Business Hierarchy

Overview

You organize your offers into a business hierarchy — a two-level structure of categories (top-level groupings) and sub-categories (nested beneath them). This hierarchy provides logical organization, drives custom field schemas, and enables category-level rules and reporting.

Categories

A category represents a top-level business domain or product line (e.g., “Credit Cards”, “Personal Loans”, “Insurance Products”).

Field Reference

Field	Type	Required	Default	Description
`name`	string	Yes	—	Display name of the category (1–255 chars)
`description`	string	No	`""`	Optional description
`icon`	string	No	`""`	Icon identifier for the UI
`color`	string	No	`"blue"`	Color preset for visual distinction
`status`	enum	No	`"active"`	Lifecycle status: `draft`, `active`, `paused`, `archived`
`ordinal`	integer	No	`0`	Display order position (min 0)
`customFields`	array	No	`[]`	Schema definition for fields on offers in this category (up to 500 items)

Custom Fields

Categories define a custom field schema that applies to all offers within the category. Each custom field has:

Property	Type	Description
`name`	string	Field identifier (used as key in offer data)
`label`	string	Display label in the UI
`type`	enum	Field type
`required`	boolean	Whether the field must be filled
`options`	string[]	Choices for `select` type fields
`formula`	string	Formula expression for `computed` type fields
`outputType`	enum	Output data type for `computed` fields: `number` or `text`

Custom Field Types

Type	Description	Example
`text`	Free-text string	Product description, internal notes
`number`	Integer value	Points multiplier, term length
`select`	Single choice from options	Risk tier, product variant
`boolean`	True/false toggle	Pre-approved flag, promotional
`date`	Date value	Effective date, review date
`computed`	Formula-evaluated at decision time	Personalized rate, dynamic discount

Computed fields are the foundation of dynamic computed values. They let you define formulas like base_rate * (1 - customer.loyalty_score * 0.01) that are evaluated per customer at decision time.

Computed Field Formulas

Computed fields use the formula engine with three variable namespaces:

Namespace	Source	Example
(bare name)	Other custom field values on the offer	`base_rate`, `annual_fee`
`customer.*`	Enriched data from schema tables	`customer.loan_amount`, `customer.credit_score`
`attributes.*`	Request-time attributes from the Recommend API	`attributes.tier`, `attributes.channel`

Formula Examples

1. Personalized interest rate — discount based on loyalty score:

Name: personalized_rate
Formula: base_rate * (1 - customer.loyalty_score * 0.01)
Output Type: number

If base_rate is 12.5 and customer.loyalty_score is 80, the result is 12.5 * (1 - 0.8) = 2.5. 2. Dynamic credit limit — capped at 3x income with a floor:

Name: credit_limit
Formula: max(min(customer.annual_income * 3, 50000), 5000)
Output Type: number

Uses the min and max functions to ensure the limit stays between 5,000 and 50,000. 3. Tiered welcome bonus — conditional on customer tier:

Name: welcome_bonus
Formula: customer.credit_score >= 750 ? 500 : customer.credit_score >= 650 ? 250 : 100
Output Type: number

Uses nested ternary expressions: customers with excellent credit get 500, good credit get 250, and everyone else gets 100. 4. Formatted offer label — concatenated string:

Name: offer_label
Formula: concat(attributes.channel, " - ", coalesce(customer.preferred_name, "Customer"))
Output Type: text

Uses concat to build a string and coalesce to fall back if the preferred name is null.

See the Formula Reference for the complete list of supported operators and functions (min, max, round, abs, coalesce, concat, ternary). In the Composable Pipeline, the Compute node also evaluates these formulas.

Computed Field Validation

When you create or update a category with computed fields, KaireonAI validates:

Formula is present — a computed field must have a non-empty formula string.
Output type is valid — outputType must be "number" or "text".
Syntax check — click Validate in the UI to parse the formula and catch syntax errors before saving.

Sub-Categories

Sub-categories provide a second level of grouping beneath a category (e.g., “Premium Cards” and “Travel Cards” under “Credit Cards”).

Sub-Category Fields

Field	Type	Description
`name`	string	Display name
`description`	string	Optional description
`categoryId`	string	Parent category ID
`ordinal`	number	Display order within the parent category

With your hierarchy in place, you can create offers within it. Before doing so, understand how deletions cascade through the hierarchy.

Cascade Behavior

Deleting a category will cascade-delete all its sub-categories. However, offers are unlinked (their categoryId and subCategoryId are set to null) rather than deleted, preserving historical data and interaction history.

Deleting a sub-category unlinks its offers in the same way — offers are preserved but lose their sub-category association. Here is a summary of what happens at each level:

Action	Sub-Categories	Offers	Creatives	Decision Traces
Delete a Category	Cascade-deleted	Unlinked (`categoryId` set to null)	Unaffected (linked to offers, not categories)	Preserved with original category ID
Delete a Sub-Category	N/A	Unlinked (`subCategoryId` set to null)	Unaffected	Preserved with original sub-category ID

Because offers are unlinked rather than deleted, you will not lose any historical decision traces, outcomes, or experiment data when reorganizing your hierarchy.

Creating a Category

Navigate to Business Hierarchy

Go to Studio > Business Hierarchy in the sidebar.

Click Create Category

Click the + New Category button.

Fill in category details

Enter the name, description, icon, and color.

Define custom fields

Add custom fields that will apply to all offers in this category. For each field, specify the name, label, type, and whether it is required.

Add computed fields (optional)

For computed fields, enter the formula expression and select the output type (number or text). Click Validate to check the formula syntax before saving.

Save

Save the category. It is immediately available for creating offers and sub-categories.

Creating a Sub-Category

Select parent category

In the Business Hierarchy view, click on the category you want to add a sub-category to.

Click Add Sub-Category

Click the + Sub-Category button within the category detail panel.

Fill in details

Enter the sub-category name and optional description.

Save

Save the sub-category. It appears nested under its parent category.

API Reference

Create a Category

POST /api/v1/categories
Content-Type: application/json

Request body:

{
  "name": "Personal Loans",
  "description": "Personal lending products",
  "icon": "banknotes",
  "color": "blue",
  "status": "active",
  "ordinal": 2,
  "customFields": [
    { "name": "base_rate", "label": "Base APR", "type": "number", "required": true },
    { "name": "term_months", "label": "Term (Months)", "type": "number", "required": true },
    { "name": "min_credit_score", "label": "Min Credit Score", "type": "number", "required": false },
    {
      "name": "personalized_rate",
      "label": "Personalized Rate",
      "type": "computed",
      "formula": "base_rate * (1 - customer.loyalty_score * 0.01)",
      "outputType": "number"
    },
    {
      "name": "credit_limit",
      "label": "Dynamic Credit Limit",
      "type": "computed",
      "formula": "max(min(customer.annual_income * 3, 50000), 5000)",
      "outputType": "number"
    }
  ]
}

Response (201 Created):

{
  "id": "cat_personal_loans",
  "name": "Personal Loans",
  "description": "Personal lending products",
  "icon": "banknotes",
  "color": "blue",
  "status": "active",
  "ordinal": 2,
  "customFields": [ ... ],
  "createdAt": "2026-03-10T14:30:00Z",
  "updatedAt": "2026-03-10T14:30:00Z"
}

Create a Sub-Category

POST /api/v1/categories/:categoryId/sub-categories
Content-Type: application/json

{
  "name": "Debt Consolidation",
  "description": "Loans for consolidating existing debt",
  "ordinal": 1
}

GET /api/v1/categories

Returns all categories with their sub-categories and custom field schemas.

Delete a Category

DELETE /api/v1/categories/:id

This cascade-deletes all sub-categories and unlinks all offers. This action cannot be undone.

Next Steps

Offers

Create offers within your categories.

Computed Values

Full guide to dynamic computed values and formula syntax.

Formula Reference

Complete operator and function reference for the formula engine.

Composable Pipeline

Use the Compute node to evaluate formulas at decision time.

Get Started

Deploy & Operate

Runbooks

Data Platform

Decisioning Studio

Execute & Optimize

Intelligence

Platform & Security

Integrations

Reports

Release Notes

Business Hierarchy

Overview

Categories

Field Reference

Custom Fields

Custom Field Types

Computed Field Formulas

Formula Examples

Computed Field Validation

Sub-Categories

Sub-Category Fields

Cascade Behavior

Creating a Category

Creating a Sub-Category

API Reference

Create a Category

Create a Sub-Category

Delete a Category

Next Steps

Offers

Computed Values

Formula Reference

Composable Pipeline

Get Started

Deploy & Operate

Runbooks

Data Platform

Decisioning Studio

Execute & Optimize

Intelligence

Platform & Security

Integrations

Reports

Release Notes

​Overview

​Categories

​Field Reference

​Custom Fields

​Custom Field Types

​Computed Field Formulas

​Formula Examples

​Computed Field Validation

​Sub-Categories

​Sub-Category Fields

​Cascade Behavior

​Creating a Category

​Creating a Sub-Category

​API Reference

​Create a Category

​Create a Sub-Category

​List Categories

​Delete a Category

​Next Steps

Offers

Computed Values

Formula Reference

Composable Pipeline

Overview

Categories

Field Reference

Custom Fields

Custom Field Types

Computed Field Formulas

Formula Examples

Computed Field Validation

Sub-Categories

Sub-Category Fields

Cascade Behavior

Creating a Category

Creating a Sub-Category

API Reference

Create a Category

Create a Sub-Category

List Categories

Delete a Category

Next Steps