Enable Rules Based Narrative Generation

Learn how to enable your Vault to generate rules based narratives from outline templates based on Case data.

About the Feature

With the 25R1 release, you can configure rules for narrative generation based on Case data. Create Narrative Outline templates composed of Narrative Statements, each with its own Narrative Statement Options, where you can define the conditional rules for when Vault includes the related statement within a generated narrative. Narrative Statement Options incorporate related Case data and new functions for formatting statements. You can specify the order of statements according to their alignment and sequence. For easy reference, any changes to the Case between major versions are summarized at the end of a generated narrative.

After you have enabled this feature, see the following articles for more information:

Prerequisite

Contact your Veeva Representative for details about enabling and configuring this feature.

Overview

Complete the following procedures to enable Rules Based Narrative Generation in your Vault:

  1. Configure the Generate Narrative from Outline action
  2. Configure the Preview Narrative Outline Action action
  3. Update the Case Compare Page
  4. Optional: Update the Case Test Result layout
  5. Optional: Configure Case Access Group Security

Configure the Generate Narrative from Outline Action on Case

You can configure the Generate Narrative from Outline action in the following ways:

  • Assign the action to the Case object and complete the following according to your business needs:
    • Add the action as a user action to the object and do one (1) of the following:
      • Select the Available in All Lifecycle States checkbox to apply atomic action security defaults for the applicable lifecycle states.
      • Add the action as a user action to the applicable states of the object lifecycle.
    • Add the action as an entry action on the applicable object lifecycle states.
  • Configure the action as a workflow action step.

Remove the Re-Render Case Narrative Action

If you previously configured Narrative Templates for Report Types and Studies in your Vault, we recommend removing the Re-Render Case Narrative action from the Case object since users can instead rerun the Generate Narrative from Outline action.

Configure the Preview Narrative Outline Action on Narrative Outline

To configure the Preview Narrative Outline action, define the web action as a user-action on the Active state of the Narrative Outline Lifecycle.

Update the Case Compare Page

Add the following fields to the Case Compare Followup layout for the Inbox Item to Case Compare page so that users can review changes to follow-up statements:

  • Details section:
    • Primary Event Seriousness
  • Patient section:
    • Date of Birth (normalized)
  • Adverse Events section:
    • Onset (normalized)
    • Cessation (normalized)
  • Medical History & Concurrent Conditions section:
    • Start Date Normalized
    • End Date Normalized
  • Drug History section:
    • Start Date Normalized
    • End Date Normalized
  • Products section > Dosage Fields:
    • First Administration (normalized)
    • Last Administration (normalized)

Optional: Update the Case Test Result Layout

Based on your business process, to all applicable Case Test Result object layouts, add the Include Result in Narrative? field. When users select No, Vault excludes that result from the generated narrative, if applicable to your Narrative Outlines.

Optional: Configure Case Access Group Security

If applicable, configure Case Access Group Security for the Case Follow-Up Statement object. When any user reruns the Generate Narrative from Outline action on a follow-up Case, Vault upversions the narrative document. Vault also generates Case Follow-Up Statements to track changes made since the action last ran, and includes those statements in the upversioned narrative.