Installation and configuration

The PI Detect and Data Breach Response application will be installed into your instance by Relativity. Once the application has been installed at the instance level, you will need to install the application into any workspaces you want to use it in.

Prerequisites

Following are prerequisites for using the Data Breach Response application:

  • Data Breach Response relies on the Control Number field. This field must be populated in the Document ID data settings field mapping before ingesting documents.
  • We recommend creating dedicated groups for Data Breach Response users, for example, a Data Breach Response Lead or Data Breach Response First Level Reviewer group.
    Permissions can be assigned to these groups using the instructions below.
  • The Data Breach Response application requires long text fields such as Extracted Text, OCR and Translations to be stored in Data Grid.

Configuring permissions

To access to the Privacy Workflow tab within the PI Detect and Data Breach Response application in Relativity, follow the instructions below:

  1. From your workspace, navigate to Workspace details.
  2. Click Manage Workspace Permissions.
    An image of the Manage Workspace Permissions button found in the Relativity Utilities section of the Workspace details page..
  3. Assign group permissions for the workspace in the Object Security tab. There are four User roles and permissions options, all of which are assigned at the workspace level.
    For more instructions on editing and deleting permissions, see Setting workspace permissions. 
    An image of group permissions set in the Object Security tab.
  4. Click Save.
  5. The Privacy Workflow tab will appear in the workspace once ingestion is run for the first time. See Ingest documents for more information.
    An image of the Privacy Workflow tab in a workspace.

User roles and permissions

Following is a list of user roles for the PI Detect and Data Breach Response application and the permissions available to them.

Role Permissions
PI Detect and Data Breach Response - Lead

Users assigned a lead role have access to all features in PI Detect and Data Breach Response:

  • Jobs
  • Batches
  • Data Settings
  • Privacy Workflow
    • Document Ingestion
    • Incorporate Feedback
    • Document Search
    • Excel Reports
    • Quality Control
    • Report Generation
    • Settings
  • Error Codes
  • Configuration
  • Document Reports
  • PI and Entity Search
  • Reviewing documents in the Viewer
    • PI Detection panel
    • Linked Entities panel
    • Table card
PI Detect and Data Breach Response - Annotator

Annotators can access the following features:

  • Reviewing documents in the Viewer
    • PI Detection panel
    • Linked Entities panel
    • Table card
PI Detect and Data Breach Response - FLR

First level reviewers can access the following features:

  • Reviewing documents in the Viewer
    • PI Detection panel
    • Linked Entities panel
    • Table card
PI Detect and Data Breach Response - QC

Quality control reviewers can access the following features:

  • Reviewing documents in the Viewer
    • PI Detection panel
    • Linked Entities panel
    • Table card
Note: Users included in the workspace admin group must still be added to the PI Detect and Data Breach Response - Lead group.

Setting data settings in workspaces

To set the application settings in a workspace:

  1. Navigate to the workspace containing the documents to send to Data Breach Response.
  2. Navigate to the PI Detect and Data Breach Response tab.
  3. Select Data Settings.
    An image of the Data Settings button found under the Pi Detect and Data Breach Response tab.
  4. Click New PI Data Settings.
    An image of the New PI Data Settings button found on the Data Settings page.
  5. Click Save.
    6. Note: The PI Detect and Data Breach Response application sends the text located in the Extracted Text field. If a record contains no extracted text, it should be Imaged/OCRed and the results written to the Extracted Text field. The other mandatory property is that the native file must exist for the documents being sent.
    Note: Data Breach Response currently requires you to have a field named Control Number when you run an ingestion job. If you have given your Control Number field a Friendly Name or otherwise changed the name of the field, you may see no field to map in your Data Settings.

Defaulting the PI Detect and Data Breach Response application tab

Once the application has been installed, you can set it as a default tab:

  1. Click on Workspace Setup and select Tabs.
  2. Find the PI Detect and Data Breach Response application.
  3. Click the pencil icon to edit.
  4. Enable Visible under Tab Information.
  5. Enable Show in Sidebarunder Tab Location.
  6. Pick an icon.
  7. Click Save.

The PI Detect and Data Breach Response application should now be visible in the sidebar.
An image of the PI Detect and Data Breach Response application tab in the sidebar.

Frequently asked questions

An image of the Privacy Workflow tab. The screen is "authenticating," but shows nothing else.

The Privacy Workflow tab will not populate until an ingestion job is run. During the first ingestion job, the application backend will be prepared for the project and the Privacy Workflow tab can be accessed when the job is completed.