CDS’ eDiscovery solutions have been nominated in five separate categories of the 2025 Relativity Innovation Awards. The Relativity Innovation Awards celebrate the innovative applications, workflows, and customizations Relativity users develop to manage new and diverse data types, disciplines, and matters.
In this series, we provide an overview of each solution, highlighting the software’s key features and the problems it addresses. This final post focuses on CDS Vision Financial Analysis. This solution was nominated in the Beyond category, which “honors innovative solutions that tackle legal data challenges wherever they show up.”
The Challenge: Analyzing Financial Data Stored in Large Excel Files
Vision Financial Analysis was initially built for clients with a requirement to analyze financial data, often structured to run investigations. This data was stored in databases as well as large Excel files. While Relativity can process large Excel files effectively, running an analysis is limited to running keyword searches, as the metadata is related to the Excel file as a whole.
The Solution: CDS Vision Financial Analysis
CDS Vision Financial Analysis is a tool that leverages Relativity technologies to help clients analyze financial data stored in databases and large Excel files. It breaks down structured financial data into individual components in Relativity, allowing for in-depth analysis of each transaction.
The solution includes features like dashboards, search term reports, and analytics to help users find financial transactions on specific dates, and uses generative AI to extract key information for early insights and deeper analysis. The process involves initial data analysis, automated field creation, and data import into Relativity, followed by the creation of customized workflows and dashboards to analyze the data. Vision Financial Analysis also utilizes Relativity’s communication analysis, entity extraction, and document summarization capabilities to further enhance the evaluation.
The Takeaway: Streamlined Analysis of Financial Data
CDS Vision Financial Analysis is a tool falling under our Vision product range. Vision provides clients, both seasoned veterans and new users, ways to organize data, discover the truth, and act on it. The software leverages existing Relativity technologies such as the review interface, STRs, and dashboards, as well as proprietary CDS technologies to allow users to make the most of the platform.
Vision Financial Analysis takes structured financial data and breaks each line out into an individual component in Relativity, allowing every line to be analyzed on its own merits and displayed in the most appropriate format using dashboards, search term reports, and analytics. This enables users to find financial transactions on specific dates—the date of deposit, the transfer date, or the withdrawal date—using intuitive dashboards.
CDS proprietary technologies help streamline the analysis and import of large data sets and leverage generative AI to extract key information for early insights and deeper analysis. To learn more about leveraging CDS Vision Financial Analysis to overcome your organization’s data challenges, contact us at .
And don’t forget – vote for CDS Vision Financial Analysis in the Beyond category for the 2025 Relativity Innovation Awards!
