West KM Metadata V6 Elastic 6.x

About

The West KM V6 Component integrates Thompson Reuters’ West KM Legal Knowledge Management classification engine into AutoClassifier in order to extract legal metadata from content.

  • For more information about West KM, see West KM support documents.

  • This component retrieves metadata from content that the West KM server has already vetted, that is, metadata which was previously extracted from documents.

  • Use this component when extracting metadata (that has been vetted) from West KM.

How to Configure West KM

  1. Add the Component  West KM Metadata V6 Elastic 6.x
  2. Click Existing Components to see the Configuration section:



  3. Elastic Server Address: Specify the Elastic Server Address
    1. All Elasticsearch v6.x versions are supported
  4. Click Validate:
    1. User and Password fields may be required if Elastic is secured.
  5. User Id:
    1. Provide Elastic User Id if required.
  6. User Password:
    1. Provide Elastic User Password if required.
  7. Timeout:
    1. Provider desire Timeout.
    2. Default: 30
  8. Load/Select Index:
    1. Select the desired WestKM index for vetted documents
  9. Metadata Property:
    1. Enter metadata property to match the Elastic document. 
    2. Typically: DocumentId
  10. Index Key Field
    1. Enter elastic document number index field. 
    2. Typically: doc_num
  11. Include Cite Recognition:
    1. Select this option to include Cite Recognition data
  12. Include Classification:
    1. Select this option to include Classification data
  13. Litigation Properties:
    1. Enter litigation properties, semi-colon separated, to retrieve as metadata from the Elastic Index.
    2. Leave empty to ignore litigation properties.
    3. Configuration defaults standard West Metadata fields
  14. Include Unresolved Litigation Properties:
    1. Select this option to include metadata that West KM has extracted but are not fully resolved by West KM.
  15. Transactional Properties
    1. Enter transaction properties, semi-colon separated, to retrieve as metadata from the Elastic Index.
    2. Leave empty to ignore litigation properties.
    3. Configuration defaults standard West Metadata fields

Output Properties

Classification Properties

Property

Type

WKMClassification

Text – Multi

Citation Properties

Property

Type

Description
WKMCitation

Text – Multi

Citation Title
WKMCiteNormalized Text – Multi Citation Title without special characters
WKMCitePublication Text – Multi Citation Publication Number
WKMCiteSerialNumber Text – Multi Citation Serial Number
WKMCitationLink Text – Multi Delimited Citation field for UI display. 
Separator: "|"
Format: Citation Title|Citation Normalized|Cite Publication|Cite Serial Number|Cite Summary if available

Transactional Properties

Transaction Properties are dynamic based on input properties.

  • Default Properties:

    • law_firm_name;attorney;party;governing_law

  • Example:

    • when law_firm_name is detected WKMTransLawFirmName is returned

WestKM Property

Property

Type

law_firm_name WKMTransLawFirmName

Text – Multi

attorney WKMTransAttorney Text - Multi
party WKMTransParty Text – Multi
governing_law WKMTransGoverningLaw Text – Multi

Litigation Properties

Litigation properties are dynamic, based on input properties.

  • Default Properties:

    • company.name;expert_witness.name;law_firm.name;judge_primary.name;judge_secondary.name;attorney.name;document_type.name

WestKM Property

Property

Type

company.name WKMLitCompanyName

Text – Multi

expert_witness.name WKMLitExpertWitnessName Text - Multi
law_firm.name WKMLitLawFirmName Text – Multi
judge_primary.name WKMJudgePrimaryName Text – Multi
judge_secondary.name WKMJudgeSecondaryName Text – Multi
attorney.name WKMAttorneyName Text – Multi
document_type.name WKMDocumentType Text – Multi

Note: Transaction Properties can be combined for UI display purposes.

Example: company.name|company.url

Return Property  WKMLitCompanyName: ACME|http://www.westlaw.com/......

Including Additional Properties

Additional Elastic Properties can be included.

  • Use Elastic to search for a document.
  • Download the JSON Results.
  • The JSON results are flattened.
Copy
litigation_metadata.company.westlaw_id = 2883123
litigation_metadata.company.name = Capital Trade
litigation_metadata.company.id = 2fffabf0-e33b-4ae8-a1a8-143acd501ed6
litigation_metadata.company.url = http://www.westlaw.com/Search/Results.html?query=advanced%3a+WCAID(I48F4449042B311DDA5520014224D2780)&jurisdiction=ALLCASES&saveJuris=False&contentType=BUSINESS-INVESTIGATOR&startIndex=1&contextData=(sc.Default)&categoryPageUrl=Home%2fCompanyInvestigator&originationContext=document&transitionType=DocumentItem&vr=3.0&RS=wlw