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 Add the West KM Metadata V6 Elastic Component

  1. Navigate to the AutoClassifier Pipelines component page.
  2. Click New Component and select West KM Metadata V6 Elastic from the component list:
  3. Name your new West KM Metadata V6 Elastic component and click Add
  4. Click Apply to save your changes.

  5. Ensure your new West KM Metadata V6 Elastic component is placed in the list of existing pipeline stages.

How to Configure West KM

To configure your West KM Metadata V6 Elastic component, select it from the components list and complete the following fields in the Configuration section:

  1. Elastic Server Address: Specify the Elastic Server Address. All Elasticsearch v6.x versions are supported
  2. Validate Connection: You may have to input a username and password if Elastic is secured.
  3. User Id: Enter the Elastic user Id, if required.
  4. User Password:enter the Elastic user password, if required.
  5. Timeout: Specify an amount, in seconds, that the connector will wait before it timeout. By default, this value is set to 30 seconds.
  6. Load/Select Index: Select the desired WestKM index for vetted documents, then click Load Indexes.
  7. Metadata Property: Enter the metadata property that matches the Elastic document. Typically, this value is "DocumentId".
  8. Index Key Field: Enter the elastic document number index field. Typically, this value is "doc_num".
  9. Include Cite Recognition: Select this option to include Cite Recognition data.
  10. Include Classification: Select this option to include Classification data.
  11. Litigation Properties: Enter a semi-colon separated list of litigation properties that you want to retrieve as metadata from the Elastic Index. To ignore litigation properties, leave this field empty. The configuration defaults standard West Metadata fields.
  12. Include Unresolved Litigation Properties: Select this option to include metadata that West KM has extracted but are not fully resolved by West KM.
  13. Transactional Properties: Enter a semi-colon separated list of transaction properties that you want to retrieve as metadata from the Elastic Index. To ignore transactional properties, leave this field empty. The 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