Tag Searches

Once the Classification Task has been run, the classified case can be searched by their tags. The Tags tab in a Messages, Files, or Federated Search, lets you search for items that contain specific tags.

You can create and remove tags. The IPRO Search default tags include Relevant, Privileged, Flagged and/or Work Product. These default tags are read-only and cannot be modified.

How to Search Using Tags

After running the Classification Task on your case and making sure you have items tagged, click Search > Messages or Files or Federated. Then, select the Tags tab, and select the Tags option.

• You can select one or more tags to use for searching a case on which a classification has been run.
• NOTE
  If you select more than one tag, it will give you a more accurate result but may take longer to process especially if you have a large set of documents.

• Click Search.

• All the documents tagged with the tag(s) you selected are displayed.

Properties

Parameter	Description
Auditor contains	Lets you search for messages in which the reviewer’s name contains a specific name or word.
Comment contains	Lets you search a term or partial term in the comments of a message. For example, searching for the term organ will give you results that contain organ, organs, organization, and so on. To search partial terms, add an asterisk (*) or tilde (~) to your query. Example: org* or org~.
Tags	Lets you search messages tagged as: Relevant, Privileged, Flagged and/or Work Product Relevant: Indicates documents that contain information directly related to your case. Privileged: Indicates documents that a producing party is not required to provide to opposing counsel, since it falls into privilege. Flagged: Indicates documents that may or may not contain relevant information. Flagged documents require further investigation. Work Product: Indicates documents developed by an attorney as part of the legal preparation for a client and is privileged. Documents may consist of writings, notes, memoranda, research, and confidential materials, and may have relevant information for a case or other cases.
Classification	Model Name: Choose to search the case by Classification model: PHI, PII, or PCI. PHI: Protected health information, also referred to as personal health information, refers to the past, present or future physical or mental health condition of an individual including their medical histories, test and laboratory results, insurance and payment information, and other data that a healthcare professional collects to identify an individual and determine appropriate care. PII: Personally identifiable information is any information about an individual, including (1) any information that can be used to distinguish or trace an individual‘s identity, such as their name, social security number, date and place of birth, mother‘s maiden name, or biometric records; and (2) other information that is linked to an individual, such as medical, educational, financial, and employment records. PCI: Payment card information is information related to transactions involving credit cards, prepaid cards, point-of-sale cards, e-purse, bank debit, and ATM cards. Sensitive information may include, credit card account numbers, PIN and CVD (card verification data) numbers, expiration dates, as well as information stored on magnetic strips and chips (data and RFID). Confidence Score Range: A score is assigned to data sets classified for PCI, PHI, or PII. Adjusting the Confidence Score Range will limit the search to the Confidence Score labeled by the classification.