AllRegs by Ellie Mae is the leading information publisher for the mortgage industry, and wanted to improve findability and search for its mortgage lending content library, AllRegs Online. Join us for this very interesting webinar with Lynn Richmond, Product Manager for AllRegs by Ellie Mae, as we look at the benefits of metadata management, standardization, and auto-classification of content to taxonomies. With a content library spanning every aspect of the mortgage industry – literally hundreds of thousands of documents – rarely a day goes by without the majority of mortgage professionals visiting the AllRegs by Ellie Mae website. The company sought to leverage advanced technology to continue to bring its customers a world-class library of mortgage lending research and reference content. The challenge was the tagging of content manually, by the internal publishers. As with all manual tagging, inconsistencies existed. conceptClassifier was selected because of its ability to automatically generate compound term metadata, as well as tight integration with FAST Search. The result was the elimination of end user tagging. If your organization is thinking about adopting a new approach to metadata tagging, this webinar is for you. Join the webinar to: • Understand the reasons AllRegs by Ellie Mae needed to update its technology • Learn best practices and approaches that enabled the successful deployment of the solution • Hear about ease-of-use, rapid implementation, and features designed for Subject Matter Experts • Watch a demo and see how the solution works • Discover the benefits realized

1. © Concept Searching 2015
Metadata Matters
Eliminating Manual Tagging in
AllRegs by Ellie Mae
Don Miller
Vice President of Sales
Concept Searching
donm@conceptsearching.com
Twitter @conceptsearch
Lynn Richmond
Product Manager
Ellie Mae
Lynn.Richmond@elliemae.com
Twitter @AllRegs

2. © Concept Searching 2015
Expert Speakers
Lynn Richmond – Product Manager for AllRegs by Ellie Mae
has over 12 years’ experience in creating best-in-class search
platforms for customers. Her responsibilities at AllRegs involve
defining product strategy, with a particular focus on enhancing the
search experience.
Don Miller – Vice President at Sales at Concept Searching
has over 20 years’ experience in knowledge management.
He is a frequent speaker on records management, and
information architecture challenges and solutions, and has
been a guest speaker at Taxonomy Boot Camp, and numerous
SharePoint events about information organization and records
management.

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Agenda
• Business and Technology Problems
• Challenge
• Solution
• Benefits
• What’s Coming Up

4. © Concept Searching 2015
• Company founded in 2002
• Product launched in 2003
• Focus on management of structured and unstructured information
• Profitable, debt free
• Technology Platform
• Delivered as a web service
• Automatic concept identification, content tagging, auto-classification,
taxonomy management
• Only statistical vendor that can extract conceptual metadata
• 8 years KMWorld ‘100 Companies that Matter in Knowledge Management’
7 years KMWorld ‘Trend Setting Product’
• Authority to Operate enterprise wide US Air Force, NETCON US Army,
and Canadian SLSA
• Locations: US, UK, and South Africa
• Client base: Fortune 500/1000 organizations
• Microsoft Gold Certification in Application Development,
Microsoft Business-Critical SharePoint program partner
• Smart Content Framework™ for Information Governance comprising
• conceptClassifier for SharePoint and conceptClassifier for Office 365
• Concept Searching Technology Platform and conceptClassifier Platform
• Add on – conceptTaxonomyWorkflow and conceptClassifier for OneDrive for Business
The Global Leader in
Managed Metadata Solutions

5. © Concept Searching 2015
AllRegs by Ellie Mae
Hundreds of thousands of documents,
automatically tagged and classified

6. © Concept Searching 2015
The Business Problem
• Poor metadata
• Most organizations still use manual
tagging causing erroneous, subjective,
or even non-existent metadata
• Protecting the organization
• Every piece of content must be managed
for compliance, regulatory, legal, and
privacy issues
• Content ‘noise’
• Too many irrelevant documents are
returned, resulting in abandoned searches
• Inability to accurately classify and
proactively manage content
• Concept mapping, disambiguation,
vocabulary normalization, multi-word terms
• Lack of search delivery options that can
accommodate multiple search methods
• Siloed approach
What are the repercussions?
• Relevant and highly granular
information can’t be found
• Lack of trust will eventually negate
the benefits of the portal
• Visitors won’t use the portal
• Potential for data privacy or
confidential access to information by
unauthorized users

7. © Concept Searching 2015
A manual metadata approach will fail 95%+ of the time
Issue Organizational Impact
Inconsistent Less than 50% of content is correctly indexed, meta-tagged or
efficiently searchable rendering it unusable to the organization (IDC)
Subjective Highly trained information specialists will agree on meta tags between
33%-50% of the time (C. Cleverdon)
Cumbersome – expensive Average cost of manually tagging one item runs from $4 - $7 per
document and does not factor in the accuracy of the meta tags nor the
repercussions from mistagged content (Hoovers)
Malicious compliance End users select first value in list
(Perspectives on Metadata, Sarah Courier)
No perceived value for end user What’s in it for me? End user creates document, does not see value
for organization nor risks associated with litigation and
non-conformance to policies
What have you seen Metadata will continue to be a problem due to inconsistent human
behavior
The Technology Problem

8. © Concept Searching 2015
• Remains unique in the industry
• Ability to identify and correctly weight
multi-word concepts in unstructured text
8
Concept Searching
provides Automatic
Concept Term Extraction
Triple
Baseball
Three
Heart
Organ
Center
Bypass
Highway
Avoid
The Technology Solution

9. © Concept Searching 2015
AllRegs by Ellie Mae
• Extensive content library of regulations and investor guidelines
• Relied upon by virtually all the top 100 US lenders
• Fast, reliable answers
• Acquired by Ellie Mae in 2014

10. © Concept Searching 2015
Situation
• Content library spanning every aspect of the
mortgage industry from guidelines to statutes –
literally hundreds of thousands of documents
• Thousands of mortgage professionals visit the
site daily
• Users need to find answers quickly
• AllRegs provides an Alphabetic Index and Topic
Outline to help users find their answer without
having to construct a search query
• The documents in the Alphabetic Index and Topic
Outline were manually reviewed and tagged by
the AllRegs publishing team

11. © Concept Searching 2015
Challenge
• Tagging of content manually, by internal
publishers – lengthy and costly
• Inconsistent, subjective, or non-existent
metadata
• Difficult to manage the taxonomy – grew
organically over time and contained redundant or
obsolete terms
• Could not scale the manual process to additional
content

12. © Concept Searching 2015
Solution
• Enterprise technology infrastructure using unique ‘compound term
processing’ – the ability to capture concepts within unstructured content
• Advanced technology enhances information retrieval and auto-classifies
content, replacing the limitations of simple keyword search techniques
• Ease of use, rapid implementation, and features designed for Subject
Matter Experts to manage metadata, auto-classify it, and manage the
taxonomy
• Provided automatically generated metadata for the FAST index
• conceptClassifier, conceptTaxonomyManager, Microsoft FAST Search

13. © Concept Searching 2015
Demonstration

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“With significantly improved search, AllRegs by Ellie Mae
now delivers the right information, at the right time, and
in the right format for our customers.”
Lynn Richmond, Product Manager for AllRegs by Ellie Mae

15. © Concept Searching 2015
Benefits
• Enhanced customers’ user experience as they
conduct research for their mortgage compliance,
underwriting, and investor business needs
• Accuracy of search and relevance of results
• Compliance
• Time and cost savings
• Easy to use
• Confidence in data

16. © Concept Searching 2015
Summary and Takeaways
Best Practices
• Use tools to tag and auto-classify content to
one or more taxonomies
• Elimination of end user tagging
• Be highly selective when choosing a
taxonomy solution – some require outside
staff, learning a new application language
• Clean up your content
• 69% of an organization’s content can and
should be deleted (CGOC 2012)
• Avoid over preservation
• Focus on the user interface to be able to
accommodate different types of searches
using an intuitive approach
• Involve legal, compliance, and appropriate
staff to identify content that must be removed
from search and disabled from portability
• Involve business professionals, not just IT
What else can you improve?
• Relevance and precision in search
• Enterprise content management
• Identification of assets for eDiscovery
and litigation preparedness
• Identification of secure (PII, PHI) or
confidential information, remove from
search, and prevent portability
• Records management and compliance
• Collaboration and social tagging
• Intelligent migration
• Text analytics

17. © Concept Searching 2015
Metadata Matters – Collaboration, Search, and Information Governance at Brailsford & Dunlavey
with guest speakers Bart Hall, Director – Research and Methods, and Tim Presecky, Data Platforms
Coordinator, on May 27th, 11:30am – 12:15pm EDT
Metadata Matters – Focusing on Your Challenges
with guest speaker from Microsoft, on June 23rd, 11:30am – 12:15pm EDT

18. © Concept Searching 2015
Thank You
Don Miller
Vice President of Sales
Concept Searching
donm@conceptsearching.com
Twitter @conceptsearch
Lynn Richmond
Product Manager
Ellie Mae
Lynn.Richmond@elliemae.com
Twitter @AllRegs