Matters  /  Collection & processing
AM
Independent prototype · Fictional sample matter; not official Consilio software.
MER-2026-014 / data operations

Collection & processing

Track source preservation, collection status, processing exceptions and quality control.
12 SOURCES CONNECTEDMatter overview
Custodians in scope
12
11 acknowledged · 1 follow-up
Collected items
18,426
Across email, chat and files
Processing exceptions
27
11 need operator review
Last load
09:42 AM
Batch COL-0082 · complete

Collection sources

Preservation and collection control by custodian

SOURCE REGISTER
Custodian / sourceScopePreservationCollection
Jordan Park · M365Email, OneDriveCONFIRMEDComplete
Riley Chen · M365Email, TeamsCONFIRMEDComplete
Morgan Diaz · SharePointFiles, commentsFOLLOW-UPIn progress
Finance archiveShared mailboxCONFIRMEDComplete
Collection control: each source record should retain custodian, collection method, time, operator, source location, manifest and integrity-check result.

Processing pipeline

Batch COL-0082 · source-to-review handoff

COMPLETE
1
Ingest and verify manifestSource counts, hashes and transfer receipt
Done
2
Extract and normalizeMetadata, text, family relationships
Done
3
Deduplicate and threadKeep custodial context and duplicate links
Done
4
Index and run quality checksSearchability, errors, exception routing
Done
5
Promote to review workspaceProtocol, permissions and batch assignment
Ready

Exceptions & quality checks

Resolve or document exceptions before finalizing review populations.

Open audit trail
ExceptionItemsImpactOwnerDisposition
Password-protected attachments8Text unavailableData operationsINVESTIGATE
Unsupported / corrupt files11May be incompleteForensics teamREPROCESS
Missing parent-child reference5Family context checkCase teamVALIDATE
Timezone normalization3Date display consistencyData operationsDOCUMENTED
Handoff rule: promote only after population counts reconcile, exceptions have documented dispositions, and the matter protocol and access groups are confirmed.