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.