Workflow templates and types - Epiq AI

Epiq AI supports several workflow types and includes prebuilt workflow templates for different use cases.

Workflow Types

Every Epiq AI workflow has a workflow type. When you create a custom workflow, you must select a workflow type. The workflow type determines the available components, or steps, that can be added to the workflow. Workflow templates are also based on workflow types.

Type	Steps
Privilege Review	Metadata Extraction Name Normalization Metadata Normalization Entity Labeling Privilege Classification Privilege Log Generation
PII/PHI Review	PII Detection PII Entity Extraction
Batch Q&A	Planning Searching Analyzing Generation
Issue Review	Issue Classification Optional steps: Issue Classification Issue Field Extraction
Claim Review	Optional steps: Claim Extraction Claim Matching

Workflow Templates

Workflow templates are available for several Epiq AI workflows. Each template is based on a workflow type and includes the prebuilt components, or steps, for the workflow.

Name	Type	Steps
Claim review	Claim Review	Optional steps: Claim Extraction Claim Matching
Entity labeling	Privilege Review	Metadata Extraction Name Normalization Metadata Normalization Entity Labeling
Metadata extraction	Privilege Review	Metadata Extraction
Metadata normalization	Privilege Review	Metadata Extraction Name Normalization Metadata Normalization
Name normalization	Privilege Review	Metadata Extraction Name Normalization
PII Detection	PII/PHI Review	PII Detection
PII Entity Extraction	PII/PHI Review	PII Detection PII Entity Extraction
Privilege classification	Privilege Review	Metadata Extraction Name Normalization Metadata Normalization Entity Labeling Privilege Classification
Privilege log generation	Privilege Review	Metadata Extraction Name Normalization Metadata Normalization Entity Labeling Privilege Classification Privilege Log Generation