MCP Server for Vault CRM

Build 25.0.9440

Assessments

Tracks assessment records used for quality, compliance, or risk evaluations. Each assessment entry can include scoring, evaluator input, status, and linked entities such as training or CAPAs.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the assessment record within the Veeva Vault platform.

Assessment Type String True

Specifies the type of assessment being recorded, based on the object type defined in the Vault data model.

Global ID String True

Globally unique system identifier used to reference this assessment across integrated systems.

Link String False

System-generated hyperlink reference to the full assessment record in the Vault interface.

ID2 String True

Human-readable identifier or name for the assessment, typically used as a display label in user interfaces.

Status String False

Current status of the assessment, such as Draft, In Progress, or Completed, based on Vault lifecycle state.

Created By String True

Username or system identity that created the assessment record.

Created Date Datetime True

Timestamp representing the date and time when the assessment record was initially created.

Last Modified By String True

Username or system identity that last modified the assessment record.

Last Modified Date Datetime True

Timestamp indicating the most recent update made to the assessment record.

CC Patient Profiles String False

Details or metrics about patient profiles associated with the Community Channel (CC) segment of the assessment.

CC Study Leverage String False

Assessment of how community-based study data or insights are leveraged within this evaluation.

Community Activity String False

Engagement metrics or qualitative notes relating to activities in the broader medical or scientific community.

LN Patient Profiles String False

Data or summary of patient demographics associated with the Local Network (LN) component of the assessment.

LN Study Leverage String False

Information on how local network clinical studies are being utilized in this assessment context.

Oncology Board Bool False

Boolean flag indicating whether the assessment includes a review or contribution from an oncology board.

Preferred Pathologist String False

Name or identifier of the pathologist preferred or selected for consultation within the assessment process.

RL Patient Profiles String False

Summary data on patient populations relevant to the Regional Leaders (RL) domain for this assessment.

RL Study Leverage String False

Indicator of how study results or findings from regional leaders are incorporated into the assessment.

Research Focus String False

Primary focus areas or themes of research covered in the assessment, such as biomarkers or treatment pathways.

Treatment Preferences String False

Documented preferences for treatment strategies or approaches identified through the assessment.

Tumors/Year String False

Average number of tumor cases managed per year, used as a volume metric within the assessment.

Tumor Types String False

List of tumor types observed or treated, separated by commas. Values can include breast, lung, colon, melanoma.

Account String False

Reference to the associated healthcare or institutional account linked to the assessment.

Legacy CRM Id String False

Identifier from a legacy Customer Relationship Management (CRM) system used to track this assessment before Vault migration or integration.

Mobile ID String False

Identifier used by mobile applications or devices to synchronize or retrieve the assessment record.

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Build 25.0.9440