Kodexa
Knowledge

What your workflow knows.

A knowledge set is a container of related things the workflow can reference. Each item inside is one piece: a taxonomy entry, a prompt, an example, a lookup row. The types are yours to define.

Your types Taxonomies Prompts Examples Lookups FAQs Rules + define your own

US Invoice taxonomy

Type · Taxonomy

124 entries · org-scoped · v3

vendor.namestr
invoice.numberstr
line_item.amountmoney
tax.codeenum

Approved vendors

Type · Lookup

4,820 rows · project-scoped · live

ACME LtdUS · paid
Globex CorpDE · hold
InitechGB · paid
Knowledge features

Features bring the right knowledge to the right content.

Content picks up features as it moves through the workflow: "US invoice", "vendor: ACME", "high value". Each knowledge set has an expression saying when it applies. When the expression matches, the set's items attach to the content object.

US Invoice taxonomy 124
type == "invoice"
AND country == "US"
Matched
ACME vendor profile 37
vendor == "ACME"
Matched
EU GDPR rules 58
country IN ("DE", "FR", "IT")
Not matched
High-value review 12
amount > 10_000
Not matched
Content object

INV-2026-04812

type: invoice country: US vendor: ACME amount: $5,432
EXPRESSIONSAND / OR / NOT, over feature names

Set an expression on a knowledge set in the UI or via API. The evaluator walks the tree against the content object's current features and decides whether the set applies.

FEATURESContent-addressable, shared

A feature is a typed fact about a content object: same value, same feature, every time. They accumulate as the workflow learns more about the content.

Knowledge at runtime

Before every step, the right knowledge is there.

When an activity plan runs, an assessment evaluates the content object's current features against every knowledge set. Matching items get attached so the step can see them. As steps finish, new features may emerge, and the next assessment picks up new knowledge.

01PARSE

Parse PDF

FEATURES ON CONTENT
none yet
KNOWLEDGE ATTACHED nothing matched
02CLASSIFY

Classify

FEATURES ON CONTENT
type: invoice
KNOWLEDGE ATTACHED + US Invoice taxonomy (124)
03EXTRACT

Extract attributes

FEATURES ON CONTENT
type: invoice vendor: ACME country: US
KNOWLEDGE ATTACHED + ACME vendor profile (37)
04REVIEW

Risk review

FEATURES ON CONTENT
type: invoice vendor: ACME country: US amount: $52k
KNOWLEDGE ATTACHED + High-value review prompts (12)

LOOPThe loop closes itself

A script step can set_feature() on the content object. The next assessment picks it up, more knowledge sets match, and the step after sees the richer context. Knowledge responds to what the workflow learns.

step + new feature assess + new knowledge next step

AUDITSnapshots, not surprises

Every knowledge set is versioned. The audit trail records which snapshot a content object actually saw, and when. When the knowledge evolves, old applications are superseded, never silently overwritten.

Content object
the work
Activity plan
the doing
Knowledge
the knowing