Key Medical Insights Restricted Words

  • Browser
  • CRM Desktop (Windows)
  • iPad
  • iPhone

Administrators can specify words and phrases that should not be used in a Medical Insight. Restricted words can be specified as a partial string match or an exact string match. This provides greater control over what words or phrases should be restricted and helps minimize unnecessary restrictions.

For example, Larry Lakes creates a Key Medical Insight and includes the words "side effect." Because this company admin restricted this string, when Larry saves or submits the Medical Insight, an error message displays.

Enabling Key Medical Insights Restricted Words

If your org is enabled for Lightning, see Lightning for Medical Insights.

To enable this feature:

  1. Ensure Key Medical Insights are configured for users.

  2. Open the Veeva Messages tab.


  4. Enclose exact string matches in straight double quotes (""). Smart Quotes (“”) are not supported. Partial string matches should not use double quotes.

    For example, the following text in the Veeva Message: awesome;;"10 dollars" sets the word awesome as a partial string match and the phrase 10 dollars as an exact string match.

Spaces, newlines, tabs, and all other forms of whitespace are treated the same.

Exact string matches immediately after punctuation are restricted based on the specific language and platform. For example, the Browser platform always restricts exact string matches that follow punctuation. On the iPad platform, this restriction is dependent on whether the language of the device regularly contains punctuation preceding a word (for example, Spanish uses the ¿ punctuation before words).

Enabling Multiple Restricted Word Veeva Messages for Key Medical Insights

Administrators can define a list of restricted words for Key Medical Insights in a series of Veeva Messages. This enables a list of restricted words larger than the 5000 character limit of a single Veeva Message.

To enable this feature:

  1. Create all appropriate Veeva Messages containing lists of restricted words.

    Veeva Messages must be a unique combination of the Name, Category, and External ID fields.

  2. Navigate to the Medical_Insights_Restricted_Veeva_Messages_vod Veeva Setting.
  3. Enter the Veeva Messages as a comma-separated list. All Veeva Messages in this setting must belong to the same category and use this format:


    For example, the following references three Veeva Messages for the list of restricted words: RESTRICTED,RESTRICTED2,RESTRICTED_jp;;MI

All Veeva Messages used must have the same Language field.

Using Restricted Words in Key Medical Insights

When a user enters a restricted word or string in the Summary or Description fields of a Key Medical Insight, then selects Save or Submit, an error message displays. Users must remove or replace the restricted word or string before they can save or submit the insight.