Hierarchy Explorer

Hierarchy Explorer is a Network widget that you can use to see all levels of an HCO's structure, making it easy to visualize their hierarchy and find new targets.

To enable Hierarchy Explorer in your Network MDM instance, contact Veeva Support.

The following enhancements have been added for the Hierarchy Explorer widget in this release.

Search for HCPs

26R1

Sales and medical teams can now start their Hierarchy Explorer searches with HCPs. Previously, HCPs could be accessed only through their parent HCOs. This update allows users to immediately pinpoint key influencers and relevant HCPs within complex health systems, bypassing the need to click through individual account records. Additionally, users gain the flexibility to manage and edit hierarchies directly at the HCP level.

This enhancement is enabled by default in your widget.

Highlights

  • Accelerated search: Launch the Hierarchy Explorer directly from an HCP record or the Home page, eliminating the need to identify and search for a parent hospital first.

  • Precision discovery: Use the Advanced Search in your integrated Search widget to pinpoint specific doctors based on granular criteria and immediately visualize their place within a complex health system.

  • HCP focused view: Streamline administrative tasks by viewing and editing relationships directly at the HCP level, rather than navigating through multiple organizational layers.

  • Navigate bottom-up: Starting with the HCP provides a more intuitive "bottom-up" view, making it easier to map out a doctor's entire network of clinics and hospitals.

Search for an HCP

To start your search with HCPs, toggle the object filter on the search bar on the homepage. By default, HCOs display.

If this is the first time you search for an HCP, the Recently Opened page is empty.

HCP view

When you click an HCP name, the HCP view displays. All hierarchies available for HCOs are also available for HCPs.

The HCP page displays two tabs:

  • Summary View - The HCP's hierarchy of affiliated HCOs.

  • Direct Parents - Displays all parents associated to the HCP.

    The following columns (fields) display by default.

    • Roll-Ups

    • HCO Type

    • Relationship Type

    Additional columns can be added in the widget configuration.

Available actions:

  • Open HCO - Click the HCO name to open the HCO detail page.

  • Add a parent to the hierarchy - Click Actions > Add Parent HCO to add an HCO to the hierarchy.

  • Export the hierarchy - Click Actions > Export to Excel to download the hierarchy as a Microsoft® Excel file.

Vault CRM integration

If the Hierarchy Explorer widget is embedded in Vault CRM, users can immediately access HCPs from the Hierarchy Explorer home page in the CRM application.

For details, see Embed Hierarchy Explorer in Vault CRM in the Veeva Network MDM Online Help.

Embed Hierarchy Explorer in Vault CRM

25R3.1

The Hierarchy Explorer widget can be seamlessly integrated into Vault CRM Online so users can explore health system hierarchies without leaving Vault CRM. For example, end users can find hospitals, 340B sites, or oncologists directly from the Mayo Clinic account.

Highlights

  • Personalized experience - The widget is tailored to your Vault CRM profile (for example, language and country access) and your widget customizations.

  • Expanded visibility - View a broader range of HCOs and HCPs beyond your assigned territory in Vault CRM.

  • Streamlined hierarchy updates - Update hierarchies and submit DCRs directly from the widget without having to navigate between individual account records.

  • Simple setup - Administrators can quickly configure the widget integration by completing a few tasks in both Network MDM and Vault CRM without any development effort.

  • Access from HCO accounts - End users can open the widget directly from an HCO account.

Network configuration

To support this integration, Hierarchy Explorer widget configurations now contain an Embed in Vault CRM button. Administrators can click the button to display the settings that will be used in Vault CRM to connect to the widget.

This enhancement was introduced in Network MDM 25R3.0.2. The Embed in Vault CRM button is available now by default on new and existing Hierarchy Explorer widget configurations.

Vault CRM Support

Support for this integration was added in Vault CRM 25R3.2 (January 2026).

Enable the integration

To display Hierarchy Explorer in Vault CRM, administrators must first complete the required tasks in both applications.

For details, see the following topics:

Vault CRM users can access a Search widget from Hierarchy Explorer so they can search for and download records directly from Veeva OpenData.

Note: Downloading a record in the widget does not add the records to the user's territory in Vault CRM.

This enhancement is enabled by default if a Search widget is defined in the Hierarchy Explorer widget configuration.

Access the Search widget

When you are an account to a hierarchy, click the Search More link in the search results if you can't find the account.

The Search widget displays accounts in your Network MDM instance and accounts that have not yet been downloaded from Veeva OpenData. If the account is not found, users can also create an add request from the Search widget.

Note: Accounts downloaded from OpenData are added to your Network MDM instance.

Data change requests

25R3.1

Data Stewards can now easily identify when add or change requests originate from the Hierarchy Explorer in Vault CRM.

The Creator field now displays the specific Vault CRM user who submitted the request, while the Source field is automatically tagged as VCRM-HierarchyExplorer-<widget_name>.

This enhancement is enabled by default.

Search logs

25R3.1

Network administrators can view the actions for each Vault CRM user accessing Hierarchy Explorer from Vault CRM Online.

In the Search Audit History, a Search Origin is added to help Admins quickly find the relevant events. Use the Vault CRM Hierarchy Explorer origin to filter the log table to display the searches performed by Vault CRM users in the widget.

This enhancement is enabled by default.

Affiliation labels

25R3.1

The following affiliation labels for editing hierarchies have been updated for clarity.

Previous Label New Label
Add Affiliation Add Child HCO / Add Child HCP
Add Parent Affiliation Add Parent HCO
New Affiliation New Relationship
Remove Affiliation Remove Relationship
Edit Affiliation Edit Relationship

This change is enabled by default in your Hierarchy Explorer widget.

Example