Configure Individual Case Routing Criteria

You can configure rules so Vault tags and routes Cases for Signal or medical review.

About Individual Case Routing Criteria

When you configure Individual Case Routing Criteria, Vault evaluates each Case Assessment against the rules. When a Case Assessment meets a set of criteria, Vault can apply Routing Tags and take other configured actions. This is useful for flagging Cases for specialized review, such as Signal or medical review.

You assign each Individual Case Routing Criteria a Priority and one (1) or more Case Actions. Vault evaluates each Case Assessment in priority order against each Individual Case Routing Criteria and Case Action combination. When a Case Assessment passes an Individual Case Routing Criteria, Vault performs the Case Action. Vault does not evaluate that Case Assessment against any lower-priority Individual Case Routing Criteria, unless it contains a different Case Action.

Prerequisite

Your Admin must enable Individual Case Routing Criteria.

Evaluating Case Assessments

Vault evaluates each Case Assessment on a Case against each Individual Case Routing Criteria and Case Action combination until it passes. You assign each Individual Case Routing Criteria a Priority, and Vault evaluates the criteria in priority order. For example, if a Case Assessment does not meet the criteria for the Individual Case Routing Criteria with a Priority value of 1, Vault evaluates the Case Assessment against the criteria with a Priority value of 2, and so on. When a Case Assessment meets any criteria, Vault takes all configured Case Actions related to that criteria, such as adding a specific Routing Tag. Vault does not evaluate that Case Assessment against any lower-priority Individual Case Routing Criteria with that Case Action. However, if lower-priority Individual Case Routing Criteria include a different action, Vault evaluates the Case Assessment against it.

Example Routing Configuration & Evaluation for a Single Case Action

The following routing configuration, Case details, and evaluation outcomes outline the behavior of individual Case routing when the Individual Case Routing Criteria include a single Case Action.

Individual Case Routing Criteria

Suppose you define the following Individual Case Routing Criteria:

Priority Criteria Case Action Routing Tag Lifecycle State
1 Clinical trial Case tagged as SUSAR Tag Case SUSAR --
2 A Case Assessment with Case Product A has No in the Expected field Tag Case Priority Medical Review --
3 A Case Assessment with any Case Product has No in the Expected field Tag Case Medical Review --
4 A Case Assessment with Case Product A has Yes in the Expected field Tag Case Post-Closure QC Approved

Case Details

Suppose a Case has the following details:

  • The Report Type is Spontaneous
  • The following Case Assessment details:
    • Case Assessment A: Case Product A, Case Adverse Event 1, and Expected is No
    • Case Assessment B: Case Product A, Case Adverse Event 2, and Expected is Yes
    • Case Assessment C: Case Product B, Case Adverse Event 1, and Expected is No
    • Case Assessment D: Case Product B, Case Adverse Event 2, and Expected is Yes
  • The Lifecycle State is Approved

Evaluation Outcomes

Vault evaluates the Case Assessments against the Individual Case Routing Criteria in priority order:

Priority Individual Case Routing Criteria Case Assessments Evaluated Does Case Assessment Meet the Criteria? Case Action
1 Clinical trial Case tagged as SUSAR
  • A
  • B
  • C
  • D
 No Case Assessments meet the criteria. N/A
2 A Case Assessment with Case Product A has No in the Expected field
  • A
  • B
  • C
  • D
 Case Assessment A meets the criteria. Vault populates Priority Medical Review in the Routing Tags field of the Case.
3 A Case Assessment with any Case Product has No in the Expected field
  • B
  • C
  • D
 Case Assessment C meets the criteria. Vault populates Medical Review in the Routing Tags field of the Case.
4 A Case Assessment with Case Product A has Yes in the Expected field
  • B
  • D
 Case Assessment B meets the criteria. Vault populates Post-Closure QC in the Routing Tags field of the Case.

In this scenario, Case Assessment D does not meet any Individual Case Routing Criteria.

Example Routing Configuration and Evaluation for Multiple Case Actions

The following routing configuration, Case details, and evaluation outcomes outline the behavior of individual Case routing when the Individual Case Routing Criteria include multiple Case Actions.

Individual Case Routing Criteria

Suppose you define the following Individual Case Routing Criteria:

Priority Criteria Case Action Routing Tag Lifecycle State
1 A Case Assessment with Case Product A has No in the Expected field Tag Case Priority Medical Review --
2 A Case Assessment with Case Product B has No in the Expected field Tag Case Medical Review --
3 A Case Assessment with any Case Product has No in the Expected field Tag Case, Case Action 2 Post-Closure QC Approved

Case Details

Suppose a Case has the following details:

  • The Report Type is Spontaneous
  • The following Case Assessment details:
    • Case Assessment A: Case Product A, Case Adverse Event 1, and Expected is No
    • Case Assessment B: Case Product A, Case Adverse Event 2, and Expected is Yes
    • Case Assessment C: Case Product B, Case Adverse Event 1, and Expected is No
  • The Lifecycle State is Approved

Evaluation Outcomes

Vault evaluates the Case Assessments against the Individual Case Routing Criteria for each Case Action in priority order:

Priority Individual Case Routing Criteria Case Assessments Evaluated Does Case Assessment Meet the Criteria? Case Action
1 A Case Assessment with Case Product A has No in the Expected field
  • A
  • B
  • C
 Case Assessment A meets the criteria. Vault populates Priority Medical Review in the Routing Tags field of the Case.
2 A Case Assessment with Case Product B has No in the Expected field
  • B
  • C
Vault does not evaluate Case Assessment A because it already passed an Individual Case Routing Criteria with Tag Case in the Case Action field. 		Case Assessment C meets the criteria. Vault populates Medical Review in the Routing Tags field of the Case.
3 A Case Assessment with any Case Product has No in the Expected field
  • B
For Tag Case, Vault evaluates only Case Assessment B because both A and C have already passed an Individual Case Routing Criteria with Tag Case in the Case Action field. 		No Case Assessment meets the criteria. --
3 A Case Assessment with any Case Product has No in the Expected field
  • A
  • B
  • C
For Case Action 2, Vault evaluates all three (3) Case Assessments because none have previously passed an Individual Case Routing Criteria with Case Action 2 in the Case Action field. 		Case Assessments A and C meets the criteria. Vault performs Case Action 2.

In this scenario, Case Assessment B does not meet any Individual Case Routing Criteria.

Create Individual Case Routing Criteria

To create Individual Case Routing Criteria:

  1. Navigate to Business Admin > Objects > Individual Case Routing Criterias.
  2. Select Create.
  3. Complete applicable fields.
  4. Select Save.

Individual Case Routing Criteria Fields

The following fields may be available:

Field Description
Name Enter a name for the routing criteria.
Case Actions Select the actions Vault should take when a Case meets the criteria for routing.
Case Lifecycle State Select the eligible states for routing.
Expression Enter a formula expression.
Priority Enter a number. Vault assesses the criteria in priority order, so Vault evaluates the Individual Case Routing Criteria with Priority 1 before Priority 3.
Routing Tags Select the tags Vault will apply when a Case Assessment meets the criteria for routing.

Writing Routing Criteria Expressions

Build an expression using VQL formula expressions. You can use any of the functions and operators in the Vault Formula Reference Guide and any Safety-specific functions detailed in Create Formula Expressions. For Individual Case Routing Criteria, your expression must contain case_assessment__v.

Example Formula Expression

When evaluating a Case Assessment, the following example returns true if the Case has any unexpected adverse events:

VS_LET(ca, case_assessment__v, ca.expectedness__v=false)