Microsoft Purview · eDiscovery
Data Investigator
Perform searches and access review sets for investigation without case management capabilities.
Scope: Limited to cases they are added to as members
Permissions
- Content Search - Perform content searches across Microsoft 365
- Review Sets - Access and analyze review sets
- Export - Export search results
- Case Information - View case information
- Document Tagging - Tag and annotate documents in review sets
- Analytics - Run analytics on collected data
Common use cases
- Paralegals conducting research and document review
- Junior investigators assisting with data analysis
- External consultants brought in for specific investigations
- IT staff helping with technical data retrieval
Best practices
- Use targeted searches to reduce data volumes
- Apply consistent tagging standards across review sets
- Document search rationale and methodology
- Coordinate with case managers before exporting data
Security considerations
- Cannot create cases or manage holds - lower risk than Manager role
- Still has access to potentially sensitive investigation data
- Export activities should be monitored and approved
- Should only be added to relevant cases, not all cases