PI and Entity Search

Use PI and Entity Search to query documents analyzed by aiR for Data Breach Response. This query option is available in workspaces where the aiR for Data Breach Response application is installed and lets you search fields specific to that application. Unlike Keyword and dtSearch, PI and Entity Search targets fields related to personal information detection, entity identification, and data breach review workflows.

With PI and Entity Search, you can search for:

• Documents that contain any identified PI.
• Documents that contain identified data breach entities.
• Documents that contain specific PI types.
• Documents that match field values specific to the Privacy Workflow and the Privacy UI.

Create a PI and Entity Search query

To create a search query:

1. Navigate to the document list in your workspace.
2. Select PI and Entity Search from the search drop-down menu.
   
3. Enter your query using the searchable fields and operators listed below. Make sure to use correct search syntax. See Example search strings for pre-formulated queries.
4. Click Search to run the query.

You can save PI and Entity Search queries as a saved search. These saved searches can be used as building blocks in other Relativity features, such as creating batches or using Review Center. For instructions, see Creating and editing batch sets and Review Center.

Searchable fields

You can search for the following fields using PI and Entity Search.

Name	Description
Batch ID	The batch a document is assigned to.
Data Analysis Status	The Data Analysis processing status of a document. Searchable values include: DATA_ANALYSIS_RUN_REQUIRED NOT_READY_FOR_REVIEW READY_FOR_REVIEW RUNNING_NORMALIZER
Date Added	The date the document was added.
Date Last Updated	The date the document was last updated.
Document Categories	The categories applied to a document.
Document Flags	User-created or system-created flags applied to a document.
Document ID	The unique ID number assigned to a document.
Duplicate Of	The document ID of the document this record is a duplicate of.
Entity Count	The number of breached entities identified on a document.
Is Duplicate	Whether the document was identified as a duplicate.
PI Count	The number of PI instances found on a document. You can also use this field to query the count of specific PI types on a document.
PI Types	The PI types identified on a document.
Reviewed Status	Whether a document is locked or unlocked.
Unable to Map PI to Viewer	Whether PI could not be mapped to the viewer — for example, on poorly OCR'd documents.

Operators

You can use the following operators to formulate custom search queries with PI and Entity Search.

Operator	Description
CONTAINS	Compares two values to see if the value on the left contains the value on the right.
=	Compares two values to determine if they are equal.
!=	Compares two values to determine if they are not equal, returns true if not equal.
<	Compares two values to see if the value on the left is less than the value on the right.
<=	Compares two values to see if the value on the left is less than or equal to the value on the right.
>	Compares two values to see if the value on the left is greater than the value on the right.
>=	Compares two values to see if the value on the left is greater than or equal to the value on the right.
AND	Compares two values and returns true if both conditions are satisfied.

Example search strings

Following are examples of common search strings.

Enclose field names and values in single quotes in your query.

Syntax pattern	Example	Description
CONTAINS PI	CONTAINS PI	Returns documents that contain at least one piece of PI.
CONTAINS DATA BREACH ENTITY	CONTAINS DATA BREACH ENTITY	Returns documents that contain at least one breached entity.
CONTAINS PI TYPE '<PI type>'	CONTAINS PI TYPE 'U.S. Social Security Number'	Returns documents that contain the specified PI type.
CONTAINS PI TYPE '<detector\'s name>'	CONTAINS PI TYPE 'Driver\'s license'	Returns documents that contain PI for a detector whose name includes special characters. Use \ to escape the special character.
'<Field Name>' CONTAINS '<Value>'	'PI Types' CONTAINS 'Phone Number'	Returns documents where the specified field contains the value.
'<Field Name>' = <Value>	'Is Duplicate' = true	Returns documents where the field matches the specified value.
'<Field Name>' != '<Value>'	'PI Types' != 'Patient ID'	Returns documents where the field does not match the specified value.
'<Field Name>' < <Value>	'Entity Count' < 3	Returns documents where the field value is less than the specified number.
'<Field Name>' <= <Value>	'PI Count' <= 10	Returns documents where the field value is less than or equal to the specified number.
'<Field Name>' > <Value>	'PI Count' > 10	Returns documents where the field value is greater than the specified number.
'<Field Name>' >= <Value>	'Entity Count' >= 1	Returns documents where the field value is greater than or equal to the specified number.