Veritas™ Surveillance User Guide

Distinct reviewer roles: Veritas Surveillance has several predefined reviewing roles, such as Escalation reviewer, Exception reviewer, and Passive reviewer that possess the following characteristics:

Filter pane: This pane lets you set criteria to refine the search records in the review items grid.

Comments: Reviewers can comment on the review items to promotes documentation and transparency, facilitates collaboration and communication, supports auditing and accountability, enables effective risk management, and contributes to continuous improvement in the compliance review process.

Labels, label groups, and their AI-based predictions: Reviewers can assign labels, label groups, and single choice label groups to review items. If the AI-based label predictions option is enabled for labels or single choice label groups, only 20 active labels (including single choice group labels) per department or at application level can be enabled for AI predictions. To enable AI-based label predictions, labels and single choice label groups must be marked as active and the Enable AI Predictions option must be selected.

Deactivated labels and label groups are not considered for analysis and AI-based label predictions.

The Predicted labels column is displayed in the items grid on the Review page as shown in the sample image below. If multiple labels are predicted, they are separated by semicolon.

Tags and hotwords statistics: Reviewers can quickly view the tags and hotwords-specific statistics per item and can navigate to individual matches in the Preview pane.

Review items grid customization: Veritas Surveillance lets you set the Preview pane position to the bottom or the right side of the review items grid for better readability. It also allows you to rearrange columns of the grid according to your specific requirements. You can sort the resulted reviewing items by increasing or decreasing relevance score, tags, and so on. You can collapse and expand the panes for better readability.

Relevance Score: This score is an integer value ranging from 0 to 100, assigned to all review items. It indicates the degree of relevance for review. A lower relevance score suggests that the item is more irrelevant, while a higher score indicates that the item is more relevant and requires closer attention during the review process. This functionality enables reviewers to promptly prioritize items for review, focusing on the most relevant ones first.

The Relevance Score column is displayed in the list pane by default. The score is calculated and displayed only if the Intelligent Review service is enabled for the selected departments. For the departments that are not enabled for the intelligent review service, the application displays the column, but the values remain blank.

Sentiment score: In Enterprise Vault, when Veritas Classification is enabled as part of the retention plan, the sentiments expressed in the textual content are analyzed and the sentiment score is generated at the item level, which measures attitudes, opinions, and emotions. The sentiment score value ranges from 0 to 100, where a 0-39 score represents negative sentiment, a 40-59 score represents neutral sentiment, and a 60-100 score represents positive sentiment.

The sentiment score column is by default displayed in the items grid on the Review page. A smile-emoji is used as a column heading. You can change the column position in the grid if required. You can click the column heading to sort the items based on the ascending or descending sentiment score as shown in the sample image below.