Quick Check Agent is designed to help content owners and coordinators prepare their documents for MLR review by detecting common issues before submission, such as spelling errors, prohibited phrases, and missing warnings or safety information. Leveraging a Large Language Model (LLM), Quick Check Agent proactively identifies a wide range of issues in your promotional materials, reducing the number of review cycles and accelerating time to approval.

Quick Check Agent is integrated directly within PromoMats, which means your documents and data do not leave your Veeva Vault environment, ensuring data stays secure, and user security is respected.

Accessing the Quick Check Agent Panel

Once configured by an Admin, the Quick Check Agent panel is available when all of the following conditions are met:

  • The document type belongs to the Quick Check Agent document type group.
  • The current document version is the latest version.
  • The document does not exceed 100 pages in length. If the document is longer than 20 pages, some checks operate differently, and Quick Check Agent does not evaluate images.
  • The document has a PDF viewable rendition and does not contain audio or video content.
  • The document is not in the Steady, Superseded, Deleted, or Obsolete states.
  • The document is not archived.
  • The document is not a binder or CrossLink.

While viewing a document in the document viewer, click Quick Check Agent panel icon to open the Quick Check Agent panel. You can click and drag to expand the width of the panel.

Quick Check Agent Quality Checks tab

Performing Quality Checks

When you open the panel, Quick Check Agent immediately begins performing the following predefined quality checks on the document:

Spelling
This check identifies potential spelling errors in the document, focusing on misspellings, common misuses, and typos, while considering industry-specific terminology.
Grammar
This check identifies potential grammatical errors in the document, such as verb tense, punctuation, pronoun and subject-verb agreement, sentence structure, and modifier placement.
Phrase Assessment
This check identifies wording and phrases that may require further scrutiny, including those suggesting promotional or potentially misleading language.
Boxed Warning
This check determines whether the document’s Product requires a Boxed Warning according to the FDA database of Boxed Warning products.
If Quick Check Agent determines that a Boxed Warning is required, it first detects if one is present, and, if so, evaluates its format and location.
Quick Check Agent does not review the text of the Boxed Warning.
Important Safety Information
This check determines whether a related ISI document exists and, if so, whether the Important Safety Information in that document is reflected in the current document.
Quick Check Agent assess ISI wording to identify omissions, additions, inaccuracies, or misrepresentations of critical safety information.
If there is no related ISI document, Quick Check Agent determines this check to be Not Applicable.
Privacy Policy Link
This check determines whether the document requires a link to a privacy policy based on its content and intended use, and extracts links to determine if any privacy-related links are present and match existing Website object records.
Unsubscribe Link
This check determines whether the document requires an unsubscribe link, and extracts links to determine if any unsubscribe links are present and match existing Website object records.
Accessibility
This check validates whether the document conforms to web accessibility standards, identifying potential barriers for users with disabilities.
Quick Check Agent evaluates structure and organization, language and readability, and assesses visual elements for text contrast and alt text.

Viewing Quick Check Agent Results

When the quality checks are complete, each check displays an icon to indicate whether the check passed () or identified issues (). Click the check title to expand or collapse the section. Quick Check Agent displays if it encounters an error, such as when the document exceeds the page limit or the LLM responds with an invalid message.

To navigate to an identified issue, click the page number to jump to the issue or the page the issue is on. By default, Vault does not save any detected issues to the document, but you can choose to save specific issues as comment annotations by clicking the Save As Annotation () button.

Quick Check Agent Save As Annotation button

To clear Quick Check results and run them again, click Re-run the Quick Check Agent.

Matching Websites

When performing the Privacy Policy Link and Unsubscribe Link quality checks, Quick Check Agent attempts to match any extracted links to existing Website object records based on the Country and Language fields on the document and object records. If the Country and Language fields are blank on a Website record, Quick Check Agent considers the record to apply to all values.

The following permissions control your ability to use Quick Check Agent:

Type Permission Label Controls
Document Role View Content Ability to view and use the Quick Check Agent panel on a document version in a given lifecycle state
Document Role Annotate Ability to save an identified issue as a document annotation