Handling Inactive Network Records
Network searches can now return only active HCP and HCO records. As a Master Data Management system, the Network keeps track of all record histories. This may result in many records with an inactive status. Because the search only returns active records in CRM, this decreases user confusion, DCR errors, processing time, and storage needs.
Configuring Inactive Network Records Handling
To enable this feature:
- Grant the Network integration user Delete permission on the Address_vod and Child_Account_vod objects.
- Enable the FILTER_INACTIVE_NETWORK_RECORDS_vod Network Setting with a value of 1. (The default value is 0.)
-
Enable the NETWORK_ADDRESS_DELETION_PROCESS_vod Network Setting based on the table below.
Integration users and end users must have matching values for both of these settings, even when using Profile Specific Veeva Custom Settings.
The following defines how the FILTER_INACTIVE_NETWORK_RECORDS_vod and NETWORK_ADDRESS_DELETION_PROCESS_vod__c vod settings behave with different setting combinations.
FILTER_INACTIVE_NETWORK_RECORDS_VOD | NETWORK_ADDRESS_DELETION_PROCESS_VOD | Behavior | Business Use Case |
---|---|---|---|
0 |
0 |
|
Customer wants to keep all inactive records from Network. |
0 |
1 |
|
Customer does not want to impact current account territory alignments, but wants to remove invalid addresses. |
0 |
2 |
|
Customer does not want to impact current account territory alignments. Invalid addresses are removed, but primary addresses are not affected in case they are used in other business modules. Customer also wants an account to have at least one address.
|
1 |
0 |
|
Customer does not want inactive accounts to display but does not want to delete inactive addresses.
|
1 |
1 |
|
Customer wants to remove all inactive records from Network. |
1 |
2 |
|
Customer wants to remove all inactive records from Network but wants to keep primary addresses in case they are used in other business modules. Customer also wants an account to have at least one address. |
Account Status for Inactive Network Records Handling
Customers can define a broader set of statuses to indicate an account is active. For example, some customers may want recently retired HCPs to stay in the user’s territory even if the FILTER_INACTIVE_NETWORK_RECORDS_vod Network Setting is enabled.
This does not apply to NAS.
In this example, customers can add the Network reference code for “Retired”, which is “R”, in the HCP_ACTIVE_STATUSES_vod Network Setting, delimited by a comma. Similarly, customers can change the HCO_ACTIVE_STATUSES_vod Network Setting. Both settings have a default value of “A”, which means Active.
The Network subscription process respects these settings. If “R” is added to the HCP_ACTIVE_STATUSES_vod setting when FILTER_INACTIVE_NETWORK_RECORDS_vod is enabled, it continues to import retired HCPs to CRM, and it does not remove territories from existing CRM accounts.
Address Deletion Exception Report
If customer chooses to remove inactive addresses from the Network, the Subscription Summary report will convey exceptions and errors. Existing rules on address are respected. For example, if an address is a DEA address or a locked address, it is not deleted and is reported in the Subscription Summary report. Address that is used by Medical Event is not deleted and reported in the summary report as well.
Setting the Customer Master Status
The Customer Master Status may be set automatically via updates from Network, depending on certain conditions. The following table describes each possible value for the Customer Master Status, and under what circumstances the status is updated:
Create Unverified Records Enabled? | Filter Inactive Records Enabled? | Customer Master Status | Condition | Receives Updates from Network? |
---|---|---|---|---|
Valid | Valid records in Network | |||
Under Review | No valid conditions | N/A | ||
Rejected | Records invalidated in Network | |||
Inactive | No valid conditions | N/A | ||
Valid | Account status is an active type | |||
Under Review | No valid conditions | N/A | ||
Rejected | Record invalidated in Network | |||
Inactive | Account status is an inactive type | |||
Valid | Valid records in Network | |||
Under Review | Add request pending review | |||
Rejected | Rejected add request, the record is invalidated in Network | |||
Inactive | No valid conditions | N/A | ||
Valid | Account status is an active type | |||
Under Review | Add request pending review | |||
Rejected | Rejected add request, the record is invalidated in Network | |||
Inactive |
Account status is an inactive type |
|