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Each industry has its own words and abbreviations. The Terminology screen lets an administrator define domains. A domain is a set of terms, with their synonyms, for one subject. RelayHub uses the domains when it searches your files for an answer. When RelayHub knows that “ARR” and “annual recurring revenue” are the same term, it finds the correct passages more often.
Only administrators can see and change the Terminology screen. To open it, open the Admin group in the sidebar and click Terminology.

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Domains and terms

A domain is a named set of terms for one subject. For example:
  • Sales: ARR, MRR, churn rate, pipeline, closed-won, ACV
  • Manufacturing: BOM, lead time, WIP, yield rate, changeover
  • Healthcare: EMR, PHI, HIPAA, ICD-10, prior auth
The list at the left side of the screen shows all domains. Type in the Search domains… box to find a domain. A domain with the System tag comes with RelayHub. You can change a system domain, but you cannot delete it. A domain with the Inactive tag is not in use. Click a domain to see its terms. RelayHub groups the terms by category: Metric, Document, Period, Entity, Concept and Process.

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Create a domain with AI

1

Open the Add Domain dialog

Click Add Domain at the top of the screen.
2

Type the subject

In the Create with AI section, type a subject, for example “Automotive”, “Agriculture” or “Energy”.
3

Click Generate

Click Generate. The AI writes the description, the detection patterns, the terms and the synonyms. When it is done, RelayHub saves the domain and shows it in the list.
4

Examine the result

Read the terms. Delete the terms that do not apply to your company. Change the descriptions to match how your company uses each term, and add the terms that are missing.
A specific subject gives better terms. “Finance” is too wide. “SaaS financial metrics for board reports” gives the AI enough information.

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Create a domain manually

1

Open the Add Domain dialog

Click Add Domain. Below or create manually, fill in the fields.
2

Fill in the domain fields

  • Name (lowercase, underscores): the identifier, for example real_estate.
  • Display Name: the name that people see, for example “Real Estate”.
  • Description: what the domain covers.
  • Color: the color of the domain in the list.
  • Detection Patterns (regex, one per line): the words that tell RelayHub that a text is about this subject.
3

Save the domain

Click Create Domain.

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Add a term

1

Open the Add Term dialog

Select a domain and click Add Term.
2

Fill in the term fields

  • Canonical Name: the identifier, for example total_sales.
  • Display Name: the name that people see, for example “Total Sales”.
  • Category: the type of term.
  • Description: what the term means in your company.
  • Priority (0-100): when more than one term matches, RelayHub prefers the term with the higher priority.
  • Synonyms (comma-separated): other words for the same term, for example “net sales, net revenue”.
3

Save the term

Click Create Term.
To add one more synonym to a term, click + Add Synonym below the term. Select Primary synonym (shown first) to show that synonym first.

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Change or delete a domain or a term

  • To change a domain or a term, click its edit icon, make the change and click Save Changes.
  • To delete a domain or a term, click its delete icon.
  • To remove one synonym, click the remove icon on the synonym.
RelayHub uses each change at once. If a change does not seem to apply, click Reload Cache at the top of the screen. This makes RelayHub read all domains again.

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Recommendations

  • Write clear descriptions. Do not only write “Annual Recurring Revenue” for “ARR”. Write how your company calculates it and what it includes.
  • Add common misspellings as synonyms. If your team often types an abbreviation in different ways, add each form as a synonym.
  • Make one domain for each subject. Separate domains for each department or subject are easier to manage than one large domain.
  • Keep the domains current. When your company starts a new product, metric or process, add its terms.