To define the properties of a category evidence term:

1. Navigate to Administration > Content Intelligence > Taxonomies.

2. Navigate to the category whose rules you want to set.

3. Click the whistle icon in the Rules column.

4. To add a term, click the Add a new simple term link.

   To modify a term, click the icon next to it.

5. To use a word or phrase as evidence for the category, click the Keyword button and type the word or phrase in the text box.

6. To use a pattern as evidence for the category, click the Keyword button and type the token value in the text box. The token value is defined in the patterns.properties file on CIS host, for example $Phone or $CreditCard.

7. To include another category as evidence for this category, click the Category Link button and identify the category to use as evidence for this category.

   • To use evidence from the hierarchical tree of the taxonomy, select Parent or Child from the drop-down list. Do not define a circular configuration between parent and children categories.

   • To link to a selected category, regardless of its position in the taxonomy, select Category, then click the Select category link that appears to the right of the drop-down list and select the related category from the page that appears.

   Note

   You cannot link to category with a name that is not unique. If you define links to categories with a non-unique name, CIS ignore them during the processing.

8. For words or phrases, select Use Stemming to specify whether CIS server uses grammatical variations of the evidence term. This option is disabled if you selected Any language as the category language.

9. For a phrase, select Recognize words in any order to specify whether CIS server recognizes the phrase even if the words do not appear in the order you enter them.

10. Assign a confidence value for the evidence term.

    The confidence value indicates how certainly CIS server can infer the appropriateness of the category when the term appears in a document.

    The system assigns High confidence to the term by default. To specify a different value:

    1. Deselect the Have the system automatically assign the confidence (HIGH) for me option.

    2. To select a predefined confidence level, click System Defined Confidence Level and select a level from the list box.

    3. To set a custom confidence level, click Custom Confidence Level and enter a number from 0 through 100.

11. Click OK.