Insight Quality Agent Overview

The Insight Quality Agent is an AI-powered collaborator built directly into the Medical Insight workflow. It acts as a real-time coach, helping users transform raw observations into structured business intelligence. By providing immediate feedback against organizational standards, the agent ensures that every insight submitted is a valuable asset for the company. To ensure high-quality data capture, the system provides a two-step process: proactive guidance and AI-powered evaluation.

Before a user begins typing, a set of Guidelines displays within the interface. These guidelines serve as a roadmap, helping users understand the necessary components of a high-quality insight before they even begin drafting their text.

After the user enters their text, they can run a quality check. The Insight Quality Agent runs a real-time analysis, evaluating the draft against specific instructions to ensure the insight is actionable and compliant.

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

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

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

To provide customized guidance, Business Admins can create their own rules for use with the Insight Quality Agent. For information on creating custom rules, see Custom Insight Quality Rules.

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.

Accessing the Insight Quality Agent

To access the Insight Quality Agent, select a supported text field. The following entry point is supported:

• Medical Insight - Description field