Sub-object match rules

Duplicate sub-objects are matched and merged using key matching (custom keys are the same) and field matching (using sub-object comparison rules). Key matching is not available for Parent HCO objects; they are matched using field matching only.

Sub-object comparison rules

Network contains a set of default sub-object comparison rules that are applied in any merge comparison. These rules are not visible in the Network UI. The following fields are used for each sub-object to compare for duplicates.

Address License Parent HCO
If the address verification status is
V - Verified, A - Ambiguous, or P - Partially Verified
  • thoroughfare__v
  • premise_number__v
  • locality__v
  • country__v
  • postal_code_primary__v
    (except in China, use
    administrative_area__v instead)

Any other verification status

  • address_line_1__v
  • locality__v
  • country__v
  • postal_code__v
  • license_number__v
  • type_value__v
  • license_degree__v

 

  • parent_hco_vid__v
  • relationship_type__v
    (except in Japan, use
    department_name__v instead)
  • hierarchy_type__v

Example

Merging locally managed sub-objects into Veeva OpenData sub-objects

You add a locally managed sub-object (for example, an address) to a Veeva OpenData record that is in your Network instance.

HCP - Veeva OpenData record

VID First Name Last Name NPI Number
VID1 Bob Smith 9925125

Address - Locally managed

VID Entity_ID Address_ID Address Line 1 City ZIP Country Custom Key
VID1A   4292154 123 Main Street Salem 97310 United States SAP:Address:4292154

In the Veeva OpenData master instance, a new address is added to the record.

Address - Veeva managed

VID Entity_ID Address_ID Address Line 1 City ZIP Country
VID1B   3211750 123 Main Street Salem 97310 United States

The next time the OpenData record is updated in your Network instance, the new Veeva managed address will be included. As the update is taking place in your Network instance, the default sub-object comparison rules compare your locally managed address to the Veeva address.

Result

If the locally managed address matches on the Veeva managed address, it is merged into the Veeva address, so one address will be visible on the record - the Veeva address.

HCP - Veeva OpenData record

VID First Name Last Name NPI Number
VID1 Bob Smith 9925125

Address - Veeva managed

VID Entity_ID Address_ID Address Line 1 City ZIP Country Custom Key
VID1B   3211750 123 Main Street Salem 97310 United States SAP:Address:4292154