To configure this feature:

1. Ensure Configuring the Insight Quality Agent is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   agent_rule__v	CRED	insight_quality_rule__v	display_order__v guideline__v insight_type__v instruction__v name__v status__v translated_guideline__v translated_rule_name__v	Edit

Business admins can create their own rules for use with the Insight Quality Agent. Up to ten active rules are supported, including both Veeva-provided rules and custom rules. If admins attempt to add a rule that would bring the number of active rules to more than ten, a message displays indicating they must first inactivate a rule.

The Insight Quality Agent checks insights against the following Veeva-provided rules by default:

• Identification
• Observation
• Rationale
• Business Relevance
• Observation Context
• Writing Style

Business admins can activate or deactivate any of these default rules. However, the Veeva-provided default rules cannot be edited or deleted.

Business admins only need to create the rules in English. By default, all rules are translated into the user's language, and responses from the AI in the quality tab are displayed in the language in which the insight was entered. The ten rule limit does not differentiate between language or country.

To create a custom rule for the Insight Quality Agent:

1. Navigate to Business Admin > Objects > Agent Rules.
2. Select Create.
3. Select the Insight Quality object type.
4. Enter a Rule Name (for example, Competitive Intelligence Check).
5. Enter detailed instructions for the LLM in the Instruction field. This defines how the agent should evaluate the text. For example: Flag insights that mention a competitor product but fail to mention the specific clinical trial associated with it.
6. Select Medical Insights in the Insight Type field.
7. Populate the Guideline field with the text to be displayed in the Insight Quality Agent UI, to help the end user understand the requirement.
8. Assign a number (for example, 7) in the Display Order field to specify where this rule displays in the user's Guidelines tab. Guidelines display in ascending order based on the Display Order field for each rule.
9. Set the Status to Active.
10. Save the record.

To delete a custom rule, navigate to Business Admin > Objects > Agent Rules and delete the record for the custom rule. Veeva-provided rules cannot be deleted, and only the Status and Display Order can be edited.

Example: A customer decides to use 4 of the 6 Veeva-provided rules, and one custom rule. The image below depicts the two Veeva-provided rules in Inactive status, and the custom rule with a Display Order set to 4.

To provide a localized experience for custom rules, admins can designate Vault Messages that are updated by the automated translation process. After creating a custom rule, follow the process below to ensure users see translated values for the Rule Name and Guideline.

Before creating individual translations, admins must designate a message group in the Message Catalog for custom rules:

1. Navigate to Admin > Configuration > Message Catalog.
2. Verify whether the message group vaultcrm_custom_messages__c already exists.
3. Select Create if it does not exist.
4. Enter vaultcrm_custom_messages__c in the Name field.
5. Select Save.

To create the specific entries for your Rule Name and Guideline:

1. Navigate to Admin > Configuration > Message Catalog > vaultcrm_custom_messages__c.
2. Select Create.
3. Enter a Name for the message, for example competitor_check_name__c.
4. Enter a Default Value in your primary language (usually English).
5. Select Save.
6. Navigate to Business Admin > Objects > Insight Quality Agent Rule.
7. Select the appropriate record.

8. Populate the Translated Rule (translated_rule__v) and Translated Guideline (translated_guideline__v) fields with the appropriate messages, using the following syntax: message_name__c;;vaultcrm_custom_messages__c.

   For example:

   Translated Rule Name: competitor_check_name__c;;vaultcrm_custom_messages__c

   Translated Guideline: competitor_check_guideline__c;;vaultcrm_custom_messages__c

9. Select Save.

The Vault Message to Veeva Message Copy job process runs on a scheduled basis to update the Rule and Guideline text with translated values. For more information, see Managing Vault Messages and Veeva Messages and Using the Message Catalog.