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Mastering Security: Wolvio Solutions Blueprint for Veeva Vault Security Implementation

"Custom security configurations in Veeva Vault empower organizations to answer the fundamental question of 'who can access what,' ensuring that data access is precisely controlled and aligned with business needs and regulatory requirements."

The Veeva platform offers robust security features to ensure the confidentiality, integrity, and availability of critical data. However, harnessing the full potential of Veeva Vault's security capabilities requires a clear understanding of its custom security configuration against the requirements of the Clients.

In this article, Wolvio Solutions explores the intricacies of Veeva Vault's security framework and outlines how the documentation of its security matrix can aid in defining custom security requirements for customers and managing them effectively moving forward.

What are the general security requirements? 

The general security requirements for Veeva Vault customers can vary depending on industry regulations, organizational policies, and the nature of the managed data. Leveraging our experts' extensive experience in Veeva standard and custom configurations, alongside a deep understanding of industry-wide practices, we tailor solutions to meet each customer's specific needs by:

  1. Defining User Roles: We identify clear user roles applicable to the organization, ensuring that permissions align with job responsibilities and access requirements.

  2. Data Model Understanding: Understanding the organization's data model and classifying data based on sensitivity and importance forms the foundation of our security strategy.

  3. Role-Based Access Controls (RBAC): We propose industry-standard RBAC solutions, aligning them with the customer's unique access control requirements to ensure granular access management.

  4. Compliance Alignment: We propose industry-standard compliance requirements and meticulously understand any additional customer-specific compliance needs to ensure adherence to regulatory standards.

  5. Data Segregation & Security: Through discussions, we establish principles for segregating data and implementing object and document-level security controls tailored to the customer's environment.

  6. Granular Security Controls: We identify and address specific requirements for granular security controls, ensuring that access restrictions meet the organization's needs while maintaining efficiency.

  7. Comprehensive Oversight: Our approach extends beyond user roles and access controls. We oversee other aspects such as administration, integration, and migration streams, aligning them with the customer's requirements to ensure a holistic security posture.

By meticulously addressing these aspects, we tailor security solutions that not only meet industry standards but also align closely with each customer's unique requirements, ensuring robust protection of their data within Veeva Vault.

So, whats the bottleneck, why we need a Security Matrix?

When implementing Veeva Vault for any customer, establishing and implementing security requirements is crucial. However, capturing and managing these requirements presents a challenge. Different organizations and service providers adopt various strategies, but Wolvio Solutions, with its seasoned experts in Veeva, understands the precise methodology needed.

Our long-standing expertise with veeva enables us to document security requirements in a structured template, ensuring clarity and comprehensiveness. This template, known as the "Security Matrix," serves as a foundational tool for capturing and documenting essential security elements.

  • Outlines configured security measures at user, object, and document levels, among other critical security aspects.

  • It provides a clear overview of access controls, permissions, and other security settings, facilitating understanding and collaboration between business and IT stakeholders.

  • Moreover, our approach ensures that the Security Matrix is not just a one-time document but is designed for sustainable management.

    • It allows for ongoing maintenance and updates, ensuring that security configurations remain aligned with evolving business needs and regulatory requirements.

Understanding the Key Components of Security Matrix

Veeva Vault employs a multifaceted Security Matrix that encompasses various layers of security controls, ensuring comprehensive data protection. This matrix comprises several key elements.

Core Components of Security Matrix
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User Setup: User types mapped with applicable license types, security profile, security policies (authentication mechanism), User role setup and other essential user security information specific and applicable to the application.

Object-level Security: Administrators can control access to specific objects within Vault. Object-level security settings determine who can view, create, edit, or delete these objects.

Document/Object Lifecycle Permissions: Veeva Vault supports configurable lifecycles for documents and objects, enabling permissions to be set for each lifecycle state, thereby controlling who can view, edit, or delete based on their role.

Group and Role Hierarchies: Administrators can organize users into groups and define hierarchical relationships between groups and roles. This simplifies permission management by allowing permissions to be assigned at the group level, with inheritance down the hierarchy.

Role-Based Access Control (RBAC): Veeva Vault follows a role-based access control model, wherein users are assigned roles based on their responsibilities and access requirements. By defining roles and associating them with appropriate permissions, administrators can streamline access management and enforce the principle of least privilege.

Tab-Access: User types mapped with applicable tabs access in the application

The above is not an exhaustive list but applicable to general veeva suite of applications, our experts would embed other essential security aspects based on the nature of the veeva application and specific customer requirements.

Implementing the Security Matrix

With our seasoned veeva experts, implementing the security configurations with the blend of adopting standard veeva standard security framework, industry standards with specific customer requirements as documented in the Security Matrix would ensure"What they require is what they get; our commitment is to deliver solutions that precisely match the needs of our clients."

7 step implementation process
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8 Key Benefits with our Security Matrix approach
  1. Clarity and Transparency: The Security Matrix provides a clear and transparent overview of the configured security settings within Veeva Vault. This clarity helps users understand who has access to what information and what actions they can perform.

  2. Compliance Assurance: By documenting security configurations in the Security Matrix, organizations can ensure compliance with industry regulations and internal policies. The matrix serves as evidence of adherence to security standards during audits and regulatory inspections.

  3. Customization and Flexibility: The Security Matrix allows for customization to align with the unique security requirements of each organization. Administrators can tailor access controls, permissions, and other security settings based on their specific needs.

  4. Efficient Collaboration: With a structured and well-documented Security Matrix, organizations can facilitate collaboration between business and IT stakeholders. Clear communication about security requirements and configurations ensures that everyone is on the same page.

  5. Risk Management: The Security Matrix enables organizations to identify and address potential security risks proactively. By documenting security controls and access permissions, organizations can mitigate the risk of data breaches and unauthorized access.

  6. Sustainability and Scalability: The Security Matrix provides a sustainable framework for managing security requirements over time. As the organization grows and evolves, the matrix can be updated and adapted to accommodate changing security needs.

  7. Training and Onboarding: The Security Matrix serves as a valuable resource for training new users and onboarding employees. It provides a comprehensive overview of security policies and procedures, helping users understand their roles and responsibilities.

  8. Continuous Improvement: By regularly reviewing and updating the Security Matrix, organizations can continuously improve their security posture. Identifying areas for enhancement and implementing best practices leads to stronger security measures over time.


In the dynamic realm of Veeva Vault security, where precision is paramount, Wolvio Solutions emerges as the guiding light. With our seasoned expertise and meticulous approach, we transform the complexities of Veeva's security framework into clear, actionable solutions. Through our bespoke Security Matrix, we capture the essence of each client's security requirements, ensuring that what they require is precisely what they receive.

Our commitment is unwavering: to deliver solutions that seamlessly align with our clients' needs, empowering them to navigate the intricacies of Veeva Vault's security landscape with confidence and clarity.

Ready to elevate your Veeva Vault security? Contact us today to embark on your journey towards enhanced data protection and compliance.


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