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Getting Started: 2. System Overview and Content Routing (SWRV) - Zoom

Austin Tarver
Updated

Before embarking on setting up and using your system, it's a good idea to understand the basics of how the system works. 

System Architecture

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How Content flows through Theta Lake

Theta Lake establishes four different functions that work together to provide surveillance and compliance oversight for your digital media. Together, we call these functions Smart Workflow Review (SWRV)  ("swerve"). SWRV Routing Policies push data through the system.

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  • Content Source:
    • the configurations that determine how you put media content from various external sources  into Theta Lake, and how Theta Lake retrieves digital media from integrated systems.
    • For example, reviewers may upload content directly, remote users may upload content through the Content Submission Portal, and supported 3rd party digital communication and media platforms, such as Zoom. 
  • Content Analysis:
    • The systems that store media content as records and analyze the records for content and risk.   This is where you can specify the Detection Policies for your organization across a broad selection of categories..
  • Content Routing:
    • one or more Smart Workflow Review (SWRV) routing policies that determines where content is routed, who reviews the records, and how the records are stored. 
    • Reviewer Workflows determines how the records are moved through compliance supervision stages, from assignment, to review, to archive. 
  • Content Destination: 
    • After the records have been analyzed and reviewed, they are sent to the Theta Lake archive or off-system archive.  Content destination is one or more archives, in system or through an integration.

So, digital media comes into the system by configurations defined in content sources, then the digital media is analyzed by the rules you set up in content analysis. next, it is routed through one or more Reviewer Workflows, and finally dropped into one or more archives. 

Default Content Routing - your first Smart Workflow Review

At initial setup, you will have a single Smart Workflow Review policy in place.   This is the Default SWRV route and is designed to get you up and running quickly.   No further action is necessary unless you want to modify or configure additional rules. 

  • Media from [Any] is compared against [General Privacy and Acceptable Use] then sent through the [Simple Pre-review Workflow] for review and stored in the [Default] archive.

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An example Smart Workflow Review (SWRV) rule from your Policy Configuration screen.

You may have multiple SWRV rules to support multiple content sources, different detection policies, review workflows, and archives.  For example: 

  1. Media from Zoom eComms is compared against US Financial Policies, then sent through [05] Percentage Sample with Review Workflow for review and stored in the Recorded Call Archive. 
  2. Media from Zoom Meetings is compared against General Privacy and Acceptable Use then sent through [08] Multi-Reviewer Workflow for review and stored in the Marketing archive. 

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