MCP Server for Vault CRM

Build 25.0.9440

Affiliations

Represents relationships and connections between stakeholders or organizations, such as the affiliations between Healthcare Organizations and Healthcare Professionals (HCP-HCO) or multi-account links.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique system-generated identifier for the affiliation record within Veeva Vault.

Global ID String True

System-level global identifier used to uniquely reference the record across multiple Vaults and integrations.

Link String False

System-managed hyperlink or reference pointer to view or access the record in Vault.

AffiliationNumber String True

User-defined or system-assigned unique number identifying the specific affiliation instance.

Status String False

Current status of the affiliation, indicating whether it is active, inactive, or in another lifecycle stage.

Created By String True

Username or user ID of the person who initially created the affiliation record.

Created Date Datetime True

Date and time when the affiliation record was first created in the system.

Last Modified By String True

Username or user ID of the person who last made updates to the record.

Last Modified Date Datetime True

Date and time of the most recent update made to the affiliation record.

Comments String False

Free-form text field for capturing internal notes, annotations, or relevant contextual comments about the affiliation.

Disable Trigger Bool False

Indicates whether system triggers or workflows should be bypassed during operations involving this record. Set to true to disable triggers.

External Id String False

Identifier used to link the record with external systems or upstream/downstream platforms.

Influence String False

Measure or classification of the influence level that the affiliated party has within the organizational or medical network.

Mobile ID String False

Identifier used by mobile applications to uniquely track the affiliation record outside the core platform.

Parent Bool False

Flag indicating whether this record represents a parent-level affiliation in a hierarchical relationship.

Relationship Strength String False

Qualitative or quantitative indicator of how strong or influential the affiliation relationship is, such as weak, moderate, or strong.

Role String False

The role played by the affiliated entity in the context of the relationship, such as advisor, consultant, or collaborator.

Therapeutic Area String False

Therapeutic area or medical domain to which the affiliation pertains, such as oncology, cardiology, or neurology.

To Account Affiliation Count Decimal False

Number of other affiliations associated with the 'To Account' in this relationship, representing network density or involvement.

Destroy Bool False

Flag that determines whether this record is marked for deletion through a controlled lifecycle or purge process.

Child Affiliation String False

Identifier or reference to a subordinate affiliation record that is logically linked to this parent affiliation.

From Account String False

Reference to the originating or primary account entity in the affiliation relationship.

To Account String False

Reference to the destination or counterpart account entity in the affiliation relationship.

Owner String False

User or group that owns or is responsible for managing the affiliation record.

To Account Identifier String True

External or internal unique identifier specifically associated with the 'To Account' entity.

To Account Name String True

Display name or formal name of the account that is on the receiving end of the affiliation relationship.

To Account Record Type String True

Type of record or classification assigned to the 'To Account', such as Healthcare Organization (HCO), Healthcare Professional (HCP), or medical organization.

Legacy CRM Id String False

Identifier from a previous Customer Relationship Management (CRM) system used to track historical affiliation data prior to migration into Vault.

To Medical Identifier String True

Unique identifier associated with the 'To Person' or 'To Account' in a medical registry or system.

From Person String False

Reference to the individual (for example, healthcare professional) initiating or associated with the affiliation from one side.

To Person String False

Reference to the individual (for example, healthcare professional) on the receiving end of the affiliation relationship.

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Build 25.0.9440