Veeva Claims provides you with the abilty to automatically check the full text content of a claim statement against a list of flagged words and phrases when you create claims statements. Certain words or phrases are “high risk” when used in product statements and need to be “flagged”. Usage of such words or phrases in statements may leave consumer goods organizations exposed to legal and regulatory risks.
Depending on your Admin’s configuration, Vault checks either the Statement in each Statement or Claim record against the list of Admin-defined Flagged Words or Phrases, but the process does not check both objects. Based on the results, Vault automatically populates the Statement Validation Status field on each applicable record. Vault also creates relationships between the Flagged Words or Phrases records and the matching Statement or Claim records. These relationships allow you to see which problematic words or phrases are found in each claim.
Note: If your Vault includes a statement library, Vault validates text on Statement records only and not on Claim records.
Depending on your Admin’s configuration, object, field, and section labels may appear differently than the labels mentioned in this article.
About Automatic Statement Validation
Vault automatically validates the Statement text in each Statement or Claim record against the list of Flagged Words or Phrases when:
- You save a new Statement record
- You edit an existing Statement record
- You save a new Claim record (in Vaults without Statement object records)
- You edit an existing Claim record (in Vaults without Statement object records)
- Admins create a new Flagged Words or Phrases record
- Admins edit an existing Flagged Words or Phrases record
Statement Validation Status
The Statement Validation Status field on a Statement or Claim record shows the most recent status as one (1) of the following:
- Validated. Prohibited Words Found: You can see which prohibited words or phrases were found by opening the appropriate record and expanding the Flagged Words or Phrases section.
- Validated. No Prohibited Word Found.
- Not Validated: This status occurs when the Statement Validation Required? field on a Statement or Claim record is set to No.
Matching Words & Phrases
Vault performs an “exact match” string search. This means that the phrase or words must match the statement exactly; partial phrase matches are not considered matches. Matching is case insensitive and ignores spaces.
Examples
Review the following examples of how Vault matches flagged words and phrases:
| Flagged Words or Phrases | Statement | Match |
|---|---|---|
| treats | Acme Night Creams treat dry and sun-damaged skin. | No; validation will not find "treat" based on the term "treats". |
| treat | Acme Night Cream treats dry and sun-damaged skin. | Yes; validation can find "treats" based on the term "treat". |
| Bellor | 2X MORE REPAIR THAN BELLOR | Yes; validation is not case sensitive. |
| treat | T R E A T dry and sun-damaged skin | Yes; validation ignores spaces in the claim statement. |
| Better than | Now 30% better at relieving dry skin. More people prefer Acme than other brands. | No; validation is looking for an exact match on "better than", not a match on "better" and on "than". |
| traite | Acme Masque de Nuit traite les peaux sèches | Yes; validation can look for terms in any language that reads left-to-right. Validation does not support right-to-left (RTL) languages. |
Viewing Prohibited Word Details
If you have a Statement or Claim that includes one (1) or more of your Vault’s prohibited words and phrases, you need to review the violations. To see details for the related Flagged Words or Phrases:
- Open a Statement or Claim record.
- Expand the Flagged Words or Phrases section.
- Review the Reason and Alternative Suggestions for each item. To see the full text for this content, you may need to hover your cursor over the value.