# Configuring Claim & Local Adaptation Substantiation (Veeva Claims)

<a href="/en/gr/54331/">Veeva Claims</a> provides users with the ability to <a href="/en/gr/492018/">substantiate claims and local adaptations</a> to provide proof of validity. Users can add multiple substantiations to each claim and local adaptation and a single substantiation to multiple claims, minimizing the time spent assessing. Users can also view all _Substantiations_, and their related _Claims_, supported by each substantiation document in their Vault.

## Configuration Overview {#overview}

Configuring your Vault to support claim and local adaptation substantiation involves the following steps:

1. [Configure objects][1]
2. [Configure object layouts][2]
3. [Configure bulk substantiation][4]
4. [Configure user permissions][6]

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      <p><strong>Note</strong>: Depending on your Vault’s creation date and which features are currently enabled and configured, some of the steps described in this article may be unavailable or already complete in your Vault.</p>
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## Configuring Objects {#configure-objects}

You must enable <a href="/en/gr/30986/">system-managed naming</a> for all _Claim Substantiation Join_ and _Local Adaptation - Substantiation_ object types to prevent duplicate records. We recommend that you configure the _Value Format_ setting of the _Name_ fields as follows:

*  **Claim Substantiation Join**: `CSJ-{claim__vr.id}-{substantiation__vr.id}`
*  **Local Adaptation - Substantiation**: `LAS-{local_adaptation__vr.id}-{substantiation__vr.id}`

We recommend configuring the <a href="/en/gr/15057/#order-fields">default order of fields</a> to display on _Claim_, _Local Adaptation_, and _Substantiation_ object record list pages. Vault also applies these default orders to the supported record grids on the <a href="/en/gr/492018/#doc-info">_Substantiations_ Doc Info panel</a>.

## Configuring Object Layouts {#layouts}
You must configure <a href="/en/gr/26387/">object layouts</a> in the following ways:

* **Claim**: Insert the _Substantiation_ related object section so users can add _Substantiations_ to _Claims_. We recommend allowing users to create new records from within the section.
* **Local Adaptation**: Insert the _Substantiation_ related object section so users can add _Substantiations_ to _Local Adaptations_. We recommend allowing users to create new records from within the section.
* **Substantiation**: Add the _Related Reference_ (`related_reference__v`) field to a _Details_ section to link each record to a specific document. All _Substantiations_ that reference a document, and their related _Claims_, appear as supporting records on the document's <a href="/en/gr/492018/#doc-info">_Substantiations_ Doc Info panel</a>.

### Simplified Substantiation {#simplified}

To allow users to upload new substantiation documents to _Substantiation_ records, you must also configure the _Substantiation_ object layout in the following ways:

* Add the _Related Reference_ (`upload_related_reference_control__c`) control field with the slider (<img class="inline" src="https://platform.veevavault.help/assets/images/CPC-Icon-Slider.png" alt="Slider Icon" style="" />) icon. This field allows users to select an existing file or upload a new substantiation document.
  * Optional: Enter the name of the **Default Document Type** Vault assigns to all documents users upload directly to _Substantiation_ records. You must enter the full document type hierarchy in the format of `type__c.subtype__c.classification__c`. For example, to specify the _Claims Component > Image > Graphic_ classification, enter `component__c.image__c.graphic__c`.
  * Enter the **Default Document Lifecycle** Vault assigns to all documents users upload directly to _Substantiation_ records. If you specified a _Default Document Type_ with multiple lifecycle states, you must enter a value in this field. 
* Do not add the _Substantiation Upload_ field to the _Substantiation_ object layout. This automatically populates if a user uploads a file directly from a record and is utilized by Vault to create the new document.

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      <p><strong>Note</strong>: When users upload new substantiation documents to <em>Substantiation</em> records, Vault does not apply any <a href="/en/gr/618/#settings-at-all-levels">default sharing settings</a> you’ve configured for the document type. We recommend configuring <a href="/en/gr/31824/">DAC</a> to control user access to uploaded documents.</p>
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## Configuring Bulk Claim Substantiation {#bulk}

The _Substantiate Claims_ action allows users to substantiate _Claims_ by adding _Substantiations_ to multiple _Claims_. You can configure this action as a <a href="/en/gr/43127/#assign-actions">record action</a> on the _Claim_ object. When a user runs the _Substantiate Claims_ <a href="/en/gr/33725/">bulk object record action</a>, Vault collects the user's _Substantiation_ selection using the _Substantiation User Input_ object. When the user completes the action, Vault creates temporary _Bulk Substantiation User Input_ records for each _Claim_ to which the user adds the _Substantiation_. Vault then creates new _Claim Substantiation Join_ records for each selected _Claim_ and _Substantiation_ combination that does not already exist in your Vault.

To allow users to select multiple _Substantiations_ when running the _Substantiate Claims_ action, you must configure the _Bulk Substantiation User Input_ <a href="/en/gr/26387/">object layout</a>, which displays when users run the action. To do this, insert the _Select Substantiations_ control section with the slider (<img class="inline" src="https://platform.veevavault.help/assets/images/CPC-Icon-Slider.png" alt="Slider Icon" style="" />) icon into the _Select Substantiations_ section. We recommend removing all other fields and sections.

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      <p><strong>Note</strong>: If you previously configured the layout to include the <em>Select Substantiation</em> field so users could select a single <em>Substantiation</em>, you must remove or hide that field so users can select multiple records.</p>
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### Configuring the Bulk User Input Object Cleanup Job {#job}

The _Bulk User Input Object cleanup Job_ deletes temporary user input records created from the _Substantiate Claims_ action more than 24 hours before the job runs. You can <a href="/en/gr/22897/#scheduling">configure the job's schedule</a> to run at a specific time. We recommend that you schedule this job to run daily.

## Configuring User Permissions {#user-permissions}

You must ensure users have the appropriate read and create <a href="/en/gr/22824/">permissions</a> to access the appropriate objects and object fields in addition to the permissions outlined below:

* For the _Claim Substantiation Join_ object: _Create_ permission.
* For the _Local Adaptation - Substantiation_ object: _Create_ permission.
* For the _Substantiation_ object: _Create_ permission.
  * To view the _Substantiations_ Doc Info panel: _Read_ permission on the _Related Reference_ field.
  * To upload a new document to a _Substantiation_ record: _Edit_ permission on the _Related Reference_ and _Substantiation Upload_ fields.
* To upload unclassified documents, users need either of the following:
  * _Create Document Permission_ on any <a href="/en/gr/618/#EditingDocTypes">document type</a>.
  * _Document: Always Allow Unclassified_ to create unclassified documents.
* To bulk add a _Substantiation_ to multiple _Claims_: 
  * _Create_ permission on the _Bulk Substantiation User Input_ object.
  * _Application: Object: Bulk Action_ permission.


[1]: #configure-objects
[2]: #layouts
[3]: #simplified
[4]: #bulk
[5]: #job
[6]: #user-permissions