Reveal 11.4 Release Notes

Feature

Analytics

Front load base analytics specifically Family identification and Exact Duplicates.

Target certain analytics to push to review so that the project is live even if there are other things still building. Move Family and Exact duplicate detection to the data loading process so that users can execute Review workflows as soon as ElasticSearch indexing is complete. Users will be able to:
- Identify Unique documents.
- Run searches including Families and exact dups.

Feature 

Analytics -Emotional Intelligence 

Add several new Emotional Intelligence Scores 

The following scores are now part of the default set of AI analytics: 
- Intent
- Pressure
- Opportunity
- Roundabout Style
- Rationalization
As the already available Positivity and Negativity, they will appear in the Emotional Intelligence widget and can be used to search. Score range is the same 1-10. Not all documents may have detectable emotion in each category. 

PLEASE NOTE: Additional Steps are required to compute these scores on existing cases. See How to Generate Scores for Emotional Intelligence.

Feature

Assignments

Trigger refresh and expansion of the Assignments node after a user checks out or checks in a batch from the Manage Batches screen.

When a user checks out or checks in a batch, refresh the screen and display the expanded view of the folder, showing the Reviewed/Not reviewed folders beneath. This allows the user to jump right into the Not Reviewed documents to begin reviewing.

Feature

Assignments

Update Manage Batches screen column from Title to Batch.

Change the header in the Manage Batches screen from Title to Batch.

Feature

Assignments

The label on the Manage Batches action is incorrect.

Change the label on the Manage Assignments button to Manage Batches to be consistent with the modal name.

Feature

Bulk Update

Add Tag Profile to Bulk Update >> Tag action.

Allows you to specify a Tag Profile when doing bulk tagging due to the tag profile getting included in reporting modules and downstream workflows.

Feature

Dashboard

Additions to existing dashboard - export timeline counts.

Allows you to export the values displayed within the Timeline Graph on the Dashboard.

Feature

Data Import

Prevent created metadata fields from conflicting with internal fields.

Capture and prevent an imported and mapped text field (e.g., 'Notes') from conflicting with a default field with the same name in Reveal 11 and caused index issues for metadata to Elasticsearch.

Feature

Data Visualizations

Heatmap view - add permission to enable or disable view.

Control the Heatmap view via a permission as it will not be enabled for all types of users.

Feature

Data Visualizations

Heatmap view - allow Totals to be calculated and shown.

The Heatmap now displays Totals for the rows and/or for columns in the Heatmap so I can generate a desired cross-section report.

Feature

Data Visualizations

Top Sender vs. Recipients graphic.

New widget on the Dashboard that allows you see who the top senders and recipients are of communication within a project (or within a search result set).

Feature

Data Visualizations

Additions to existing dashboard - add pagination to 20.

Widgets on the Dashboard now allow you to view the values beyond the top 10 using pagination.

Feature

Data Visualizations

Heatmap - Add ability to load hit report to populate terms.

I would like to use the terms from an existing saved hit report to populate search terms (in heatmap or search term list) so that I do not have to retype them, or copy-paste them.

Feature

Data Visualizations

Hide recipient and domain widgets if data is blank.

Hide recipient and domain widgets if data is blank.

Feature

Data Visualizations

Enable width control of grid in side-by-side mode.

When the user is in split view, showing the grid alongside the cluster wheel or dashboard, let the user drag a control in the middle to adjust the width allocated to the grid vs the other visualization.

Feature

Data Visualizations

Enable width control of card/list view in side-by-side mode.

When the user is in split view, showing the existing list (mini card) view alongside the cluster wheel or dashboard, let the user drag a control to adjust the width allocated to the cards vs the other visualization. This is mainly to allow consistency between the split grid view and split list view.

Feature

Fields

Add a new field to the consolidated script called 'Processed Date'.

To support a new reporting capability, we are introducing a new field to the consolidated script called ‘Processed Date’. This is a UTC date field that will be used to push an internal date value from Discovery Manager to Review representing the UTC date on which the data were imported into Discovery Manager.
We will add this field to existing cases via upgrade script, and this will be a part of the consolidated script so that the field appears in new projects as they are created.

Feature

Filters

Add counts to Tags in Sidebar.

Added counts to Tags under FILTERS in Sidebar for all leaf nodes.

Feature

Filters

Update ordering of Emotional Intelligence Filters in lefthand sidebar.

Updated the Emotional Intelligence Positivity/Negativity categories to a sort order where the order matches the scoring system, instead of the count-based sorting that is currently used. Added the ranges of the various categories to their labels.

Feature

Folders

Preserve Expanded or Collapsed folder state.

When you refresh folders, Reveal now preserves the expanded/collapsed state of folders nodes on the left-side Folder Tree.

Feature

Model Library

Model Library export filenames should be unique.

When a user clicked the Download button in the Export Model modal, the filename of the download was “model.nps” for all Models. This made it difficult for the user to know which export belonged to which Model. Now when the user clicks Download, we replace “model” in the filename with the name of the Model, not including any spaces and special characters in the Model name.

Feature

Model Library

Publish models.

Ability to publish classifiers to the Model Library to reuse them in other cases. Published Models are only visible to cases within the same Company (also called Tenant). For existing cases, the Support Team may need to do a one-time database update via script for each Company to reflect tenancy for Model Library purposes.

Feature

Model Library

Update Name of Access Reveal AI permission to Access Reveal AI Library.

Rename the Access Reveal AI permission to Access Reveal AI Library in order to use that permission to enable users to access the AI Library area.

Feature

Permissions

Control access to Model Library via a permission.

This feature allows you to control who can view or have access to the Model Library menu option.

Feature

Print

Updates to Print Service & Imaging Service.

This item addresses feature requests for print and imaging services:
- Updates to handle redactions.
- Updated to handle redaction profiles.
- Updates to handle stamping of fields into a zone.
- Updates to handle stamping of custom text into a zone.
Print Service - handle the new stamping areas, redaction profiles, ability to handle redactions.
Imaging Service - handle the burning in of redactions; handles the stamping of the fielded metadata; handles the stamping of custom text.

Feature

Print

Print preview indication that there will be a field value stamped into the image.

The bulk print functionality now shows a page preview of what metadata stamping will look like on the page in addition to the preview for any custom text value that is input. In the preview, there will be an indication that the Custodian field value, for example, will be burned into the upper left part of the document. There can be custom text added below the field too.

Feature

Production

Update production jobs to handle both Document bates level numbering / Page Level Numbering

We now have 2 different ways of numbering a production document:
- Page Level
- Document Level
Depending on the choice made for numbering the choices on the screen will update to show the appropriate options.
Page Level (Current scheme) - the choices shown on screen will behave as it does today. Each page in the document will get its own unique number. The next document will pick up on the next available number after the previous document's last page number.
Document & Page Level - this will allow the user to create numbering that will change on each document, with suffix page numbers.

Feature

Production

Update Production Job Stamping Options to allow for more flexibility in stamping.

Introduce a new dropdown on the Stamping tab that allows the user to choose whether they want to apply stamping to all pages in a document or just the first page when using the Document Level Numbering scheme.

Feature

Reports

Insert email and domain pipeline fields into a review project.

To support the new Top Domains reports, we retrieve the data from the aggregate fields that are populated by the AI pipeline during the ingestion of the data. Adding these 7 new fields into the overlay and creating corresponding fields in the Review database:
- brs_recipient
- brs_from
- brs_domain
- brs_from_domain
- brs_to_domain
- brs_cc_domain
- brs_bcc_domain
- brs_recipient_domain

Feature

Reports

As an admin user, I need the tagging breakdown report to organize tagging results better.

An enhancement to the tagging breakdown report to enable users to report on distinct reviewer tags. In this release, we are only going to update the tabular results to report on Reviewers within a workflow (tag profile), broken down by day, and then the tags/choices that they applied on that day. The end report will look like the efficiency report where we roll up the data to each day with a summary for the values within the day displayed on that day’s line. When the user expands the day, it will be a listing of each user and then each user should have their tags/choices listed on a level below.

Feature

Reports

Add counts for documents and documents QC'd to Accuracy Report.

Provide additional fields to the accuracy report. The Documents count reflects the total number of documents with the selected tag/choices applied by the user during the configured time frame. The Documents QC column reports the total number of documents qc’d for the user as the base count used to calculate the percentage QC’d value.

Feature

Reports

Index communicator reports.

Index communicator reports.

Feature

Settings

Introduce new system setting to support imaging from multiple natives.

Introduce a system setting that will control the default file at an instance level so that Australian clients can have a different default behavior than other markets. The new setting is called ‘DefaultNativeFieldForImaging’ (name could be changed). This will be set to the Exported_Native_File field for most markets, while it will be set to the PDF_PATH for the AUS market. This system setting will be what is used to populate the default value that is present in the Default Template in the Document Imaging Settings Template. The default value is EXPORTED_NATIVE_FILE.

Feature

Settings

Quick search of user settings by setting name.

You now have the option to perform a quick search across user settings to quickly locate a specific setting.

Feature

Settings

Move one setting (row numbers) to another category.

Moved 'Row Number On' setting from Navigation to Grid.

Feature

Settings

Add new hidden content user setting to the R11/settings modal.

Having introduced a new user setting that controls the visibility of a toaster pop up in the document viewer if the document contains hidden content, we have added a new system setting called ‘Suppress in document hidden content notification’ in the classic Reveal UI. When the user clicks the Document Viewer section heading they will be taken to a ‘tab’ that has a new option called 'Show hidden content notification' which should be enabled by default.

Feature

Supervised Learning

Import a model.

This feature allow you to import a model into the model library so that it is available to use in specific projects.

Feature

Supervised Learning

Download report for scores history should show all rounds.

The download report for predictive scores history now shows the scores information for all training rounds.

Feature

Supervised Learning

Add the model training mode selection to the classifier settings.

There are tow new training modes available: 
1) tagged documents take precedence over the reference model tags
2) both tagged documents and reference model tags are treated equally during the training process

Feature

Supervised Learning

Control set documents with special statuses are not accounted for in the control set panel.

For Control Sets, if a document within the Control Set gets a special score, it will not be accounted for in the Control Set panel where we show CS docs above and below the threshold.  

Feature

Supervised Learning

Indicate pre-training progress on classifier detail.

This enhancements allows you to more accurately understand how close you are, within the Classifier detail, to finishing the pre-training cycle by seeing the positive and negative tagged documents ONLY when my classifier is in PRE-TRAINING round.

Feature

Supervised Learning

Indicate pre-training progress on classifier card.

This enhancements allows you to more accurately understand how close you are, within the Classifier Card, to finishing the pre-training cycle by seeing the positive and negative tagged documents ONLY when my classifier is in PRE-TRAINING round.

Feature

Supervised Learning

Update Model Library and Classifier model cards to be more readable..

The model cards in both the Model Library and Supervised Learning have bee enhanced to improve readability:
- Titles
-- Size: 16px, 18px line height
-- Weight: Semibold
-Description
-- Model Library only: Extend scrollable area should fill available space on the card
-- Supervised Learning: Less space above title
-- Both: 18px line height

Feature

Supervised Learning

Update display of score threshold details for control set.

In order to keep the control set details concise, the four counts for score threshold will be hidden by default and made visible via a toggle.

Feature

Supervised Learning

Show confirmation modal when initiating classifier score processing.

This enhancement allows you to initiate the start of processing the scores for a classifier instead of processing them right away, so you have the option to decide not to do it.

Feature

UI

Notify user too many docs selected to take action.

This enhancement will notify you if you've selected too many rows in the main review grid to perform actions, like bulk update or drag-drop, with any expectation of performance.

Feature

UI

Preserve grid column widths across login sessions.

As a reviewer with access to the grid, I would like preserve my grid columns widths across login sessions for my user so that I don’t have to redo these changes every time.

Feature

UI

Allow users to download a CSV of the Term List count Previews.

You can now download a CSV of the Term List count Previews from Table View so that you can save these quickly even if you don’t save the term list as Hit Report.

Feature

UI

Preserve sidebar width and state across login sessions.

This feature allows you to preserve my sidebar widths and sidebar expand/collapsed state across login sessions so that you don’t have to redo these changes every time.

Feature

UI

Domain Report (Sender/Recipient domains).

This feature allows you to view the top domains within a project (or a result set).

Feature

UI

Add user setting to turn on or off date-time localization for grid.

Added user setting “Display date/time (in the grid) in my regional format“ to turn on or off date-time locale rendering for the grid. In no case does this convert timezone or changes timezones.

Feature

UI

Make clickable toggle to show/hide grid in split view for Cluster Wheel view.

This feature allows you to switch between the existing list (card) view or the grid as a side-by-side view with the visualizations so that you can control whether you want the full grid visible or not visible side by side. This split view will be available for the Dashboard, Cluster Wheel, and Heatmap.

Feature

UI

Allow Grid to render side-by-side with Dashboard.

You can now have the grid visible side-by-side with (other) visualizations so that you can get the high-level and the doc-level views on the same screen. Building on having this view available alongside the Cluster Wheel, this will add it to the Dashboard and Heatmap views.

Feature

UI

Add ability to collapse 'main' panel to allow grid view to take the majority of the screen.

When there is a split screen with cluster/ heatmap/dashboard and grid, you will have the option of collapsing those panels to allow the shared document list panel to take the majority of the screen space. This functions similar to the way the Folders/Entities panel can be collapsed to the left.

Feature

UI

Add ability to 'pop out' the secondary grid component to it's own window.

You now have the ability to ‘pop out’ the Grid view into its own window so that it can be moved to another monitor while the various windows still communicate with each other. Selecting a folder, which executes a search, will update the dashboard/cluster/heatmap as well as the popped-out list of documents to reflect the new count. A new button in the header area on the far right in the main view and in the popped-out view will dock/undock.

Feature

UI

Allow Grid to render side-by-side with Heatmap.

This feature allows you to have the grid visible side-by-side with (other) visualizations so that you can get the high-level and the doc-level views on the same screen.

Fix

Delete

Custom delete should require one drop down not three.

Custom delete now requires only one drop-down selection but does not require all three in order to submit a deletion job.

Fix

Duplicates

Recursive document folder counts not being correctly indexed after rebuild.

Selection of a parent level folder was not returning the document counts for all of the sub-folders even after indexing.

Fix

Filters

Near Duplicates and Exact Duplicates counts are not shown.

Counts for Near Duplicates and Exact Duplicates are now present.

Fix

Filters

User is unable to filter by column within the sidebar and pop out grids.

When a user clicked on the filter by column icon the page would reload but the filter modal did not open. This issue specifically fixes the sidebar and pop out grid.

Fix

Heatmap

Heatmap Row Totals Incorrect if Search is Modified.

The Row Totals worked as long as the search was not modified in any way so as to decrease the doc count from the default. The ‘Totals’ column correctly found the unique counts, but only for the selected row/column types.

Fix

Model Library

NexLP model library export file are corrupted.

When the user exported a model library, the system downloaded a corrupted .nps file.

Fix

Permissions

Transcript Folder permissions are incorrect.

Users with full transcript permissions were lacking the ability to do anything with transcript folders.

Fix

Search

User not able to save searches.

User was prevented from saving the current search. A warning message box appeared in top of the Modal without a message.

Fix

Supervised Learning

Active Learning Status on classifier card has no space.

Having a classifier with Training in Active Learning the status was stuck as “ActiveLearning” taken as a Typo.

Fix

Supervised Learning

[REG] Batch Configuration tooltip isn't displaying the correct information.

The tooltip for the classifier’s configuration option in Batch Configuration section was not displaying the correct message.

Fix

Supervised Learning

Run Full Process - Confirm Dialog is not closed after Click Run.

After a user clicked on run in confirmation dialog the dialog box did not close.

Fix

Tag Profiles

Users receive a warning when changing tag profiles in the document viewer.

Regardless of where the user accessed a document, Reveal 11 was displaying a warning message that because of how they accessed the document Reveal would be forced to close the review window.

Fix

Transcripts

Sub folders on transcript section allow an admin without config to process on transcripts.

With “Manage Transcripts” permission unchecked user was still able to see the kabob button and process transcript from a Transcript Sub-Folder.

Fix

UI

Make dropdown not fully rounded.

Conform all the dropdowns to look the same on the model of the one that says “Extension”.

Fix

UI

Save searches folders pop up is not displaying the folder options for multiple folders.

When there are multiple folders and those take almost the entire size of the modal and the user wants to click on the three dots options, these options are not visible and hard to reach.

Fix

UI

When the show hidden content notification is checked the notification does not display in the document viewer.

Fixed where show hidden content notification was checked within user settings and the hidden content notification did not display in the document viewer, and when the option was unchecked the notification within the document viewer displayed.

Fix

UI

Right side grid view gets locked to the left side panel if a user re-sizes the grid view all the way to the right.

When a user re-sized the right-side grid view all the way to the right the grid would get locked to the left side panel. The right-side grid view is displayed over whichever view the user selects and they could not re-size the view to display the selected left side view. If the user de-selected the grid/list toggle the list view would display and behave as expected.

Fix

UI

Popout List View background does not follow light mode colors.

Pop-out List View background did not follow light mode colors.

Fix

UI

Project switcher having issues with refresh causing data from one project to show in another.

Corrects an issue with the refresh of project information when using the project switcher.

Update

Settings

Move one setting (row numbers) to another category.

Move 'Row Number On' from Navigation to Grid section of Settings.