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How does Veeva integration work for FMV Profiling requests?

Written by Michelle Henley

Updated at July 11th, 2024

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            When a submitter creates a new FMV profiling request for an HCP, the Full Name search automatically pulls the HCP's data from the Veeva API instead of internal master data. The search will begin to load results right after the first character is entered.

            The search results display 25 records per page, with the possibility to navigate between pages. The returned search results are automatically sorted by the most relevant matches first. 

            Users can also search using the Veeva ID. 

            If multiple HCPs have similar names, users can try searching the Name plus their Country. For example, instead of John Smith, try John Smith United Kingdom. This will narrow the list down further. 

            When the user selects an HCP from the search results, the system will display all the Veeva attributes (that are mapped) into the top section of the contact details screen.

            Note: The system displays an additional “(I)” next to inactive licenses.

            Once the FMV profiling request is submitted for approval, the HCP information listed above is saved to master data; however, the profiled rate is not saved until the request is approved. 

            Once the request is approved, the profiled rate is saved to master data, and submitters can proceed with using the profiled HCP within an engagement request. 


            Note: All the HCPs that have already been profiled will populate the search results on the FMV Profiling landing page. Returned results come from master data, not Veeva. If an HCP is not listed in the search, it has not yet been profiled, and the user must click New Profile. 

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