Configuring View & Assign Product Claims (Veeva Claims)

Veeva Claims provides users with the ability to view available approved claims within a product’s hierarchy, such as those related to its brand, sub-brand, and associated products, so that they can easily assign the applicable related Claims to a specific Product according to its composition.

You can configure the Available Parent Claims and Available Child Claims sections on the Product object layout, which allows users to review all Claims in the Product’s hierarchy based on the related Product Composition records. You can also configure the Assign Available Claims action on the Product object, which allows users to selecively assign available Claims by generating new Claims for the Product to a specific Project.

Viewing & Assigning Product Claims Objects

Veeva Claims uses the following core objects to support viewing and assigning product claims:

• Claim (claim__v): This object represents an individual claim and contains information about the statement, the footnote (fine print), and the product to which the claim applies.
• Product (product__v): This object represents a product. While a Product can have multiple Claim records, a Claim record can only belong to a single Product because substantiation takes place on a per-product basis. If multiple Products use the same Claim, you can create separate Claim records with the same statement.
• Product Composition (product_composition__v): This object is a many-to-many self-reference to a Product and represents the composition that makes up a product.

Configuration Overview

Configuring your Vault to support viewing and assigning product claims involves the following steps:

1. Configure object layouts
2. Configure the Assign Available Claims action
3. Configure user permissions

Configuring Object Layouts

You must configure the Project and Claim object layout to support viewing and assigning product Claims.

Product Object Layout

You must configure the Product object layout in the following ways to allow users to view available child and parent Claims on Product records:

• Insert the Available Parent Claims section with the slider () icon to display a list of all active Claims related to the Product’s ancestor Products.
• Insert the Available Child Claims section with the slider () icon to display all active Claims related to the Product’s descendent Products.

Claim Object Layout

You must add the Inherited from Product field to the Claim object layout so users can track which Product a generated Claim was copied from by running the Assign Available Claims action.

Configuring the Assign Available Claims Action

You can configure the Assign Available Claims action on the Product object, which allows users to review available Claims on the Assign Available Claims page and then assign selected Claims to the Product record. When the action completes, Vault generates new Claim records related to the Product and tracks the Product from which they were copied on the Inherited From Product field on the new records. You must define the action’s settings to specify the child and parent Claims users can see on the Assign Available Claims page and assign to a Product record. To do this:

1. Add the Assign Available Claims action to the Product object.
2. Navigate to Admin > Configuration > Available Claims Settings.
3. Click Create.
4. Enter a Name.
5. Optional: For Child Claims Filter VQL, enter Criteria VQL to constrain the records displayed to users in the Available Child Claims section on the Assign Available Claims page. For example, to display Claims in specific lifecycle states.
6. Optional: For Parent Claims Filter VQL, enter Criteria VQL to constrain the records displayed to users in the Available Parent Claims section on the Assign Available Claims page.
7. Click Save.

You cannot create more than one (1) Available Claims Settings record.

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:

• For the Claim object: Create permission and Read permission on the Product field.
• For the Claim Project Join object: Create permission and Edit permission on the Project field.
• For the Product and Product Composition objects: Read permission

Related Permissions

You can complete all the steps in this article with the standard System Administrator or Vault Owner security profile. If your Vault uses custom security profiles, your profile must grant the following permissions:

Type	Permission	Controls
Security Profile	Admin: Configuration: Objects: Create, Edit	Ability to create and modify Vault objects and access the Create Available Claims Setting page.
Security Profile	Admin: Security: Permission Sets: Edit	Ability to modify permission sets for users.
Security Profile	Admin: Security: Permission Sets: Edit	Ability to access the Create Available Claims Setting page from the Application Configurations section of the Admin > Configurations page.