> ## Documentation Index
> Fetch the complete documentation index at: https://docs.plomo.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Taxonomy: Plomo's Deal-Specific Document Categories
> A taxonomy is the three-level category structure Plomo builds for each deal — it tells the AI how to classify every document you receive.
When you start a deal, Plomo reads your information request and builds a **taxonomy** — a three-level hierarchy of categories, subcategories, and individual request items that reflects exactly what you're asking the target company to provide. Every document you receive is then classified against this structure, so your team always knows where something lives and what's still missing.
## The three levels
The taxonomy has a strict three-level structure. Understanding each level will help you navigate the deal and interpret classifications correctly.
The top-level groupings — broad functional areas such as **Corporate Governance**, **Financial Overview**, or **Intellectual Property**. Think of these as the tabs in a traditional data room index.
Mid-level groupings within each category. For example, **Corporate Governance** might contain subcategories like *Shareholders*, *Governing Documents*, and *Affiliates*.
The individual documents or data points you expect to receive — for example, *Audited Financial Statements FY2023* or *List of Material Contracts*. These are the items that Coverage tracks.
## Example taxonomy
A typical sell-side due diligence taxonomy looks something like this:
| Category | Example Subcategories |
| ------------------------- | ------------------------------------------------ |
| **Corporate Governance** | Shareholders, Governing Documents, Affiliates |
| **Financial Overview** | Financial Statements, Receivables, Loans |
| **Commercial Contracts** | Customer Agreements, Supplier Agreements, Leases |
| **Human Resources** | Org Structure, Benefits, Employment Contracts |
| **Intellectual Property** | Owned IP, In-licensed, Out-licensed |
| **IT & Data Privacy** | Systems, GDPR, Data Processing |
| **Legal Disputes** | Judgments, Pending Proceedings |
Your actual taxonomy will vary based on the information request you upload and the nature of the deal.
## How Plomo builds your taxonomy
Plomo extracts the taxonomy automatically when you create a deal.
Paste in or upload the information request document you're sending to the target company. This is typically a structured list of documents and data points organised by functional area.
Plomo parses the information request and maps its structure into categories, subcategories, and individual request items. This usually completes within a few seconds.
The extracted taxonomy is shown to you before documents start flowing in. You can rename categories, merge or split subcategories, add missing items, or remove irrelevant ones.
If you don't have an information request ready, Plomo can start you off with a **standard sell-side due diligence template** that covers the most common functional areas. You can customise it at any time before or after documents arrive.
## Aliases: handling terminology differences
Targets don't always use the same vocabulary you do. A document labelled *Cap Table* should land in the same place as one labelled *Shareholder Register*. Plomo handles this with **aliases**.
For every category and subcategory, Plomo automatically generates a set of common synonyms and alternate phrasings. The AI classifier considers all aliases when it evaluates an incoming document, so terminology differences don't lead to misclassification.
For example:
| Taxonomy term | Auto-generated aliases |
| -------------------- | ------------------------------------------------------------ |
| Shareholders | Shareholding, Equity Holders, Cap Table, Ownership Structure |
| Financial Statements | Accounts, Financials, P\&L, Balance Sheet |
| Employment Contracts | Employment Agreements, Staff Contracts, Offer Letters |
You can view and edit aliases for any category or subcategory from the **Taxonomy** panel inside your deal.
## Editing the taxonomy after deal creation
The taxonomy is not locked once the deal is created. You can add, rename, or remove items at any time from the deal's **Taxonomy** panel.
Changes to the taxonomy apply to new classifications going forward — they do not automatically re-classify documents that have already been processed. If you make a structural change, use the **Re-classify** option on any affected documents to update their assignments.