Product-Level Categorisation

How It Works

• Extraction: Product Line Items are extracted from the receipt or invoice.
• Analysis: The individual line item description is analysed using Taggun Machine Learning algorithms.
• Categorisation: A category is assigned to the line item (from a finite list of categories).

Set-Up Process

1. Contact Taggun

Reach out to [email protected] to enable this feature for your account.

2. Define your categories

Define your categories in a CSV file with the template provided.

Downloadable CSV Template:

categories-example.csv

CSV Template Structure:

• categoryName: The category identifier returned in API responses
• description: (optional) Clear natural language explanation of what belongs in this category.
  • This helps with specification and handling ambiguity.
  • Only use descriptionwhen necessary as it may increase response time.

3. Upload Your Categories

• Upload your categories using the API Endpoint: Upload Categories
• Review your current category mappings via the API Endpoint: Export Categories

4. Make an API call

Make an API call to one of Taggun's Verbose Data Extraction API Endpoints

• Upload File (verbose)
• Encoded File (verbose)
• URL (verbose)

Access the assigned category in the response in: entities.productLineItems[x].data.category.data

No other changes are required. This feature automatically returns data once it's enabled by Taggun.

Example

Image

Response

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Access Path

Access the category for each line item via the path entities.productLineItems[x].data.category.data

wherex represents the index of a specific product line item within the productLineItems array

A snippet from the JSON Payload:

{
  "productLineItems": [
    {
      "data": {
        "category": {
          "data": "medication"
        }
      }
    },
    {
      "data": {
        "category": {
          "data": "toiletries"
        }
      }
    }
  ]
}

Use Cases

• Shopping basket insights
• Detailed expense reports for business trips
• Personal budget tracking by product category
• Inventory management for small businesses

Considerations

• Categorising unique or custom products may be challenging with the default categories.
• Vague item descriptions could lead to broader, less specific categories or lower confidence.

Best Practices

• Combine with Merchant-Level Categorisation for comprehensive expense tracking.
• Consider reaching out to Taggun for customisation if the standard categories don't fully meet your needs.

Customisation

The transaction categorisation feature is powerful, but it may need fine-tuning to be truly effective for your unique setup. If you are getting unreliable results, edit the description for the individual categories, or reach out to us at [email protected] for further support.