Match Equivalent Domains

The Match Equivalent Domains pipeline step identifies email address domains that are different but belong to the same underlying organization and decides what communicating email addresses (aliases) belong to the same individual (entity). The AI uses both similarity between domains and document content to find matching equivalent domains.

Requirements

Following are requirements for the Match Equivalent Domains pipeline step:

  • You must perform both the Run action and the Apply Annotations action on the Match Equivalent Domains pipeline step. The Run action will identify similar email address domains and populate those domain pairs on the Equivalent Domains tab.
  • Before performing the Apply Annotations action, you must annotate equivalent domains based on the conditions outlined in Annotate equivalent domains by selecting a choice on the Annotator Decision field.
    Note: The AI considers equivalent domains not annotated on the Annotator Decision field as Not Equivalent Domains. This may cause the creation of many entities for the same individual. You can fix these issues during the Validate Attorneys pipeline step.
  • The Apply Annotations action will apply your annotations to the AI to decide what communicating email addresses and aliases belong to the same individual or entity.

Actions

To run Match Equivalent Domains:

  1. Navigate to the Projects (Priv) page.
  2. Select the project you want to interact with.
  3. Locate the Match Equivalent Domains step in the Pipeline Steps category.
  4. Click the Run button within the Actions column next to the Match Equivalent Domains step.
    This will only be available when you have successfully completed the prior pipeline step.

The Match Equivalent Domains step status will change to Run In Progress. The system will disable the Run action button until the status updates.

Upon the successful completion of the Match Equivalent Domains Run action, the status on the step will change to Ready to Apply Annotations. The system will enable the Apply Annotations button.

Caution: Before completing this step, annotate the Equivalent Domains identified by the Match Equivalent Domains step to confirm or deny the Predictions on the Annotator Decision field. Quality check (QC) the decisions made by your team for accuracy. See Equivalent Domains for more details.

To apply annotations for Match Equivalent Domains:

  1. Navigate to the Projects (Priv) page.
  2. Select the project you want to interact with.
  3. Locate the Match Equivalent Domains step in the Pipeline Steps category.
  4. Click the Apply Annotations button within the Actions column next to the Match Equivalent Domains step.
    The Apply Annotations button will only be available when you have successfully performed the Run action.
  5. A pop-up window displaying annotation details will appear. Review the number of Equivalent Domains Annotated and Equivalent Domains Missing Annotator Decision.
    Click Confirm to indicate that you have performed annotations.
Note: Equivalent Domains missing an Annotator Decision will be treated as Not Equivalent Domains. If this default decision is incorrect, it may result in the creation of two different Entities for the same individual in Validate Attorneys. This could result in an Entity not receiving a Legal Role Annotator Decision, leading to privileged documents being predicted as Not Privileged due to the lack of a privilege conferring individual presence (lower recall.)
Note: Once annotations are applied, you will not be able to change the Annotator Decisions.

The Match Equivalent Domains step status will change to Apply Annotations In Progress. The system will disable the Apply Annotations action button until the status updates.

Upon the successful completion of the Match Equivalent Domains Apply Annotations action, the status on the step will change to Completed. Move on to the Validate Attorneys pipeline step.

Errors

If the status of the Match Equivalent Domains pipeline step becomes Run Failed or Apply Annotations Failed then there was an error in the action. Check the Error Details field within the Pipeline Steps category for more detailed error information including steps to resolve the issue.

Following is a list of the most common Match Equivalent Domains failures:

Error Cause Solution
Run Failed There is a system failure that is causing the operation to timeout. Retry the action, and if the issue persists contact Relativity support.
Apply Annotations Failed There is a system failure that is causing the operation to timeout. Retry the action, and if the issue persists contact Relativity support.

Once you resolve any errors you can rerun the Match Equivalent Domains pipeline step.