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Introducing SERAReview - the only optimized, cloud-based system for fast and efficient review of data.  It's for Data.

SERAReview

It's for Data.

SERAReview is a process that makes review of data records manageable, accurate, timely, and cost effective. SERAReview offers best-in-class performance for review of database records, spreadsheets, delimited text files, or other kinds of structured data formats.

 

SERAReview is optimized for fast and efficient data review. Its analysis and collaboration tools allow you to quickly dive into the data and make clear decisions about how to structure the data review process. Its automation tools allow the review team to focus only on what is actually needed for eyes-on review.

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SERAReview provides unique native data redaction and unredaction tools, along with a comprehensive redaction history log. Reviewers can redact all or part of a field, view a field's redaction history, and revert to any prior redaction state -- all with a click of a button. These tools are embedded into industry-standard workflows that are familiar and comfortable for data review teams.

 

SERAReview is cloud based so review can happen anywhere. SERAReview uses role-based security, so you have fine-grained control over what the review team needs to see. SERAReview also offers a rich suite of reports and flexible export formats. Its multi-level QC platform provides an audited record of the review team’s pace and quality.

Regardless of the data source, SERAReview has a solution for it.

Regulatory
Legacy
Systems
Litigation
Review
Integration

SERAReview

Regulatory Data Sets

 

SERAReview provides regulatory compliance teams with an automated reporting support tool for repetitive data reporting processes.  SERAReview provides unique tools for simplifying the complex and time-consuming data selection, delivery formatting and redaction requirements.

When to use SERAReview

SERAReview is most useful where a compliance process incorporates repeated data extract creations which require additional manipulation to be put into final delivery form.  SERAReview provides the tools to create initial data sets, transform data elements to the proper form and tools for auto-redaction and full text review and redaction.   The configuration, rules and processes are stored and re-used for each reporting period.

Data Selection

Regulatory teams may use the SERAReview process to select data subsets from within a larger repository.  The system provides flexible options for identifying specific data elements for your reporting purposes. Data selections may be made across repositories, spanning the entire data structure, creating a responsive subset of the entire repository.  Specific tables may be identified for processing, to narrow the entire repository contents to meet the reporting requirements.  Finally, specific rows and columns within tables may be designated for inclusion. 

 

SERAReview has the tools to select the data required to meet your reporting requirements and create a supportable and repeatable process for repetitive reporting needs.

Redaction

SERAReview provides a full set of data value masking tools to ensure privacy regulation compliance within your reporting process.  

  • Full Redaction:  Fielded data values may be replaced with substitute characters or phrases on a column basis.
     

  • Special Redaction:  Partial field values - masking - may be selected and applied on a column basis.
     

  • Manual Redaction:  For full text fields which may contain in sub-section text which needs redaction for privacy, compliance or other reasons, SERAReview has tools and forms available to complete the review and redaction process with high efficiency and low cost.

  • Anonymization:  Anonymized data values may also be generated and substituted on a column basis.

Reporting

SERAReview provides flexible reporting outputs for selected data.  Data may be output as structured text files for data exchange, Excel charts or customized reports reflecting the final delivery format.  Delivery may also be made in multiple formats as required.​

SERAReview

Legacy Systems Data

 

SERAReview provides an efficient process for analyzing, migrating, archiving and reporting legacy system data. Common legacy system challenges including limited available documentation, historical system knowledge and support tools.   SERAReview provides the processes and tools to overcome these challenges to achieve your project goals in an efficient and timely manner.

Analysis

The SERAReview process incorporates field level analysis for the entire data set, including field attributes and sample field values.  Substantive data fields, relationships and field characteristics are recorded along with identifying system fields which do not contain substantive values.  

SERAReview presents the data set analysis in an easy to understand form within a web based Collaboration page for client review and approval.  

Migration

SERAReview provides the ability to transform field types and data representation to facilitate data migration to successor systems.  Older systems generally have fewer data controls, input masks and less data standardization when compared to modern database systems.   The SERAReview process may assist by transforming data field attributes and values to conform with the successor system requirements.  This process may include field format standardization (i.e. ensuring date and time field values are consistent formats), pre-validating field values to ensure compliance with data validation rules, combining data values or splitting data values.  

Additionally, through the SERAReview data review tool, important values within larger text-based fields may be extracted and segmented to provide easier record identification and improve data value.  For example, Oil and Gas lease information may be embedded within text fields of older systems and require a standalone field within a successor field.

Archiving and Retention

Decommissioning a legacy system may be made easier and faster by identifying the specific information subsets which require retention.  Whether for legal hold requirements or to minimize the system archiving costs, SERAReview provides the ability to understand the entire data scope and select full breadth (across the system) data subsets and to identify vertical data slices (partial data content) which require retention.   The full options are then available for data transformation, review and export into modern data forms which are less expensive to maintain and provide easier future access as required.

Archive Data Set Creation and Reporting

Once the team has determined the data set export parameters, SERAReview may generate the required data exports and/or custom reports required to complete the data migration or archival process. 

The SERAReview process includes documentation explaining the source system, data restrictions applied during archival and requirements for accessing the provided data sets.

SERAReview

Litigation Review

 

SERAReview provides a fully managed and flexible review environment for enterprise sized data sets, large Excel file sets and other mass data review challenges.  The SERAReview analysis process and tools generates deep insights into the data set and methods for filtering the review and production set size to manageable volumes that may be reviewed in less time and with less expense than traditional options.  Flexible production formats and available custom reports provide multiple solutions to efficiently produce large volume, complex data sets.

Analysis

The SERAReview process incorporates field level analysis for the entire data set, including field attributes and sample field values.  Substantive data fields, relationships and field characteristics are recorded along with identifying system fields which do not contain substantive values.  The SERAReview analysis is shared in the application Collaboration page with the review team to jointly review and document the specific treatment for each field within the data set.  


Through Pattern Matching the process output identifies suggested fields which may contain Personal Identifying Information or other confidential information which requires closer attention during the analysis project phase.  SERAReview employs a standard library of attribute and content patterns which may be customized for specific project requirements.

Collaboration page determinations include:

  • Redaction: SERAReview provides a full set of data value masking tools to ensure privacy regulation compliance within your reporting process.  ​​

  • ​Full Redaction:  Fielded data values may be replaced with substitute characters or phrases on a column basis.
     

  • Special Redaction:  Partial field values - masking - may be selected and applied on a column basis.
     

  • Manual Redaction:  For full text fields which may contain in sub-section text which needs redaction for privacy, compliance or other reasons, SERAReview has tools and forms available to complete the review and redaction process with high efficiency and low cost.​​
     

  • Anonymization:  Anonymized data values may also be generated and substituted on a column basis

  • Field Treatment:  Annotations and identification of fields to be displayed during Review and Redaction and those fields selected for final production.
     

  • Documentation:  The team decisions - including subsequent changes - are documented within the system for future reference.
     

After the final Collaboration review and approval phases are complete, the data set moves to the Batch Review project phase.

Batch Review and Redaction

Efficient reviews require management and reporting tools.  SERAReview provides full control to the review team management group to understand project status, review team member productivity and quality control tools.  

Workflow tools provide complete control over batch creation, assignment and re-assignment, quality control reviews and production ready status.  Project Managers may select to separate or combine review and redaction processes and determine Quality Control review rates and acceptance/rejection criteria.  

Comprehensive and easy status reporting and report export functionality provide Project Managers to create and distribute fact-based status reports to the legal team members.

Production

SERAReview provides multiple production format options.  Data may be produced in part - selected fields identified through the collaboration page - or in full, in the original data structures.  Data structures may also be simplified and "flattened" in production.  Bates numbers may be applied on a record level as well.  Native form productions or custom report-based productions may be selected.

Determining the best production formats for your specific project requirements will be determined in conjunction with the SERAReview team and your project team to identify the best solution for your project.

SERAReview

Integration

 

SERAReview enables rapid data acquisition, transformation and distribution functions from large scale enterprise database systems of all types.  Where a project team requires a repeatable process, SERAReview may be integrated into the overall enterprise system to provide an ongoing solution to complex data distribution or reporting requirements.

SERAReview may be integrated through data level connections or application layer communications with the data containing enterprise system.

Data Level Integration

Through data level connections, SERAReview may be linked to underlying database repositories which contain relevant information.  The SERAReview connections may be to one or more source systems, allowing data combining from multiple sources.  Additionally, the source database may be original, primary sources within the system or through existing data warehouse or reporting tool repositories.

 

SERAReview has the ability to store multiple data connection specifications, allowing support for multiple reporting requirements across various systems. 

Application Level Integration

SERAReview may also be configured to provide application level integration with various systems.  In either a "Push" or "Pull" methodology, either the data containing system or SERAReview may be enabled with the ability to initiate a data transfer to the SERAReview system.  

Upon data transfer, the full SERAReview capabilities for repeatable data review, transformation and delivery are enabled. 

More Information

Please contact the SERAReview team for more information about the system integration capabilities for SERAReview.

SERAReview In Motion

 

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