AUTONOMY INTRODUCES INDUSTRY FIRST SEARCH PROCESS VALIDATION MODULE TO ENSURE DEFENSIBLE SEARCH
Flexible Search Options and Visibility of Search Logic Ensure Auditable FRCP Compliance and Defensible Search Strategy
Cambridge, UK and San Francisco, Calif. - February 3, 2009 - Autonomy Corporation plc (LSE: AU. or AU.L), a global leader in infrastructure software for the enterprise, today unveiled the industry's most advanced, forensically sound search module, Search Process Validation (SPV). Powered by Autonomy's Meaning-Based technology, SPV uniquely offers conceptual search as well as all other legacy search methods, including keyword search; adding flexibility and defensibility to every phase of the legal discovery lifecycle. SPV helps users determine the most suitable search methodology to employ at each stage, and guides them through the process by providing transparent logic and auditable results for any of the search methodologies used. SPV mitigates risk and brings added defensibility to the search process throughout the entire discovery lifecycle, enabling legal experts to benefit from advanced conceptual analytics, defensibility reporting, real-time validation sampling, and dynamic search tracing.
"Organizations are under increased pressure to adopt a forensically sound search strategy," commented Brian Weiss, VP Information Governance, Autonomy. "In Victor Stanley, Inc. vs. Creative Pipe, for example, the judge ruled against the defendants on the grounds that they had failed to provide the court with rationale for the selection of keywords and with the qualifications of the defendant and his lawyers to design an effective and reliable search method," elaborated Weiss. "Autonomy's solution mitigates this risk by offering different search methods and guiding the user to choose the most suitable one, or a combination thereof, in a fully audited manner."
Autonomy's core infrastructure software product, the Intelligent Data Operating Layer (IDOL), powers the SPV module in all Autonomy eDiscovery solutions. IDOL embraces all legacy search methods such as keyword, Boolean, metadata, and parametric and others, but is perhaps best known for its pioneering conceptual search. In helping users select the best search method for their needs, SPV clearly delineates the query pipeline, including concepts found, term frequencies, and repositories searched for each search method used. SPV provides a detailed audit trail, highlighting both conceptual clusters and keywords in the result set as well as any user profiling, entity extraction or metadata elements. In addition, the business logic and parameters used in the relevancy calculation are transparent and audited to ensure a defensible search process.
During early case assessment, for instance, Autonomy's unique conceptual analytics can expedite the search refinement process and the negotiation of keyword lists by suggesting "ideas," phrases, or conceptual terms, that are common to the returned files. By understanding the concepts that exist in the data, Autonomy automatically offers a list of ideas and terms that the legal team can use to refine their searches. For instance, in a keyword search for "fraud," the engine may also reveal that terms such as "cheat," "scam," or "stock option backdating" exist in the data as conceptually relevant terms. Autonomy also automatically clusters results into thematically similar groups, virtually eliminating the time-consuming process of manual sampling and enabling full visibility into the results set. At later stages of litigation, SPV uses advanced conceptual analytics to help ensure auditable compliance with the Federal Rules and case law while also dramatically reducing the costs of downstream production.
Autonomy's Search Process Validation module offers numerous unique features, including:
Dynamic Search Tracer - SPV keeps a running, audit trail of the user's search history, with the ability to create snapshots of any (or all) of the relevant steps and results for future re-use and collaboration with colleagues. This empowers users to refine an investigation methodology by saving and re-using search queries, sampling delta sets and drop outs, or by building and saving search profiles from relevant documents.
Advanced Term List Analytics - SPV provides researchers with intuitive statistical and visual tools for determining the impact of search modifications. Configurable views provide dynamic representations of term frequencies, stem variants and wildcard expansions. Researchers can view granular analytics that include term hit counts, family, data types, languages, custodians, and other document metadata. From these views, users can investigate the impact of proposed term list changes, drill into sub-queries, and capture delta sets or validation samples.
Search Audit - The audit provides such details as repositories searched, search terms used and omitted, query expansions, concepts involved, and the analytics used to arrive at the final result set. The audit form is customizable to suit the unique needs of each case or phase of discovery.
Search Journey - SPV clearly delineates the logical path that the search engine took to arrive at a given set of results. It reveals the key concept terms that were found, along with pertinent metadata, repositories searched and the relevancy threshold reached.
Real-time Validation Sampling - SPV's real-time, audited validation sampling can be launched at any stage in the search process. The search terms used, the percentage of files selected for sampling, methodology used in sampling, and other relevant factors are captured and tracked for validation reporting. This process allows researchers to build and maintain classical validation sampling and QA reports to justify the search strategy and prove a defensible process.
Defensibility Reporting - Data statistics, validation, and term list refinement reports can be output for the Meet and Confer, tracked over time, or packaged for final results production, with the ability to include concept and custodian mapping features as required.
With access to over 400 repositories and over 1000 file formats, including audio and video files, Autonomy provides a fully FRCP-compliant search for a complete inventory of the required enterprise corpus with no "jump-outs" or partial indexing. In use by all top 10 law firms and by over half of the Fortune 25, Autonomy's eDiscovery solutions provide true assurance of a superior and defensible search strategy.
For more information on Autonomy's Search Lifecycle and Validation solution, please visit www.autonomy.com.
About Autonomy
Autonomy Corporation plc (LSE: AU. or AU.L), a global leader in infrastructure software for the enterprise, is spearheading the meaning-based computing movement and was recently ranked by IDC as the clear market share leader in enterprise search with market share nearly double that of its nearest competitor. Autonomy's technology allows computers to harness the full richness of human information, forming a conceptual and contextual understanding of any piece of electronic data including unstructured information, be it text, email, voice or video. Autonomy's software powers the full spectrum of mission-critical enterprise applications including information access technology, pan-enterprise search, information governance, end-to-end eDiscovery and archiving, records management, business process management, customer interaction solutions, and video and audio analysis, and is recognized by industry analysts as the clear leader in enterprise search.
Autonomy's customer base is comprised of more than 17,000 global companies and organizations including: 3, ABN AMRO, AOL, BAE Systems, BBC, Bloomberg, Boeing, Citigroup, Coca Cola, Daimler AG, Deutsche Bank, Ericsson, Ford, GlaxoSmithKline, Lloyd TSB, NASA, Nestle, the New York Stock Exchange, Reuters, Shell, T-Mobile, the U.S. Department of Energy, the U.S. Department of Homeland Security and the U.S. Securities and Exchange Commission. More than 350 companies OEM Autonomy technology, including BEA, Citrix, EDS, H-P, Novell, Oracle, Sybase and TIBCO, and the company has over 400 VARs and Systems Integrators. The company has offices worldwide. Please visit www.autonomy.com for more information on Autonomy.
Autonomy and the Autonomy logo are registered trademarks or trademarks of Autonomy Corporation plc. All other trademarks are the property of their respective owners.
Summary: ...needs. WorkSite’s role-based security allows access to be granted or restricted at the folder level for a high level of granular control. A complete audit trail captures a record of the user activity around each document. “This is important for many of our clients, especially in security-conscious...
Summary: ...For example: • Conceptual Search retrieves documents which are thematically similar even if they don't feature the keywords used in the original query thus moving beyond traditional approaches which depend heavily on grammatical structure or specific vocabulary. • IDOL's unique AQG refines search...
Summary: ...the Central Statistics Office The Central Statistics Office (CSO) is the government agency responsible for the collection, compilation, analysis and dissemination of statistical information relating to the economic and social life of Ireland. It is also responsible for coordinating official statistics...
Summary: ...with logic programmed by AccuImage and AHOM’s IT development staff, also raises red flags during the revenue qualification phase that saves AHOM money and keeps the company in compliance with U.S. government regulations. “Medicare, for instance, has very specific medical coverage criteria,” Gouy...
Summary: ...explains Farone. The Autonomy Interwoven CAP Solution also helps BCBSMA meet key IT compliance requirements with built-in reporting and whole-application versioning. By automatically taking snapshots of applications, BCBSMA creates a legally defensible audit trail, removing risk in an investigation and...
Summary: ...The Autonomy CAP Solution also helps BCBSMA meet key IT compliance requirements with built-in reporting and whole-application versioning. By automatically taking snapshots of applications, BCBSMA creates a legally defensible audit trail, removing risk in an investigation and strengthening the company’s...
Summary: ...trail to be captured at every step of the process. In addition, Autonomy empowers automation of the form processing by understanding the content of the documents, allowing the data to be automatically and immediately validated for accuracy as it is being entered. Security, scalability, compliance, as...
Summary: ...CITEC - Case Study. All these features ensure the subject matter experts, authoring or approving the content are provided with transparent and easy to use processes and are not faced with a steep learning curve. Important also to CITEC is TeamSite’s rigorous audit trail and security features which allow...
Summary: ...to implement a complete solution based on Autonomy iManage WorkSite document management. Comprehensive functionality includes automated profiling to improve organization and search; version control to capture the complete evolution of investment models; comprehensive security and auditability to reduce...
Summary: ...Content Clearwater Capital Partners analysts can now easily create investment workspaces with pre-defned folders for trading documentation, fnancials, due diligence reports, correspondence, and other content. Items dragged and dropped into a folder are automatically assigned the appropriate metadata,...
Summary: ...an infrastructure investment • Tailored the solution to the client’s needs, while staying within the desired budget and deployment objective • Reviewed and produced ESI in its native format • Performed all phases of legally defensible eDiscovery About Autonomy Autonomy Corporation plc (LSE: AU....
Summary: ...template, adds metadata keywords and navigation items, and routes the page to an editor to complete the content approval, QA, and publishing process. EUROCONTROL now completes from one to three deployments each day, with more frequent updates in the immediate plan. Extending Content Management to the...
This is a small selection of the Autonomy case studies available, please visit our publications site at http://publications.autonomy.com/ for more information.
Summary: ...to employ. It guides users through the retrieval process by providing transparent and auditable searches, including term-list analytics, real-time validation sampling and a detailed audit trail that includes hit counts, terms, their variants and related concepts. Autonomy SPV provides users with the visibility...
Summary: ...has become critically important. Lastly, the solution is fully auditable, capable of creating up-to-the minute reports and trend analysis that may be used to defend compliance practices in case of a regulatory or legal investigation. Leveraging IDOL Capabilities Following the successful pattern of the...
Summary: ...clusters and visually displays related documents, allowing for bulk coding, annotation, redaction and numbering of all ESI for review and production, increasing review speeds by more than 300 percent over traditional legacy methods. Introspect enables an efficient, nonlinear review and utilizes IDOL's...
Summary: ...collection of content and associated metadata, including checking security access rights, is performed using a legally defensible and auditable process that does not alter or damage the data in any way. The audit trail clearly establishes the chain of custody and details the steps of every operation....
Summary: ...Autonomy Product Brief: Autonomy Digital Safe. With this module, legal teams can significantly cut down the review cycles with keyword, concept search, pattern clustering, automatic query guidance, and visualizations for social networks and message tracers. Unlike other approaches, Autonomy early case...
Summary: ...taking an automated and intelligent approach to monitoring and surveillance of all electronic communications of an organization. Autonomy Supervisor is the only solution that incorporates flexible, easily configurable sampling profiles, integrated with the most precise policy module available.
...
Summary: ...even come to trial. With EAS Investigator, legal teams can significantly cut down the review cycles with keyword, concept search, pattern clustering, query guidance, and visualizations for social networks and message tracers. Unlike other approaches, EAS Investigator’s early case assessment analytics...
Summary: ...The Scrittura workflow engine allows non-technical users to define business logic without compromising its flexibility to support powerful rules and expressions for handling trade or time-based events. Authorized users can modify the business logic in a production system, establishing their own criteria...
Summary: ...modular, seamlessly connected, end-to-end eDiscovery solution guides data through each stage of the EDRM. This eliminates the need to transfer data between applications and leverages intelligence gained from each step in the process, mitigating the risks and high costs associated with legacy methods....
Summary: ...effect, reminders if a custodian does not respond to the notice, and the ability to escalate the matter to a supervisor or direct report if a timely response is not received – each of which is critical to create repeatable and defensible good faith process in accordance with FRCP requirements. “Trust...
Summary: ...governance platform is required to mitigate risk, reduce costs, and create a defensible process. Social Media and Discoverability: Another form of ESI Under the Federal Rules of Civil Procedure (FRCP) in the United States, the Civil Procedure Rules (CPR) in the United Kingdom, and under the civil procedure...
Summary: ...Data Operating Layer (IDOL) is a sophisticated mathematical and statistical approach to information that alters the way computers relate to electronic information, creating a new paradigm of information technology and solutions. Transparent to the end-user and a seamless part of the end-to-end platform,...
This is a small selection of the Autonomy Product Briefs available, please visit our publications site at http://publications.autonomy.com/ for more information.
Summary: ...to allow assets to be automatically or explicitly attributed with retention periods for highly granular control over the information lifecycle • Automatic classification of content based on specific keywords contained in messages and files or on metadata such as address fields, date fields and subject...
Summary: ...and defensible process, a solution that offers a common search engine for all enterprise repositories would minimize the risks inherent in the identification, preservation and collection phases while offering the most systemized process. Proper preservation is essential, even though it may never be necessary...
Summary: ...discovery methodology to pinpoint documents that support your case, rapidly filter non-responsive items and reduce the risk of failures to comply with the FRCP.
...
Summary: ...process • Weight of every field can be manipulated • User feedback used to calculate relevancy and primacy • Recently added features include: • Query bread-crumbing/Audit • Real-time validation sampling • Defensibility reporting • Intent-based ranking • Social media scoring New Enhancements...
Summary: ...www.zantaz.com as a recorded webinar titled, “FRCP Rule Changes: Evolution Not Revolution,” conducted by Thomas Allman, Senior Counsel at Mayer, Brown, Rowe, and Maw and a frequent contributing author to the FRCP amendments, and Francis Lambert, Senior Compliance Advisor, ZANTAZ. White Paper 6 1.)...
Summary: ...Auditability – Part of the ability to comply with laws, regulations, and policies involve the capacity to audit systems and information across the enterprise. Readily auditable systems allow organizations to validate records program at any time for internal audit or at the request of external authorities...
Summary: ...the corporate network. IDOL builds an index of all of the data across the enterprise which can then be used to automatically execute policy and identify potentially relevant documents. The relevant documents are identified by the IDOL engine using keyword, Boolean, metadata, conceptual and contextual...
Summary: ...action. While compliance regulations differ across jurisdictions and industry, the most stringent requirements regarding a defensible and transparent process have come from court cases and the rules and regulations surrounding the FRCP for eDiscovery and CPR for eDisclosure. Although their preservation...
Summary: ...complete audit trail of all changes made throughout a transaction—recording who, what, when and where, regardless of where the change originated – provides the opportunity for financial firms to avert threats of loss and mitigate operational risks. Metrics, Analytics & Reporting Financial executives...
Summary: ...by Sarbanes-Oxley to audit corporate IT processes. The Interwoven Composite Application Provisioning (CAP) Solution provides a standardized production release process for thin-client applications while capturing an auditable trail of all code, content and configuration changes. The solution enables companies...
Summary: ...stream of information from a variety of applications and sources even when they fail to share a common language, data structure and format, logic or communication methodology. Command and Control Level III can seamlessly be integrated with Virage Security and Surveillance EPOS, CSM, ANPR and iSAS for...
Summary: ...trends and correlations and to test complex trading algorithms. Quantitative analysts can apply complex patterns to billions of rows to identify trading strategies, refine ad targeting algorithms or explore multiple iterations in everything from machine design to drug delivery. The Vertica cluster is...
This is a small selection of the Autonomy White Papers available, please visit our publications site at http://publications.autonomy.com/ for more information.
Related Case Studies
