**Source URL:** https://regulatoryone.veevavault.help/en/lr/725562/index.md

# Configuring View & Assign Product Claims (Veeva Claims)

[Veeva Claims](/en/lr/54331/) provides users with the ability to [view](/en/lr/54337/#view-available) 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](/en/lr/54337/#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 Compositions_. 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_.

## Configuration Overview {#overview}

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

1. [Configure object layouts][1]
2. [Configure the _Assign Available Claims_ action][2]
3. [Configure user permissions][3]

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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 Object Layouts {#layouts}

You must configure the _Project_ and _Claim_ [object layout](/en/lr/26387/) to support viewing and assigning product _Claims_.

### Product Object Layout {#layouts-product}

You must configure the _Product_ object layout in the following ways to allow users to view available child and parent _Claims_ on _Products_:

* Insert the _Available Parent Claims_ section with the slider (<img class="inline" src="https://platform.veevavault.help/assets/images/CPC-Icon-Slider.png" alt="Slider Icon" style="" />) 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 (<img class="inline" src="https://platform.veevavault.help/assets/images/CPC-Icon-Slider.png" alt="Slider Icon" style="" />) icon to display all active _Claims_ related to the _Product's_ descendent _Products_.

### Claim Object Layout {#layouts-claim}

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 {#action}

You can configure the _Assign Available Claims_ action on the _Product_ object, which allows users to review available _Claims_, assign selected _Claims_ to a specified _Product_, and optionally copy _Local Adaptations_ and _Substantiations_ to the generated _Claims_. When the action completes, Vault generates new _Claims_ related to the _Product_ and tracks the _Product_ from which they were copied on the _Inherited From Product_ field on the generated _Claims_. 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_. To do this:

1. Add the _Assign Available Claims_ [action](/en/lr/43127/#assign-actions) to the _Product_ object.
2. Navigate to **Admin > Configuration > Available Claims Settings**.
3. Click **Create**.
4. Enter a **Name**.
5. Optional: Use [Criteria VQL](/en/lr/1037069/) to constrain the records displayed to users on the _Assign Available Claims_ page and copied to _Claims_ and _Projects_. For example, records in specific lifecycle states.
   * **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. 
   * **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.
   * **Local Adaptations Inclusion VQL**: Enter Criteria VQL to constrain the _Local Adaptations_ copied to _Claims_ and _Projects_ when users select the _Copy Local Adaptations_ checkbox in the _Copy Related Records_ section on the _Assign Available Claims_ page.
   * **Substantiations Inclusion VQL**: Enter Criteria VQL to constrain the _Substantiations_ copied to _Claims_ and _Projects_ when users select the _Copy Substantiations_ checkbox in the _Copy Related Records_ section on the _Assign Available Claims_ page.
6.  Click **Save**.

You cannot create more than one (1) _Available Claims Settings_.

## Configuring User Permissions {#user-permissions}

You must ensure users have the appropriate read and create [permissions](/en/lr/22824/) 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 {#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](/en/lr/22824/):

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


[1]: #layouts
[2]: #action
[3]: #user-permissions