To configure this feature:

1. Ensure the following are configured:
   • Veeva Medical Insights
   • Vault CRM Medical Insights
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select Objects.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   user__sys	R	user__sys	vmi_user__v	Read
   medical_insight__v	CRE	All	vmi_id__v vmi_location__v vmi_location_id__v vmi_disease__v vmi_disease_id__v vmi_listening_priorities_id__v description__v vmi_html_formatted_insight__v vmi_insight__v	Edit End users not enabled for Integration but who view the medical insights created should have Read access only.

6. Navigate to Admin > Configuration > Objects > user__sys.
7. Add the vmi_user__v field to the appropriate layout.
8. Navigate to Admin > Users & Groups > Vault Users.
9. Select the appropriate user.
10. Ensure the vmi_user__v check box is selected.

Optional Configuration

• Ensure users have a license for Link Key People, if using Link Key People
• Ensure users have the following configured, if using as an entry point:
• Medical Interactions
• Call Report

Users can capture detailed medical insights.

An active internet connection is required to submit medical insights.

Recording Medical Insights

To record a medical insight:

1. Create a Medical Insight from the Medical Insights or Medical Interactions tab, an Account, a Call, or any related list. The VMI intake page displays.
   
2. Enter the insight details in the Description field. To tag an Expert, Congress, or Trial, see Tagging Entities.

   Expert tagging availability is determined by the Veeva Medical Insights configuration.

3. Select a Location and Disease from the picklists. These default based on your last submitted insight.
4. Select the applicable Listening Priorities (if configured from Veeva Medical Insights).
5. Select Save to keep the insight as a draft or Submit to send the insight to VMI. The insight is not sent to Veeva Medical Insights until it is submitted.

Tagging Entities

To tag Experts, Congresses, or Trials within an insight:

1. Type the @ symbol in the Description field. The in-line menu displays.
   
2. Select the appropriate tab (Experts, Congresses, or Trials).
3. Type to search for the specific entity.
4. Select the entity to create an in-line tag.

   If you created the insight from an account or call report where the Account field has a valid Link URL, the expert will be automatically tagged in the description.

Submitting Insights with Validation

To submit an insight for VMI processing:

1. Select Submit on a Medical Insight or Medical Interaction record.
2. Review any Potential Problems Found in the validation dialog. Records are validated for restricted content, for example, adverse events or promotional language.
3. Select Submit Anyway to proceed or Go Back to edit the content. Insights submitted with potential problems are flagged for review in VMI.

Once an insight is submitted in Veeva Medical Insights, the system uses Natural Language Processing (NLP) to analyze the unstructured text of the insight, looking for medical context, sentiment, and intent. The AI then assigns metadata tags based on predefined medical dictionaries and company-specific libraries, and looks for emerging themes and performs a gap analysis.

Viewing VMI Insights as non-VMI users

Users do not require VMI Integration to view insights created by VMI users in Vault CRM. VMI users can view insights in VMI created by non-VMI users.

Deleted Records

When an admin deletes an insight from VMI, the deleted record is no longer reflected in Vault CRM once the delete job runs, normally once per day at midnight (UTC).