Reconciling Walk-in Attendees via OpenData
Veeva OpenData provides a reliable and comprehensive global database of health care professionals (HCPs). When reconciling walk-in attendees in Events Management, users can search OpenData through their integrated Network instance to efficiently reconcile and match attendees with existing HCP records. This streamlines the matching process by leveraging a broader dataset than what is available in Vault CRM.
Who can use this feature?
- Browser, iPad Users
- Users require an Events Management License
- End Users
Configuring Reconciling Walk-in Attendees via OpenData for
End Users
To configure this feature:
-
Ensure the following features are configured:
-
Grant the following permissions:
Object Object Permission Object Types Field Field Permission em_attendee__v CRE All applicable object types network_id__v Edit
Reconciling Walk-in Attendees to OpenData Records as
End Users
When end users search for matches for their walk-in attendees, results from OpenData via Network display in the modal alongside results from Vault CRM. This enables the user to select the Confirm Match button on the appropriate account.
When matching a walk-in attendee to an OpenData record from Network, the walk_in_status__v picklist on the attendee record updates to reconciled_to_customer_master__v and the attendee’s network_id__v field stamps with the Network record’s Network VID. This indicates that the attendee was reconciled to a Network record and provides the appropriate information to find the account in Network.
When a record from Network is matched to a walk-in attendee, the em_attendee__v record is updated, however, the associated account in Network is not imported into Vault CRM.
