To configure this agent:

1. Ensure the following are complete:

   • Configuring Vault AI in CRM
   • Key Medical Insights
2. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   agent_rule__v	R	insight_quality_rule__v	created_by__v created_date__v display_order__v guideline__v insight_type__v instruction__v modified_by__v modified_date__v name__v status__v translated_guideline__v translated_rule_name__v	Read
   medical_insight__v	RE	All applicable object types	insight_quality_agent_ran__v	Edit

3. Navigate to Admin > Configuration > Vault AI Setup > Agents.
4. Select the Insight Quality Agent.
5. Select Edit.
6. Select Active in the Status picklist.
7. Select Save.
8. Expand the Actions section.

9. Verify the following agent action is Active:

   • Analyze Insight - Analyzing the insight and provides the user feedback

10. Ensure users have Execute permission to the Insight Quality Agent.

    • Navigate to Admin > Users & Groups > Permission Sets
    • Select the appropriate permission set
    • Select the Agents tab
    • Select the Execute checkbox for Insight Quality Agent
11. Navigate to Admin > Configuration > Objects > Medical Insights > Layouts.
12. Add the description__v field in a one-column detail form section on the layout. This should be the only field in the section.
13. Navigate to Business Admin > Objects > Agent Rules.

14. Set the status of each rule with a type of Insight Quality Rule to Active.

    

    On Veeva-provided rules, admins can only update the Status and Display Order.

15. Navigate to Business Admin > Objects > vmobile_object_configuration__v.
16. Ensure agent_rule__v VMOCs are active for the iPad platform.