How to Configure Wordsearch Management on Collateral Investigate™

Overview

Wordsearch settings in Collateral Investigate™ allow you to manage the key terms and phrases used by automated rules to scan appraisal reports. By configuring these terms, you ensure that the system flags compliance issues and appraisal risk factors automatically, saving time during the review process and standardizing report analysis. This guide walks you through accessing the workspace, adding and editing terms, configuring exclusionary exceptions, and activating findings.

Configure Wordsearch Management

Note: If you are already in the organization settings, click Wordsearch management to open the workspace in a new window. Review How to Configure the Organization Settings for complete setup and configuration guidance.

1. Click the Settings icon in the toolbar to open the Settings menu.

2. Select Organization settings from the menu.  

3. Click the Edit settings button to open the configuration drawer, and scroll down to Wordsearch management.

4. Select Manage search terms to open the Search Term Management page.

5. In the Search Term Management page, click + Add search term to open the creation drawer.

   1. In the Add search term drawer, perform the following:

      1. Enter your target word or phrase in the Add Search term text box.

      2. Select the appropriate finding category from the Rule category dropdown menu to drive which compliance rules trigger when the term is found.

      3. Click Save to add the new term to your list.

6. Edit Search Terms & Configure Exclusionary Terms.

   1. Locate the target term in the search terms table and click Edit in the corresponding row.

   2. In the Edit search term drawer, adjust your settings:

      1. Select a new option from the rule category dropdown menu if you need to change its category.

      2. Enter exclusionary words in the Exclusionary terms field to suppress findings when the term appears in an appropriate context.

      3. Separate multiple exclusionary terms using commas and no spaces (for example: house, tree, road, paint, wood).

         Note: When one of these exclusionary terms precedes or follows your disallowed word in a report, the rule suppresses the finding.

      4. Click Save to apply your changes.

7. Manage Search Terms in Bulk:

   1. To back up or edit your terms in an external editor, click Export CSV to download your current list.

   2. To import new terms or modifications in bulk, click Upload CSV and select your updated file.

      Note:  Imported CSV files are format- and case-sensitive. Ensure that you maintain the correct column structure for rule categories, terms, and exclusionary terms to prevent validation errors.

8. Activate Wordsearch Findings:

   1. Click the Settings icon in the toolbar and select Findings management.

   2. Navigate to the All findings tab, or select a specific tier within the Tiers tab.

   3. Select the Category filter and choose WordSearch from the options.

   4. Locate the target finding and click Edit in the corresponding row.

   5. to turn on the specific categories of WordSearch findings you want active.

   6. In the Edit finding window, turn on Activate Finding, then click Save Finding to save and apply your changes.

      Note: Wordsearch findings will only populate on reports when the search terms are configured and the finding category is marked active for the corresponding tier.

Outcome

You can now navigate and configure your Wordsearch settings and activated the corresponding rules. Collateral Investigate™ will automatically scan incoming appraisal reports for your custom search terms, trigger compliance alerts for reviews, and suppress false-positives based on your defined exclusionary terms.