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Communications Mining User Guide

Last updated Mar 4, 2025

Defining taxonomy

To ensure the model returns the most relevant predictions, you must define your taxonomy correctly for each dataset. This is a critical step in the generative extraction process, because the learning and predictions of the model are based on the details you define beforehand.

First, define your taxonomy as follows:
  1. Log in to Communications Mining to land on the datasets page.
  2. Select New dataset to create a new dataset, and fill in the required fields. For more details, check Create a new dataset.
  3. Select Next.
  4. In the Define label step, select Add label.
  5. Define and structure the label correctly, and provide a clear description of what it should consist of.
    For example, you could add individual labels, without a structure, such as Label 1, Label 2, or you could create a hierarchy with the structure Parent label > Branch label > Child label. This label hierarchy represents the taxonomy for this particular dataset. For more details, check Label hierarchy.
  6. Select Create.
Note: To view or edit the taxonomy of a dataset, in the sidepanel of the Explore or Reports tabs, scroll down until you arrive to the Labels section.

Once you set up your taxonomy, determine the processes you want to automate.

Next, identify the specific data points or fields that must be extracted from the documents.

Finally, organize the data points into a coherent structure (i.e. extraction schema), which will guide the data extraction process. To build the extraction schema, set up the fields through the Train, Explore, or Settings tabs, and set up the field types.

For more details, check the following resources:

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