT RULE CRITERIA.
  2. In the new modal, drag and drop criteria from the left onto the canvas (middle) in order to build the taxonomy rule.

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  1. For each field added to the canvas, select the field and then define which field in the target collection it maps to.

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Apply Taxonomy To Source Data Collection​

When the taxonomy is applied, any records matching the taxonomy record criteria are automatically tagged with the taxonomy (rule) name. To apply the taxonomy:

  1. Select the APPLY TAXONOMY button from the ribbon to apply the taxonomy to the source (this step is not required in a production environment)

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  1. In the modal, select CONFIRM.
  2. The Apply Taxonomy task will run in the background and generate a completion notice.
  3. Once complete, navigate to the source collection to view the applied taxonomy values.

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