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Customer Support — Case Reason & Resolution Code Taxonomy

Support KPIs and AI triage need a stable taxonomy of reasons and resolutions with aliases for free-text mapping.

Why this is needed

  • Free-text reasons destroy defect analytics.
  • AI triage needs approved target codes.
  • CRM and quality teams must share one list.

Proposed entities in EntiHub

Governance settings

Setting Recommended value Why
approvalRequired true Taxonomy changes affect quality KPIs.
historyEnabled true History of code renames.
allowSameAuthorApproval false Maker/checker separation for sensitive changes.
deletedRetentionDays 90 (or higher) Soft-delete retention for auditability.

Entity definition (YAML sketch)

name: case_reason
displayName: Case reason
domain: Support
description: Case reason
version: "1.0.0"
approvalRequired: true
historyEnabled: true
deletedRetentionDays: 90
displayRefColumn: reason_code
uniqueConstraints:
  - name: uq_case_reason_reason_code
    columns: [reason_code]
aliases:
  enabled: true
similarity:
  enabled: true
  topN: 5
  minScore: 0.35
  columns:
    - name: name
      weight: 1.0
      matchMode: fuzzy
columns:
  - name: reason_code
    dataType: string
    nullable: false
    maxLength: 32
  - name: name
    dataType: string
    nullable: false
    maxLength: 128
  - name: category
    dataType: string
    nullable: false
    maxLength: 64
  - name: status
    dataType: string
    nullable: false
    maxLength: 16

YAML sketches

Sketches highlight the important fields and governance flags. Trim or extend columns to match your domain. See Setup Entity for the full YAML reference.

Sample data

reason_code name category status
SHIP-DELAY Shipping delay Logistics active
BILL-ERR Billing error Finance active

Benefits for the company

  • Stable support KPIs.
  • Better AI auto-classification.
  • Shared CRM taxonomy.