Your patent portfolio tells a clearer story when it is organized by the business divisions and technologies that matter to your company. ArcPrime's taxonomy feature lets you define a hierarchical structure of divisions and technologies, then automatically maps every patent in your portfolio to the right category.
📷 The Taxonomy tab under Patents > Strategy, showing the sunburst chart on the left with color-coded divisions and the patent list on the right
Key Capabilities
Division and technology hierarchy — Define top-level divisions (e.g., Cloud Services, Hardware) and nest specific technologies beneath each one (e.g., Networking, Storage, Compute).
AI-generated taxonomy — ArcPrime analyzes your portfolio and suggests a taxonomy structure based on the patents you already own. Review and adjust before saving.
Visual flow chart — A sunburst chart shows the relative size and filing status of each division and technology at a glance.
Filterable patent list — Select any node in the taxonomy to see the patents mapped to it, filtered by status, country, or filing date.
Foundation for analytics — Taxonomy powers the Portfolio dashboard, Claim Charts, Competitive Landscape, and Pruning analysis across ArcPrime.
How It Works
Open Patents > Strategy in the sidebar. The Taxonomy tab is the default view. On the left, a sunburst chart displays your divisions and technologies, color-coded by filing status: green for balanced, purple for underfiled, and red for overfiled. Select any node to filter the patent list on the right.
Summary cards at the top show Total Active Patents, Annual Spend, Total Active US Patents, and Total Active Sibling Families. These numbers update as you select different taxonomy nodes.
If you have not created a taxonomy yet, ArcPrime prompts you to build one manually or generate one with AI.
Common Use Cases
Use Case | How ArcPrime Helps |
Portfolio gap analysis | See which technology areas are underfiled relative to market opportunity |
Budget allocation | Identify which divisions carry the highest annual spend |
Strategic planning | Understand the distribution of patents across business units |
Competitive benchmarking | Compare your taxonomy-based portfolio against competitors in the Watch List |
Getting Started
To build your first taxonomy, see How to Create a Taxonomy. If you prefer to let ArcPrime do the work, see How to Generate a Taxonomy with AI.
Related Articles
How to Create a Taxonomy — Step-by-step instructions for building a taxonomy manually
How to Edit Your Taxonomy — Add, rename, or reorganize divisions and technologies
Portfolio Dashboard Overview — Understand portfolio health scores and trends powered by your taxonomy
How to Configure Taxonomy Settings — Adjust taxonomy preferences from the Settings page