# 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:
* Configure Rules Based Narratives
* Generate a Case Narrative
### 25R3 Update: Manage Blind Protection for Case Narratives {#r25r3}
With the 25R3 release, you can turn off blind protection for generated narratives. See [Blind Protection][7] to configure your Vault for the updated feature.
### 25R2 Updates {#r25r2}
With the 25R2 release, Vault introduces the following new features:
* **Rules Based Narratives Enhancements**: You can copy standard outlines and their related statements and options using the _Copy Narrative Outline_ action. See [Configure Actions on Narrative Outline][2] to configure your Vault for the updated feature.
* **Previous Case Version Narrative on Follow-Up**: You can [define settings][6] to specify which narrative documents Vault generates for follow-up _Cases_.
## Prerequisite
If you're interested in discussing whether getting early access to this feature is appropriate for your business needs, contact your Veeva Representative.
## Overview
Complete the following procedures to enable Rules Based Narrative Generation in your Vault:
1. Optional: [Update object layouts][9]
2. [Configure the _Generate Narrative from Outline_ action][1]
3. [Configure actions on _Narrative Outline_][2]
4. [Update the _Case Compare Page_][3]
5. [Define settings for narrative generation][6]
6. Optional: [Update the _Case Test Result_ layout][4]
7. Optional: [Configure Case Access Group Security][5]
## Update Object Layouts {#layouts}
We recommend deploying a configuration migration package to update the relevant object layouts:
1. Download the VPK file here.
2. Unzip the file.
3. Import and deploy the VPK package in your Vault.
## Configure the Generate Narrative from Outline Action on Case {#generate-action}
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.
### Inactivate the Re-Render Case Narrative Action {#remove-action}
If you previously configured Narrative Templates for Report Types and Studies in your Vault, we recommend inactivating the _Re-Render Case Narrative_ action on the _Case_ object since users can instead rerun the _Generate Narrative from Outline_ action.
## Configure Actions on Narrative Outline {#actions}
We recommend configuring the following actions on the _Narrative Outline_ object:
* **Preview Narrative Outline**: Define the web action as a user action on the _Active_ state of the object's lifecycle.
* **Copy Narrative Outline**: Assign the action to the _Narrative Outline_ object and then define the user action on the applicable states of the object's lifecycle to copy outlines with their related _Narrative Statements_ and _Narrative Statement Options_.
## Update the Case Compare Page {#case-compare-page}
We recommend adding the following fields to the _Case Compare Followup_ layout for the _Case Version Compare_ page so that users can review changes to follow-up statements on the _Inbox Item to Case Compare_ page:
* _Patient_ section:
* _Date of Birth (normalized)_
* _Adverse Events_ section:
* _Seriousness_
* _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)_
## Define Settings for Narrative Generation {#settings}
You can define settings to control how Vault generates [follow-up narratives][8] and to [turn off blind protection on narratives][7]. To define settings in your Vault:
1. Navigate to **Admin > Settings > Safety General Settings**.
2. Select **Edit**.
3. In the _Other Options_ section, select the applicable checkbox:
* [**Default to previous case version narrative on follow-up**][8]
* [**Turn off Blind Protection on Narratives**][7]
4. Select **Save**.
Note: The Turn off Blind Protection on Narratives setting also applies to Narrative templates.
### Follow-Up Narratives {#follow-up}
You can control which minor narrative document versions Vault generates for non-E2B sources when users create a follow-up _Case_ with the _Default to previous case version narrative on follow-up_ setting. When enabled, Vault generates a single narrative document by copying the previous _Case's_ narrative and does not generate a new narrative from the outline template.
If you do not enable this setting, Vault generates two (2) minor narrative document versions:
* The first copies the previous _Case's_ narrative.
* The second generates a new narrative for the follow-up _Case_ from the applicable _Narrative Outline_ template.
### Blind Protection {#blind-protection}
You can control blind protection for narrative documents with the [_Turn off Blind Protection on Narrative_ setting][6]. When you enable this setting, Vault populates the _Blind Protection_ field value of generated narrative documents with _Off_. This document field value determines the following:
* **Off**: Any information in the narrative document may be displayed in the _Narrative Preview_ field.
* **On**: The _Narrative Preview_ field does not display any sensitive information and unauthorized users cannot view the narrative document.
When Vault generates a narrative for a follow-up _Case_, the new narrative document inherits the _Blind Protection_ value from the narrative of the previous _Case_ version unless the follow-up _Case_ was unblinded during processing. In this scenario, Vault always sets the _Blind Protection_ field to _On_.
## Optional: Update the Case Test Result Layout {#ctr-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 {#cag}
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.
[1]: #generate-action
[2]: #actions
[3]: #case-compare-page
[4]: #ctr-layout
[5]: #cag
[6]: #settings
[7]: #blind-protection
[8]: #follow-up
[9]: #layouts