# Enable Domestic Case Processing for Agency Jurisdictions

To support domestic case processing, Admins can manage a **Country State/Province** library with configurable support for state and province codes. Users can select the Country State/Province from a picklist during intake and case processing. Vault maps the domestic state codes during E2B(R3) import and export. This enhancement is for Domestic Cases originating in a country, such as Spain or Italy, where the state code is required in submissions to a specific agency, such as the EMA.

Admins can also manage the type and scope of localization for domestic case processing. The localization scope can be for all fields or specific to Narratives and/or Reporter Comments. If configured, the localized values for Reporter Comments and Narratives will also be exported in E2B formats.

Additionally, this feature includes two Vault Settings for system Admins. One setting configures Inbox Item localization to default based on Reporter Country and Language. Another setting prevents auto-submissions when a Case contains unapproved Localized Cases.



Vaults provisioned after 22R1 include most of the necessary configuration for this feature.

### Feature Enhancements in Veeva Safety 22R2.0.2 {#enhancements}

Contact Veeva Support to enable the following enhancements added to Safety in 22R2.0.2:

* <a id="case-type-enablement"></a>The **Case Type** field was added to the **Localization** record. This field matches the Inbox Item Report Type and can be considered, in addition to the Primary Reporter Country, for setting the Inbox Item Localization.<br>See <a href="#22r2.0.2-add-case-type">(22R2.0.2) Add the Case Type Field to the Localization Layout</a> for configuration instructions.
* Vault can create a Domestic Case for a previous Global Case version when promoting an Inbox Item with a Local Localization to a Follow-Up Case.<br>See <a href="#22r2.0.2-add-localization-case-compare">(22R2.0.2) Add the Localization Field to the Case Compare Page</a> for configuration instructions.
* Enhancements for <a href="/en/lr/700007/#mapping-logic-state-province">C.2.r.2.5 Reporter's State or Province</a> mapping are detailed in <a href="/en/lr/01168/#domestic-state-code">Prepare a Domestic Case</a>.

## Enable Vault System Settings

Enable the applicable <a href="/en/lr/740208/">_Application Settings_</a>:

* **Enable auto-set Inbox Item Localization by Reporter Country**: Vault populates the <a href="/en/lr/760903/#localization">_Localization_</a> field on _Inbox Items_ based on the reporter's locale.
* **Enable State/Province Selector**: Vault uses the _Country State/Province_ library for domestic state code mapping.
* **Cancel Auto-Submit for Translations**: Prevent auto-submissions of _Cases_ containing unapproved _Localized Cases_.

## Grant Permissions

Ensure your permissions sets are granted the appropriate level of access to objects and fields according to your organization's process. Manage object permissions from **Admin > Users & Groups > Permission Sets > [Permission Set] > Objects**.

The following table summarizes the objects and fields this feature introduces, and the recommended level of access for standard permission sets.

<table>
    <thead>
        <tr>
            <th>Object</th>
            <th>Fields</th>
            <th>Recommended Access</th>
        </tr>
    </thead>
        <tbody>
        <tr>
            <td style="vertical-align: middle">Country State/Province</td>
            <td style="vertical-align: middle">All</td>
            <td style="vertical-align: middle"><strong>Read</strong> access for:<ul>
                <li>Case Intake Actions</li>
                <li>Case Entry Actions</li>
                <li>Case Review Actions</li>
                <li>Case Translation Actions</li>
            </ul></td>
        </tr>
        <tr>
            <td style="vertical-align: middle">Localized Country State/Province</td>
            <td style="vertical-align: middle">All</td>
            <td style="vertical-align: middle"><strong>Read</strong> access for:<ul>
                <li>Case Intake Actions</li>
                <li>Case Entry Actions</li>
                <li>Case Review Actions</li>
                <li>Case Translation Actions</li>
            </ul></td>
        </tr>
        <tr>
            <td style="vertical-align: middle">Case Contact</td>
            <td style="vertical-align: middle">State/Province <br><code>(state_province__v)</code></td>
            <td style="vertical-align: middle"><strong>Read</strong> access for:<ul>
                <li>Case Intake Actions</li>
                <li>Case Review Actions</li>
                <li>Case Translation Actions</li>
            </ul>
            <br><strong>Edit</strong> access for:
            <ul>
                <li>Case Entry Actions</li></ul></td>
        </tr>
    </tbody>
</table>

## Manage Country State and Province Codes

Vault provides options for both bulk upload and manual entry of Country State and Province codes.

The following table describes the default Country State/Province fields:

<table>
    <thead>
        <tr>
            <th>Field Name</th>
            <th>Description</th>
        </tr>
    </thead>
        <tbody>
        <tr>
            <td style="vertical-align: middle">Name</td>
            <td style="vertical-align: middle">The label for the State/Province record, for example "Cataluna". The label determines how this option will appear on an Inbox Item or Domestic Case in the <strong>State/Province</strong> field of the Reporter Case Contact. Names have a limit of 40 characters.</td>
        </tr>
        <tr>
            <td style="vertical-align: middle">Country</td>
            <td style="vertical-align: middle">The country for the record, for example "Spain".
                <p>Start typing for instant search or select the binoculars icon to browse the available options.</p></td>
        </tr>
        <tr>
            <td style="vertical-align: middle">Domestic State Code</td>
            <td style="vertical-align: middle">The code that identifies the state within the country, for example "09" for Cataluna.
                <p>Refer to the EMA guidelines for the approved list of Reporter State codes for Spanish and Italian ICSRs.</p>
                <div class="note-border alert-info">
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    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: Each domestic state code can be used only once per country.</p>
    </div>
  </div>
</div>

</td>
        </tr>
        <tr>
            <td style="vertical-align: middle">ISO 3166-2</td>
            <td style="vertical-align: middle">The subdivision code that represents the name of a principal subdivision (e.g province or state) of countries coded in ISO 3166-1, for example "ES-CT".</td>
        </tr>
    </tbody>
</table>

### Bulk Import Country State and Province Codes Using Vault Loader

You can use <a href="/en/lr/26597/">Vault Loader</a> to load Country State and Province codes to Vault.

For Italy and Spain, download the following CSV Input File that includes all of the current codes required for E2B(R3) submissions to the EMA:

<a class="download-link " href="https://platform.veevavault.help/assets/downloads/saf-spain-italy-states.csv" target="_blank" rel="noopener">Download Vault Loader CSV<i class="fa fa-download" aria-hidden="true"></i></a>

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: You must be a Vault Owner or Business Administrator to bulk upload <strong>Country State/Province</strong> records.</p>
    </div>
  </div>
</div>



To upload the file through Vault Loader:

1. Navigate to **Business Admin (Quick Access) > Loader**.
2. In the _Vault Loader: Load_ screen, configure Loader as follows:
   * **CSV File**: Select **Choose**, select the file, and then select **Open**.
   * **Entity Type**: Select **Country States/Provinces ( country_state_province__v )**.
   * **Action Type**: Select **Create**.
3. Select **Map Fields**. Vault automatically maps the file to system fields.
4. Select **Start Load**.

### Manually Add Country State and Province Codes

1. Navigate to **Business Admin > Country States/Provinces**.
2. On the **All Country States / Provinces** page, select **Create**.
3. Complete the **Create Country States / Province** page.
4. Save the page.

### Display the Country State/Province Codes

1. Navigate to **Business Admin > Country States/Provinces**.
2. Select the **Actions** menu, and then select **Edit Columns**.
3. Add the **Country**, **Domestic State Code**, and **ISO 3166-2** columns.
4. Select **Save**.

### Add Localized Country State and Province Codes

You can add Country State and Province codes in local languages. These appear on Localized Cases in the **Reporter Case Contact** section in the **State/Province** field.

1. Navigate to **Business Admin > Localized Country States / Provinces**.
2. On the **All Localized Country States / Provinces** page, select **Create**.
3. In the **Name** field, enter the state or province name in the local language, up to 40 characters.
4. In the **Country State/Province** field, start typing for instant search or use the binoculars to select a state or province.
    * When you select a state or province, Vault automatically populates the **Country** field based on the associated Country State/Province record.
5. In the **Localization** field, start typing for instant search or use the binoculars to select the locale of the record.
6. Save the page.

## Update Case Contact Layouts for Country State/Province Selection

When a country's states and provinces are mapped to state codes, the domestic state code of the primary reporter on a Case is exported to EMA E2B(R3) files. To enable this feature, you must replace the standard **State/Province** field with the **State/Province** control field on all Case Contact layouts.

<div class="note-border alert-info">
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    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: State/Province values are encrypted only when a text value is entered. The <strong>State/Province</strong> object reference field cannot be encrypted due to a Vault limitation.</p>
    </div>
  </div>
</div>



To replace the standard **State/Province** field with the control field:

1. Navigate to **Admin > Configuration > Objects > Case Contact > Layouts > [Layout]**.
2. <a href="/en/lr/26387/#how-to-remove-object-fields">Remove</a> the standard **State/Province** field.
3. <a href="/en/lr/26387/#how-to-add-object-fields">Add</a> the **State/Province** control field with the **Slider** (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-app-control.png" alt="slider" style="" />) icon.
4. Optional: Drag and drop the fields to rearrange their placement.
5. Select **Done**.
6. Select **Save**.

## Update Localized Case Contacts Layout to See Localized Country States and Provinces

On Localized Cases, you can include the reporter's Country State or Province in the local language based on **Localized Country State/Province** records.

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: State/Province values are encrypted only when a text value is entered. The <strong>State/Province</strong> object reference field cannot be encrypted due to a Vault limitation.</p>
    </div>
  </div>
</div>



1. Navigate to **Admin > Configuration > Objects > Localized Case Contact > Layouts**.
2. Open the **Localized Case Contact Detail Page Layout** for editing.
3. In the **Address** section, add the **State/Province** (`state_province__v`) field (this is in addition to the existing **State/Province** (`state_province_value__v`) field).
4. To rearrange fields, drag and drop. We recommend arranging the Address fields in the following order:
   * Contact Country
   * State / Province (object field)
   * State / Province (text field)
   * Street
   * Street Line 2
   * City
5. Save the page.

## Configure the Administration of Localization Scope

Admins can manage the scope of localization for domestic case processing. By default, localized Inbox Items and Cases include dual-language entry on all text fields. To limit localization to only Narratives, Company Comments, or both, add or edit the Localization Scope on the associated Localization record.

If the **Localization Scope** field does not appear on a Localization record, update the layout.

1. Navigate to **Admin > Configuration > Objects > Localization > Layouts**.
2. Open the **Localization Detail Page Layout** for editing.
3. In the **Details** section, add the **Localization Scope** field.
4. To rearrange fields, drag and drop.
5. Save the page.

## Update Localizations with Localization Scope

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      <p><strong>Note</strong>: When Localization Scope is limited, dual-language fields are only available after the Inbox Item is promoted to a Case. Narratives and Company Comments do not appear on Inbox Items.</p>
    </div>
  </div>
</div>



1. Navigate to **Business Admin > Localizations**.
2. Select an existing Localization, or select **Create** to add a new Localization Record.
3. In the **Localization Scope** field, select the drop-down list, and then add one or more of **Narrative** and **Company Comments**.
4. Save the page.

**Result**

Only the options selected in the **Localization Scope** field are available for dual-text data entry on the Case. The localized text is included in E2B file exports.

<div class="note-border alert-info">
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      <p><strong>Note</strong>: Only the <strong>Localization Type</strong> and <strong>Localization Scope</strong> fields can be edited on provided Localization records, which have an API Name ending in <code class="language-plaintext highlighter-rouge">(__v)</code>. On custom Localization records, which have an API Name ending in <code class="language-plaintext highlighter-rouge">(__c)</code>, all fields are editable.</p>
    </div>
  </div>
</div>



## <a id="22r2.0.2-add-case-type"></a>(22R2.0.2) Add the Case Type Field to the Localization Layout

Update the **Localization** object to add the **Case Type** field to **Localization** records.

1. Navigate to **Admin > Configuration > Objects > Localization > Layouts**.
2. Open the **Localization Detail Page Layout**.
3. In the **Details** section, add the **Case Type** field after the **Localization Type** field.
4. Save the page.

<div class="note-border alert-info">
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    <div class="alert-text">
      <p><strong>Note</strong>: When you update or create a Localization record, Vault prevents you from saving the record if the specified Country, Language, and Case Type already exist on another Localization record.</p>
    </div>
  </div>
</div>



## <a id="22r2.0.2-add-localization-case-compare"></a>(22R2.0.2) Add the Localization Field to the Case Compare Page

Adding the **Localization** field to the **Case Compare** page allows Vault to create a Domestic Case upon Follow-Up promotion for Inbox Items with a Local Localization value.

1. In **Admin > Configuration > Pages > Case Compare Page**.
2. In the **Layouts** section, select **Case Compare Followup**.
3. Navigate to the **Details** section, and add the **Localization** field.
4. Save the page.