Case Analysts use EDT's analytics and AI/ML capabilities to perform early case assessment, understand data composition, and surface insights that guide investigation and review strategy. Their daily work focuses on running clustering, concept detection, sentiment analysis, communication mapping, and entity recognition to build a data-driven picture of the case before detailed review begins.
| EDT Feature | How Do I... |
|---|---|
| Login & Authentication | Log in to EDT to begin my analytical session |
| Terms & Conditions | Accept the platform terms before accessing case data |
| Site Home Page | Orient myself to the platform and locate cases requiring assessment |
| Case List | Find and open the case I need to analyse from the available case list |
| My Cases View | Quickly return to cases I am currently assessing |
| Case Home Page | Navigate to the Analysis tab where my analytical views and workspaces are configured |
| Tabs | Switch between Analysis, Prepare, and Report tabs during my assessment workflow |
| Workspaces | Configure an analytics workspace combining clustering, concepts, communications, and timeline views |
| Views | Open multiple analytical views simultaneously to correlate findings across different dimensions |
| Filters Panel | Apply filters to focus my analysis on a specific custodian subset or date range |
| Layout Panel | Inspect metadata and coding on individual records surfaced by my analysis |
| User Profile Settings | Configure display preferences for working with data-dense analytical views |
| Case Profile Settings | Set auto-run search and other preferences to streamline my analytical workflow |
| Keyboard Shortcuts | Navigate efficiently between views and records during intensive analysis sessions |
| Share via Email | Share an analytical finding or view configuration with the case team |
| Notifications | Track progress of long-running analytical operations such as clustering or concept detection |
| About Dialog | Review case scope, custodian list, and key dates to frame my assessment |
| Help & Links | Access documentation on analytical features and methodologies |
| EDT Feature | How Do I... |
|---|---|
| Search Bar | Run targeted keyword searches to test hypotheses formed from analytical findings |
| Filters Panel | Build visual filter combinations to segment data for analysis by custodian, date, and type |
| Advanced Search | Construct multi-field queries to define population subsets for focused analytical assessment |
| Saved Searches | Save analytical population definitions so they can be reused for clustering, concepts, and review pool creation |
| Search History | Review my past queries to track how my understanding of the case data has evolved |
| Word Variations | Expand search terms to capture all forms of key concepts identified during analysis |
| Document ID Filter | Locate specific documents flagged by analytical processes for closer examination |
| Document ID Lists | Load lists of document IDs identified by external analysis tools for cross-referencing in EDT |
| MD5 Lists | Upload hash lists to identify known documents across the dataset |
| Location Filter | Explore data by source folder structure to understand how custodians organised their files |
| Alias Recipient "Only" | Isolate private bilateral communications for targeted communication pattern analysis |
| Sample from Saved Search | Draw a statistically valid sample to estimate prevalence of a characteristic across the dataset |
| EDT Feature | How Do I... |
|---|---|
| Concepts View | Identify the dominant themes across the dataset to understand what the data is about before review begins |
| Clusters Tab | Discover groups of textually similar documents to assess thematic composition and estimate review effort |
| Communications View | Analyse communication frequency and directionality to identify key custodians for early case assessment |
| Timeline View | Map document volumes over time to identify activity spikes that correlate with key case events |
| Chronology View | Contribute analytical findings to the case chronology by linking data patterns to specific events |
| Custodians View | Assess the volume and distribution of data across custodians to prioritise which sources to analyse first |
| File Types View | Profile the composition of the dataset by file type to estimate processing and review requirements |
| Detected Languages View | Quantify foreign language content to plan translation requirements and budget |
| File Size View | Identify size distribution patterns and outliers that may indicate archives or embedded content |
| Named Entities View | Discover people, places, and identifiers across the dataset to map the entity landscape |
| Detect Sentiment | Analyse sentiment distribution to identify emotionally charged subsets for priority assessment |
| Record Clustering | Run clustering to group the dataset into thematic categories and estimate the size of each topic area |
| Similar Content View | Identify near-duplicate documents to assess redundancy and estimate unique document volumes |
| Compare Records View | Compare two versions of a document to understand the nature and extent of differences |
| Email Threading | Analyse threading to identify inclusive emails and reduce the effective review population |
| Detect Concepts | Run concept detection on subsets of data to refine thematic understanding as assessment progresses |
| EDT Feature | How Do I... |
|---|---|
| Generate Summaries | Generate AI summaries for sampled documents to rapidly assess content without reading each one in full |
| Continuous Active Learning (CAL) | Configure and train a predictive model to rank documents by relevance and estimate the responsive population |
| Detect Concepts | Run NLP concept extraction to identify key themes without manual review of every document |
| Detect Sentiment | Apply sentiment analysis across the dataset to quantify the distribution of emotional tone |
| Detect Languages | Run language detection to profile the multilingual composition of the dataset |
| Named Entity Recognition | Extract named entities to build a comprehensive map of people, places, and identifiers in the data |
| Detect Logos | Identify logo-bearing images to quantify non-substantive content that can be suppressed |
| Detect Flagrant Images | Run flagrant image detection to identify and quantify sensitive visual content in the dataset |
| Detect Objects in Images | Classify image content to understand the types of visual evidence present |
| Record Clustering | Configure and run ML clustering with adjustable cluster counts to find the optimal thematic grouping |
| Transcription | Transcribe audio and video content to make it available for text-based analysis and concept detection |
| Translation | Translate foreign language documents to incorporate them into the analytical assessment |
| Pattern Recognition | Run PII and custom pattern detection to quantify sensitive data across the dataset |
| Alias Detection | Run alias detection to normalise entities and improve the accuracy of communication analysis |
| Spam Detection | Run spam detection to quantify and exclude junk content from the assessment population |
| Intelligent Processing | Enable the full suite of AI/ML capabilities during import to maximise analytical data from the outset |
| OCR | Ensure image-based documents are OCR-processed so they are included in text-based analytics |
| EDT Feature | How Do I... |
|---|---|
| Report Builder View | Build custom analytical reports showing document distributions by custodian, date, type, and theme |
| Grid Download | Export analytical result sets to Excel for further analysis or inclusion in assessment reports |
| Chronology View | Present the case timeline showing how data patterns align with key events |
| PDF Presenter | Present key documents to stakeholders during case assessment briefings |
| Exhibit Lists | Prepare exhibit lists when analytical findings need to be formally presented |
| Case List Report | Generate cross-case analytics when the assessment spans multiple related cases |
| Case Stats | Review case-level metrics to report on data volumes and processing status |
| QA Reports | Report on data quality metrics that may affect the reliability of analytical findings |
| Import Details | Review import statistics to understand data completeness and composition |
| Export Summary | Verify the contents of an analytical output package |
| Participant Download | Export custodian and participant details for inclusion in assessment reports |
| Audit Reports | Provide an audit trail of analytical activities performed during the assessment |
| Review Pool Reports | Report on predicted review volumes based on CAL scoring and sampling results |
| Record Audit | Trace the analytical history of a specific record that produced an anomalous result |
| Download Charts as PNG | Export analytical visualisations — clusters, concepts, communications charts — for presentations and reports |
| Print Records | Print a set of representative documents to accompany a physical assessment briefing |
| EDT Feature | How Do I... |
|---|---|
| QA Tab | Review import quality issues to understand what proportion of the dataset may be incomplete or unreadable |
| QA Status Error Messages | Assess the types and volumes of processing errors to gauge data reliability for analysis |
| QA Tab Actions | Remediate specific quality issues on records that are critical to the analytical assessment |
| QA Reports | Quantify data quality metrics to report on the reliability of the dataset under assessment |
| Duplicate Detection | Understand the deduplication strategy applied to assess the true unique document volume |
| Duplicates View | Examine duplicate groupings to validate that deduplication has not excluded analytically important records |
| OCR | Verify OCR coverage to ensure image-based documents are included in text-based analytical processes |
| Noisy Text Detection | Assess the impact of noisy text such as email disclaimers on concept detection and clustering results |
| Logo Detection | Review logo detection results to quantify non-substantive image content |
| Spam Detection | Review spam detection results to estimate how much of the dataset is junk content |
| Alias Detection (Name Normalisation) | Verify alias groupings to ensure communication analysis accurately reflects real-world identities |
| Language Detection | Review language detection results to quantify multilingual content requiring translation |
| PII Detection | Assess the volume and types of PII detected across the dataset for privacy risk reporting |
| Named Entity Recognition (NER) | Review NER results to validate entity extraction quality before building the entity landscape |
| Pattern Recognition | Assess pattern recognition results to quantify structured data such as phone numbers and identity numbers |
| Flagrant Image Detection | Review flagrant image detection confidence scores to assess the volume of sensitive imagery |
| Object Detection in Images | Review image classification results to understand the types of visual content in the dataset |
| Container Management | Understand container expansion to ensure nested content is included in the analytical population |
| Suppression | Review suppressed records to ensure non-substantive content has been correctly excluded from analysis |
| Move to Folder | Understand folder-based segregation that may affect which records are included in my analytical scope |
| EDT Feature | How Do I... |
|---|---|
| Review Pools | Set up review pools informed by my analytical findings to direct reviewers to the highest-priority subsets |
| Batches View | Monitor review progress against the populations I identified during assessment |
| Continuous Active Learning (CAL) | Monitor and tune the CAL model as reviewer decisions refine the relevance predictions |
| CAL Scheduling | Configure the CAL schedule to ensure the model stays current with ongoing reviewer decisions |
| Viewer (Text/Native/PDF/Markup/TIFF) | Read individual documents to validate analytical findings or investigate anomalous results |
| Standalone Viewer | Open a document in a separate window while keeping my analytical views visible |
| Grid View | Browse records surfaced by analytical processes and sort by key metadata fields |
| Record Coding (Layout Panel) | Code documents encountered during validation of analytical findings |
| Coding Propagation | Propagate coding decisions to families when validating analytical subsets |
| Tags | Apply analytical tags such as "Hot Document", "Priority Cluster", or "Sentiment Outlier" |
| Document Sets | Create document sets for analytically significant subsets such as key clusters or high-sentiment groups |
| Bulk Update | Apply tags in bulk to all records within an analytically identified cluster or concept group |
| Email Thread View | Review email threads surfaced by communication analysis to validate pattern findings |
| Interactions View | Review chat conversations identified through communication analysis to assess their significance |
| Duplicates View | Examine duplicates to understand their impact on analytical counts and distributions |
| Transcription View | Review transcribed media to validate transcription quality for text-based analytics |
| Thumbnail View | Visually scan images to validate findings from image-based ML detection |
| Batches Coding | Code documents during review of analytically prioritised batches |
| Lists (Keyword Lists) | Create and run keyword lists to test analytical hypotheses and measure term prevalence |
| Sampling | Draw statistical samples from analytical subsets to validate the reliability of ML predictions |
| Reverse Coding | Request rollback of coding applied during analytical validation if errors are found |
| Related Records Panel | Navigate between related records to understand family and thread context of analytically flagged documents |
| EDT Feature | How Do I... |
|---|---|
| Export Wizard | Configure an export of analytical results or assessed document subsets for delivery to the case team |
| Export Types | Output analytical data in the format required by the downstream review platform or team |
| Export Templates | Reuse standard export configurations for recurring analytical deliverables |
| Native Export | Export native files for subsets that require external analysis |
| Text Export | Export extracted text for use in external analytical tools |
| PDF Export | Generate PDF renditions of analytical reports and key documents |
| TIFF/JPEG Export | Produce image renditions when required by the recipient's workflow |
| Production IDs | Assign production identifiers when analytical subsets are being formally produced |
| ID Stamping | Apply identifier stamps to documents in analytical output packages |
| Page Number Stamping | Add page numbers to exported analytical document sets |
| Endorsement Stamping | Apply classification stamps to analytical output packages |
| Markup in Export | Include any markup applied during analytical review in the export |
| MS Office Settings | Configure rendering options for Office documents in analytical exports |
| Field Selection | Select which metadata fields and analytical scores to include in the export load file |
| Placeholders | Generate placeholders for records that cannot be included in the analytical output |
| Cover Letters | Attach a cover letter to a formal assessment deliverable |
| Manual Order | Arrange analytical output documents in a logical sequence |
| Export Verification | Verify the completeness of an analytical export package |
| Export Package Viewer | Preview the analytical output package before delivery |
| Error Logs | Review and resolve errors in analytical exports |
| Run as New | Re-run a modified export after correcting issues |
| Exports Page | Manage all analytical exports and track delivery history |
| Export to Case (Simplified) | Quickly copy analytically significant records to a related case |
| Export to Case (Full) | Transfer analytical subsets with full field mapping to another case |
| Image Generation | Generate images of documents for inclusion in analytical output packages |
| Grid Download | Download analytical result sets to Excel with optional file attachments |
| Print Records | Print representative documents from analytical subsets for physical briefing materials |
| Australian Court-Compliant Export | Produce analytical output in Australian Federal Court compliant format when required |
| Exhibit List Generation | Generate exhibit lists from analytically identified document sets |
| EDT Feature | How Do I... |
|---|---|
| Participants View | Review the custodian and participant list to frame my analytical scope |
| Participant Types | Understand the types of people and organisations involved in the case |
| Roles | Review assigned roles to understand custodian relationships and data provenance |
| Add Participants | Register a newly discovered entity identified through analytical processes |
| Representation Tracking | Review representation relationships when assessing communication patterns |
| Participant Details | Access participant details to correlate custodian metadata with analytical findings |
| Alias Detection | Verify alias groupings to ensure communication analysis accurately maps real identities |
| Alias Operations | Merge or correct aliases to improve the accuracy of communication analytics |
| Communications View | Analyse custodian communication patterns to identify the most connected and central individuals |
| Persons (Site Level) | Check if an entity identified during analysis appears in other cases |
| Orgs (Site Level) | Review organisational relationships relevant to the analytical assessment |
| Chronology Integration | Link analytically identified patterns to case chronology events |
| Download Participants | Export participant and custodian data for inclusion in assessment reports |