Taxonomy
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Taxonomy is one of the core foundations of Birdie.
It is how each client structures their own classification system inside the platform.
The Taxonomy section in Settings centralizes everything related to creating, organizing, and managing taxonomy records.
Use this section to:
manage the full taxonomy catalog
create new taxonomy items
keep naming organized
group records into collections
Birdie supports five taxonomy types:
Areas
Opportunities
Segments
Reasons
Criteria
Each taxonomy type has its own subpage.
On each subpage, the main tab shows a list of taxonomy records.
Each row includes:
Taxonomy ID, such as [OP-164]
Taxonomy name, such as Late fee charges due to payment errors in app
Each page also includes a button to create a new item for that taxonomy type, such as New opp or the equivalent action.
Most taxonomy subpages also include a second tab for Collections.
This tab groups taxonomy items by their respective collection, such as Opportunity collections, Segment collections, or Criteria collections.
Use the Collections tab to:
keep related taxonomy together
mirror your team, product, or workflow structure
reduce duplication
make navigation easier
Reasons do not use collections.
Reasons are grouped inside Areas, because they belong to the FI hierarchy rather than an independent collection structure.
Define naming conventions before scaling the taxonomy.
Reuse existing items when possible.
Use collections to reflect how your business is organized.
Review the catalog regularly to avoid duplicates and outdated entries.
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