#3669 Business Knowledge Graph
#3669 Business Knowledge Graph
#3669 List and describe a recommended set of node types in a knowledge graph of a business
Provide a step-by-step guide for building a business knowledge graph for small businesses and large
Below is a practical, end-to-end playbook for building a business knowledge graph (KG). It’s split into two tracks—Small Business (SB) and Large/Enterprise (ENT)—with shared steps and scale-specific guidance, so you can start lean and grow without rework.
0) Outcomes first (define why the KG exists)
Pick 3–5 priority use cases. Examples:
-
Revenue: unify customers → deals → invoices → churn signals
-
Operations: supplier → parts → equipment → downtime root-cause
-
Employee Experience: onboarding touchpoints → IT tickets → sentiment
-
Compliance: policies → processes → systems → evidence docs
For each use case, write a 1-sentence value statement + 3 KPIs (e.g., “reduce onboarding wait time by 30%”, “cut time-to-answer from 2h to 10m”).
SB: 1–2 use cases, aim for a useful demo in 2 weeks.
ENT: 3–5 use cases, each owned by a business sponsor.
1) Choose a minimal, scalable tech stack
-
Graph DB: Neo4j (developer-friendly, mature tooling).
-
Embeddings: SentenceTransformers or Ollama for local; can swap later.
-
Pipelines: Python for ETL/upserts; Watchdog for file watching.
-
Search: Neo4j native vector index (or pgvector if you co-store in SQL).
-
Optional UI: Neo4j Bloom, GraphApp (GraphQL), or a small FastAPI + React.
SB: Single Neo4j instance + Python scripts.
ENT: Neo4j AuraDS / Enterprise cluster, SSO, secrets manager, CI/CD, lineage.
2) Canonical model (start small, extend safely)
Core node labels (minimum viable):
-
Company, Department, Team, Employee
-
Customer, Supplier, Product, Service, Project, Process, Policy
-
Document, Doc_Chunk
(text chunks withembedding
) -
(Optional early)
Touchpoint, ExperienceEvent, DigitalTool, ITIncident, Skill
Core relationships (verbs):
-
(:Employee)-[:MEMBER_OF]->(:Team)
-
(:Team)-[:PART_OF]->(:Department)
-
(:Department)-[:PART_OF]->(:Company)
-
(:Customer)-[:PURCHASED]->(:Product|:Service)
-
(:Supplier)-[:PROVIDES]->(:Product|:Service)
-
(:Department)-[:OWNS]->(:Process)
-
(:Process)-[:USES]->(:DigitalTool)
-
(:Policy)-[:GOVERS]->(:Process)
-
(:Entity)-[:HAS_DOCUMENT]->(:Document)-[:HAS_CHUNK]->(:Doc_Chunk)
Key properties:
-
Every entity gets a stable unique key (e.g.,
id
,employee_id
,sku
,name
if unique). -
Timestamps:
created_ts
,updated_ts
(UTC). -
Text chunks:
chunk_id, ord, text, sha256, embedding:[…]
.
3) Initialize the graph (constraints + indexes)
4) Stand up ingestion (structured + unstructured)
You already have two solid building blocks (from our prior steps):
-
ingest_kg.py
– upserts entities and attaches documents → chunks → embeddings →Doc_Chunk
. -
autolink.py
– finds where new info fits via vector neighbors + name mentions and addsRELATED_TO
,MENTIONS
,ABOUT
.
SB workflow (manual-first, then semi-auto):
-
Export CSVs from CRM/ERP/HRIS → Python loader writes
Company/Customer/Product
etc. -
Put PDFs/Docs in a watched folder;
ingest_kg.py watch
attaches them automatically. -
Run
autolink.py
after each batch to stitch new facts to existing nodes.
ENT workflow (pipeline-first):
-
Set up nightly ELT (dbt/Airflow) to curated tables; Python readers upsert via MERGE.
-
Connect DMS/CDC streams for near-real-time deltas (e.g., Kafka → Python consumer).
-
Scan DMS events and call
autolink.py
on affected entities.
5) Map data sources to the model (quick catalog)
Source | Entities | Relationships |
---|---|---|
CRM (e.g., customers, deals) | Customer, Company, Product | Customer-PURCHASED->Product , Customer-PART_OF->Company |
ERP/Inventory | Product, Supplier | Supplier-PROVIDES->Product |
HRIS | Employee, Department, Team, Policy | Employee-MEMBER_OF->Team , Team-PART_OF->Department , Policy-GOVERS->Process |
ITSM/DEX | DigitalTool, ITIncident | Process-USES->DigitalTool , ExperienceEvent-AT_TOUCHPOINT->Touchpoint |
Docs (contracts, SOPs) | Document, Doc_Chunk | Entity-HAS_DOCUMENT->Document |
Start with 1 table + 1 folder and grow.
6) Auto-stitch new info (“see where it fits”)
-
Compute a centroid embedding for the new node’s chunks.
-
Query the vector index for nearest chunks across the graph.
-
Aggregate by target entity → score + evidence.
-
Scan chunks for name mentions of known entities.
-
Create edges:
-
:MENTIONS
at chunk level, -
:RELATED_TO
(semantic proximity), -
:ABOUT
when fused score passes threshold.
-
(This is exactly what autolink.py
does; tune thresholds to your data.)
7) Useful queries (show value fast)
A) “What do we know about ACME Robotics?”
B) Top related suppliers to a product line (via semantic + mentions)
C) RAG-style search across the business
D) Employee onboarding friction (last 90 days)
8) Data governance, security, and PII
-
PII isolation: Store sensitive text in separate nodes (e.g.,
Sentiment
), and secure edges using role-based access (ABAC where possible). -
Provenance: For every node/edge from ETL, stamp
source_system
,source_key
,ingested_ts
,hash
. -
Versioning (ENT): Soft-version entities with
valid_from/valid_to
if policies/processes change over time. -
Quality: Add
is_canonical
flags and a golden record process for dedupe (e.g.,Customer<-[:SAME_AS]-Aliases
).
9) Maturity path (keep the footprint small, add layers intentionally)
M0 (Week 1–2):
-
One entity family (e.g.,
Customer/Product
) + documents. -
Ingest + vector search + 5 hero queries.
M1 (Month 1–2):
-
Add
Supplier/Process/Policy
. -
Autolink semantic edges, add simple dashboards.
-
Start capturing KPIs for your use cases.
M2 (Quarter 2):
-
Introduce Employee Experience or Compliance slice.
-
Add change data capture (CDC) + lineage + testable ETL.
M3 (Quarter 3+):
-
Entity linking at scale (Aho-Corasick/dictionary + classifier).
-
Role-specific edges (
OWNS
,RESPONSIBLE_FOR
,PROVIDES
,DEPENDS_ON
) via rule packs. -
ABAC/SSO, automated term-of-use, GDPR workflows.
10) Side-by-side build plan (Small vs Enterprise)
Small Business (team of 1–3)
Week 0–1
-
Pick one use case (e.g., “faster onboarding answers”).
-
Install Neo4j Desktop, clone minimal scripts.
-
Create constraints + vector index (above).
-
Ingest one CSV (customers) + one folder of SOP PDFs.
Week 2
5. Run autolink.py
after each ingest; verify edges.
6. Add 5–10 Cypher queries; show a mini “Answers” page.
7. Start a watch folder for new docs.
Month 2
8. Add a second data source (ERP or HRIS).
9. Add 2–3 dashboards (KPIs for the chosen use case).
10. Document a repeatable “import checklist”.
Ops footprint: single VM, daily backup, manual secrets.
Enterprise (team of 4–10)
Phase 1 (0–6 weeks)
-
Charter + use-case owners + data stewards.
-
Stand up Neo4j Enterprise/AuraDS, SSO, secrets.
-
Create base schema + naming conventions + code repo.
-
Build dbt/Airflow ELT to curated tables (CRM, ERP, HRIS).
-
Ingest docs from SharePoint/S3; run auto-link nightly.
-
Publish read-only GraphQL for consumers; onboard 1–2 apps.
Phase 2 (7–12 weeks)
7. Add CDC (Kafka) for near-real-time updates.
8. Introduce rule packs (keyword → relationship type).
9. Security tiers (PII rings), audit logging, lineage/Atlas.
10. SLA dashboards (data freshness, link accuracy, query latency).
Phase 3 (Quarter 2+)
11. Expand to compliance or product lifecycle.
12. Add model-assisted mapping (NER/classifier), human review queue.
13. Cost controls: archiving, TTL on low-value chunks, compaction jobs.
11) Naming, IDs, and conventions (avoid messy rework)
-
IDs:
snake_case
, immutable, system-of-record prefix (e.g.,crm:12345
). -
Labels: singular, PascalCase (
Customer
, notCustomers
). -
Properties:
snake_case
, explicit types (date
,datetime
). -
Edges: verbs in ALL_CAPS (
PURCHASED
,OWNS
,USES
,GOVERS
,PROVIDES
,DEPENDS_ON
). -
Timestamps: always UTC ISO-8601 (e.g.,
2025-09-01T17:04:03Z
).
12) Example upsert patterns (copy-paste)
Upsert a Department and link to Company
Attach a document and chunks (from your Python ETL)
13) Pro tips (that save you pain)
-
Evidence on edges: store
score
,method
,top_chunk_ids
—it makes audits easy. -
Don’t over-model early: start with 10–15 labels; add more after queries demand them.
-
Test data quality as code: tiny PyTest suite that runs Cypher checks (e.g., “no orphan Team nodes”).
-
Keep embeddings small first: all-MiniLM (384-D) is fast, good enough for doc stitching.
-
Refresh cadence: nightly compaction of duplicate chunks + recalculated centroids.
-
Bench latency: vector top-k ≤ 100; paginate; pre-compute centroids per entity.
Want me to package this as a repo?
I can generate a ready-to-run folder with:
-
schema.cypher
(all constraints/indexes) -
ingest_kg.py
andautolink.py
-
load_structured.py
(CSV → nodes/edges) -
config.yaml
templates (SB vs ENT) -
examples/queries.cypher
(dashboards & RAG)
Or, tell me your first target use case and I’ll tailor the minimal schema + ingest scripts to it.
https://chatgpt.com/c/68b526b0-68e8-8323-a356-f065f1c4f701
From <https://chatgpt.com/> ChatGPT 5
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