Multilevel Categorization 

Use

You can use this function to set up multilevel categorization for different applications.

Multilevel categorization enables you to custom design categorization and to integrate the functions of auto suggest and content analysis in your applications.

Prerequisites

You have made the appropriate settings in Customizing for Customer Relationship Management under CRM Cross-Application Components → Multilevel Categorization.

Features

●      Creation of categorization schemas

You set up multilevel categorization in the category modeler. In the category modeler, you define categorization schemas and categories within a schema.

For more details about using the category modeler, see business user documentation Categorization Schemas and Categories.

●      Hierarchy or attribute categorization

Depending on the business scenario, you can structure the categories in a schema strictly hierarchically, or in the form of value combinations.

For more information, see Forms of Categorization.

●      Content analysis

Textual contents are assessed and automatic category suggestions are made using content queries for content analysis.

For more information, see Content Analysis.

●      Auto suggest of objects

By assigning business objects to categories, you can integrate different additional functions in your applications. These additional functions may include: automatic display of solution suggestions, automatically completing service orders using assigned service order templates in the Interaction Center (IC) WebClient, and using specific e-mail standard responses in the e-mail editor of the IC WebClient.

For more information, see Auto Suggest.

●      Versioning

You can use a combination of the various schema statuses with the chronological validity of a schema to version your categorization schemas.

You can use versioning to ensure that historical documents are preserved. From the time stamp of a document (created on), you can determine the categorization schema on which the document was based.

The option of chronological limitation of a schema is advantageous in the public sector, for example. If the law changes on a certain date, the validity of a schema has to be adapted if necessary to the validity of certain legislation.

●      Schema-specific field labels

●      You can use a categorization schema to define the field labels for category fields in an application that accesses that categorization schema.

●      Authorization concept

You can use authorization object CRM_CATEGO in the user maintenance section of the SAP menu to set up authorizations for the category modeler.

If you assign the display authorization appropriately, you can use the authorization concept to also configure the layout of the category modeler to be user-dependent.

For more information, see Authorizations for the Category Modeler.

●      Combination and import of categorization schemas

You can combine the categories and object links of two schemas. An import function supports cross-client and cross-system schema transports.

For more information, see Combining Categorization Schemas and Importing Categorization Schemas.

●      Multilevel categorization is available in varying scopes for the following applications:

○       Service orders

○       Service order templates

○       Confirmations

○       Complaints

○       In-house repair orders

○       Case management

For more information, see Multilevel Categorization in CRM Case Management.

○       Interaction record

For more information, see Specifics for Interaction Center: Service.