Keyword Search
Reveal AI provides full text searching capabilities by using the keywords search tab. Users can expand the area by clicking the Keyword drop-down button, and enter the keywords they want to search:
By default, Reveal AI searches the email subject, email body and the full text of attachments/loose documents content. Email header lines (except email subject), greetings, signatures and disclaimers are normally excluded from this search. This can be verified in any document by viewing in the Story layout of the thread viewer. The excluded text is presented in Story layout in grey type instead of black. See Section 8 - Thread Viewer for more information on thread viewing.
User can specify keywords to retrieve threads where they are mentioned. By choosing Reload topics, or after choosing Apply, users can also use custom sliders to adjust the weight of words related to the search to either find instances where they are mentioned together or exclude instances where they are mentioned together.
Each slider has 3 settings:
Far left (exclude),
Center/Default (neutral), and
Far right (expand results).
Requiring the presence or absence of an additional term will increase or decrease the number of search results accordingly.
For example, when we search for “accounting w/10 fraud” we may want to expand the search results to also include “audit” or “financial”, but none where “energy” is the only concept in the search hit.
The following screen shows how a user would represent this.
Furthermore, for each specific term, users can add more “related” concepts. Clicking the Related button for “audit” brings up the following screen, populated with concepts related to “auditor”. These can be utilized to expand the search even further – by leveraging the user’s knowledge with the relevant concepts.
The following operators are currently supported only by Reveal AI Keyword search:
*: wildcard, for example, “fund*” returns “funding”, “funded”, etc.
AND: additive condition connector; for example, “fund AND research” returns email segments with both words in the content.
OR: multiple optional condition connector; for example, “fund OR research” returns email segments with either word in the content.
AND NOT: negative additive condition connector; for example, “fund AND NOT research” returns email segments with “fund” but not “research” in the content.
W/{number}: "Within" operator. The number represents the maximum number of characters allowed between the occurrence of two terms. For example, “fund w/5 research” returns email segments with both words in the content and the two words must be within 5 words of each other.
Note
This operator strongly favors finding proximate words within a single sentence. Accordingly, the space between sentences counts as 8 additional words. A line break (or the space between paragraphs) counts as 128 additional words.
AND and OR operators can be used together with the W/{number} connector, however, each key word needs to be connected to the W/{number} connector using parentheses. For example, review the following successful search strategy:
(Fun w/10 happy) or (Suspect w/2 happy)
However, the following search will not work:
(Fun or Suspect) w/2 happy