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Adverse Event primary sources

When the Auto Stamp Primary Source Global Setting is enabled and an Adverse Event record is created, Medical Information Cloud Inquiry Management automatically creates and displays primary source records in the AE Primary Source Related List on the Adverse Event record. The primary source records automatically populate with information from the Requester and Referred By accounts listed on the Interaction. More specifically, information about the Requester listed on Interaction maps to an automatically generated primary source record associated with the Adverse Event. Likewise, Referred By fields on the Interaction map to a second primary source record. For more information about the Global Setting custom metadata, see Custom metadata settings.

Automatically populate the primary source upon creation of an Adverse Event record

Field mappings

Table 100, “Requester to primary source field mapping” and Table 101, “Referred By to primary source field mapping” list the primary source field mappings.

Table 100. Requester to primary source field mapping

AE Primary Source

Case

MED_First_Name__c

Account.FirstName

MED_Last_Name__c

Account.LastName

MED_Middle_Name__c

Account.MiddleName

MED_Title__c

Account.PersonTitle

MED_Qualification__c

Account.MED_Credentials__c

MED_Organization__c

MED_Institution_Name__c

MED_City__c

MED_City__c

MED_Postal_Code__c

MED_Postal_Code__c

MED_Phone__c

MED_Phone__c

MED_State__c

MED_State__c

MED_Country__c

MED_Country__c

MED_Address_Street__c

MED_Address_Line_1__c + MED_Address_Line_2__c

Note

If the Case street address value exceeds 100 characters, the value is truncated when mapped to MED_Address_Street__c.



In Table 101, “Referred By to primary source field mapping”, sometimes the Case fields lead with <primary address> or <primary phone>. <primary address> and <primary phone> indicate that the data is copied from the Contact Information records related to the Referred By Account.

Note

Account type MED_Employee is blacklisted from creating a primary source from Referred By.

Table 101. Referred By to primary source field mapping

AE Primary Source

Case

MED_First_Name__c

MED_Referred_By__r.FirstName

MED_Last_Name__c

MED_Referred_By__r.LastName

MED_Middle_Name__c

MED_Referred_By__r.MiddleName

MED_Title__c

MED_Referred_By__r.PersonTitle

MED_Qualification__c

MED_Referred_By__r.MED_Credentials__c

MED_City__c

<primary address>.MED_City__c

MED_Postal_Code__c

<primary address>.MED_Postal_Code__c

MED_Phone__c

<primary phone>.MED_Phone__c

MED_State__c

<primary address>.MED_State__c

MED_Country__c

<primary address>.MED_Country__c

MED_Address_Street__c

<primary address>.MED_Address_Line_1__c + MED_Address_Line_2__c

Note

If the Case street address value exceeds 100 characters, the value is truncated when mapped to MED_Address_Street__c.