Reveal Help Center

2. Story Engine Exploring Page

The Story Engine Main Page provides access to various functions in the storybook. The main page is divided into several areas depending on two different views.

The Insights View:

The Launchpad View:

In the Launchpad view, Insights is replaced by two panels:

A. Top Navigation Tabs
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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.

  • Home link: click the Story Engine logo 60424cd24f5ff.png or the storybook name besides it to go back to the default opening page and reset visualization options.

  • Exploring: click the EXPLORING button to bring up the natural language search bar and data visualization options.

  • Training: click the TRAINING button to open COSMIC AI training queues.

  • Cosmic Settings: click the COSMIC SETTINGS button to open a new tab allowing you to edit and create COSMIC active label groups.

  • User Profile: click the login link at the right side to view a list of user account related functions, including System administration (fpr system admins only).

NOTE: Any Notifications will be made visible through the Notifications icon 603e725194209.png just left of the User Profile.

B. Search Functions
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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.

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

C. Insights

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.

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The following options are available:

  • + Add Module: choose to add a module. This is illustrated below.

  • + Add Section: choose to add a section. This is illustrated below.

  • Reorder Sections Icons: At the top of the page 603e725b8f92f.png and to the right of the sections 603e725cae23f.png. Choose either of these to change the order of the section rows. Shown immediately below.

  • Export Insights as PDF Icon: Choose this icon 603e725dc5365.png to download all sections as a .pdf.

Reordering Sections

Choose the crossing arrow button highlighted below...

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

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And the first and second sections have reversed position.

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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...

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And the Add section window appears.

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

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

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Choose + Add module and the following appears:

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

Choose the Module type dropdown:

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Module type choices:

  • Metric: This is often used at the beginning of a section (e.g., “Privileged Document Detection”) to show the volume and kind of “Display data” (see Metric section immediately below).

  • Bar: A bar graph (e.g., “Segment Count by Law Firm”) with items across the horizontal and volumes along the vertical.

  • Pie: A pie chart (e.g., “Segment Count by Law”) showing item names and counts in pie slices.

  • COSMIC: A COSMIC summary report in two sections showing tagging status of tagged documents and system evaluation of untagged documents.

  • Metric

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

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Choose Display data dropdown and these choices appear:

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  • Display data sets your answer to the question What unit are you using to count the documents?

    • Document count: by individual document, such as an email.

    • Inclusive count: by the subset of emails and attachments that presents all the content of the family set at least once.

    • Thread count: by the number of distinct conversation threads.

    • Segment count: by each email message (and attachment) of every email.

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

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  • Criteria: What criteria are you using to select the data to be used?

    • Current Search: use the current search.

    • [Saved search by name]: Saved searches (for which you have checked the box “Make available for Insights”; see 3. Searching and Filtering Documents, L. Save Search results) will each appear by name in this dropdown list. In this example the saved search “Accounting is chosen.

  • Section: Choose the appropriate section.

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  • Color: Choose a graphic color by one of several methods. (In this example we have checked a preset choice.)

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

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You may build out this section by adding additional modules.

  • Bar

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

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

  • Criteria: What criteria are you using to select the data to be used?

    • Current Search: use the current search.

    • [Saved search by name]: Saved searches (for which you have checked the box “Make available for dashboard”; see 3. Searching and Filtering Documents, L. Save Search results) will separately appear by name in this dropdown list. In this example the saved search Accounting is chosen again.

  • Entity Type: For what entity type are you providing statistics? A dropdown list will display both standard and custom entity types (such as Communicator (Sender), Group, Law Firm, etc.).

  • Count: Number of items from the chosen category (such as specific Communicators) shown in chart (10,25,50).

  • Section: By choosing Investigation-Accounting Issues you will deploy this module into the row designated by that section header.

  • Color: As before, you will choose the color of the chart.

Here is an example of the Add Module responses:

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

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  • Pie

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

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

  • Criteria: What criteria are you using to select the data to be used?

    • Current Search: use the current search.

    • [Saved search by name]: All saved searches will separately appear by name in this dropdown list. In this example the saved search Accounting is chosen again as the criterion.

  • Entity Type: For what entity type are you providing statistics? A dropdown list will display both standard and custom entity types (such as Topic, Communicator, Group, Law Firm, etc.).

  • Count: Number of items from the chosen category (such as specific Topics) shown in chart (10,25,50).

  • Section: By choosing Investigation-Accounting Issues you will deploy this module into the row designated by that section header.

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

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

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  • COSMIC

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

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

  • COSMIC group: Choose from the list of previously created COSMIC groups such as Relevant shown below:

  • Criteria: What criteria are you using to select the data to be used?

    • Current Search: use the current search.

    • [Saved search by name]: All saved searches will separately appear by name in this dropdown list. In this example the saved search Accounting is chosen again.

  • Section: As with the Metric, Bar and Pie charts, the section chosen is Investigation-Accounting Issues determining where this module will be deployed.

  • Color: As with the Metric, Bar and Pie charts, you will choose the color of the chart.

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

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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.

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Which appears in the Investigation – Accounting Issues row:

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  • Interactivity

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

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Here’s a closer look.

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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.

  • Notification

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

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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:

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

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And then choose “Notification”.

The following window will appear.

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

D. Document Snippets and Thread Viewer

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.

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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.

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E. Faceted Search & Entity Launchpad Panels

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

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  • By clicking the arrow on the left side of the screen, users can collapse or expand the Entity Launchpad and Faceted Search Panel.

  • Entities included in this menu are Topics, Places, People, Organizations, Categories, Super Categories, Clusters, Money, Communicators and Domains.

  • Items are ranked by score and volume, with darker shades reflecting a stronger score and longer bars representing a larger volume.

  • Clicking on an entity will allow you to preview search results with visualizations in both the Connection Map & Tree Map views.

  • By clicking the “Options” button to the right of the number in parentheses, users can add any of the entities in the Launchpad to the search bar to refine returned threads.

  • Users can open the Entity Launchpad by clicking on the "603e729eb0bf0.png” Icon in the upper left corner. This will open a full list of entities in a pop-up window. See Section 4 for more details.

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F. Data Visualization

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.

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