Arctera™ Insight Surveillance User Guide
- Introducing Arctera Insight Surveillance
- Getting started
- Working with dashboard widgets
- Managing employee groups
- Managing departments
- About departments
- Understanding the Departments page
- Searching departments
- Creating departments
- Moving existing departments under other departments
- Adding monitored employees and employee groups to departments
- Editing monitoring policies
- Editing department details and monitoring policy
- Managing exception employees
- Designating employees as exception employee
- Assigning further exception reviewers to an exception employee
- Removing exception status
- Removing exception reviewers
- Managing department users
- Managing department-level searches
- Managing department-specific hotword sets
- Managing department-specific labels
- Managing department-specific trash rules
- Managing department-specific allowlist rules
- Managing department-specific review comments
- Viewing employees associated with departments
- Managing users, roles, and permissions
- Overview
- Predefined user roles and permissions
- Adding new roles for users (employees) and employee groups
- Editing user roles and permissions
- Deleting user roles
- Assigning Insight Surveillances to users (employees) and employee groups
- Restricting users to use hotwords in searches
- Removing a user role
- Managing application-level searches
- Managing application-specific hotword sets
- Managing application-specific labels
- Managing application-specific trash rules
- Managing application-specific allowlist rules
- Managing application-specific review comments
- Managing data requests
- Managing search schedules
- Managing export operations
- Managing reviews
- About reviewing with Insight Surveillance
- Limitations on reviewing certain types of Skype for Business content
- Understanding the Review page
- Changing the Preview pane position
- Rearranging columns in the item list pane
- Filtering the items in the Review pane
- Viewing dynamic review item counts on the calendar
- Reviewing searched items
- Translating email and attachment content for review
- Adding or removing text for machine learning
- Assigning review status to items
- Viewing hotwords highlighting
- Viewing hotwords in collaboration message
- Viewing tags highlighting
- Viewing predicted labels of review items
- Viewing the full content in a new window
- Adding comments to items
- Escalating the review items
- Applying labels to items
- Viewing history of items
- Printing and downloading the items and attachments
- Viewing Intelligent Review Details
- Working with reports
- About Insight Surveillance reports
- Predefined reports
- Enhanced reporting
- Configuring a reporting endpoint
- Authentication
- Departments API
- Users API
- UserRoles API
- Roles API
- Classification Tags API
- Labels API
- Searches API
- ItemMetrics API
- ReviewerMapping API
- MonitoredEmployees API
- Evidence Of Review Async API
- Evidence of Review API
- Item Classification Metrics Async API
- Item Classification Metrics API
- Item Label Metrics Async API
- Item Label Metrics API
- Item Archived Metrics Async API
- Item Archived Metrics API
- Report Status API
- Supported OData query options
- Supported reporting endpoint API filters and their values
- Responses
- Managing Power BI templates for reporting APIs
- Accessing Insight Surveillance reports and datasets through the OData web service
- Guidelines for using Insight Surveillance templates with Microsoft Power BI Desktop
- TEMPLATE - Departments, Users, Roles, Labels
- TEMPLATE - User Roles
- TEMPLATE - Item Metrics
- TEMPLATE - Reviewer Mapping
- TEMPLATE - Searches
- TEMPLATE- Item Classification Metrics - Submit report request
- TEMPLATE- Item Classification Metrics - View report data
- TEMPLATE- Item Archived Metrics - Submit report request
- TEMPLATE- Item Archived Metrics - View report data
- TEMPLATE- Item Label Metrics - Submit report request
- TEMPLATE- Item Label Metrics By Employee - View report data
- TEMPLATE- Item Label Metrics By Department - View report data
- TEMPLATE- Evidence Of Review - Submit report request
- TEMPLATE- Evidence Of Review By Monitored Employee - View report data
- TEMPLATE- Evidence Of Review By Department - View report data
- TEMPLATE- Evidence Of Review With Item Archived Metrics - Submit report request
- TEMPLATE- Evidence Of Review With Item Archived Metrics - View report data
- Saving, editing, and refreshing the Power BI reports
- Managing Audit Settings
- Working with Audit viewer
Viewing Intelligent Review Details
The section provides the facts of why the item is classified as Unreviewed Relevant or Unreviewed Irrelevant. It shows the and labels (links) and the respective contribution.
During review, the section appears on the tab only if the departments you want to review are enabled for Intelligent Review, and the Show Intelligent Review Details in Review permission is enabled for the logged-in user. This permission is by default enabled for the Department Reviewer, Escalation Reviewer, Compliance Supervisor, Exception Reviewer, and Passive Reviewer roles, where either the Review Messages or the Review Escalations permissions are enabled. By default, Intelligent Review Details section is collapsed. Users can expand and collapse it as required.
The total relevant and irrelevant contribution value is shown besides the respective labels. These values (between 0 to 100) are factor of relevant and irrelevant contributions found inside the item. When you click the Relevant and Irrelevant labels, the corresponding details appear which shows the factors that have contributed towards relevant or irrelevant. The calculated values of a contribution of each factor are mentioned so that a reviewer can understand the reason behind the item being relevant or irrelevant.
If the contribution value of the relevant factors is more than the contribution value of the irrelevant factors, the item will have higher relevance score (greater than 50). If the contribution value of the irrelevant factors is more than the contribution value of the relevant factors, the item will have lower relevance score (less than 50). If the contribution values of the relevant and irrelevant factors are almost similar, the item will have the relevance score around 50.
The factors that contribute are Author, Recipient, Subject, Content, Direction, Tags, and Department influence. Department Influence shows the extent to which prediction is inclined in favor of or against the marking based on the department's learning. If reviewers in a department favor marking items as irrelevant, then Department Influence will contribute towards irrelevance and vice versa. If factors do not have values, they can still contribute as relevant or irrelevant. It happens when the algorithm weighs the lack of details (such as the presence of zero tags or absence of content) as a contributing factor to its learning.
If the contribution of any factor is insignificant, but not absolutely zero (0), then value can be rounded to and displayed as zero (0). If the factor does not contribute at all, then this factor is not displayed. The amount of contribution of each factor is also shown with the color legend.
The flag icon, representing , shows AI-predicted labels and their count for each review item if the Enable AI Predictions option is selected for active labels and label groups.
Refer to the sample images below.
Figure: Preview pane showing the IR details, hit highlighting, managing text for learning, and AI-predicted labels
Following are some circumstances when the Intelligent Review Details are not available, and the application displays different messages for users.
Circumstance | Displayed message |
|---|---|
Item is not processed by the Intelligent Review engine | Details not available |
Data for machine learning is inadequate | Intelligent Review is still learning. Details are not yet available. |
Technical problem during loading Intelligent Review Details | Error loading Intelligent Review Details |