MSL insights analysis that turns every field insight into a cited theme and a signed quarterly report
Every field insight becomes a cited theme within days, ready for the quarterly report.
See one case, screen by screen ↓MSLs code insights in the CRM every day. Medical information logs every inquiry. Advisory boards, the congress team and the HCP survey each produce their own summary. The insights lead has to bring five channels together, read thousands of statements, decide what is a theme and what is noise, and show what changed since last quarter.
By hand, that work waits for the quarterly read-out. A theme that doubled in August is noticed in October, the report cites a handful of quotes rather than the insights behind them, and a brand-team version has to be redacted line by line. And turning a key insight into an action with an owner, then checking what it changed, waits until the report is out.
Estimated split for one therapy area’s quarter, by hand and with the solution. The totals match the working solution’s dashboard: 35 days in Q2, 9 days as the Q3 target.
Six specialist agents code, cluster and cite every insight and draft the report; the insights lead decides each theme.
In Q3 2026, questions about patients over 65 on the immunology product Veltrimab rise 160 % on Q2. Here is what the insights lead and the agents do with it, screen by screen, in the working solution.
Priya opens the insight stream: 2,946 insights this quarter, 12 themes, 3 waiting for her decision, the Q3 report due Oct 20. The Monday scan of Oct 6 finished at 06:02 — 187 new insights last week, 2 emerging alerts, 1 safety mention to confirm.
Emerging: “Patients over 65: infection risk and dosing confidence” — 174 insights (Q2: 67) · 31 MSLs in 9 countries · ▲ +160 %
Four agents took 9.6 seconds: intake pulled 174 insights from five channels with the HCPs de-identified, the coder coded topic, sentiment and segment and flagged 2 safety mentions, the clusterer found 4 sub-themes and wrote the statement with 5 citations, and the linker matched evidence gap EG-14 and objective MPO-3. The last step is hers: waiting for your decision.
“Community gastroenterologists, mostly in the US Midwest and Germany, hesitate to start Veltrimab in patients over 65 because published results do not report infection rates for that age group separately.”
One MSL note from Wisconsin reads: “An 81-year-old patient developed shingles three months after starting Veltrimab.” The coder flagged it and drafted the hand-off to Patient Safety — reporter, event passage, product, and a follow-up for the MSL to ask the reporter’s consent to be contacted. Priya confirms the forward; it becomes case SR-2026-09140.
Patient Safety needs it within one business day of awareness. The insight keeps its place in the theme.
EG-14 — no published serious-infection analysis for patients aged 65 and over, open since Q2, priority now high — and MPO-3, strengthen benefit–risk confidence in special populations. The data already exists: 212 patients aged 65 and over across VLT-302, VLT-305 and the long-term extension. Four actions are proposed, each with an owner.
Priya promotes the theme. Four actions go to their owners: a pooled safety analysis for Omar Haddad by Jan 30, an MSL slide module on treating older adults for Lena Ortiz by Nov 15, an update to standard response SRL-0412 for Sam Patel by Oct 31, and two new questions in the Q4 HCP survey for herself by Oct 24.
Note for the medical leadership team: “Raised in Q2; doubled this quarter. The pooled analysis can answer it from data we already hold.”
Six agents run in turn and the writer fills the immunology template: summary, key insights, emerging themes, shifts by region, evidence gaps and recommended actions, what happened to last quarter’s actions, method and sources — plus a decision memo on patients over 65. Themes Priya has not decided, T-04 and T-10, appear “for discussion”.
Click any citation number to see the insight behind the sentence, with its passage highlighted.
From the same draft the firewall guard builds the brand version and lists four removals: theme T-11, an unapproved use that stays medical-only; HCP detail in every quote, keeping specialty and region; two small region cells folded into Other; and safety case detail.
“Released to the brand team only after Dana Okafor approves.”
Priya sends the report for sign-off. Dana reads the brand version against its removal list and approves it. Until she does, the brand version cannot be exported.
Maya signs the medical version and the brand version with an electronic signature: her password, and the meaning — “I approve this report for the medical leadership team” — recorded with it. The report is shared with the medical leadership team on Oct 7, ahead of the Oct 22 review.
The four new actions join the action board as proposed, beside the actions from earlier key insights. Two Q2 actions already show what they changed: the sequencing post-hoc reprint answers 82 % of sequencing inquiries, and the MSL slide module was used in 214 interactions with HCP follow-up questions down 18 %.
The same quarter, seen by five people in medical affairs — what it took before, and what they see now.
Six specialist agents code, cluster and cite every insight and draft the report; the insights lead decides each theme.
Pulls insights from the CRM export, the medical information case database, advisory board summaries, congress notes and survey results, and turns each into one common insight record with the HCP de-identified.
Codes each insight — topic, product, sentiment, HCP segment — and flags any adverse event, special situation or quality complaint for Patient Safety.
Groups coded insights into themes by meaning, names each one in plain words, and tracks how it moves week by week and region by region against last quarter.
Links each theme to the evidence-gap register, the medical plan objectives and the data the company already holds, and proposes actions with an owner.
Writes the quarterly insight report and decision memos section by section, with a citation to every underlying insight.
Builds the brand-team version of any report: removes unapproved-use themes, HCP detail and small groups, and lists every removal for compliance.
Decides each theme. The agents propose; a named person decides.
The insights lead and the team can ask about any theme, insight or action — or tell it what to change. Every answer cites the insights behind it.
What is emerging this quarter?
Two themes pass the rule (+100 % on Q2, at least 25 insights): patients over 65, 174 insights against 67, and intestinal ultrasound, 146 against 66. Patients over 65 is the biggest mover — community gastroenterologists want infection rates by age, and medical information inquiries rose from 19 to 52. Intestinal ultrasound is Europe-led.
Why are questions about patients over 65 rising?
Three reasons, from 174 insights. No age-specific infection data: published results pool all ages. Community practice is cautious: 38 % of community gastroenterologists are less confident prescribing to patients over 65, against 17 % in academic centres. And advisers say data would change practice — 6 of 8 at the Chicago board. We hold 212 patients aged 65 and over across VLT-302, VLT-305 and the extension, so a pooled analysis can answer it.
Alert me when intestinal ultrasound passes 200 insights
Done. New alert, checked daily after the CRM sync, sent to you and Lena Ortiz. It has 146 today and added 18 last week, so at this pace it passes 200 in about three weeks. The alert is live in Settings and recorded in the audit trail.
Draft the decision memo for the over-65 theme
Ask: endorse a pooled safety analysis in patients 65 and over (VLT-302, VLT-305, long-term extension; n = 212). Why now: 174 insights, up 160 %; 52 medical information inquiries; 6 of 8 advisers would change practice; 38 % of community physicians less confident. Cost: existing data, about 12 weeks of statistics time. Owner: Omar Haddad. Added to the Q3 report as an appendix for Dr. Maya Chen.
13 screens from the working solution, on its sample data. Pick one to see it large.
What counts as emerging, who decides, who signs and what the brand team may see are settings — each change versioned and recorded.
| Setting | Default | Choose from |
|---|---|---|
| Emerging theme — growth on last quarter that raises an alert | +100 % | +50 · +100 · +150 % |
| Smallest theme — fewer insights stay unthemed | 25 insights | 5 to 100 |
| Remove unapproved-use themes from the brand version | On | On · Off |
| Remove HCP detail — quotes keep specialty and region only | On | On · Off |
| Hide small groups — fold into “Other” below | 5 insights | 1 to 20 |
| Brand version approver | Dana Okafor · Medical governance | Dana Okafor · Omar Haddad |
| Report signer | Dr. Maya Chen · TA medical director | Dr. Maya Chen · Lena Ortiz |
| Who may promote a theme to a key insight | Priya Raman · Medical insights lead | Priya Raman · Dr. Maya Chen |
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
“demo” = seen in the working solution, on its sample immunology data · “target” = the design goal, measured in the live solution · “estimated” = our estimate. People, products and studies named on this page are characters and sample data in the working solution.
Software that brings field insights from every channel — MSL notes, medical information inquiries, advisory boards, congresses and HCP surveys — into one place, groups them into themes, and turns key insights into actions and a report for the medical leadership team. The Medical Insights Synthesis Engine adds six agents that code, cluster, link and cite every insight and draft the quarterly report.
The theme clusterer groups coded insights by meaning, not keywords, and tracks each theme week by week and region by region against last quarter. A theme that grows past your emerging rule — +100 % on Q2 with at least 25 insights in the working solution — raises an alert in the Monday scan.
Only the brand version of a report, and only after medical governance approves it. The firewall guard removes unapproved-use themes, HCP detail, small groups and safety case detail, lists every removal with its reason, and removes anything it cannot classify.
The insight coder flags any adverse event, special situation or product quality complaint and drafts the hand-off to Patient Safety with the source passage. A person confirms the forward, within one business day of awareness, and the insight keeps its place in its theme.
No. Insight intake replaces the HCP with a segment — specialty, practice setting, region — and the name and contact stay in the CRM. Brand versions keep specialty and region only.
Yes. The agents propose themes, merges and actions; the insights lead decides each theme, action owners accept their actions, and the TA medical director signs the report with an electronic signature. Every step is in the audit trail.
Your CRM insight export, the medical information case database, advisory board and congress documents, your survey platform export, and your evidence-gap register and medical plan. Source connections are read-only.
The Agentic Solution Engine builds and deploys it from your requirements — your insight coding scheme, report template, sharing rules and a sample of past insights — and it goes live once every quality gate has passed. We will walk you through it on your own insights first.
Every claim checked against its reference page and the label before a reviewer opens it.
1-min filmMedical InformationEvery question from a healthcare professional answered in a signed letter where each sentence links to its source.
1-min filmInvestigator Study ReviewEvery investigator's study concept checked against our priorities, ongoing studies and its budget, and decided in half the time.
1-min filmWe’ll run the Medical Insights Synthesis Engine on a sample of your own past quarter’s insights.