Data Discovery & Risk Insights 25.3.0 Help Center

# Term lists

Term lists are lists of terms or phrases that you can use to search and filter for documents. You can also define search queries using valid Elasticsearch syntax.

You can define terms by typing the list of terms into the wizard, or by uploading a TXT or CSV file containing the list of terms. Each defined term or phrase can have a maximum of 100 characters, including spaces. TXT or CSV files to be uploaded can have a maximum file size of 1MB. Term lists, whether typed directly into the wizard or uploaded, are limited to a maximum of 1000 terms.

When creating term lists, consider how you will use the term list. If you create a tag based on the term list, the terms are treated as queries. If you create a grammar using the term list, the terms are treated as keywords. For this reason, create term lists intended for grammar usage with individual terms instead of phrases.

IMPORTANT: To upload a CSV file, you must have Microsoft Excel installed on the machine on which you are accessing OpenText Core Data Discovery & Risk Insights.

Term lists can be deleted at any time. If you delete a term list, items already processed are not affected.

To create a new term list

1. From the primary navigation panel, click Tags > Term Lists.

   The Term Lists page opens.

1. Click NEW TERM LIST.

   The New Term List dialog opens.

2. Complete the following basic options for the new term list.

   Option | Description
   --- | ---
   Term list name | Type a unique name for the new term list. Limits: Maximum 50 characters.
   Description | Type a meaningful description for the new term list. Limits: Maximum 250 characters.

3. Add terms using one or both of the following methods.

   - Enter a list of terms (maximum 50 characters each) separated by commas or each term on a new line and then click ADD.

     Basic Boolean operators (AND, NOT) are supported. For example, "private AND meeting".

   - Drag and drop the desired term list files into the upload field, or click in the upload field to browse to and select the desired files. Files must be either TXT or CSV files and a maximum file size of 1MB..

     The selected files display beneath the upload field.

     TIP: Click the remove icon () by a file name to remove an individual file from the upload; click Clear All to remove all files.

     When you have selected all of the desired files, click Upload All.

   The defined or extracted terms display .

4. If desired, select a term from the list and click EDIT or DELETE to either modify the term or to remove it from the list.

5. When completed, click OK.

   The term list is created.

To edit a term list

1. On the Term Lists page, click the name of the term list you want to edit.

   TIP: You can also click or hover over the row for the term list and then click the edit icon ().

   The Edit Term List dialog opens.

2. Make the necessary changes and click FINISH when done.

   The term list is updated.

To delete an unused term list

1. On the Term Lists page, click or hover over the row for the desired term list.

   Additional icons display in the right column.

2. Click the delete icon () associated with the desired term list.

3. In the confirmation dialog, click YES to confirm the delete action.

   The term list is deleted.

NOTE: Term Lists can be accessed under Tags or Grammars in the navigation panel. The term lists available under each are identical. Your access to each is determined by the permission you have to tags and grammars.

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Version 25.3.0 | Last updated August 2025
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