eDiscovery AI PII Detect

eDiscovery AI PII Detect

PII Detection 

 

1. Use eDiscovery AI PII Detect tool to review documents and identify any that contain personally identifiable information. The types of PII considered in each review can be selected and adjusted by the user.

 

a.      To conduct a PII review, identify the set of documents for review and follow the steps below.  

                                                              i.  Navigate to the Hub to set up your PII Template.

                                      ii.  Choose the PII tab on the left hand menu, click + New PII Template in the upper right corner, then input your workspace and API key information.


                                      iii. Click Select PII types and choose from a list of pre-defined PII types or click Custom, to create your own custom PII types. 



                              iv. For Custom PII types
                                    a. Choose short simple names and avoid special characters, extra spaces, and common Boolean operators like and, or, NOT. These can cause issues populating choices within Relativity. 
                                    b. Visit Drafting PII Prompts for more information on best practices on creating custom PII types and prompt language. 


             b. Once the PII Template is set up, return to Relativity and create a Multiple Choice field called PII Types, or something similar where all types of PII, if any will be listed on each document.  

                                                            i. Select the documents eligible for the PII review and use the mass action, Send to eDiscovery AI.

 

 

 

                                                          ii. Note that there is a limit of 15 total PII types that can be run at once regardless of whether they are custom or standard types. For additional PII types, a second template and a second pass over the documents must be run. 



                  
                       


 

2. The documents will be sent to eDiscovery AI and the PII Detect application will review each document for all selected types of PII. If it finds the presence of PII material within the document, eDiscovery AI will identify that information in the assigned PII Results field selected by the user.   

 


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