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Defining a taxonomy for machine learning topic detection

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Define the taxonomy that you want to use for topic detection. You can use an existing taxonomy, upload your own taxonomy file, or create a new taxonomy.

If you want to upload your own taxonomy, prepare a .csv, .xls, or .xlsx file that contains the taxonomy. For guidelines on creating a taxonomy, see Requirements and best practices for creating a taxonomy for rule-based classification analysis on Pega Community.
  1. In the Taxonomy selection wizard step, specify the model taxonomy by performing one of the following actions:

    Choices Actions
    Use an existing taxonomy
    1. Click Select taxonomy.

    2. From the drop-down list, select a taxonomy.

    Upload your own taxonomy
    1. Click Upload file.

    2. Click Choose file, and then select the taxonomy file.

    Create a new taxonomy
    1. Click Create.

    2. Define a topic hierarchy and corresponding keywords.

      For further instructions, see corresponding steps in Creating a taxonomy for keyword-based topic detection.
  2. Click Next.

Upload sample records to train the model and to test whether the model assigns the topics correctly. For more information, see Uploading data for training and testing of the topic detection model.

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