Veeva Claims Project Management allows you to configure Claim generation from a Project in several ways so users can populate a Project with Claims in the following ways:
- Selectively Create Claims: Allows users to selectively create Claims for specified Statement and Product combinations.
- Bulk Create Claims: Allows users to create Claims for all Statement and Product combinations.
Configuration Overview
Configuring your Vault to generate Claims from a Project involves the following steps:
Note: 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.
Configuring Selective Claim Creation
Depending on the needs of your organization, you can configure your Vault to enable users to selectively create Claims from a Project with the following actions:
- Create Claims Run As System: Creates all applicable Claims, regardless of a user’s permissions. We recommend configuring this action to allow users to selectively create Claims.
- Selectively Create Claims via User Input: Creates Claims according to the user’s permissions. We do not recommend configuring this action.
When users run either of these actions, they can select which Statements to create as Claims for the products specified in the Selectively Create Claims dialog. You can configure which Statement fields display to users as column headers in the dialog. Vault generates one (1) Claim for each specified combination of Statement and Product, provided the combination of Statement and Product does not already exist as a Claim in your Vault. Claims generated by the Create Claims Run As System action have a Created By value of “System”.
How to Configure Create Selective Claims
Note: We recommend configuring the Create Claims Run As System action instead of the Selectively Create Claims via User Input action. If you previously configured the Selectively Create Claims via User Input action, we recommend removing that action and replacing it with the Create Claims Run As System action. Do not configure both actions.
To configure selective Claim creation:
- Assign the Create Claims Run As System or Create Claims via User Input action to the Project object. Do not select Available in All Lifecycle States. We suggest labeling this action “Create Selective Claims”.
- Configure the user action on the appropriate lifecycle states for the Project Lifecycle and specify the following:
- Optional: Enter Instructional Text. This displays for users in the Selectively Create Claims dialog.
- Enter the name (not the label) of up to ten (10) Statement fields to display as Grid Columns in the Selectively Create Claims dialog. Separate values with a comma. The order in which you configure Statement fields dictates the order of columns from left to right in the dialog.
- Enter an Action Label. We suggest labeling this action “Create Selective Claims”.
Supported Field Types
Vault supports the following object field types as Grid Columns:
- Component (for lifecycle states)
- Currency
- Date
- Long Text
- Lookup
- Number
- Object
- Picklist
- Text
- Yes/No
If you have configured object types on the Statement object, ensure you assign any fields you add as Grid Columns to all applicable object types.
Configuring Bulk Claim Creation
Your Vault’s configuration must include the Statement object for users to be able to generate multiple Claims which are automatically included in the Project. In order for users to be able to generate Claims in bulk from a Project, you must configure the Bulk Create Claims action. Vault generates one (1) Claim for each combination of Statement, Product, and Scope, provided the combination does not already exist as a Claim. Scope is defined in the Product Classification picklist and allows users to define, for example, whether to create the Claim for the Statement and Product combination for a product, brand, or sub-brand classification. You can define custom values for the Product Classification picklist.
Review the following behavior regarding the process of generating Claims from a Project:
- The creation process adheres to users’ permissions and lets users view and create only the records to which they have Edit permission.
- The creation process creates Claims only when the Statement Scope matches the Product Classification of the Product.
- If a Statement does not have Scope specified, the creation process creates one (1) Claim per Product.
- If object types are enabled on the Claim object, the Bulk Create Claims (Project) action creates Claim records only for the default object type.
- If you add custom fields on the Local Adaptation object that are required, ensure you specify a default value.
How to Configure the Bulk Create Claims Action
To configure the Bulk Create Claims record action:
- Assign the Bulk Create Claims (Project) action to the Project object.
- Optional: Configure the Bulk Create Claims (Project) action as an entry action.
Configuring User Permissions
You must ensure users have the appropriate read and create permissions to access the appropriate objects and object fields in addition to the permissions outlined below:
Create Selective Claims
The Selectively Create Claims dialog that users see after running the Create Claims Run As System and Create Claims via User Input actions displays data based on the following user permissions:
- Grid Columns for Statement fields for which they have Read permission.
- Products and Statements for which they have Read permission.
Create Claims via User Input Action
Users must have the following permissions to be able to run the Create Claims via User Input action:
- Read permission on the Product, Project Statement, Project Product Join, and Statement objects.
- Create permission on the Claim and Claim Project Join objects.
- Edit permission on the following fields:
- On the Claim object: Product and Statement ID fields.
- On the Claim Project Join object: Claim and Project fields.
- Execute permission on the Create Claims via User Input object action.