This feature is in Walk.
DISCO has updated the inclusive detection logic for emails and their attachments within review stages. Dynamic threading decreases the review population in a review stage by only including emails and their families if the email or its family contains unique content. This allows you to review fewer documents without losing content or context.
In a review stage, you have the following options for including additional documents:
- Include family members of source documents: Selecting this option will include all attachments and parents of documents that are returned based on the source parameters.
- Include all emails in the same conversations: Selecting this option will include all emails from any conversation from which at least one email was in your source parameters, including those that may be outside of the defined source parameters.
You have the following option for reducing the review population:
- Limit conversations to the most inclusive content: This updated dynamic threading logic will retain email and email families with unique content, excluding any emails or email families fully subsumed by another in your review stage. This option is designed to reduce the number of documents in your review population.
Note: Review stages will only consider documents in the Active workspace, not those in the ECA workspace.
The calculation box in a review stage will display the effects of selecting each of the previously mentioned options on your review stage. Before you enter source information, the calculation box will not show any document count information.
Once you have entered sources, DISCO will start to count the documents that will be returned as the review population for the review stage. Below, you see options to “Include additional documents” have been selected and the calculation box to the right now has a “Calculate Total” button to click to see total unique documents in a review stage.
Click the “Calculate Total” button to see the document count for a review stage, the number of excluded documents, the total source population reduction percentage, and an option to expand the calculation box to see more details about the excluded documents.
If new documents are ingested that apply to your review stage based on the source parameters defined, DISCO will dynamically apply the threading and inclusives logic to those applicable documents that should become included in the review stage.
Note: Updated dynamic threading logic applies to review stages only. Outside of review stages, you can perform a search to find emails that are identified as inclusive, as measured against the entirety of all emails in the database, in the search bar using the following logic: isinclusive(yes). Outside of review stages, attachments are not considered as a part of the inclusivity logic.
Attachments & Unique Families
The dynamic threading inclusive logic now applies to email attachments. When an inclusives-only review is set up in a review stage, only unique families will be returned as a part of your document population to review. It is important to note that DISCO will maintain email family constructs and will not separate emails from attachments.
Email Attachment Example 1
Let’s say email 1 has attachment A1, email 2 has attachment A1 and A2, and email 3 has attachment A1 and A2.
Email 1 and its attachments, and also email 2 and its attachments, are contained within email 3 and its attachments. So in a review stage, only email 3 and its attachments would be returned as a part of the dynamic threading logic. This would effectively reduce the review population from 8 documents to 3 documents.
Email Attachment Example 2
Let’s say email 1 has attachments A1 and A2, email 2 has attachment A1, and email 3 has attachment A2.
All three email families will be returned. Dynamic threading logic considers the email and its attachments. Because neither email 2 nor email 3 has both A1 and A2 attachments, DISCO returns all three email families, which also effectively keeps family constructs in place. In this case, the review population is not reduced.
In the future, DISCO will investigate how to present synthetic families (attachments without their parent emails) so that context is not lost while reviewing documents.
Email Attachment Example 3
Let’s say email 1 has attachments A1 and A2, email 2 has attachment A1, email 3 has attachment A2, and email 4 has attachments A1 and A2.
Only the last email group, email 4, and its attachments are returned. Email 1 and its attachments are contained within the email 4 family. Email 2 and its attachment is contained within email 4 because email 4 does have attachment A1. The same logic applies to email 3 and its attachment A2. This would effectively reduce the review population from 10 documents to 3 documents.
Inclusive Emails & ECA
If there are documents in Early Case Assessment that would be included in a review stage based on your source parameters, DISCO will return an ECA document count and provide you with a link to those documents that reside in ECA. DISCO does NOT apply the dynamic threading inclusive calculation to ECA documents. Please see our ECA Knowledge Base article for more information on ECA and how to promote documents for Active Review.