Installation and permissions (Advanced Access)

Advance Access (AA) is an opportunity to evaluate and work with Relativity features prior to the General Availability (GA) release. Relativity customers typically participate in AA programs on a feature-by-feature basis. The functionality described in this topic may not be available in all Relativity environments. This topic may not represent the functionality, appearance, or behavior of the GA release version of this feature.

aiR Assist installation

aiR Assist does not need to be installed. It is available in all workspaces with aiR for Case Strategy enabled, provided that a Fact Extraction or Transcript Summary job has been completed. It offers conversational assistance to support case strategy development and analysis.

Each workspace with aiR Assist installed can contain up to five aiR Assist indexes in total, which may be built from a combination of the Case Home document set and public saved searches. They serve as the foundation for building aiR Assist indexes, which define the datasets used for retrieval and answer generation.

Permissions

Because aiR Assist operates in conjunction with aiR for Case Strategy, users must have specific permissions assigned to access and use it:

Object Security
aiR For Case Strategy Case Document - View Edit Add aiR for Case Strategy Prompt Criteria - View, Edit, Add Fact - View, Edit, Add

For information on using aiR for Case Strategy, refer to aiR for Case Strategy.

Permissions and access control for indexing data

Currently, aiR Assist does not include granular permission controls for managing access to indexing or to specific indexes. Any user with access to aiR for Case Strategy and the corresponding workspace can initiate index creation and interact with available indexes. For more information on indexing data, see Indexing data using Index Manager (Advanced Access).

Permission-based access management for indexing operations and individual indexes is planned as a future enhancement.