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A taxonomy is the deal’s category tree. It connects the structure of your information request to document classification and the Coverage Map. Categories can contain nested categories and individual request items. A typical structure has broad categories, subcategories, and requests, but it is not limited to exactly three levels.

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Create the taxonomy

During deal setup, leave the standard request-list template selected or upload a custom information request. Plomo extracts its categories and request items. Custom extraction runs in the background, and the workspace shows when the taxonomy is still being built or needs attention. Review the resulting structure in Sources and the requests in Coverage Map. Use a clearly structured request list to make the intended categories and requests easier to preserve.

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Categories and aliases

Classification uses category names, descriptions, and aliases where available. Aliases describe alternative terminology, such as “accounts” and “financial statements”; they help interpret a document but do not guarantee a correct match. A document’s category answers “where does this source belong?” A coverage link answers “which request does this source support?” One document may support several requests, and assigning it to a category does not clear those requests.

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Refine the structure

Use the folder and category actions available in Sources to organize the deal. Users with editing access can create and manage categories and move documents. Review affected source assignments and coverage links after structural changes. There is no separate Taxonomy settings tab in the current dashboard. For a broader change to the request list or extraction that cannot be made through the available controls, contact support. See classification and coverage for how the taxonomy is used.