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TAR Integration with Epiq Discovery

1. Collection Types & Logic

We have introduced a specialized collection type designed to streamline how Epiq Discovery handles Active Learning (TAR).

Integration Strategy

To maintain simplicity, users should upload documents to a single collection per project based on their maximum required utility:
  • TAR Only: Use tar_only.
  • TAR + Chat: Use discovery.
  • Any other model type: Upgrade the collection to review.
Note: Do not create separate collections to categorize documents for the same project. If a user needs to Chat over a specific subset of documents within a collection, they should use Datasets as the filtering mechanism rather than collection boundaries.

2. Predictive Coding Model

A new model_type has been introduced specifically for the TAR (Technology Assisted Review) use case.

Model Specification: predictive_coding

  • Purpose: TAR model for document ranking and continuous active learning.
  • Constraints: Unlike standard LLM models, predictive_coding models do not have access to instructions or examples parameters. They are used strictly for the TAR scoring engine.

3. Billing Model

Billing is calculated based on three distinct tiers of usage:
  1. Basic Storage: A flat rate for all documents stored within any collection type.
  2. Chat Enablement: Billed if the collection type allows Chat (e.g., review , or discovery). Chat has access to all documents except documents in the tar_only collection.
  3. Workflow & Models: Billed on a per-document basis. This applies to any document processed through a workflow or a non-TAR model (e.g., text classification).

4. API Example

When initializing a collection via the API for an Epiq Discovery project intended for TAR: JSON
Creating a TAR model: JSON
Get a list of TAR models

5. SSO Redirect

Inside Epiq Discovery, a deep linking to EAIDA should use the following format: