Power BI Connector for Vault CRM

Build 25.0.9454

BenefitDesigns

Holds the overall structure of benefit designs, such as health insurance plans or clinical coverage models, including metadata about tiers, limits, and conditions for coverage.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the benefit design record within the Veeva Vault system.

Global ID String True

System-generated global identifier that uniquely distinguishes the benefit design across all Vault environments.

Link String False

System reference link to access the full Vault record of the benefit design.

Name String False

Descriptive name assigned to the benefit design, often representing its coverage scope or internal naming conventions.

Status String False

Lifecycle status of the benefit design (such as Draft, Approved, or Archived), reflecting its current state within business workflows.

Created By String True

Username or system identity of the user who initially created the benefit design record.

Created Date Datetime True

Timestamp indicating when the benefit design record was first created in the system.

Last Modified By String True

Username or system identity of the user who last updated the benefit design record.

Last Modified Date Datetime True

Timestamp reflecting the most recent modification made to the benefit design record.

External ID String False

Optional external reference ID used to link this benefit design to other systems or third-party applications.

#lives Decimal False

Total number of covered lives associated with the benefit design, typically representing enrolled individuals or members.

Percent Lives Double False

Percentage representation of the covered lives in relation to a broader group or total population.

Primary Benefit Design Bool False

Indicates whether this benefit design is the primary plan associated with the account or entity.

Type String False

Category or classification of the benefit design, such as Medical, Pharmacy, or Dental.

Account String False

Reference to the account (such as a payer or provider group) associated with the benefit design.

Parent Design String False

Identifier of the parent benefit design from which this record inherits structure or content, if applicable.

Owner String False

Vault user or group ID responsible for managing and maintaining this benefit design.

Account Name String True

Human-readable name of the associated account entity for reporting and display purposes.

Payer Id String True

Identifier used to link this benefit design to a specific payer in external systems or internal hierarchies.

Child Last Modified Datetime False

The most recent timestamp when any child record (such as a related line or detail) was modified under this benefit design.

Legacy CRM Id String False

Identifier used in legacy Customer Relationship Management (CRM) systems to reference this benefit design prior to migration into Vault.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9454