Strategy

Using the Strategy Page

The Strategy page holds your auto-generated and updated medical insight reports so you can see current insights without assembling records yourself.

Reports are updated every time a relevant record is ingested. On the first week of each month, the platform will create a historical report for the previous month. For example, if it's currently September and substantial data comes in for September on the 2nd, then the new report will appear. The August historical report will still update if any new August data (defined by the record date, not upload date) comes in between September 1-7.

A note on naming: Depending on how your project is configured, the platform may label these as Key Insight Questions (KIQs) or Key Insight Topics (KITs). The screens and steps are the same either way. This article will use the term KIQs.

Where to Find It

Click Strategy in the left navigation. The page has two views.

Click any row in the list to open its details page.

Reading the KIQ List

Each row shows four things:

• Title. The question itself.
• KIQ Report. A short plain-text summary of the cumulative answer built from all relevant records in the project.
• What's New. What changed since the previous month, with the date it was last updated.
• Metrics. The number of records and stakeholders used to build the report.

If a KIQ was added recently, these columns show a placeholder instead. Processing takes time. Check back in a few hours or the next day.

Reading a KIQ Report

Click a KIQ to see the full report. The details page has four parts.

KIQ details. The question, its prompt, and pills for KIT, Drug, and Disease State if those were set. A last-updated date sits alongside them.

Latest Report. The most recent month's report, in two sections:

• The cumulative answer, drawn from all relevant records to date. Use this to judge how close the question is to being answered.
• What's New, covering how the current month's records differ from the prior cumulative picture. A month with little movement suggests the question may be answered, or that the field is not hearing much on it.

Click View Full Report to open the complete report in a sidebar. You can copy or expand the report.

Data Retrieval Summary. This shows how many records and stakeholders were reviewed when generating the report, grouped into categories by data source, stakeholder type, and stakeholder country. Click Show All if a category lists more than three values.

Historical Reports. One report per month, each with its own View Full Report. Use these to trace how the answer moved over time.

Reviewing the Records Behind a Report

1. In the Data Retrieval Summary, click View All to open the Records sidebar with every record reviewed.
2. Click a category instead to open the sidebar filtered to just those records.

Customer Admin: Adding and Maintaining KIQs

Adding, editing, and refreshing KIQs require Customer Admin permissions. If you do not see these controls, your account does not have that role. You can bulk add KIQs or add them individually.

To add a KIQ:

1. On the Strategy page, click Add KIQ. The Create KIQ modal opens.
2. Enter the Key Insight Question.
3. Optionally enter a Prompt. By default this appends to the prompt defined for your whole project. Select Override Project Prompt to use only what you entered.
4. Optionally set KIT, Drug, and Disease State.
5. • KIT doesn't appear if your Strategy page uses KITs instead of KIQs.
5. Optionally, click the Funnels tab to add or create a new KIQ funnel. Funnels allow you to further define which records the platform reviews to generate the report. Note: You currently can't add, edit, or remove funnels after creating a KIQ,
6. 1. Set the Funnel Operator to Any (records matching any selected funnel) or All (records matching every selected funnel).
   2. You can select any existing funnels to add to the report.
   3. To create a new funnel, click Create new funnel and then:
   4. 1. Enter a funnel Name
      2. Enter a funnel Description
      3. Select filters for that funnel
      4. Click Save funnel.
6. Save. The KIQ is queued for processing and appears in the list with placeholders.

To bulk add KIQs:

1. On the Strategy page, click Bulk Add KIQs. The Bulk Add KIQs modal appears.
2. You can bulk add KIQs via CSV with the following columns:
3. • Title (required): Max 500 characters
   • Prompt: Max 6000 characters
   • Override Project Prompt: True/False. Whether you want your entered prompt to override project prompt.
   • KIT: Max 100 characters
3. Upload the CSV file or paste the CSV data.
4. Click Import. Your KIQs are queued for processing and appear in the list with placeholders.

The project-level prompt applies to every KIQ and is set up with Sorcero as part of configuring the Strategy page.

To update a KIQ: Open its details page and click Edit KIQ. To put a KIQ back in the processing queue without changing it, click Refresh now.

Writing a KIQ that Produces a Useful Report

A KIQ should be a single answerable question about one topic, in the language your records already use.

Tips

• Group related questions under a shared KIT so you can find them together. Note: If your Strategy page uses KITs, the KIT field won't appear.
• Set Drug and Disease State where they apply.
• Use the Prompt field to shape the format of the answer, not to add a second question.

What to Expect and Known Constraints

• Reports refresh overnight, and only when new relevant records are ingested or records and stakeholders are edited. A quiet month produces no new report.
• The current and previous month update automatically. Earlier months are kept as historical reports once they fall outside that window.
• The first report for a new KIQ has no What's New section, because there is no prior month to compare against.
• The Strategy page is rolling out in stages, so there may be changes and additions to it over time.

Troubleshooting