Configuring CoA Component Matching Variants (QMS)

After defining the global Characteristics and Units, you must create CoA characteristic, unit, and organization matching variants to define various alternate terms and units of measurement to improve the accuracy of field value ingestion for CoA inspections.

Note: This feature is currently available only to Early Adopters. Contact your Veeva Representative for more details.

About Component Matching Variants

CoA Component Matching Variants informs Vault that there are similar terms (synonyms) that different languages, materials, suppliers, or supplier manufacturing sites use to define one (1) component. Matching the variants to its component helps to generate test results more accurately for each inspection plan requirement.

The Component Matching Variant object has three (3) object types:

Characteristic Matching Variant
Unit Matching Variant
Organization Matching Variant

Component Matching Rules

There are four (4) component matching rules you can use to define the logic to use to interpret data when creating a component matching variant:

Exact Match: Used to map an exact value of a defined characteristic. Exact Match values are not case-sensitive.
Contains: Used to map to a defined characteristic that comprises specific values.
Starts With: Used to map to a defined characteristic that begins with specific values.
Ends With: Used to map to a defined characteristic that concludes with specific values.

Note: In Vaults created prior to 22R1, the Component Matching Rules picklist may be labeled Matching Type.

Managing Characteristic Matching Variants

You may need to create and manage characteristic matching variants to map synonymous supplier characteristics to the global Characteristic you defined.

For example, one (1) of your global Characteristics for the Material “Sugar” is “Moisture”. Supplier A uses the synonymous characteristic “Water Content” and Supplier B uses “Water Cont. %”. Knowing that both suppliers are implying “Moisture”, you could create two (2) characteristic matching variant records to map “Water Content” and “Water Cont. %” to “Moisture”.

About Exact Match for Characteristics

Vault can match exact variants from the CoA files to the global Characteristic in a specific order. The following order is based on the following Exact Match criteria for a particular Characteristic:

Exact match (inspection plan requirement) to the characteristic found.
If criteria 1 is not executed (no exact match is found), match variants where all four (4) fields are filled out: Language, Material, Supplier Name, and Supplier Manufacturing Site.
If criteria 2 is not executed, match variants where three (3) fields are filled out: Language, Material, and Supplier Name.
If criteria 3 is not executed, match variants where two (2) fields are filled out: Language and Material.
If criteria 4 is not executed, match variants where one (1) field is filled out: Language.
If criteria 5 is not executed, match variants where no field is filled out and only the Variant Text is found.

In the case where there are two (2) characteristic matching variants that meet the same criteria, the matching variant record is chosen randomly between the two (2) for the match. You must configure the layout for the Characteristic and Component Matching Variant objects to use this feature.

Note: Vaults using the legacy data model (prior to the 21R2 release) use the Product Version (product_version__v) field instead of the Specific Product (specific_product__v) field.

Configuring CoA Characteristic Matching Variant

To configure CoA characteristic matching variants:

Navigate to the appropriate Characteristics.
Click Create in the Component Matching Variants section.
Select Characteristic Matching Variant and click Continue.
Enter the Variant Text.
Optional: Select a Component Matching Rule.
Optional: Select a Material.
Optional: Select a Supplier Name.
Optional: Select a Supplier Manufacturing Site Name.
Click Save. To create another characteristic matching variant, click Save + Create.

Managing Unit Matching Variants

You may need to create and manage unit matching variants to map synonymous supplier units to the global Unit you defined. Unit records can have duplicate names (in the UoM field) as long as the Type of Measurement picklist value is different.

For example, one (1) of your global Unit for the Material “Sugar” is “kilograms”. Supplier A uses the synonymous unit “KG” and Supplier B uses “kilo”. Knowing that both suppliers are implying “kilograms”, you could create two (2) unit matching variant records to map “KG” and “kilo” to “kilograms”.

Configuring CoA Unit Matching Variant

Note: As an alternative to manually creating variant records, we recommend using the COA Ingestion Setup panel to guide you through the CoA variant setup process all in a single page.

To configure CoA unit matching variants:

Navigate to the appropriate Units.
Click Create in the Component Matching Variants section.
Select Units Matching Variant and click Continue.
Enter the Variant Text.
Optional: Select a Component Matching Rule.
Optional: Select a Material.
Optional: Select a Supplier Name.
Optional: Select a Supplier Manufacturing Site Name.
Click Save. To create another unit matching variant, click Save + Create.

Managing Organization Matching Variants

You may need to create and manage matching variants to map synonymous supplier organizations to the Organization you defined to improve the accuracy of address ingestion.

For example, one (1) of your Organizations has different divisions that use different names to refer to themselves. Knowing that they are part of the same organization, you could create two (2) Organization Matching Variants to map “CholeCap Intl” and “CC INTL” to “CholeCap International”.

About Organization Matching

Vault uses organization and address data to populate the following values on the Inspection record when the Analyze COA action runs:

The Supplier Manufacturing Site Address field, with the extracted address
The Supplier Site Fields Matched field, with the matched fields from the Address associated with the Organization in the Supplier field of the Inspection record

Vault matches the organization in a CoA file and extracts the address using the following guidelines:

Vault searches for the Supplier and Supplier Manufacturing Site field values on the Inspection record using Organization Matching Variants associated with the Organization, if they exist.
Vault prioritizes Organization Matching Variants that match the Inspection language.
If Vault finds multiple matches for an organization in a CoA file using Organization Matching Variants, Vault uses the address data associated with the organization to find the closest matching organization.
Vault prioritizes COA Matching Rule Variants configured for the Supplier or Supplier Manufacturing Site Address field before using Organization Matching Variants.
Vault updates the values for Supplier Manufacturing Site Address and Supplier Site Fields Matched when users rerun the Analyze COA action.

Configuring CoA Organization Matching Variant

To enable this matching strategy in your Vault, navigate to Settings > Application Settings and select the Use OCR Data to Set Inspection Supplier Manufacturer Site Address checkbox. You must also update the layout for the Inspection and Organization objects to ensure they include all relevant fields and related object sections.

Creating Organization Matching Variants

To create Organization Matching Variant records:

Navigate to the appropriate Organization record.
Click Create in the Component Matching Variants section.
Enter the Variant Text.
Select a Component Matching Rule.
Click Save. To create another organization matching variant, click Save + Create.