Veeva Claims provides a standardized way for legal and regulatory teams to manage how your organization requests, develops, reviews, approves and, if needed, withdraws product claims in the consumer goods industry. Claims Management keeps substantiation documents and legal and regulatory approvals organized in a single place, which gives you a clear line of sight to all the claims you have in the market.

Claims Management provides the ability for organizations to create a statement library of desired messages which they can use when creating claims. A statement is a standalone desired message, such as “100% Organic.” Statements are not tied to a specific product. With the availability of a statement library, you can create claims quickly by selecting the unique combination of a statement and the product to which you want to apply the selected statement. A claim is a statement about a particular product.

Depending on your Admin’s configuration, object, field, and section labels may appear differently than the labels mentioned in this article.

Viewing Statements & Claims

You can access a master list of all Statements on the Statements tab and a master list of all Claims on the Claims tab. To view an individual Claim’s detail page, click on its Name. You can also view a document’s Related Claims from the Doc Info page. For Reference document types, Substantiates Claims shows the claims that the document supports. Hover over the Name of the Claim to see a brief summary.

Searching Statements & Claims

You can search Statements or Claims from any tab by selecting Statements or Claims from the drop-down selector on the primary search bar.

The Statement and Claims tabs show all Statements and Claims by default. You can add filters or custom views to limit the types of claims shown.

Creating a New Statement

You can store Statements in multiple languages and tie them to a global parent Statement.

To create a new Statement:

  1. From the Statements tab, click Create.
  2. Enter a Statement. This is the wording that will be used for Claims.
  3. Select whether to check the Statement for flagged words or phrases.
  4. Select the language for the Statement.
  5. Optional: To tie the Statement to a global parent, select the Global Statement. Leave this field blank if you are creating a global parent Statement.
  6. Click Save, or to create another Statement, click Save + Create.

Creating a New Claim

Depending on your Admin’s configuration, you may be able to create new Claims from your Vault’s statement library; otherwise, you can create new Claims without using Statements.

To create a new Claim using Statements:

  1. From the Claims tab, click Create.
  2. Select a Statement ID.
  3. Select whether the Claim requires substantiation.
  4. Optional: Select a Claim Category.
  5. Select whether to check the Claim for flagged words or phrases.
  6. Select a Product. The combination of Statement and Product must be unique to your Vault.
  7. Optional: Enter a Footnote. This is the legal fine print for the Claim.
  8. Optional: Select whether the Claim needs to be translated.
  9. Optional: Select a Re-evaluation date.
  10. Click Save, or to create another Claim, click Save + Create.

To create a new Claim without using Statements:

  1. From the Claims tab, click Create.
  2. Select a Product.
  3. Enter a Statement ID. This is the wording that will be used for the Claim.
  4. Optional: Enter a Footnote. This is the legal fine print for the Claim.
  5. Click Save, or to create another Claim, click Save + Create.

Adding Claim Comments

You can add Claim Comments to single or multiple Claims to capture discussions and decisions about each claim. You can mention users in comments, and those users will receive email and Vault notifications. User mentions in Claim Comments are not included in Vault Summary Emails, if configured.

Adding Comments to a Claim

To add comments to a Claim:

  1. From the Claims tab, select the Claim to which you want to add comments.
  2. Expand the Claim Comments section, and then click Create.
  3. Enter a Comment.
  4. Optional: Enter the “@” key or “+” key to display a list of users, and then select a user you want to mention.
  5. Click Save, or to create another Claim Comment, click Save + Create.

Adding a Comment to Multiple Claims

To add a comment to multiple Claims using a bulk object record action:

  1. Navigate to the Claims tab.
  2. Optional: Set additional filters to narrow down the list of Claims to which you want to add comments. You can add comments to up to 1,000 Claims at once.
  3. From the All Actions menu, select the option to perform a bulk action on all records.
  4. On the Refine Selection page, review the list of selected records and clear the checkboxes for any Claims to which you do not want to add comments.
  5. Click Next.
  6. On the Choose Action (Step 2) page, select Record Actions in the Manage Records section.
  7. Click Next.
  8. On the Choose Record Action (Step 3) page, select Bulk Claim Comments. The action label indicates how many records will be affected. If your Admin has configured the action to apply only to records in a specific lifecycle state, Vault automatically excludes any records you selected that are not in the applicable lifecycle state.
  9. Click Next.
  10. On the Details (Step 4) page, enter your Comment.
  11. Optional: Enter the “@” key or “+” key to display a list of users, and then select a user you want to mention.
  12. Click Next.
  13. On the Confirmation page, review the summary of changes and click Finish. When Vault finishes creating Claim Comments, you’ll receive an email and a Vault notification letting you know if the bulk action was successful or if there were any errors. Any users you mentioned in the comment will receive one (1) email and one (1) notification per 500 new Claim Comments created by this action.

Adding Substantiation Documents

You can add Substantiations to Claims to provide proof of that claim’s validity. See Substantiating Claims for more details about creating Substantiations, associating each record to a relevant reference document, and adding them to Claims.

Creating Local Adaptations

Veeva Claims provides the ability to create Local Adaptations of Claims in order to review and approve Claims for a Product in different countries. See Working with Local Adaptations for more details.

Creating Product Line Extensions

You can copy Claims from one Product to another to improve efficiency in cases where another Product needs to utilize the same set of Claims. The new Claims created for the selected Product will be in the Initial state. The Product to which you want to copy the Claims must already exist in your Vault. All Claims from the source Product are copied to the selected Product. Comments and Local Adaptations are not copied. You can optionally specify if you want to relate existing substantiation documents to the new Claims.

Claims with Product line extensions include a read-only, non-editable field called Copied From which identifies the Claim from which the new Claim was copied.

To copy Claims from one (1) Product to another:

  1. Navigate to the Product from which you want to copy Claims.
  2. From the All Actions menu, select Copy Claims to Another Product.
  3. In the Copy Claims to Another Product dialog, select the Product to which you want to copy the Claims.
  4. Optional: Select Copy Related Substantiation Documents if you also want to relate the existing substantiation documents to the new copies of the Claims.
  5. Click Continue.

Adding Comments to Objects

Depending on your Admin’s configuration, you may be able to add Comments to other objects. You can mention users in Comments, and those users will receive email and Vault notifications. User mentions in object Comments are not included in Vault Summary Emails, if configured.

To add Comments to an object:

  1. Navigate to the object to which you want to add Comments.
  2. Expand the Comments section, and then click Create.
  3. Enter your Comment in the Comment field.
  4. Optional: Enter the “@” key or “+” key to display a list of users, and then select a user you want to mention. Users mentioned in Comments receive an email and Vault notification.
  5. Click Save, or to create another Comment, click Save + Create.

Using Workflows

Veeva Claims uses workflows to manage Claims from proposal through to approval by assigning tasks to users. Claims Management includes the following standard workflows:

  • Substantiation Development: Gathers substantiating documents for a Claim.
  • Review: Sends a Claim to regulatory or legal reviewers for feedback.
  • Approval: Sends a Claim to regulatory or legal approvers for final approval.

Your organization may modify these workflows or add custom workflows to suit your team’s needs.

You can initiate a workflow from the Workflow Actions menu.