Classify Every Record with a Unified Taxonomy
Automatically tag incoming financial data with asset class, geography, regulatory status, and client labels — consistently across every source. No spreadsheets. No manual classification.
Incoming Records
FyleHub Labeling
Classify · Tag · Filter · Route
Unclassified Data vs. Labeled Data
Without consistent labeling, every downstream system inherits the chaos of mismatched classifications.
Unclassified Data
- ✗No consistent taxonomy across sources — every custodian uses different codes
- ✗Manual classification in spreadsheets, repeated every morning
- ✗Different teams label data differently, creating conflicting views
- ✗Impossible to filter or route data by category reliably
FyleHub Labeling
- Unified taxonomy across all sources — one label per concept, regardless of origin
- Automatic classification rules applied to every record on ingestion
- Consistent labeling regardless of origin — every team sees the same data
- Instant filtering and routing by any label dimension via API or UI
Classify, Tag, and Filter Every Record
Build Your Hierarchical Taxonomy
Define your classification tree with unlimited depth — asset classes, sub-classes, sectors, geographies, and any custom dimension your firm requires. FyleHub maps every incoming record to the correct node in your hierarchy, regardless of how the source labels it.
- Unlimited nesting depth for any category
- Record counts per taxonomy node for visibility
- Version-controlled taxonomy changes with full audit trail
Taxonomy Tree
Auto-Tagging Rules
If CUSIP starts with 9
Geography: International
If maturity < 1yr
Duration: Short
If issuer in SEC 13F list
Regulatory: 13F Required
If notional > $10M
Risk Rating: High
If sector = Technology
Sector: Tech
4 of 5 rules active — 98.2% classification rate
Define Auto-Tagging Rules
Create classification rules using any field in your data — CUSIP patterns, maturity dates, issuer lists, notional thresholds, and more. Rules are evaluated on every incoming record and labels are applied instantly. Toggle rules on and off without disrupting your pipeline.
- Rule-based classification using any data field
- Toggle rules on/off without pipeline disruption
- Real-time classification rate monitoring
Browse and Filter Labeled Data
Once labeled, every record is instantly filterable by any label dimension. Search by asset class, geography, regulatory status, or client — and get exactly the slice of data you need. Route labeled data to downstream systems based on any combination of tags.
- Multi-dimensional filtering across all label types
- Route data to systems based on label combinations
- Full REST API for programmatic label queries
Labeled Data Browser
Showing 4 of 3,891 filtered records
Every Dimension Your Taxonomy Requires
FyleHub supports every standard label category used in institutional finance — plus unlimited custom dimensions specific to your firm.
| Spec | Detail |
|---|---|
| Total Taxonomies | 50+ pre-built, unlimited custom |
| Auto-Classification Accuracy | 98% out of the box, 99%+ tuned |
| Custom Label Support | Unlimited dimensions and hierarchies |
| API Access | Full REST API for query and export |
| Taxonomy Versioning | Full audit trail, rollback support |
| Retroactive Relabeling | On-demand, bulk apply to history |
“Before FyleHub, we had three people whose primary job was translating custodian asset class codes into our internal taxonomy every morning. That entire function is now automated. Those same people work on analysis, not spreadsheets.”
— Director of Data Operations, $28B Multi-Family Office
Consistent Taxonomy Across All Sources
Redeployed from Manual Classification
Manual Relabeling After Go-Live
Frequently Asked Questions
QWhat is financial data labeling?
Financial data labeling is the process of applying consistent classification tags — such as asset class, geography, sector, and regulatory status — to every incoming data record. FyleHub automates this with rule-based and lookup-driven classification across all custodian and vendor sources, eliminating manual spreadsheet tagging.
QHow accurate is FyleHub's auto-classification?
FyleHub achieves 98% auto-classification accuracy across standard taxonomy dimensions. Records that fall outside known rules are flagged for manual review and used to refine classification rules over time. Most clients reach 99%+ accuracy within 60 days of go-live.
QCan we define custom label taxonomies?
Yes. FyleHub supports unlimited custom label taxonomies beyond standard financial classifications. You can define any hierarchical taxonomy — client tiers, strategy codes, internal risk ratings, liquidity buckets — and have them applied automatically to every incoming record via the rule builder.
QHow does labeling work across multiple custodians?
FyleHub normalizes data from every custodian into a single canonical format before labeling rules are applied. This means a single set of classification rules works across all sources — three custodians calling the same asset class three different things all receive the same label in your downstream systems.
QCan labels be accessed programmatically?
Yes. Every labeled record is accessible via FyleHub's REST API. You can query by any label dimension — asset class, geography, regulatory status — and receive filtered, labeled data in JSON or CSV format. The API supports both real-time lookups and bulk exports.
Stop Classifying Data Manually. Start Labeling Automatically.
Book a 30-minute demo and see FyleHub apply your taxonomy across every source.
No commitment required · Setup in 2-4 weeks