Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/FormularyMatrix.htm

## Formulary Matrix

The Formulary Matrix brings together formulary information at an account level, enabling users to quickly identify advantages or disadvantages in competitor products across various benefit plans and provide relevant product information to their accounts. Key Account Managers (KAMs) can also update and create formulary data directly from the matrix based on customer feedback to ensure data accuracy.

**Who can use this feature?**

* Key Account Managers — Browser
* [Editing an Existing Benefit Design Line](#Editing)
* [Creating a New Benefit Design Line](#Creating)
* [Viewing the Formulary Matrix](#Viewing)
* Users do not require an additional license

### Configuring Formulary Matrix for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Key Account Managers](#)

To configure this feature:

1. Ensure the following are complete:

   * [Configuring Accounts](../../Accounts/AcctConfig.htm)
   * [Configuring X-Pages](../../X_Pages/X_PagesConfig.htm)
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 Type | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | benefit\_design\_\_v | R | N/A | - account\_\_v - name\_\_v - parent\_design\_\_v - type\_\_v - lives\_\_v - percent\_lives\_\_v | Read |
   | benefit\_design\_line\_\_v | CRE | N/A | - benefit\_design\_\_v - benefit\_design\_line\_status\_\_v - name\_\_v - notes\_\_v - restrictions\_\_v - type\_\_v | Edit |
   | - competitor\_\_v - status\_source\_\_v - restrictions\_source\_\_v - notes\_source\_\_v | Read |
   | formulary\_products\_\_v | R | N/A | - competitor\_\_v - market\_\_v - name\_\_v | Read |
   | preferences\_\_v | CRE | N/A | formulary\_view\_\_v (optional) | Edit |
   | user\_\_sys | R | None | application\_profile\_\_v | Read |
6. Grant access to the **Formulary** object control on the account\_\_v object.
7. Navigate to **Admin > Configuration > Objects > account\_\_v**.
8. Ensure the **formulary\_matrix\_section\_\_v** object control is added to the appropriate account layouts.

   If a custom Formulary Matrix X-Page is not in use, the section displays the standard formulary visualization.
9. Navigate to the **benefit\_design\_line\_\_v** object.
10. Ensure the appropriate fields are added to the appropriate layouts. Refer to the image below for recommended page layout configuration.

    ![](../../../Resources/Images/AccountPlans/FormularyMatrix/Layout.png)
11. Navigate to **Business Admin > Picklists > formulary\_products\_market\_\_v**.
12. Activate, inactivate, or add the desired values in the **formulary\_products\_market\_\_v** picklist.

#### Customizing the Formulary Matrix

A default Formulary Matrix visualization is delivered out-of-the-box. Content creators can build their own Formulary Matrix X-Page in X-Pages Studio or with a custom-coded X-Page to replace the default Formulary Matrix visualization. For more information, see [Defining X-Pages Layouts](../../X_Pages/X_PagesStudio/DefineLayout.htm).

### Using Formulary Matrix as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Key Account Managers](#)

Key Account Managers (KAMs) can manage and update benefit design details directly within the account context.

#### Editing an Existing Benefit Design Line

To edit an existing benefit design line:

1. Navigate to the Account record.
2. Select an individual plan from the **Benefit Design** dropdown.
3. Select the product name hyperlink in the matrix. The user is directed to an edit page where they can edit the record details based on the configured layout.
4. Modify the necessary fields.
5. Select **Save** and navigate back to the using the breadcrumbs. The matrix refreshes to display the updated data.

#### Creating a New Benefit Design Line

To create a new benefit design line:

1. Navigate to the Account record.
2. Select an individual plan from the **Benefit Design** dropdown.
3. Select the hyperlink for a product that does not have an existing benefit design line.
4. Select the appropriate object type if prompted.
5. Enter the record details in the create page.
6. Select **Save**.

#### Viewing the Formulary Matrix

Users can view product coverage across multiple benefit designs and markets to prepare for customer meetings.

![](../../../Resources/Images/AccountPlans/FormularyMatrix/FormularyMatrix.png)

To view the formulary matrix:

1. Navigate to the account record.
2. Expand the **Formulary** section. The matrix loads automatically based on saved preferences or default All selections.
3. Select a specific plan from the **Benefit Design** dropdown to view details for a single plan, or select **All** to view a comparison of all plans related to the account.
4. Select a value from the **Market** dropdown to filter the rows by a specific therapeutic area or market, or select **All Company Products** to display only products where the competitor field is not selected.
5. Use the **Status** or **Restrictions** dropdowns to further filter the matrix. The table displays records that meet any of the selected criteria when multiple filters are applied.

The matrix distinguishes between company products and competitor products by displaying a checkbox in the Company Product column for competitor items.

Selecting the hyperlink for a product opens the existing benefit\_design\_line\_\_v record in the same browser window. If the user has Edit permission to the record, the page displays in edit mode.

### Related Topics

[Creating Products in the Product Catalog](../../Products/CreateProducts.htm)

[X-Pages Overview](../../X_Pages/X_PagesOverview.htm)