MCP Server for Vault CRM

Build 25.0.9440

MonitoredText

Captures text passages from field inputs or records that are monitored for compliance or insight.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the monitored text record, used to track and manage the specific instance within the system.

Monitored Text Type String True

The type or category of the monitored text, such as 'Keyword' or 'Phrase', which defines how the text is used in the monitoring process.

Global ID String True

A globally unique identifier for the monitored text record, ensuring the text is consistently referenced across various systems.

Link String False

A URL or hyperlink related to the monitored text, often pointing to external resources or detailed documentation associated with the text.

Monitored Text Name String True

The name given to the monitored text, typically a descriptive label used to easily identify the text within the system.

Status String True

The current status of the monitored text, such as 'Active', 'Flagged', or 'Under Review', which indicates its operational state in the monitoring system.

Created By String True

The user or system responsible for creating the monitored text record, providing accountability for the text's creation.

Created Date Datetime True

The timestamp indicating when the monitored text record was created, which helps establish the record's history in the system.

Last Modified By String True

The user or system that last modified the monitored text record, providing traceability of changes made.

Last Modified Date Datetime True

The timestamp indicating when the monitored text record was last modified, useful for tracking the most recent changes.

Category String False

The category or classification under which the monitored text falls, aiding in organizing the text within the system.

Detail Group String False

A subgroup within the category that further organizes the monitored text based on specific criteria, such as region or type.

External ID String False

An identifier used to reference the monitored text in external systems or databases, ensuring consistency across different platforms.

Is this Flagged Phrase a violation? String False

Indicates whether the flagged phrase violates predefined rules, helping identify if it needs further attention or action.

Flagged Phrase String False

The actual phrase that has been flagged for review or analysis, typically based on predefined criteria or monitoring rules.

Job Id String False

An identifier for the job or process that was responsible for the monitoring or flagging of the monitored text, linking the text to a specific job.

Monitored Date Datetime False

The date and time when the monitored text was evaluated or flagged, providing context for when the monitoring occurred.

Monitored Field String False

The specific field or area where the monitored text is located, helping define the scope of the monitoring process.

Monitored Object String False

The object or entity that the monitored text is associated with, such as a document, message, or product.

Product String False

The product associated with the monitored text, if applicable, linking the text to specific items in the product catalog.

Vault ID String False

The identifier linking the monitored text to a document or file in the document management system (Vault), enabling easy access to the full text.

Monitored Text Status String False

The status of the monitored text within the system, indicating whether it is 'Active', 'Reviewed', or 'Flagged'.

Text Last Modified Date Datetime False

The timestamp indicating when the monitored text was last updated, allowing tracking of modifications to the content.

Text String False

The actual content of the monitored text, which is subject to monitoring rules and flagging conditions.

User Profile String False

The profile of the user associated with the monitored text, typically used for tracking user activity and permissions.

Assignee String False

The individual or system responsible for handling the monitored text, such as investigating flagged phrases or taking action.

Monitoring Rule Name String False

The name of the rule applied to the monitored text, specifying the criteria used to determine if the text should be flagged.

Parent Monitored Text String False

Refers to the original or parent monitored text if the current text is a variant or derivative of a previously monitored text.

Text Created By String False

The user or system that initially created the monitored text record, ensuring accountability and traceability.

Text Last Modified By String False

The user or system that last modified the monitored text, providing clarity on who made the most recent changes.

Text Owner String False

The owner of the monitored text, often used to track responsibility for the content or management of the text record.

Owner String False

The owner or administrator responsible for the monitored text record within the system.

Is Parent? Decimal True

Indicates whether the monitored text is a parent record, used to organize relationships between original and derivative texts.

Vault Link ID String True

A reference identifier for linking the monitored text to related files or documents within the document management system (Vault).

Legacy CRM Id String False

The identifier for the monitored text in the legacy CRM system, providing a link to older system records for historical reference.

User Country String False

The country of the user associated with the monitored text, used for tracking regional-specific activity or content.

Lifecycle String True

The current lifecycle stage of the monitored text, indicating its phase in the overall content lifecycle (for example, draft, approved, or archived).

Lifecycle State String True

The specific state within the lifecycle of the monitored text, such as 'In Review', 'Published', or 'Retired'.

Lifecycle State Stage ID String True

The unique identifier for the current stage in the lifecycle state of the monitored text, helping to track its progression.

Lifecycle Stage String True

The broader phase in the lifecycle of the monitored text, such as 'Draft', 'Review', or 'Final'.

Security Profile String False

The security profile associated with the monitored text, ensuring that only authorized users have access to or can modify the text.

Application Profile String False

The application profile associated with the monitored text, which may define the context or platform where the text is used.

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Build 25.0.9440