Jatheon Cloud Review

Scenario 1 – Business Records Retention

Let’s say you work in a brokerage company. To meet FINRA rule 4511, your company needs to keep the originals of all business communication sent by broker-dealers for a period of at least three years. With the new feature, you can set a retention tag called “FINRA – 4511” that would allow you to tag all emails serving these particular purposes and keep them during the legally required period. You can add a new tag and a description, set its color, and, more importantly, set expunge time, which will define the period after which these emails will be deleted. When you search for emails that you want to assign a retention tag, you can specify a date range, so only the emails between these dates will get the retention tag. Another benefit is that you don’t add retention tags manually—you can add retention search terms so that the platform can find and tag all the relevant emails for you.

Scenario 2 – Early Case Assessment in an eDiscovery Process

Matthew, a compliance officer, receives a notification on an upcoming eDiscovery request and needs to carry out an early assessment of the case. He quickly needs to check the magnitude of the case, analyze the data, estimate risk, and establish a case strategy. To make sure all relevant information is collected, Matthew can run a fuzzy search on Jatheon Cloud. While fuzzy search will often return less relevant results and won’t be useful for all kinds of queries, it will return highly relevant results that a more rigid search algorithm would skip. For instance, if Matthew enters a word like “Australia”, a rigorous search would only be looking for the exact match, while a fuzzy search would add the “Australia’s” and “Australian”. It’s also useful if Matthew needs to research foreign language terms, verbs (because it will include verb tenses and forms other than the infinitive), names whose spellings are not easy to guess (Marco vs. Marko; Marlow vs. Marlowe; Hailey vs. Hailee, Haleigh, Haley, Haylee, Hayleigh, Hayley, Haylie), misspelled words (immigration vs. imigration, commission vs. comission/commision, embarrassed vs. embarrased/embarassed).

Scenario 3 – Filter Data Logs to Find Key Information Fast

Julie, a compliance manager, needs to review her team’s activities for the previous quarter through the audit log. However, hundreds of thousands of records will take her days to find the relevant activities. Through the Filter option in Jatheon’s Audit Log, Julie can filter results by entering a keyword (e.g., email) based on which the audit logs will be filtered. This will help her inspect the logs with more speed and precision. Also, Julie can search by user and action.
In case she wants to see all actions carried out by a particular user (e.g., whether they added or deleted notes, created keyword lists, and exported emails), Julie can search for that user, and she will get a comprehensive list of their activity on the platform.
The other option is for Julie to search for a particular action on the platform (e.g., Delete Recent Simple Search, Expunge Time Changed, Forward Bulk Emails, Download Email Attachment, Advanced Search, Create Personal Tag, and Delete Legal Hold Tag).