Diversified Active Investment Management Firm

Case Study

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Improving Search for 500 Investment Professionals

“Without meaningful metadata, content remains unmanaged and has no value, rendering it useless as a business asset to the organization. The impact of the flexibility of content in context results in improved top-line revenue and profitability, while improving productivity, customer service, and reducing organizational risk.


Concept Searching
Customer Location:
United States
Financial Services

The challenge was to proactively manage unstructured and semi-structured content, to improve information transparency and relevancy during information retrieval, and significantly reduce the time spent by staff trying to find the most relevant and accurate information.


The unrealistic expectation that users will follow organizationally-defined procedures to determine where a document should be stored, how long it should be preserved, who has access to the document and how it can be used, has failed miserably.”

The solution dramatically improved information transparency, through the automatic generation of multi-term metadata that populated the SharePoint search engine index. Going beyond achieving more accurate and relevant search results, the impact of identifying concepts in context at the point of need improved the operational performance of the organization.


  • Transparent to end users, no training required
  • Access to diverse repositories and locations from a single interface
  • Transforms data into information and knowledge
  • Enables content sharing across the organization
  • Value quickly realized
  • Rapid transition to implementation

Diversified active investment management firm with a strong parent company and a culture of risk management.

Prior to solution evaluation, the information retrieval time of a document was sometimes measured in days. File shares were the primary filing vehicle, and an intranet was non-existent. End users were unproductive, and operational costs to process content continued to escalate. Damage included poor decision making and customer support. With no available tools and a continual influx of content, information remained un-managed and had no measurable value. The problems this company face included:

  • Multiple iterations of search were required as information was scattered across diverse repositories and hidden in file shares
  • Users had different search styles
  • End users did not tag consistently, or sometimes not at all
  • Needed a solution that could be rapidly implemented and did not pose a drain on IT

For this client finding information was often a slow and laborious process, content was duplicated, there was insufficient reuse and re-purposing of content, and an over reliance on file shares predominated. Information continued to exist in silos, populating small functional groups within the organization.

The conceptClassifier platform, coupled with conceptClassifier for SharePoint, was used to automatically generate multi-term semantic metadata that is auto-classified to one or more taxonomies. This removed end users from the process, resulting in increased productivity and afforded the organization consistently high-quality, multi-term metadata, represented by phrases, word strings, concepts, subjects, etc. In this solution, the taxonomy became the enterprise standard for processing all data – structured, semi-structured, and unstructured. As content was created or ingested, it was tagged with multi-term semantic metadata, making it available to any application that required the use of metadata, such as data privacy or records management.

The Concept Searching suite of solutions addresses the full spectrum of functionality in the management of unstructured and semi-structured content. Through the elimination of end user tagging, a robust enterprise metadata repository was automatically populated that enabled the enforcement of policies and processes across environments. Auto-classification and taxonomy management enabled the customization of taxonomies that were unique to an organization, and facilitated the management and organization of content. Subsequently, information governance could be implemented without the sometimes complex technical tasks typically required. The technology framework is plugged-in once and reused, to address any application that requires the use of metadata.

The solution required accurate information retrieval. A key benefit was the ability of conceptClassifier to address both recall and precision. This capability enabled the organization to retrieve vital information on demand, for planning, risk mitigation, decision making, and meeting organizational objectives.

In addition to the ability to balance recall and precision, the conceptClassifier platform provided the ability to deliver content in context – a significant problem in search and a high-priority challenge for the organization. Typically, a search query will return the keywords entered, but they are not necessarily what the end user is seeking. Content in context differs from enterprise search in that it will return what the end user is looking for at that unique point in time, delivered at the point of need.

The Concept Searching solution provided the technology framework to support improved access to intranet applications that required the use of metadata, specifically search. Improvements to search were immediately available out-of-the box.



Concept Searching provides a comprehensive, automated classification solution that harnesses multi-term semantic metadata and, based upon classification decisions, intelligent content in context is generated, enabling highly accurate information retrieval. The more relevant the metadata becomes to the organization, the more valuable the content becomes, as does the accuracy of search results. Without meaningful metadata, content remains un-managed and has no value, rendering it useless as a business asset to the organization. The impact of the flexibility of content in context also results in improved top-line revenue and profitability, while improving productivity and customer service, and reducing risk

  • Transparent to end users, no training required
  • Elimination of end user tagging
  • Access to diverse repositories and locations
  • Transforms data into information and knowledge
  • Provided the ability to find, reuse, and re-purpose content
  • Balance of precision and recall
  • Rapid transition to implementation
  • Ease of integration


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