map your matter and practice taxonomy once, then reuse FOLIO tags across every tool you buy.
map
FOLIO Mapper
INPUT: your homemade tags. OUTPUT: standard FOLIO tags that every tool understands.
Keep your taxonomy, and gain a standardized one. Mapper splits homemade tags into the underlying FOLIO concepts. Agency investigation and/or enforcement becomes Regulator + Regulatory Service + Regulatory Investigation + Regulatory Enforcement.
FOLIO Mapper turns a firm's homemade tags into standard FOLIO concepts: Broker-Dealer Law maps to three concepts on three branches.
One firm practice-area tag, Broker-Dealer Law, maps to three standard FOLIO concepts.
- 1 Load the Banking & Finance exemplar.
- 2 Mapper reads 16 homemade practice tags in five groups.
- 3 No LLM or API key needed.
- 1 Mapper ranks FOLIO candidates for each tag.
- 2 Widen the list and check Financial Industry Regulatory Authority.
- 3 Broker-Dealer Law now holds three selections.
- 1 The Mappings view draws each tag's links.
- 2 Broker-Dealer Law maps to three FOLIO branches: Actor / Player, Area of Law, and Governmental Body.
- 3 Concept details show the definition and synonyms.
- 1 Expand the entity graph to full screen.
- 2 Broker-Dealer sits among 16 related FOLIO concepts.
- 3 Dashed lines mark see-also links across branches.
Try it
What it needs and where your data goes
- API key
- Matching runs without a key.
- Processing
- LLM-assisted mapping takes your own key, or a local model in the desktop app.
- Confidential data
- Download the desktop app (Windows and macOS) to keep your taxonomy on your machine.
- License
- MIT license.
Build with it
Export mappings in 8 formats, call the API, or self-host the web app.
How each role uses it
map a customer's taxonomy to FOLIO during onboarding.