# ============================================================================= # B1: URT Code Registry # Universal Review Taxonomy v5.1 # ============================================================================= # # Canonical Counts (per spec header): # - 7 Experience Domains # - 28 Categories # - 140 Subcodes (spec claims 140, but detailed definitions yield 138) # - 16 Causal Codes # - 7 Metadata Dimensions with 24 Values # - Total Classification Codes: 156 (spec claims), 154 (actual defined) # # Status: Frozen - Production Ready # Release Date: 2026-01-23 # ============================================================================= version: "5.1" status: "frozen" release_date: "2026-01-23" statistics: domains: 7 categories: 28 subcodes_spec_claims: 140 subcodes_actual: 138 causal_codes: 16 metadata_dimensions: 7 metadata_values: 24 total_classification_codes_spec_claims: 156 total_classification_codes_actual: 154 note: "Spec v5.1 header claims 140 subcodes/156 total, but O3 has 4 subcodes and O4 has 4 subcodes (not 5 each), yielding 138 subcodes/154 total" # ============================================================================= # EXPERIENCE DOMAINS # ============================================================================= domains: O: name: "Offering" description: "The core product, service, or outcome delivered" core_question: "Does what we provide actually work and meet expectations?" default_owner: "Product / Operations" categories: O1: name: "Function" definition: "Does it do what it's supposed to do?" subcodes: O1.01: name: "Works/Doesn't Work" definition: "Basic functionality success or failure" positive_example: "Software runs perfectly" negative_example: "Car won't start" dont_confuse_with: "J3.03" dont_confuse_reason: "J3.03 is system uptime, O1.01 is product function" O1.02: name: "Performance Level" definition: "How well it operates" positive_example: "Incredibly fast processor" negative_example: "Sluggish and laggy" dont_confuse_with: "E2.03" dont_confuse_reason: "E2.03 is interface speed, O1.02 is product performance" O1.03: name: "Durability" definition: "Longevity and resistance to wear" positive_example: "Still perfect after 5 years" negative_example: "Fell apart in a month" dont_confuse_with: "O2.01" dont_confuse_reason: "O2.01 is material quality, O1.03 is longevity" O1.04: name: "Reliability" definition: "Consistency of function over time" positive_example: "Never fails me" negative_example: "Works sometimes, not others" dont_confuse_with: "J3.01" dont_confuse_reason: "J3.01 is process consistency, O1.04 is product reliability" O1.05: name: "Outcome Achievement" definition: "Did customer accomplish their goal?" positive_example: "Passed my exam!" negative_example: "Treatment didn't work" dont_confuse_with: "V4.03" dont_confuse_reason: "V4.03 is satisfaction with exchange, O1.05 is goal achievement" O2: name: "Quality" definition: "How well is it made or executed?" subcodes: O2.01: name: "Materials/Inputs" definition: "Quality of components or ingredients" positive_example: "Real leather, premium feel" negative_example: "Cheap plastic parts" dont_confuse_with: "O1.03" dont_confuse_reason: "O1.03 is durability, O2.01 is material quality" O2.02: name: "Craftsmanship" definition: "Skill of construction or execution" positive_example: "Beautifully sewn seams" negative_example: "Sloppy assembly" dont_confuse_with: "P2.02" dont_confuse_reason: "P2.02 is staff skill, O2.02 is product craftsmanship" O2.03: name: "Presentation" definition: "Visual and aesthetic quality" positive_example: "Gorgeous plating" negative_example: "Looked thrown together" dont_confuse_with: "E3.05" dont_confuse_reason: "E3.05 is space aesthetics, O2.03 is product presentation" O2.04: name: "Attention to Detail" definition: "Finishing touches and refinement" positive_example: "Every corner perfect" negative_example: "Full of typos" dont_confuse_with: "O3.01" dont_confuse_reason: "O3.01 is completeness, O2.04 is refinement" O2.05: name: "Condition at Delivery" definition: "State when received" positive_example: "Still warm from oven" negative_example: "Arrived damaged" dont_confuse_with: "J3.02" dont_confuse_reason: "J3.02 is process accuracy, O2.05 is delivery condition" O3: name: "Completeness" definition: "Is everything included that should be?" subcodes: O3.01: name: "All Components Present" definition: "Nothing missing from what was promised" positive_example: "Everything in the box" negative_example: "Missing the charger" dont_confuse_with: "O4.01" dont_confuse_reason: "O4.01 is spec match, O3.01 is completeness" O3.02: name: "Feature Availability" definition: "Promised features actually work" positive_example: "All menu items available" negative_example: "Half the features disabled" dont_confuse_with: "A1.03" dont_confuse_reason: "A1.03 is inventory, O3.02 is feature availability" O3.03: name: "Scope Delivery" definition: "Full scope of work completed" positive_example: "Cleaned entire house" negative_example: "Left the bathrooms" dont_confuse_with: "J4.04" dont_confuse_reason: "J4.04 is resolution quality, O3.03 is scope delivery" O3.04: name: "Documentation" definition: "Supporting materials provided" positive_example: "Great user manual" negative_example: "No instructions at all" dont_confuse_with: "J2.01" dont_confuse_reason: "J2.01 is process simplicity, O3.04 is documentation as product artifact" O4: name: "Fit" definition: "Does it match the customer's specific needs?" subcodes: O4.01: name: "Specification Match" definition: "Matches what was ordered" positive_example: "Exactly what I ordered" negative_example: "Wrong size delivered" dont_confuse_with: "J3.02" dont_confuse_reason: "J3.02 is execution accuracy, O4.01 is spec match" O4.02: name: "Personalization" definition: "Adapted to individual preferences" positive_example: "Remembered my usual" negative_example: "No way to save prefs" dont_confuse_with: "P3.01" dont_confuse_reason: "P3.01 is attentiveness, O4.02 is personalization" O4.03: name: "Flexibility" definition: "Can be modified or adjusted" positive_example: "Happy to substitute" negative_example: "No modifications allowed" dont_confuse_with: "V2.04" dont_confuse_reason: "V2.04 is policy fairness, O4.03 is flexibility" O4.04: name: "Appropriateness" definition: "Right solution for the need" positive_example: "Perfect recommendation" negative_example: "Sold me wrong thing" dont_confuse_with: "P2.01" dont_confuse_reason: "P2.01 is knowledge, O4.04 is appropriateness" P: name: "People" description: "Human interactions and personnel behavior" core_question: "How do the people we interact with treat us and perform their roles?" default_owner: "HR / Training" categories: P1: name: "Attitude" definition: "Disposition, manner, and emotional tone" subcodes: P1.01: name: "Warmth/Friendliness" definition: "Approachability and pleasantness" positive_example: "So welcoming and kind" negative_example: "Cold and unfriendly" dont_confuse_with: "R4.03" dont_confuse_reason: "R4.03 is relationship building, P1.01 is warmth" P1.02: name: "Respect" definition: "Treating customer with dignity" positive_example: "Made me feel valued" negative_example: "Talked down to me" dont_confuse_with: "A3.05" dont_confuse_reason: "A3.05 is discrimination, P1.02 is general respect" P1.03: name: "Empathy" definition: "Understanding customer's situation" positive_example: "Really got my frustration" negative_example: "Couldn't care less" dont_confuse_with: "P4.02" dont_confuse_reason: "P4.02 is listening, P1.03 is empathy" P1.04: name: "Patience" definition: "Tolerance and calm under pressure" positive_example: "Never rushed me" negative_example: "Visibly annoyed" dont_confuse_with: "J1.05" dont_confuse_reason: "J1.05 is pacing, P1.04 is patience" P1.05: name: "Enthusiasm" definition: "Energy and genuine interest" positive_example: "Passionate about helping" negative_example: "Going through motions" dont_confuse_with: "P2.05" dont_confuse_reason: "P2.05 is experience, P1.05 is enthusiasm" P2: name: "Competence" definition: "Knowledge, skill, and professional capability" subcodes: P2.01: name: "Knowledge" definition: "Understanding of products/services" positive_example: "Knew every detail" negative_example: "Couldn't answer basics" dont_confuse_with: "O3.04" dont_confuse_reason: "O3.04 is documentation, P2.01 is staff knowledge" P2.02: name: "Technical Skill" definition: "Ability to perform required tasks" positive_example: "Masterful technique" negative_example: "Clearly undertrained" dont_confuse_with: "O2.02" dont_confuse_reason: "O2.02 is craftsmanship, P2.02 is staff skill" P2.03: name: "Problem-Solving" definition: "Ability to address issues" positive_example: "Found creative solution" negative_example: "Just said 'can't'" dont_confuse_with: "J4.02" dont_confuse_reason: "J4.02 is resolution process, P2.03 is problem-solving ability" P2.04: name: "Professionalism" definition: "Appropriate conduct and standards" positive_example: "Very professional" negative_example: "Inappropriate jokes" dont_confuse_with: "P1.02" dont_confuse_reason: "P1.02 is respect, P2.04 is professionalism" P2.05: name: "Experience" definition: "Depth of expertise" positive_example: "Clearly an expert" negative_example: "Like talking to beginner" dont_confuse_with: "R2.01" dont_confuse_reason: "R2.01 is track record, P2.05 is experience" P3: name: "Responsiveness" definition: "Attentiveness, initiative, and follow-through" subcodes: P3.01: name: "Attentiveness" definition: "Awareness of customer needs" positive_example: "Always checking in" negative_example: "Had to flag them down" dont_confuse_with: "O4.02" dont_confuse_reason: "O4.02 is personalization, P3.01 is attentiveness" P3.02: name: "Initiative" definition: "Proactive assistance" positive_example: "Offered help unprompted" negative_example: "Did bare minimum" dont_confuse_with: "P4.03" dont_confuse_reason: "P4.03 is proactive updates, P3.02 is initiative" P3.03: name: "Availability" definition: "Present when needed" positive_example: "Easy to find someone" negative_example: "Impossible to reach" dont_confuse_with: "A1.04" dont_confuse_reason: "A1.04 is staffing levels, P3.03 is staff availability" P3.04: name: "Follow-Through" definition: "Completing promised actions" positive_example: "Did exactly as promised" negative_example: "Never followed up" dont_confuse_with: "R1.02" dont_confuse_reason: "R1.02 is trust/pattern of promises, P3.04 is specific follow-through" P3.05: name: "Urgency" definition: "Appropriate prioritization" positive_example: "Treated as priority" negative_example: "No sense of urgency" dont_confuse_with: "J1.03" dont_confuse_reason: "J1.03 is response time, P3.05 is urgency" P4: name: "Communication" definition: "Quality of information exchange" subcodes: P4.01: name: "Clarity" definition: "Understandable information" positive_example: "Explained clearly" negative_example: "Confusing jargon" dont_confuse_with: "O3.04" dont_confuse_reason: "O3.04 is documentation, P4.01 is communication clarity" P4.02: name: "Listening" definition: "Hearing and understanding customer" positive_example: "Really heard me" negative_example: "Kept interrupting" dont_confuse_with: "P1.03" dont_confuse_reason: "P1.03 is empathy, P4.02 is listening" P4.03: name: "Proactive Updates" definition: "Keeping customer informed" positive_example: "Regular status updates" negative_example: "Radio silence for weeks" dont_confuse_with: "J4.01" dont_confuse_reason: "J4.01 is acknowledgment, P4.03 is proactive updates" P4.04: name: "Accuracy" definition: "Correctness of information" positive_example: "Everything accurate" negative_example: "Given wrong info" dont_confuse_with: "V2.05" dont_confuse_reason: "V2.05 is honest representation, P4.04 is information accuracy" P4.05: name: "Tone" definition: "Appropriate communication style" positive_example: "Professional but warm" negative_example: "Condescending tone" dont_confuse_with: "P1.02" dont_confuse_reason: "P1.02 is respect, P4.05 is tone" J: name: "Journey" description: "The process, timing, and operational flow" core_question: "Is the experience smooth, timely, and friction-free?" default_owner: "Operations / Process" categories: J1: name: "Timing" definition: "Speed, punctuality, and time management" subcodes: J1.01: name: "Wait Time" definition: "Time spent waiting" positive_example: "Seated immediately" negative_example: "45 min past appointment" dont_confuse_with: "A1.02" dont_confuse_reason: "A1.02 is booking access, J1.01 is wait time" J1.02: name: "Service Speed" definition: "Time for delivery/completion" positive_example: "Next day delivery" negative_example: "Took three weeks" dont_confuse_with: "J4.03" dont_confuse_reason: "J4.03 is resolution speed, J1.02 is service speed" J1.03: name: "Response Time" definition: "Time to address inquiries" positive_example: "Replied in minutes" negative_example: "Days for a response" dont_confuse_with: "P3.05" dont_confuse_reason: "P3.05 is urgency, J1.03 is response time" J1.04: name: "Punctuality" definition: "Meeting scheduled times" positive_example: "Always on time" negative_example: "Two hours late" dont_confuse_with: "R2.02" dont_confuse_reason: "R2.02 is consistency, J1.04 is punctuality" J1.05: name: "Pacing" definition: "Appropriate speed (not rushed/dragged)" positive_example: "Perfect timing" negative_example: "Rushed us out" dont_confuse_with: "P1.04" dont_confuse_reason: "P1.04 is patience, J1.05 is pacing" J2: name: "Ease" definition: "Effort required and friction encountered" subcodes: J2.01: name: "Simplicity" definition: "Straightforward processes" positive_example: "So easy to do" negative_example: "Needlessly complicated" dont_confuse_with: "E2.04" dont_confuse_reason: "E2.04 is interface navigation, J2.01 is process simplicity" J2.02: name: "Navigation" definition: "Finding what's needed" positive_example: "Found it instantly" negative_example: "Couldn't find anything" dont_confuse_with: "E1.03" dont_confuse_reason: "E1.03 is physical layout, J2.02 is finding things" J2.03: name: "Paperwork/Forms" definition: "Documentation burden" positive_example: "Minimal forms" negative_example: "Endless paperwork" dont_confuse_with: "V3.02" dont_confuse_reason: "V3.02 is mental effort, J2.03 is paperwork" J2.04: name: "Handoffs" definition: "Transitions between steps/people" positive_example: "Seamless transfer" negative_example: "Explained to 5 people" dont_confuse_with: "P4.03" dont_confuse_reason: "P4.03 is proactive updates, J2.04 is handoffs" J2.05: name: "Self-Service" definition: "Customer autonomy options" positive_example: "Great online portal" negative_example: "Forced to call" dont_confuse_with: "E2.02" dont_confuse_reason: "E2.02 is digital functionality, J2.05 is self-service" J3: name: "Reliability" definition: "Consistency and predictability of process" subcodes: J3.01: name: "Consistency" definition: "Same result each time" positive_example: "Always reliable" negative_example: "Hit or miss quality" dont_confuse_with: "O1.04" dont_confuse_reason: "O1.04 is product reliability, J3.01 is process consistency" J3.02: name: "Accuracy" definition: "Correct execution of requests" positive_example: "Order exactly right" negative_example: "Wrong items delivered" dont_confuse_with: "O4.01" dont_confuse_reason: "O4.01 is spec match, J3.02 is execution accuracy" J3.03: name: "Availability" definition: "System/service uptime" positive_example: "Never goes down" negative_example: "Constant outages" dont_confuse_with: "A1.03" dont_confuse_reason: "A1.03 is inventory, J3.03 is system uptime" J3.04: name: "Predictability" definition: "Expectations matched" positive_example: "No surprises" negative_example: "Never know what to expect" dont_confuse_with: "V2.01" dont_confuse_reason: "V2.01 is pricing clarity, J3.04 is predictability" J3.05: name: "Error Rate" definition: "Frequency of mistakes" positive_example: "Rarely makes mistakes" negative_example: "Something wrong every time" dont_confuse_with: "R2.02" dont_confuse_reason: "R2.02 is dependability, J3.05 is error rate" J4: name: "Resolution" definition: "How problems are handled when they arise" subcodes: J4.01: name: "Problem Acknowledgment" definition: "Recognition of issues" positive_example: "Immediately recognized" negative_example: "Denied any problem" dont_confuse_with: "R3.01" dont_confuse_reason: "R3.01 is admitting failures (trust), J4.01 is recognition" J4.02: name: "Resolution Process" definition: "How problems are handled" positive_example: "Clear escalation path" negative_example: "Transferred in circles" dont_confuse_with: "P2.03" dont_confuse_reason: "P2.03 is problem-solving, J4.02 is resolution process" J4.03: name: "Resolution Speed" definition: "Time to fix" positive_example: "Fixed same day" negative_example: "Took weeks to resolve" dont_confuse_with: "J1.02" dont_confuse_reason: "J1.02 is service speed, J4.03 is resolution speed" J4.04: name: "Resolution Quality" definition: "Adequacy of solution" positive_example: "Completely fixed" negative_example: "Band-aid fix" dont_confuse_with: "R3.03" dont_confuse_reason: "R3.03 is compensation, J4.04 is resolution quality" J4.05: name: "Prevention" definition: "Efforts to avoid recurrence" positive_example: "Changed their process" negative_example: "Same issue happened again" dont_confuse_with: "R3.04" dont_confuse_reason: "R3.04 is improvement (trust), J4.05 is prevention" E: name: "Environment" description: "Physical, digital, and ambient context" core_question: "Is the space where the experience occurs functional, safe, and pleasant?" default_owner: "Facilities / IT" categories: E1: name: "Physical Space" definition: "Tangible environment attributes" subcodes: E1.01: name: "Cleanliness" definition: "Hygiene and tidiness" positive_example: "Spotless facilities" negative_example: "Filthy bathrooms" dont_confuse_with: "E4.02" dont_confuse_reason: "E4.02 is health/hygiene, E1.01 is cleanliness" E1.02: name: "Maintenance" definition: "Condition and upkeep" positive_example: "Everything works" negative_example: "Broken equipment" dont_confuse_with: "O1.01" dont_confuse_reason: "O1.01 is product function, E1.02 is maintenance" E1.03: name: "Layout/Design" definition: "Functional arrangement" positive_example: "Easy to navigate" negative_example: "Confusing layout" dont_confuse_with: "J2.02" dont_confuse_reason: "J2.02 is finding things, E1.03 is physical layout" E1.04: name: "Equipment" definition: "Tools and amenities" positive_example: "Modern machines" negative_example: "Outdated everything" dont_confuse_with: "O1.02" dont_confuse_reason: "O1.02 is product performance, E1.04 is equipment" E1.05: name: "Signage" definition: "Navigation aids" positive_example: "Clear directions" negative_example: "No signs anywhere" dont_confuse_with: "A4.01" dont_confuse_reason: "A4.01 is location, E1.05 is signage" E2: name: "Digital Space" definition: "Online and application interface" subcodes: E2.01: name: "Interface Design" definition: "Visual and interaction quality" positive_example: "Beautiful app" negative_example: "Cluttered mess" dont_confuse_with: "O2.03" dont_confuse_reason: "O2.03 is product presentation, E2.01 is interface design" E2.02: name: "Functionality" definition: "Features working correctly" positive_example: "Everything works" negative_example: "Buttons broken" dont_confuse_with: "O1.01" dont_confuse_reason: "O1.01 is product function, E2.02 is digital functionality" E2.03: name: "Performance" definition: "Speed and responsiveness" positive_example: "Lightning fast" negative_example: "Painfully slow" dont_confuse_with: "O1.02" dont_confuse_reason: "O1.02 is product performance, E2.03 is interface performance" E2.04: name: "Navigation" definition: "Ease of finding things" positive_example: "Intuitive menus" negative_example: "Buried in submenus" dont_confuse_with: "J2.01" dont_confuse_reason: "J2.01 is process simplicity, E2.04 is interface navigation" E2.05: name: "Mobile Experience" definition: "Smartphone optimization" positive_example: "Great on phone" negative_example: "Unusable on mobile" dont_confuse_with: "A2.05" dont_confuse_reason: "A2.05 is digital accessibility, E2.05 is mobile experience" E3: name: "Ambiance" definition: "Intangible environmental qualities" subcodes: E3.01: name: "Atmosphere/Vibe" definition: "Overall mood of space" positive_example: "Calm and relaxing" negative_example: "Stressful chaos" dont_confuse_with: "P1" dont_confuse_reason: "P1 is staff attitude, E3.01 is atmosphere" E3.02: name: "Noise Level" definition: "Sound environment" positive_example: "Pleasantly quiet" negative_example: "Deafening noise" dont_confuse_with: "E4.04" dont_confuse_reason: "E4.04 is comfort, E3.02 is noise level" E3.03: name: "Temperature/Climate" definition: "Thermal comfort" positive_example: "Perfect temperature" negative_example: "Freezing cold" dont_confuse_with: "E4.04" dont_confuse_reason: "E4.04 is comfort, E3.03 is temperature" E3.04: name: "Crowding" definition: "Density and personal space" positive_example: "Plenty of room" negative_example: "Packed like sardines" dont_confuse_with: "A1.03" dont_confuse_reason: "A1.03 is capacity, E3.04 is crowding" E3.05: name: "Aesthetics" definition: "Beauty and visual appeal" positive_example: "Beautiful decor" negative_example: "Depressing space" dont_confuse_with: "O2.03" dont_confuse_reason: "O2.03 is product presentation, E3.05 is space aesthetics" E4: name: "Safety" definition: "Security and wellbeing factors" subcodes: E4.01: name: "Physical Safety" definition: "Protection from harm" positive_example: "Felt completely safe" negative_example: "Dangerous conditions" dont_confuse_with: "A2.01" dont_confuse_reason: "A2.01 is physical accessibility, E4.01 is physical safety" E4.02: name: "Health/Hygiene" definition: "Sanitation standards" positive_example: "Strict protocols" negative_example: "Questionable handling" dont_confuse_with: "E1.01" dont_confuse_reason: "E1.01 is cleanliness, E4.02 is health/hygiene" E4.03: name: "Security" definition: "Protection of person/property" positive_example: "Secure facility" negative_example: "Things were stolen" dont_confuse_with: "R1.03" dont_confuse_reason: "R1.03 is transparency, E4.03 is security" E4.04: name: "Comfort" definition: "Physical ease and wellbeing" positive_example: "Comfortable seating" negative_example: "Torture chairs" dont_confuse_with: "E3" dont_confuse_reason: "E3 is ambiance, E4.04 is comfort" E4.05: name: "Emergency Readiness" definition: "Preparedness for incidents" positive_example: "Clear exits marked" negative_example: "No safety measures" dont_confuse_with: "E1.05" dont_confuse_reason: "E1.05 is signage, E4.05 is emergency readiness" A: name: "Access" description: "Availability, accessibility, and inclusivity" core_question: "Can everyone who wants to participate do so fully and fairly?" default_owner: "Compliance / Design" categories: A1: name: "Availability" definition: "Can you get it when you need it?" subcodes: A1.01: name: "Operating Hours" definition: "When service is accessible" positive_example: "Open 24/7" negative_example: "Banker's hours only" dont_confuse_with: "P3.03" dont_confuse_reason: "P3.03 is staff availability, A1.01 is operating hours" A1.02: name: "Booking Access" definition: "Ability to schedule" positive_example: "Easy online booking" negative_example: "3 weeks for appointment" dont_confuse_with: "J1.01" dont_confuse_reason: "J1.01 is wait time, A1.02 is booking access" A1.03: name: "Inventory/Capacity" definition: "Product/service available" positive_example: "Always in stock" negative_example: "Perpetually sold out" dont_confuse_with: "E3.04" dont_confuse_reason: "E3.04 is crowding, A1.03 is inventory" A1.04: name: "Staffing Levels" definition: "Personnel available" positive_example: "Plenty of staff" negative_example: "Severely understaffed" dont_confuse_with: "P3.03" dont_confuse_reason: "P3.03 is availability, A1.04 is staffing levels" A1.05: name: "Geographic Reach" definition: "Service area coverage" positive_example: "Serves my area" negative_example: "Not available here" dont_confuse_with: "A4.01" dont_confuse_reason: "A4.01 is location, A1.05 is geographic reach" A2: name: "Accessibility" definition: "Can everyone use it regardless of ability?" subcodes: A2.01: name: "Physical Accessibility" definition: "Mobility accommodations" positive_example: "Wheelchair accessible" negative_example: "No ramps or elevators" dont_confuse_with: "E4.01" dont_confuse_reason: "E4.01 is physical safety, A2.01 is physical accessibility" A2.02: name: "Visual Accessibility" definition: "Sight accommodations" positive_example: "Great alt text" negative_example: "Can't use with screen reader" dont_confuse_with: "E2.01" dont_confuse_reason: "E2.01 is interface design, A2.02 is visual accessibility" A2.03: name: "Hearing Accessibility" definition: "Audio accommodations" positive_example: "Captions available" negative_example: "No transcripts" dont_confuse_with: "E2.02" dont_confuse_reason: "E2.02 is functionality, A2.03 is hearing accessibility" A2.04: name: "Cognitive Accessibility" definition: "Mental/learning accommodations" positive_example: "Clear simple language" negative_example: "Unnecessarily complex" dont_confuse_with: "J2.01" dont_confuse_reason: "J2.01 is simplicity, A2.04 is cognitive accessibility" A2.05: name: "Digital Accessibility" definition: "Assistive technology support" positive_example: "Works with JAWS" negative_example: "Inaccessible app" dont_confuse_with: "E2.05" dont_confuse_reason: "E2.05 is mobile experience, A2.05 is digital accessibility" A3: name: "Inclusivity" definition: "Does it work for diverse backgrounds?" subcodes: A3.01: name: "Language Support" definition: "Multiple language options" positive_example: "Staff spoke my language" negative_example: "English only, no help" dont_confuse_with: "P2.01" dont_confuse_reason: "P2.01 is knowledge, A3.01 is language support" A3.02: name: "Cultural Sensitivity" definition: "Respect for backgrounds" positive_example: "Understood our customs" negative_example: "Insensitive comments" dont_confuse_with: "P1.02" dont_confuse_reason: "P1.02 is respect, A3.02 is cultural sensitivity" A3.03: name: "Dietary/Medical" definition: "Restriction accommodations" positive_example: "Handled allergies well" negative_example: "No options for me" dont_confuse_with: "O4.03" dont_confuse_reason: "O4.03 is flexibility, A3.03 is dietary/medical" A3.04: name: "Family Friendly" definition: "Children/family accommodation" positive_example: "Great for kids" negative_example: "Not child-friendly" dont_confuse_with: "E3.01" dont_confuse_reason: "E3.01 is atmosphere, A3.04 is family friendly" A3.05: name: "Equal Treatment" definition: "Non-discrimination" positive_example: "Treated same as everyone" negative_example: "Felt discriminated against" dont_confuse_with: "P1.02" dont_confuse_reason: "P1.02 is general respect, A3.05 is identity-based discrimination" A4: name: "Convenience" definition: "Is it easy to reach and engage with?" subcodes: A4.01: name: "Location" definition: "Physical accessibility" positive_example: "Convenient location" negative_example: "Middle of nowhere" dont_confuse_with: "A1.05" dont_confuse_reason: "A1.05 is geographic reach, A4.01 is location" A4.02: name: "Parking" definition: "Vehicle accommodation" positive_example: "Easy free parking" negative_example: "Parking nightmare" dont_confuse_with: "E4.03" dont_confuse_reason: "E4.03 is security, A4.02 is parking" A4.03: name: "Transit Access" definition: "Public transport options" positive_example: "Right by subway" negative_example: "No transit options" dont_confuse_with: "A4.01" dont_confuse_reason: "A4.01 is location, A4.03 is transit access" A4.04: name: "Payment Options" definition: "How you can pay" positive_example: "Takes all payments" negative_example: "Cash only" dont_confuse_with: "V1.05" dont_confuse_reason: "V1.05 is payment flexibility, A4.04 is payment options" A4.05: name: "Contact Options" definition: "Ways to reach business" positive_example: "Chat, phone, email" negative_example: "Phone only, long hold" dont_confuse_with: "J2.05" dont_confuse_reason: "J2.05 is self-service, A4.05 is contact options" V: name: "Value" description: "Cost, pricing, and worth of the exchange" core_question: "Is what I'm giving up fair for what I'm getting?" default_owner: "Finance / Pricing" categories: V1: name: "Price" definition: "The monetary cost" subcodes: V1.01: name: "Absolute Price" definition: "The actual cost" positive_example: "Very affordable" negative_example: "Outrageously expensive" dont_confuse_with: "V4.02" dont_confuse_reason: "V4.02 is quality-price ratio, V1.01 is absolute price" V1.02: name: "Price vs. Expectation" definition: "Compared to anticipated" positive_example: "Cheaper than expected" negative_example: "Sticker shock" dont_confuse_with: "V2.01" dont_confuse_reason: "V2.01 is pricing clarity, V1.02 is price vs expectation" V1.03: name: "Price vs. Market" definition: "Compared to competitors" positive_example: "Best prices around" negative_example: "Overpriced vs. others" dont_confuse_with: "V4.01" dont_confuse_reason: "V4.01 is overall value, V1.03 is market comparison" V1.04: name: "Hidden Costs" definition: "Unexpected charges" positive_example: "No hidden fees" negative_example: "Surprise $50 charge" dont_confuse_with: "V2.02" dont_confuse_reason: "V2.02 is fee disclosure, V1.04 is hidden costs" V1.05: name: "Payment Flexibility" definition: "Terms and options" positive_example: "Great financing" negative_example: "All upfront required" dont_confuse_with: "A4.04" dont_confuse_reason: "A4.04 is payment options, V1.05 is payment flexibility" V2: name: "Transparency" definition: "Clarity and honesty about costs" subcodes: V2.01: name: "Pricing Clarity" definition: "Understanding what costs what" positive_example: "Clear price list" negative_example: "Impossible to understand" dont_confuse_with: "J3.04" dont_confuse_reason: "J3.04 is predictability, V2.01 is pricing clarity" V2.02: name: "Fee Disclosure" definition: "Upfront about all charges" positive_example: "Full disclosure" negative_example: "Hidden in fine print" dont_confuse_with: "V1.04" dont_confuse_reason: "V1.04 is hidden costs, V2.02 is fee disclosure" V2.03: name: "Advertising Accuracy" definition: "Marketing matches reality" positive_example: "As advertised" negative_example: "Bait and switch" dont_confuse_with: "R1.01" dont_confuse_reason: "R1.01 is truthfulness, V2.03 is advertising accuracy" V2.04: name: "Terms Fairness" definition: "Contract/policy reasonableness" positive_example: "Fair cancellation policy" negative_example: "Predatory contract" dont_confuse_with: "R1.05" dont_confuse_reason: "R1.05 is fair dealing, V2.04 is terms fairness" V2.05: name: "Honest Representation" definition: "Truthful claims" positive_example: "Accurate description" negative_example: "Totally misleading" dont_confuse_with: "R1.01" dont_confuse_reason: "R1.01 is trust/truthfulness, V2.05 is honest representation" V3: name: "Effort" definition: "Non-monetary costs (time, hassle)" subcodes: V3.01: name: "Time Investment" definition: "Hours required" positive_example: "Quick 10 minutes" negative_example: "Wasted my whole day" dont_confuse_with: "J1" dont_confuse_reason: "J1 is timing, V3.01 is time investment" V3.02: name: "Mental Effort" definition: "Cognitive load" positive_example: "Effortless experience" negative_example: "Exhausting to figure out" dont_confuse_with: "J2.01" dont_confuse_reason: "J2.01 is simplicity, V3.02 is mental effort" V3.03: name: "Physical Effort" definition: "Bodily exertion" positive_example: "Brought to my door" negative_example: "Had to lug it upstairs" dont_confuse_with: "A4" dont_confuse_reason: "A4 is convenience, V3.03 is physical effort" V3.04: name: "Hassle Factor" definition: "Cumulative frustration" positive_example: "Smooth experience" negative_example: "Death by thousand cuts" dont_confuse_with: "J2" dont_confuse_reason: "J2 is ease, V3.04 is hassle factor" V3.05: name: "Opportunity Cost" definition: "What else could be done" positive_example: "Worth the trip" negative_example: "Not worth the drive" dont_confuse_with: "V4.01" dont_confuse_reason: "V4.01 is overall value, V3.05 is opportunity cost" V4: name: "Worth" definition: "Overall value assessment" subcodes: V4.01: name: "Overall Value" definition: "Total assessment" positive_example: "Excellent value" negative_example: "Total rip-off" dont_confuse_with: "V1.01" dont_confuse_reason: "V1.01 is absolute price, V4.01 is overall value" V4.02: name: "Quality-Price Ratio" definition: "What you get for what you pay" positive_example: "Great for the price" negative_example: "Pay more, get less" dont_confuse_with: "O2" dont_confuse_reason: "O2 is quality, V4.02 is quality-price ratio" V4.03: name: "Satisfaction" definition: "Contentment with exchange" positive_example: "Very satisfied" negative_example: "Deeply regret it" dont_confuse_with: "O1.05" dont_confuse_reason: "O1.05 is outcome achievement, V4.03 is satisfaction" V4.04: name: "Recommendation" definition: "Would suggest to others" positive_example: "Highly recommend" negative_example: "Would warn everyone" dont_confuse_with: "R4.03" dont_confuse_reason: "R4.03 is relationship, V4.04 is recommendation" V4.05: name: "Return Intent" definition: "Would come back" positive_example: "Definitely returning" negative_example: "Never again" dont_confuse_with: "R4" dont_confuse_reason: "R4 is loyalty, V4.05 is return intent" R: name: "Relationship" description: "Trust, reliability, and ongoing connection" core_question: "Can I trust this business and do they value our relationship?" default_owner: "Leadership / CX" categories: R1: name: "Integrity" definition: "Honesty and ethical behavior" subcodes: R1.01: name: "Truthfulness" definition: "Accurate representations" positive_example: "Everything as stated" negative_example: "They flat out lied" dont_confuse_with: "V2.03" dont_confuse_reason: "V2.03 is advertising accuracy, R1.01 is truthfulness" R1.02: name: "Promise Keeping" definition: "Honoring commitments" positive_example: "Always deliver on word" negative_example: "Never keep promises" dont_confuse_with: "P3.04" dont_confuse_reason: "P3.04 is specific follow-through, R1.02 is trust/pattern" R1.03: name: "Transparency" definition: "Openness about practices" positive_example: "Full disclosure always" negative_example: "Hidden agendas" dont_confuse_with: "V2.02" dont_confuse_reason: "V2.02 is fee disclosure, R1.03 is transparency" R1.04: name: "Ethics" definition: "Moral business conduct" positive_example: "Ethical company" negative_example: "Shady business practices" dont_confuse_with: "V2.04" dont_confuse_reason: "V2.04 is terms fairness, R1.04 is ethics" R1.05: name: "Fair Dealing" definition: "Equitable treatment" positive_example: "Always treated fairly" negative_example: "Felt taken advantage of" dont_confuse_with: "A3.05" dont_confuse_reason: "A3.05 is equal treatment, R1.05 is fair dealing" R2: name: "Dependability" definition: "Consistency over time" subcodes: R2.01: name: "Track Record" definition: "Historical performance" positive_example: "Never let me down" negative_example: "History of problems" dont_confuse_with: "P2.05" dont_confuse_reason: "P2.05 is experience, R2.01 is track record" R2.02: name: "Consistency" definition: "Same experience over time" positive_example: "Always great" negative_example: "Varies wildly" dont_confuse_with: "J3.01" dont_confuse_reason: "J3.01 is process consistency, R2.02 is experience consistency" R2.03: name: "Stability" definition: "Organizational continuity" positive_example: "Stable company" negative_example: "Constant changes" dont_confuse_with: "J3.03" dont_confuse_reason: "J3.03 is uptime, R2.03 is stability" R2.04: name: "Trustworthiness" definition: "Warranting confidence" positive_example: "Can count on them" negative_example: "Don't trust them" dont_confuse_with: "R1" dont_confuse_reason: "R1 is integrity, R2.04 is trustworthiness" R2.05: name: "Guarantee Honor" definition: "Standing behind product" positive_example: "Honored warranty" negative_example: "Worthless guarantee" dont_confuse_with: "J4.04" dont_confuse_reason: "J4.04 is resolution quality, R2.05 is guarantee honor" R3: name: "Recovery" definition: "Response to failures" subcodes: R3.01: name: "Acknowledgment" definition: "Admitting failures" positive_example: "Owned their mistake" negative_example: "Denied any wrongdoing" dont_confuse_with: "J4.01" dont_confuse_reason: "J4.01 is problem acknowledgment, R3.01 is admitting failures" R3.02: name: "Apology" definition: "Expression of regret" positive_example: "Sincere apology" negative_example: "Non-apology apology" dont_confuse_with: "P1.03" dont_confuse_reason: "P1.03 is empathy, R3.02 is apology" R3.03: name: "Compensation" definition: "Making amends" positive_example: "More than made up for it" negative_example: "Offered nothing" dont_confuse_with: "J4.04" dont_confuse_reason: "J4.04 is resolution quality, R3.03 is compensation" R3.04: name: "Improvement" definition: "Actions to prevent recurrence" positive_example: "Changed their process" negative_example: "Same thing happens" dont_confuse_with: "J4.05" dont_confuse_reason: "J4.05 is prevention, R3.04 is improvement" R3.05: name: "Ownership" definition: "Taking responsibility" positive_example: "Took full responsibility" negative_example: "Blamed me instead" dont_confuse_with: "P2.03" dont_confuse_reason: "P2.03 is problem-solving, R3.05 is ownership" R4: name: "Loyalty" definition: "Investment in ongoing relationship" subcodes: R4.01: name: "Recognition" definition: "Acknowledging repeat customers" positive_example: "They remember me" negative_example: "Stranger every time" dont_confuse_with: "O4.02" dont_confuse_reason: "O4.02 is personalization, R4.01 is recognition" R4.02: name: "Rewards" definition: "Loyalty benefits" positive_example: "Great perks" negative_example: "Points are worthless" dont_confuse_with: "V1" dont_confuse_reason: "V1 is price, R4.02 is rewards" R4.03: name: "Relationship Building" definition: "Investment in connection" positive_example: "Personal relationship" negative_example: "Purely transactional" dont_confuse_with: "P1.01" dont_confuse_reason: "P1.01 is friendliness, R4.03 is relationship building" R4.04: name: "Communication" definition: "Ongoing contact quality" positive_example: "Helpful newsletters" negative_example: "Nothing but spam" dont_confuse_with: "P4.03" dont_confuse_reason: "P4.03 is proactive updates, R4.04 is communication" R4.05: name: "Community" definition: "Belonging and connection" positive_example: "Feel part of something" negative_example: "No sense of community" dont_confuse_with: "E3.01" dont_confuse_reason: "E3.01 is atmosphere, R4.05 is community" # ============================================================================= # CAUSAL CODES # ============================================================================= causal_codes: conditions: layer: "conditions" prefix: "CD-" description: "What allowed the experience to happen?" codes: CD-S: name: "Staff State" definition: "Fatigue, training, motivation, experience" CD-T: name: "Team Dynamics" definition: "Handoffs, coordination, communication" CD-E: name: "Equipment" definition: "Malfunction, unavailable, outdated" CD-F: name: "Facility" definition: "Maintenance, capacity, hazards" CD-O: name: "Operational" definition: "Understaffing, demand surge, time pressure" management: layer: "management" prefix: "MG-" description: "What decisions allowed enabling conditions?" codes: MG-P: name: "Planning" definition: "Staffing plans, scheduling, forecasting" MG-T: name: "Training" definition: "Preparation, development, competency" MG-O: name: "Oversight" definition: "Supervision, monitoring, correction" MG-R: name: "Resources" definition: "Maintenance, supplies, equipment" MG-C: name: "Communication" definition: "Policy relay, expectations, culture" systemic: layer: "systemic" prefix: "SY-" description: "Why does the organization create these conditions?" codes: SY-R: name: "Resource Decisions" definition: "Budget, investment, staffing levels" SY-P: name: "Policy/Procedure" definition: "Rules, requirements, bureaucracy" SY-C: name: "Culture" definition: "Values, priorities, norms" SY-S: name: "Standards" definition: "Quality thresholds, metrics, expectations" SY-H: name: "Human Capital" definition: "Compensation, hiring, retention" SY-X: name: "External" definition: "Market, regulatory, competitive pressure" # ============================================================================= # METADATA DIMENSIONS # ============================================================================= metadata_dimensions: valence: code: "V" name: "Valence" description: "Sentiment direction of the feedback" values: "V+": label: "Positive" definition: "Praise, satisfaction" markers: - "great" - "loved" - "excellent" "V-": label: "Negative" definition: "Complaint, dissatisfaction" markers: - "terrible" - "hated" - "worst" "V0": label: "Neutral" definition: "Observation without judgment" markers: - "they have" - "it was" - "factual" "V±": label: "Mixed" definition: "Both positive and negative in same span" markers: - "good but" - "despite" - "however" intensity: code: "I" name: "Intensity" description: "Strength of the sentiment" values: I1: label: "Mild" definition: "Slight preference/concern" markers: - "a bit" - "somewhat" - "could be better" - "slightly" I2: label: "Moderate" definition: "Clear but not extreme" markers: - "Standard adjectives without intensifiers" I3: label: "Strong" definition: "Emphatic or intense" markers: - "extremely" - "absolutely" - "worst ever" - "CAPS" - "!!!" - "profanity" specificity: code: "S" name: "Specificity" description: "Level of detail provided" values: S1: label: "Vague" definition: "General impression only" example: "Service was bad" S2: label: "Moderate" definition: "Some details or context" example: "Service was slow at dinner" S3: label: "Specific" definition: "Concrete details, names, times, amounts" example: "Waiter John took 40 mins for appetizers at 7pm Saturday" actionability: code: "A" name: "Actionability" description: "How actionable is the feedback" values: A1: label: "Low" definition: "Feeling with no clear action path" example: "I just didn't like it" A2: label: "Medium" definition: "Suggests improvement area" example: "Food could be warmer" A3: label: "High" definition: "Specific implementable feedback" example: "West bathroom stall lock is broken" temporal: code: "T" name: "Temporal Reference" description: "Time frame of the feedback" default: "TC" values: TC: label: "Current" definition: "This specific visit/experience" TR: label: "Recent" definition: "Recent pattern of experiences" TH: label: "Historical" definition: "Long-standing pattern" TF: label: "Future" definition: "Expectations or predictions" evidence: code: "E" name: "Evidence Type" description: "How the classification is supported" default: "ES" values: ES: label: "Stated" definition: "Explicitly said by customer" constraint: "Text directly says it" EI: label: "Inferred" definition: "Logically entailed by text" constraint: "Must be directly deducible, not speculative" EC: label: "Contextual" definition: "Requires surrounding text" constraint: "Span uses 'that,' 'they,' 'it' referencing earlier content" comparative: code: "CR" name: "Comparative Reference" description: "Comparison to previous state" default: "CR-N" values: CR-N: label: "None" definition: "No comparison to previous state" trigger_words: [] CR-B: label: "Better" definition: "Explicit improvement vs. before" trigger_words: - "better now" - "improved" - "finally fixed" - "much faster than last time" - "they've turned it around" - "glad they addressed it" CR-W: label: "Worse" definition: "Explicit decline vs. before" trigger_words: - "worse now" - "used to be good" - "has really gone downhill" - "not like it used to be" - "declining" - "deteriorating" - "they've really fallen off" CR-S: label: "Same" definition: "Explicitly unchanged" trigger_words: - "still" - "as always" - "same as before" - "nothing has changed" - "yet again" - "once again" - "as usual" # ============================================================================= # IMPLEMENTATION PROFILES # ============================================================================= profiles: lite: name: "URT-Lite" use_case: "Micro-business, quick triage, getting started" code_tier: 1 code_count: 7 code_type: "domains" complexity: "Minimal" required_fields: - "primary_code" - "valence" optional_fields: - "intensity" forbidden_fields: - "secondary_codes" - "specificity" - "actionability" - "evidence" - "comparative" - "causal_chain" primary_code_pattern: "^[OPJEAVR]$" secondary_codes_allowed: false core: name: "URT-Core" use_case: "Small business, dashboards, trend tracking" code_tier: 2 code_count: 28 code_type: "categories" complexity: "Low" required_fields: - "primary_code" - "valence" - "intensity" optional_fields: - "secondary_codes" - "temporal" - "comparative" forbidden_fields: - "specificity" - "actionability" - "evidence" - "causal_chain" primary_code_pattern: "^[OPJEAVR][1-4]$" secondary_codes_allowed: true secondary_codes_max: 2 secondary_codes_tier: 2 standard: name: "URT-Standard" use_case: "Mid-size operations, team routing, full analytics" code_tier: 3 code_count: 140 code_type: "subcodes" complexity: "Medium" required_fields: - "primary_code" - "secondary_codes" - "valence" - "intensity" - "specificity" - "actionability" - "temporal" - "evidence" - "comparative" optional_fields: - "causal_chain" - "linked_spans" - "confidence" forbidden_fields: [] primary_code_pattern: "^[OPJEAVR][1-4]\\.[0-9]{2}$" secondary_codes_allowed: true secondary_codes_max: 2 secondary_codes_tier: 3 full: name: "URT-Full" use_case: "Enterprise, root cause analysis, regulated contexts, audit" code_tier: 3 code_count: 156 code_type: "subcodes + causal" complexity: "High" required_fields: - "primary_code" - "secondary_codes" - "valence" - "intensity" - "specificity" - "actionability" - "temporal" - "evidence" - "comparative" - "causal_chain" - "linked_spans" - "confidence" - "annotator_notes" optional_fields: [] forbidden_fields: [] primary_code_pattern: "^[OPJEAVR][1-4]\\.[0-9]{2}$" secondary_codes_allowed: true secondary_codes_max: 2 secondary_codes_tier: 3 # ============================================================================= # CODE LOOKUP INDICES # ============================================================================= indices: all_domains: - "O" - "P" - "J" - "E" - "A" - "V" - "R" all_categories: - "O1" - "O2" - "O3" - "O4" - "P1" - "P2" - "P3" - "P4" - "J1" - "J2" - "J3" - "J4" - "E1" - "E2" - "E3" - "E4" - "A1" - "A2" - "A3" - "A4" - "V1" - "V2" - "V3" - "V4" - "R1" - "R2" - "R3" - "R4" all_subcodes: # Offering (18 subcodes) - "O1.01" - "O1.02" - "O1.03" - "O1.04" - "O1.05" - "O2.01" - "O2.02" - "O2.03" - "O2.04" - "O2.05" - "O3.01" - "O3.02" - "O3.03" - "O3.04" - "O4.01" - "O4.02" - "O4.03" - "O4.04" # People (20 subcodes) - "P1.01" - "P1.02" - "P1.03" - "P1.04" - "P1.05" - "P2.01" - "P2.02" - "P2.03" - "P2.04" - "P2.05" - "P3.01" - "P3.02" - "P3.03" - "P3.04" - "P3.05" - "P4.01" - "P4.02" - "P4.03" - "P4.04" - "P4.05" # Journey (20 subcodes) - "J1.01" - "J1.02" - "J1.03" - "J1.04" - "J1.05" - "J2.01" - "J2.02" - "J2.03" - "J2.04" - "J2.05" - "J3.01" - "J3.02" - "J3.03" - "J3.04" - "J3.05" - "J4.01" - "J4.02" - "J4.03" - "J4.04" - "J4.05" # Environment (20 subcodes) - "E1.01" - "E1.02" - "E1.03" - "E1.04" - "E1.05" - "E2.01" - "E2.02" - "E2.03" - "E2.04" - "E2.05" - "E3.01" - "E3.02" - "E3.03" - "E3.04" - "E3.05" - "E4.01" - "E4.02" - "E4.03" - "E4.04" - "E4.05" # Access (20 subcodes) - "A1.01" - "A1.02" - "A1.03" - "A1.04" - "A1.05" - "A2.01" - "A2.02" - "A2.03" - "A2.04" - "A2.05" - "A3.01" - "A3.02" - "A3.03" - "A3.04" - "A3.05" - "A4.01" - "A4.02" - "A4.03" - "A4.04" - "A4.05" # Value (20 subcodes) - "V1.01" - "V1.02" - "V1.03" - "V1.04" - "V1.05" - "V2.01" - "V2.02" - "V2.03" - "V2.04" - "V2.05" - "V3.01" - "V3.02" - "V3.03" - "V3.04" - "V3.05" - "V4.01" - "V4.02" - "V4.03" - "V4.04" - "V4.05" # Relationship (20 subcodes) - "R1.01" - "R1.02" - "R1.03" - "R1.04" - "R1.05" - "R2.01" - "R2.02" - "R2.03" - "R2.04" - "R2.05" - "R3.01" - "R3.02" - "R3.03" - "R3.04" - "R3.05" - "R4.01" - "R4.02" - "R4.03" - "R4.04" - "R4.05" all_causal_codes: - "CD-S" - "CD-T" - "CD-E" - "CD-F" - "CD-O" - "MG-P" - "MG-T" - "MG-O" - "MG-R" - "MG-C" - "SY-R" - "SY-P" - "SY-C" - "SY-S" - "SY-H" - "SY-X" subcodes_by_domain: O: 18 P: 20 J: 20 E: 20 A: 20 V: 20 R: 20