Reveal AI

The navigation area is located at the top of the Story Engine’s main page. This section provides access to various functions in the storybook.

NOTE: Any Notifications will be made visible through the Notifications icon just left of the User Profile.

Natural Language Search Bar: As you enter text into the search bar, Story Engine’s artificial intelligence assists you by suggesting related terms and entities. These are determined by contextual clues and your previous searches. When you click into the search bar the previous search for this session will be offered as a suggestion.

Clicking the “search button” populates the Data Visualization Center and Thread Viewer preview. The preview allows you to select multiple search criteria without disrupting the current search. Users can also save a search for later as well as undo or redo added filters to modify the search results.

See Section 3 - Searching and Filtering Documents for more details.

Insights consists of a palette of interactive visualization modules providing a deep look into your data and quick graphics-based filtering. These modules can be organized into sections shown as horizontal panels designed for a specific purpose and based on specific searches or categories of documents. The modules in each section can be chosen and configured by you to show the most useful feature analytics. Any module can be dragged and dropped to any position in any section and can be resized as you require. The order of the sections can be changed at any time. All this flexibility allows you to construct virtually any layout.

Choose the meter icon to access the Insights view.

The following options are available:

Reordering Sections

Choose the crossing arrow button highlighted below...

Grab the hamburger icon to move the Default Section one down...

And the first and second sections have reversed position.

Alternately, you may use the vertical arrow to the right (highlighted above) to obtain the same results.

Building a new section

How do you build a new section on your Insights page? Let’s say you need a section entitled “Investigation - Accounting Issues”. First you search and filter according to whatever criteria are likely to return the relevant documents. Then save the search under a unique search title and choose “Make available for Insights modules”. See Section 3 - Searching and filtering documents > L. Save search results” for more details.

You then choose the “+ Add section” button...

And the Add section window appears.

Fill in the name of the new section e.g. “Investigation-Accounting Issues” and choose Add:

The new section appears in a new row with a placeholder message for the yet-to-come modules:

Choose + Add module and the following appears:

The Add module window provides the following choices: Module type, Display data, Criteria, Section and Color.

Choose the Module type dropdown:

Module type choices:

If you choose the Metric Module type, you are presented with the following additional choices: Display data, Criteria, Section and Color.

Choose Display data dropdown and these choices appear:

Choose the Criteria dropdown and some version of these choices appear:

Choose Save and this resulting new module appears in the “Investigation-Accounts Issues” section:

You may build out this section by adding additional modules.

For example, choose + Add Module and under Entity type, choose Bar and the following appears:

You need to make decisions regarding: Criteria, Entity Type, Count, Section and Color.

Here is an example of the Add Module responses:

When you choose Save, your Investigation-Accounting Issues section will now look like this:

For another module, if you choose Pie as the module type, the Add custom module window now appears as:

For Module type Pie you need to make decisions regarding: Criteria, Entity type, Count and Section.

Here is the Add Module window for a Pie graph with responses:

Choose Save and the Investigation – Accounting Issues section now looks like this:

The final module choice is COSMIC. COSMIC is a predictive coding platform explained further below in Section 9 COSMIC (Cognitive Machine Coding).

For Module type COSMIC you need to make decisions regarding: COSMIC group, Criteria, Section and Color.

Here is the Add module window for a COSMIC report with responses:

Choose Save.

The result is a combination graph that shows (1) how documents have been tagged with respect to the designated COSMIC group field (in this example, whether they are Relevant or not), and (2) of the untagged documents, what is the likelihood they will be tagged affirmatively upon review.

Which appears in the Investigation – Accounting Issues row:

The graphic modules are interactive so you can choose a graphic component and filter your searches accordingly.

Here’s a closer look.

When you click on the Price section of the Pie chart, the search results change to reflect the addition of the Price filter to the search. “Price” appears highlighted in green in the search window along with all the pre-existing search criteria.

Your admin may configure notification keying off additions to documents meeting defined criteria. The following is an example of such a notification:

For details, see Admin Guide Section 1 - Storybook Settings > J. Insight notifications. Once notification is set up, this is indicated by an envelope icon appearing in the relevant metric module:

Your admin may have granted you permission to add recipients of notification. If so, to add a recipient of notification, choose the gear icon...

And then choose “Notification”.

The following window will appear.

Add the new recipient’s email and choose “Add Recipient”. Only current Users of this storybook will be accepted.

On the right side of the screen, users can view document snippets. The document snippets represent previews of documents returned by the current search criteria. The snippets show the number of inclusive documents, the Date Sent and the Subject from the earliest email in the thread, senders and how many receivers. The inclusive documents are the most limited subset of documents in a thread that contain the entire content of a thread. Restricting review to just these documents minimizes the re-reading of repeated text.

For example, the snippet below shows an email sent from Matt Lenhart to one person on Oct 30, 2001.

By default, the search results are sorted by search score, which prefers conversations between smaller groups of people and custodians. User can change the sorting order by clicking on the arrow next to “search score”, users can further sort results using COSMIC models, Emotions, Subject, Date, Type, Thread ID, Attachment, Search Score and Segment count.

Faceted Search and Entity Launchpad display the actual content of the documents:

Data is visualized using Connection Map (pictured), Tree Map of document clusters, or Cards. By clicking the arrow on the right side of screen, users can expand a menu to further enhance the visualization presentation by changing algorithms, limiting connections or adding data layers. More on the data visualization setting panel can be found in Section 6.