Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/TextMonitoringAgent/EndUser/AgentFindings.htm

## Capturing Agentic Text Monitoring Findings

Compliance teams can now track the potential issues Agentic Text Monitoring highlights for end users. When Agentic Text Monitoring detects an issue, Vault CRM automatically logs the evaluated text, the agent’s reasoning, and the exact timestamp to a Monitored Text record. Compliance teams can review these findings and document their determinations directly in Vault CRM, using the same workflows as [Monitoring Submitted Records](../HomeOffice/Monitoring.htm) for home office. This provides a unified compliance oversight experience across both home office and end user monitoring activities.

**Who can use this feature?**

* Compliance Monitors — Browser
* [Reviewing Agentic Text Monitoring Findings](#Using)
* A Veeva AI license is required

### Configuring Agentic Text Monitoring Findings for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Compliance Monitors](#)

To configure this feature:

1. Ensure [Capturing Call Text with Agentic Text Monitoring](TMCallText.htm) is configured.
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 |
   | --- | --- | --- | --- | --- |
   | monitored\_text\_\_v | CRE | * agent\_monitored\_text\_\_v * agent\_flagged\_phrase\_\_v | * issues\_found\_\_v * reviewer\_determination\_\_v * reviewer\_notes\_\_v | Edit |
   | * agent\_rule\_\_v * agent\_flagged\_phrase\_\_v * agent\_reasoning\_\_v * created\_by\_\_v * created\_date\_\_v * displayed\_to\_end\_user\_\_v * lifecycle\_\_v * stage\_\_sys * state\_\_v * state\_stage\_id\_\_sys * modified\_by\_\_v * modified\_date\_\_v * monitoring\_conversation\_id\_\_v * monitoring\_request\_id\_\_v * monitored\_date\_\_v * monitored\_field\_\_v * monitored\_object\_\_v * parent\_monitored\_text\_\_v * text\_\_v * text\_last\_modified\_by\_\_v * vault\_id\_link\_\_v | Read |
6. Ensure the following fields are enabled for the appropriate object types:

   * monitoring\_request\_ids\_\_v on the call2\_\_v object
   * monitoring\_request\_id\_\_v and displayed\_to\_end\_user\_\_v on the monitored\_text\_\_v object
7. Navigate to **Business Admin > Objects > AI Settings (ai\_settings\_\_v)**.
8. Set the **Text Monitoring Publish Findings** (text\_monitoring\_publish\_findings\_\_v) picklist to Issues Only on the appropriate AI Settings records. This value should be selected on AI Settings records for the users whose text inputs are being monitored, typically end users.

#### Creating an Agent Monitored Text Tab

To provide a dedicated tab for Compliance Monitors to access Agent Monitored Text records:

1. Navigate to **Admin > Configuration > Tabs**.
2. Select **Create**.
3. Populate the following fields:

* Tab Type - Object
* Object - Monitored Text (monitored\_text\_\_v)
* Object Type - Agent Monitored Text (agent\_monitored\_text\_\_v)
* Label - Display name for the tab, for example, Agent Monitored Text

1. Select **Save**.
2. Navigate to **Admin > Users and Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Tabs** tab.
5. Grant View permission to the newly created tab.

#### Creating a Monitored Text Workflow

Compliance Monitors can create custom lifecycles and workflows on the Monitored Text object to reflect their organization’s compliance monitoring processes. These lifecycles and workflows vary depending on the organization. For more information, see [Lifecycles & Workflows](https://platform.veevavault.help/en/gr/70436/) on the Vault platform help site.

When building a custom lifecycle and workflow on the Monitored Text object, ensure it works for all functionality relying on this object: [Agentic Text Monitoring](TMOverview.htm), [Agentic Text Monitoring for Home Office](../HomeOffice/HomeOfficeOverview.htm), and [Approved Notes](../../../ApprovedNotes/Overview.htm), if enabled in the Vault.

### Reviewing Agentic Text Monitoring Findings as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Compliance Monitors](#)

Compliance Monitors review agent activity and document their determinations directly in Vault CRM. A Monitored Text record captures the tracked field, the full text at the time of monitoring, the user who modified the text, and whether the results displayed to the end user.

If the agent finds issues after end users revise their original text, a new parent Monitored Text record is generated, linked to the same call report. This allows compliance teams to see a chronological trail of all monitoring events for a given call report.

To review Agentic Text Monitoring findings:

1. Navigate to the appropriate **Monitored Text** record.
2. Review any child **Monitored Text** records to examine individual flagged phrases. To navigate to the original call report where the issue was detected, select the Vault Link ID on the Monitored Text record.
3. Select the **Edit** icon.
4. Select the appropriate value from the **Reviewer Determination** picklist. By default, the following determinations are available:

* Accepted Agent Finding - Agent finding is accurate
* False Positive - Agent incorrectly flagged an issue

1. Enter details in the **Reviewer Notes** field to document the decision.
2. Select **Save**.

If a lifecycle or workflow is available for the Monitored Text object, Compliance Monitors can advance the record through the lifecycle or workflow according to their organization’s compliance monitoring processes. These lifecycles and workflows vary depending on the organization. For more information on using lifecycles and workflows, see [Lifecycles & Workflows](https://platform.veevavault.help/en/gr/70436/) on the Vault platform help site.

### Related Topics

[Agentic Call Report™](../../AgenticCallReport/AgenticCallReport.htm)

[Capturing Call Text with Agentic Text Monitoring](TMCallText.htm)

[Monitoring Submitted Records](../HomeOffice/Monitoring.htm)