Life sciences live engagement intelligence glossary

A

ABPI Code of Practice (ABPI) - The UK industry code governing medicines promotion and HCP interactions, administered by the PMCPA. The compliance bar that UK event materials and programs are built to.
Variants and synonyms include "ABPI Code".
Category: Compliance, consent, and transparency

Abstract - A short summary of research submitted to and accepted by a congress; the currency of scientific presence. A "late breaker" is accepted close to the event for new data. 
Variants and synonyms include "late-breaking abstract", "late breaker".
Category: Congresses and event formats.

Account timeline - The chronological view of all logged interactions with an HCP in a CRM. The destination where event engagement becomes visible to field teams. 
Variants and synonyms include "HCP timeline", "360 view".
Category: Data, identity, and CRM ecosystem

Actionable window - The few days after a live interaction during which a follow-up lands best. Follow-ups that wait for post-congress reconciliation usually miss the actionable window. 
Category: Engagement and omnichannel

Adverse event (AE) - Any undesirable medical occurrence in a patient who is given a medicine, whether or not caused by it. Capturing an AE anywhere makes that record a regulated safety source document with reporting deadlines.
Variants and synonyms include "adverse reaction", "side effect", "adverse effect".
Category: Clinical research and regulatory

Adverse event reporting statement - The mandatory line on promotional material telling readers how to report side effects, for example to the MHRA Yellow Card scheme and the company.
Variants and synonyms include "adverse reaction", "side effect", "adverse effect".
Category: Clinical research and regulatory

Advisory board (Ad board) - A structured meeting where a company pays a small group of external experts for advice on clinical, scientific, or strategic questions. Ad boards are strictly governed, with a documented legitimate need, contracts, fair-market-value fees, and no promotion.
Variants and synonyms include "adboard", "expert panel", "scientific council", "medical roundtable", "steering committee" (recurring governance variant).
Category: Congresses and event formats

Affiliate - A pharma company's local country or regional organization, with its own budget, compliance sign-off, and adoption pace. Global platforms are usually rolled out one affiliate at a time.
Variants and synonyms include "local operating company (LOC)", "country organization", "market".
Category: Industry and company types

B

Behavioral signal - What an HCP's actions at a live engagement reveal: questions asked, sessions attended, knowledge gaps, concerns voiced. Richer than attendance records, this is the raw material of engagement intelligence.
Variants and synonyms include "Engagement signal".
Category: Engagement and omnichannel

Biotech company - A company focused on discovering and developing new biological or novel therapies. Often small, R&D-concentrated, and partnering with larger companies for later stages.
Category: Industry and company types

Black triangle (▼) - The inverted black triangle shown on UK/EU materials for medicines under additional safety monitoring, signalling extra adverse-event vigilance. Its presence changes what event titles and materials must display.
Category: Clinical research and regulatory

Booth - A company's exhibit presence at a congress: the physical space where staff engage visiting HCPs, capture interactions, and present science.
Variants and synonyms include "stand" (UK/EU), "exhibit".
Category: Congresses and event formats

Booth champion - A booth staff member trained as the go-to expert for capture tools and processes at a congress, often the only staff allowed to run medical interaction capture.
Variants and synonyms include "super user", "tech champ".
Category: Roles and functions

Booth sensors - Optional hardware measuring booth traffic and zone dwell alongside captured interactions, so total footfall and engaged visits land in one report.
Category: Onomi vocabulary

Brand team - The commercial team that owns the strategy and budget for one product (brand), including its congress presence and promotional programs.
Variants and synonyms include "brand lead", "franchise team".
Category: Roles and functions

Business suite - Reserved meeting-room space at a congress where a company holds 1:1 or small-group KOL meetings, with check-in, consent capture, and room-utilization tracking.  
Variants and synonyms include: "meeting suite", "meeting room", "hospitality suite".
Category: Congresses and event formats

C

Call plan - A rep's planned schedule of HCP visits and activities in a CRM; auto-logging congress conversations into call plans is a recurring field request.
Category: Data, identity, and CRM ecosystem

Case submission - HCPs submitting their own (anonymized) patient cases before an event for expert discussion. Compliance often steers this toward voting on pre-approved scenarios instead.
Variants and synonyms include: "bring your own case", "submit your case".
Category: Medical education and content

Certificate of attendance (CoA) - The document confirming an HCP attended an educational event, often required for CME/CPD credit claims and sometimes gated behind a feedback survey.
Variants and synonyms include: "e-certificate", "e-cert (APAC usage)".
Category: Congresses and event formats

Certification (ABPI)- Under the ABPI Code, promotional material must be certified in final form by a registered medical practitioner or pharmacist confirming Code compliance before release.
Variants and synonyms include: "signatory approval".
Category: Compliance, consent, and transparency

Clinical trial - A study testing a medicine in humans to establish safety, efficacy, and quality, run in phases under a protocol and regulatory oversight: Phase 1 (safety, small cohorts), Phase 2 (efficacy in patients), Phase 3 (scale, against placebo or standard of care), Phase 4 (the marketed medicine in the real world).
Variants and synonyms include: "clinical study", "interventional study".
Category: Clinical research and regulatory

Commercial (function) - The pharma function responsible for marketing, sales, market access, and promotion of medicines. Its HCP interactions are regulated as promotion, and kept separate from medical affairs activity.
Variants and synonyms include: "brand team", "commercial excellence".
Category: Roles and functions

Competitive insights (CI) - Observations gathered at congresses and in the field about competitor activity: symposium messaging, booth presence and traffic, share of voice, and HCP reactions. Congress teams are often tasked with structured CI capture alongside their own engagement goals.
Variants and synonyms include: "competitive intelligence", "share of voice (SoV: a brand's visibility relative to competitors in a channel or at a congress)".
Category: Engagement and omnichannel

Congress - A large scientific meeting run by a medical society (ASCO, ESMO, AAN, ISTH) where new evidence is presented and companies engage HCPs through booths, symposia, and meetings.
Variants and synonyms include: "conference", "convention", "medical meeting", "show (US regional)".
Category: Congresses and event formats

Congress KPI scorecard - A normalized scorecard leadership reviews across congresses: reach of target list, identified HCP rate, follow-up completion, engagement by brand. Replaces anecdote-based congress ROI stories.
Variants and synonyms include: "north star scorecard", "cross-congress benchmarks", "congress ROI".
Category: Engagement and omnichannel

Congress lead - The customer-side owner of a company's presence at a specific congress: booth, symposia, meetings, staffing, and reporting.
Variants and synonyms include: "congress manager", "congress and events lead".
Category: Roles and functions

Congress lead retrieval API (Congress API) - The medical society's interface that returns attendee registration data when a badge is scanned. Availability varies per congress and is often confirmed only about 90 days out.
Variants and synonyms include: "API dev kit" (the bookable organizer scanning kit).
Category: Congresses and event formats

Congress tiering - Classifying congresses by size and strategic priority (tier 1, 2, 3) to decide investment, staffing, and which capture method (API vs OCR) applies.
Variants and synonyms include: "T1/T2/T3 congress".
Category: Congresses and event formats

CongressIQ - Onomi's congress product line: Universal lead capture, KOL engagement workflows, HCP and staff hubs, and cross-congress intelligence reporting.
Category: Onomi vocabulary

Consent - The permission an individual gives for their data to be captured, processed, or used for communications. At HCP events it takes several forms: data-capture consent at registration, badge scan, or check-in; recording consent for filmed or transcribed sessions; and disclosure consent for transfer-of-value reporting. Increasingly synced into CRM as the master record. Consent text is versioned: the currently approved wording must always be the one in use (circulating consent text by email is a recognized failure mode).
Variants and synonyms include: "HCP consent", "opt-in", "marketing consent", "e-consent" (digital form), "verbal consent" (scripted spoken variant), "recording consent", "consent versioning", "single-source consent management".
Category: Compliance, consent, and transparency

Continuing medical education (CME) - Accredited education physicians complete to maintain licensure and skills, granted by accreditation bodies. Independence from commercial influence is the defining rule.
Variants and synonyms include: "CPD" (UK/EU), "CE credits" (broader clinician education), "IME (independent medical education)".
Category: Medical education and content

Contract research organization (CRO) - A service company that runs clinical research activities (trials, monitoring, data management) under contract to a sponsor.
Category: Roles and functions

Contracted services - Paid engagements of HCPs or organizations for services: speaking, chairing, advisory boards, consulting. Requires written contracts, legitimate need, and disclosure of fees.
Variants and synonyms include: "Consultancy arrangement".
Category: Compliance, consent, and transparency

Copyright in medical content - Research papers and slides are copyright-protected; without permission they cannot be redistributed in apps or hubs, which is why congress presentations often cannot be shared with attendees.
Variants and synonyms include: "CPD" (UK/EU), "CE credits" (broader clinician education), "IME (independent medical education)".
Category: Medical education and content

Covered recipient - The US Sunshine Act term for who payment reports must name: physicians, teaching hospitals, and (since 2021) physician assistants, nurse practitioners, and other advanced practice clinicians.
Variants and synonyms include: "Consultancy arrangement".
Category: Compliance, consent, and transparency

Customer identity and access management (CIAM) - The infrastructure for HCP logins, identity verification, and consent across a company's web properties, increasingly unified so one HCP identity spans portals and events. IQVIA's Healthcare Authenticator (HCA, part of the OneKey family) is the most common life sciences implementation, used to authenticate HCPs at registration; its API calls are typically metered.
Variants and synonyms include: "Healthcare Authenticator", "HCA".
Category: Data, identity, and CRM ecosystem

Cycle meeting - An internal commercial/medical team meeting held each business cycle to align on strategy and messaging. An internal event type, not HCP-facing.
Variants and synonyms include: "POA (plan of action) meeting (US), "NSM (national sales meeting)", "sales kickoff".
Category: Congresses and event formats

D

Daily report card - The daily congress dashboard for leadership: captures, prescribing leads, consents, follow-up requests, top unmet needs, and staff activity.
Variants and synonyms include: "Daily wrap report".
Category: Onomi vocabulary

Data change request (DCR) - A formal request to create or correct an HCP record in a customer master or reference database (Veeva Network/OpenData), typically resolved by data stewards within 24-48 hours.
Category: Data, identity, and CRM ecosystem

Data residency - Where event and HCP data is physically hosted (EU, US, APAC). A standard requirement in pharma procurement and privacy review.
Category: Compliance, consent, and transparency

Data steward - The named owner of data quality and governance rules for a dataset, for example congress lead data flowing into CRM.
Category: Roles and functions

Disease awareness campaign - Communication that raises awareness of a condition without promoting a specific medicine. Permitted toward the public where product promotion is not.
Variants and synonyms include: "unbranded campaign".
Category: Medical education and content

E

EFPIA Code (EFPIA) - The European pharma industry code of practice that national codes (like the ABPI Code) implement; sets the European rules for events, hospitality, and disclosure.
Category: Compliance, consent, and transparency

Engagement flywheel - The compounding loop where each captured interaction enriches the HCP profile, making the next engagement more relevant, which generates better signals in turn.
Category: Engagement and omnichannel

Evergreen engagement - Engagement that persists beyond the live event date: on-demand content, follow-up journeys, always-on hubs, and year-round programs.
Variants and synonyms include: "always-on engagement".
Category: Engagement and omnichannel

Exhibitor appointed contractor (EAC) - A third-party contractor an exhibitor brings onto the congress floor, for example for booth build, staffing, or capture technology. EACs usually must be declared to the organizer and follow venue and organizer rules; capture vendors typically operate under EAC terms.
Variants and synonyms include: "always-on engagement".
Category: Congresses and event formats

F

Faculty - The expert speakers and session leaders at a medical event, typically physicians or professors. Supported with briefings, rehearsals, and slide review.
Variants and synonyms include "speaker", "presenter", "chair", "co-chair"
Category: Roles and functions

Fair market value (FMV) - The defensible market rate for an HCP's contracted services. Paying above FMV risks being treated as an inducement.
Category: Compliance, consent, and transparency

Field-led event - A smaller HCP event initiated and run by field teams (reps or MSLs) rather than a central events team, for example a local dinner meeting or field webinar.
Variants and synonyms include "field meeting", "rep-led event".
Category: Congresses and event formats

First-party data - Data a company captures directly from its own HCP interactions, as opposed to data bought from societies, agencies, or third parties. The strategic argument for owning event capture.
Category: Engagement and omnichannel

Franchise - A therapeutic-area business unit inside a pharma company, for example a rare disease or oncology franchise, that owns brands and budgets within that area.
Variants and synonyms include "Business unit (BU)"; "BBU = BioPharmaceuticals Business Unit (company-specific naming)".
Category: Industry and company types

G

GDPR - The EU/UK data protection regulation governing personal data, including HCP data captured at events: lawful basis, consent, notices, and individual rights.
Category: Compliance, consent, and transparency

H

HCP Congress Hub - Onomi's invite-only app for sponsored HCPs at a congress: personal itinerary, content, meetings, Q&A, prescribing information access, and AE reporting links.
Category: Onomi vocabulary

HCP engagement - Used in three senses: the overall discipline of interacting with HCPs across channels, a single recorded interaction with an HCP, and a measure of how actively an HCP participates. Ambiguous on its own; qualify which sense is meant.
Variants and synonyms include "HCP interaction" (single-touchpoint sense), "engagement rate" (the measure).
Category: Engagement and omnichannel

HCP portal - A company's authenticated web destination for HCPs: content, events, on-demand video. Whether to gate it by login is a commercial decision that trades reach against identity.
Variants and synonyms include "Company-branded portals" (often named "<Company> Pro"); the terms "gated" versus "ungated" are also used.
Category: Engagement and omnichannel

HCP verification gate - The step confirming a visitor is a licensed HCP before showing restricted content: self-declaration click-through, on-page disclaimer, or third-party verification.
Variants and synonyms include "HCP check", "professional verification".
Category: Engagement and omnichannel

Healthcare organization (HCO) - An institution through which healthcare is delivered or organized: hospital, clinic, university, learned society. In CRM data models, the parent entity an HCP is affiliated with.
Variants and synonyms include "HCP check", "professional verification".
Category: Roles and functions

Healthcare professional (HCP) - Any professional qualified to prescribe, administer, recommend, or supply a medicine: physicians, nurses, pharmacists, and other clinical staff. The primary audience of life sciences events and engagement programs.
Variants and synonyms include "attendee", "participant", "delegate" (UK/EU), "learner" (CME context).
Category: Roles and functions

Hospitality (pharma rules) - Travel, subsistence, accommodation, and registration fees offered around events. Strictly limited: the program, not the hospitality, must be the attraction; venues must not be lavish.
Variants and synonyms include "meals and travel", "subsistence".
Category: Compliance, consent, and transparency

I

Identity resolution - Matching a captured person (badge scan, registration, walk-in) to one authoritative HCP identity in a system of record, live or in post-event reconciliation, with confidence scoring for ambiguous matches.
Variants and synonyms include "identity matching", "CRM lookup", "reconciliation" (the batch variant).
Category: Data, identity, and CRM ecosystem

Important safety information (ISI) - US promotional-compliance requirement: the safety and risk text that must stay visible and unaltered ('fair balance') in branded HCP-facing materials and digital experiences.
Variants and synonyms include "fair balance".
Category: Clinical research and regulatory

Independent medical education (IME) - Education funded by pharma through grants but developed and delivered independently, keeping the funder out of content decisions.
Category: Medical education and content

Indication - The disease or condition a medicine is approved to treat. Content, claims, and even event branding are constrained to approved indications.
Variants and synonyms include "approved use", "label indication".
Category: Clinical research and regulatory

Inducement prohibition - No gift, benefit, or payment may be offered to HCPs to induce prescribing or as a condition of engagement. The reason booth giveaways, prizes, and incentives are so constrained in pharma.
Category: Compliance, consent, and transparency

Insight (medical) - A structured observation captured from an HCP interaction, for example a question asked, a concern raised, or an evidence gap, aggregated across interactions to inform medical strategy. Collecting insights is a core MSL and medical affairs activity, governed so it does not become disguised market research or promotion.
Variants and synonyms include "medical insight, field insight".
Category: Medical education and content

Intent to change - A survey measure of whether an HCP states they will change clinical practice after an educational session; a standard med-ed outcome metric alongside knowledge uplift.
Variants and synonyms include "commitment to change".
Category: Medical education and content

Interactive patient case - A branching clinical scenario where the audience votes at decision points and the expert follows the chosen pathway; a core engagement format for HCP education.
Variants and synonyms include "interactive clinical journey", "decision pathways", "patient profiles" (the vignette variant).
Category: Medical education and content

Investigator - A researcher, usually a physician at a hospital or clinic, who conducts a clinical trial at a site. The lead is the principal investigator (PI).
Variants and synonyms include "principal investigator (PI)", "sub-investigator", "site staff".
Category: Roles and functions

Investigator meeting - A sponsor-run meeting for clinical trial investigators and site staff, covering protocol, procedures, and study conduct. A distinct HCP event type with its own compliance profile, and one of the standard life sciences event classifications.
Category: Congresses and event formats

IQVIA - The major life sciences data, analytics, and services provider: reference data (OneKey), program reporting, contracted field services. Its close-out requirements shape how event attendance is evidenced.
Category: Data, identity, and CRM ecosystem

J

Job bag code - The unique tracking reference assigned to an approved piece of content, displayed on the material with an expiry date. Small changes can force full re-approval of the bag.
Variants and synonyms include "job bag", "job code", "mat code", "approval code".
Category: Compliance, consent, and transparency

K

Key account manager (KAM) - A commercial role managing relationships with large healthcare accounts (hospital groups, integrated networks) rather than individual prescribers.
Category: Roles and functions

Key opinion leader (KOL) - An influential expert clinician, usually with a strong publication and speaking record, whom companies engage for scientific exchange, advisory boards, and congress meetings.
Variants and synonyms include "KEE (key external expert)", "KE (key expert)", "KME (key medical expert)", "external expert", "thought leader (TL)".
Category: Roles and functions

Knowledge assessment - Pre and post-event testing of HCP knowledge to measure what an educational program changed, reported as knowledge uplift.
Variants and synonyms include "knowledge ladder", "knowledge shift check", "pre/post test", "knowledge uplift quiz".
Category: Medical education and content

Knowledge ladder (tactic) - Onomi's named pre/post knowledge assessment tactic measuring what an event changed in HCP understanding, segmentable by market and specialty.
Category: Onomi vocabulary

KOL engagement - The work of identifying, profiling, and building relationships with key opinion leaders across advisory boards, speaker programs, publications, and congresses. At a congress this often means securing time with a KOL through meeting request forms, meet-the-expert sessions, or business-suite meetings. Engagement typically runs through nomination, approval, outreach, scheduling, and consent workflows. Usually led by medical affairs (MSLs); commercial contact with the same experts is tracked separately.
Variants and synonyms include "KEE engagement", "external expert engagement".
Category: Engagement and omnichannel

L

Launch - The commercial introduction of a newly approved medicine or indication. Launch periods drive intense HCP engagement: launch events, congress activity, speaker programs.
Variants and synonyms include "product launch", "launch excellence".
Category: Clinical research and regulatory

Lead capture - Systematically capturing and qualifying HCPs who visit a booth or session so follow-up can happen. Badge scanning, through the organizer's API where one exists or optically when it does not, is the most common capture method. Terminology is sensitive: medical teams often insist on "interactions", not "leads".
Variants and synonyms include "lead retrieval" (congress-organizer vocabulary), "interaction capture", "HCP interactions" (medical-affairs preferred), "badge scan", "lead scan", "door scan" (at session entrances), "self-scan".
Category: Congresses and event formats

Lead qualification form - The short staff-completed form after a scan capturing profile type, topics and brands discussed, follow-up needs, and consent. Kept to a handful of questions for booth speed.
Variants and synonyms include "qualification survey", "qualifier form".
Category: Congresses and event formats

Legitimate need - The documented business justification required before engaging an HCP for paid services (advisory boards, speaking, consulting). The first thing regulators test when advisory boards are challenged.
Category: Compliance, consent, and transparency

Live engagement intelligence - Turning live HCP interactions (congresses, webinars, advisory boards, standalone meetings) into structured, identity-resolved intelligence that drives the next commercial or medical action.
Variants and synonyms include "job bag", "job code", "mat code", "approval code".
Category: Engagement and omnichannel

M

Market access - The pharma function that secures pricing, reimbursement, and payer coverage for a product, proving its value versus cost across different national health systems.
Variants and synonyms include "pricing and reimbursement", "P&R", "value and access".
Category: Roles and functions

Master data management (MDM) - The systems and governance keeping one authoritative record per HCP and HCO across a company's platforms; the lookup target for identity resolution.
Variants and synonyms include "customer master", "system of record (SoR)".
Category: Data, identity, and CRM ecosystem

Match rate - The share of captured attendees successfully matched to a verified HCP record. A core buying metric for congress data programs; mature deployments cite 80-90 percent.
Variants and synonyms include "CRM match status".
Category: Data, identity, and CRM ecosystem

Medical (function) - The non-promotional side of a pharma company, led by medical affairs: scientific exchange, medical education, advisory boards, and medical information. As an adjective, "medical" marks people, content, and interactions that must stay separate from promotion (see medical/commercial firewall).
Variants and synonyms include "medical side", "medical affairs" (the function itself).
Category: Roles and functions

Medical affairs - The pharma function built on scientific exchange with HCPs and external stakeholders: medical education, advisory boards, publications, MSL teams, and medical information. Strictly separated from commercial promotion.
Category: Roles and functions

Medical communications agency (MedComms) - An agency that develops event content (programs, slides, educational activities) and manages speakers on pharma's behalf, routing everything through compliance review.
Variants and synonyms include "med comms", "medical education agency".
Category: Roles and functions

Medical device company (MedTech) - A company making medical devices, from diagnostics and implants to capital equipment. Business models differ from pharma (capital equipment plus consumables, risk-share warranties).
Category: Industry and company types

Medical education (Med-ed) - Non-promotional education for HCPs run or funded by pharma: standalone meetings, webinars, e-learning. Separate rules apply compared to promotional activities.
Variants and synonyms include "MedEd", "scientific education".
Category: Roles and functions

Medical information request (MIR) - An HCP-initiated request for scientific information about a product, answered reactively by the medical information function. Often the only compliant channel for medical follow-up.
Variants and synonyms include "Medinfo inquiry".
Category: Medical education and content

Medical science liaison (MSL) - A field-based medical affairs professional with scientific credentials (PharmD, PhD, MD) who engages HCPs in peer-level, non-promotional scientific exchange. Cannot be incentivized on sales.
Variants and synonyms include "field medical", "medical advisor (the office-based counterpart)".
Category: Roles and functions

Medical society - The professional association that owns a congress and sets its rules, including whether exhibitors may scan badges and what data its API returns.
Variants and synonyms include "association", "congress organizer", "society, convention".
Category: Congresses and event formats

Medical, legal, regulatory review (MLR) - The internal approval gate all HCP-facing content must clear before use: medical accuracy, legal risk, and regulatory compliance. In practice the pacing item for every pharma event build.
Variants and synonyms include "CMLR (commercial MLR), "Veeva approval" (customer shorthand), "medical content review", "regs approval".
Category: Compliance, consent, and transparency

Medical/commercial firewall - The compliance-driven separation between medical affairs and commercial teams so that neither sees the other's HCP interactions. At congresses this shows up as separate booths, forms, and data streams.
Variants and synonyms include "data separation", "information firewall", "brick wall".
Category: Roles and functions

Meet the expert (MTE) - Small-group or 1:1 sessions pairing HCPs with a leading expert, capacity-limited and typically oversubscribed.
Variants and synonyms include "breakfast with the expert", "expert corner".
Category: Congresses and event formats

Microlearning - Short post-event learning content (quizzes, digests, clips) that reinforces educational takeaways over time.
Variants and synonyms include "digests", "recording 'pills'" (short clips cut from webinar recordings).
Category: Medical education and content

Mid-level prescriber - US term for non-physician prescribers such as nurse practitioners (NP) and physician assistants (PA). They may lack an individual NPI, which complicates identity matching.
Variants and synonyms include "Advanced practice provider (APP)".
Category: Roles and functions

Moderator - The person who screens and manages audience questions and discussion at an HCP event, filtering off-label or non-compliant content before it reaches speakers or the audience.
Variants and synonyms include "chair", "facilitator".
Category: Roles and functions

Multichannel activity (MCA) - The Veeva CRM record type logging a non-call HCP touchpoint (webinar attendance, booth visit, content download) onto the account timeline where reps and MSLs see it.
Variants and synonyms include "MC activity", "timeline activity".
Category: Data, identity, and CRM ecosystem

N

National Provider Identifier (NPI) - The unique 10-digit US identifier for healthcare providers, issued through NPPES. The master key for matching US congress leads to verified HCP records.
Variants and synonyms include "NPI lookup", "NPPES registry".
Category: Data, identity, and CRM ecosystem

Next best action (NBA) - A system-generated recommendation for the next engagement step with an HCP, driven by data signals including event behavior.
Variants and synonyms include "NBE (next best engagement)", "NBC (next best call)", "suggestions" (Veeva feature name), "NBx (next best experience or engine)".
Category: Data, identity, and CRM ecosystem

Non-personal promotion (NPP) - Promotional channels that do not involve a rep in person: email, media, digital content, and events. Events are the richest NPP channel by data generated.
Category: Engagement and omnichannel

Next best action (NBA) - A system-generated recommendation for the next engagement step with an HCP, driven by data signals including event behavior.
Variants and synonyms include "NBE (next best engagement)", "NBC (next best call)", "suggestions" (Veeva feature name), "NBx (next best experience or engine)".
Category: Data, identity, and CRM ecosystem

O

OCR badge capture (OCR) - Optical character recognition fallback for congresses without API access: photograph the badge, extract the printed text, then verify the identity against a registry (NPI, OneKey).
Variants and synonyms include "optical scan", "quick scan" (form-free variant).
Category: Congresses and event formats

Off-label - Use or discussion of a medicine outside its approved indication. Promotional channels must not solicit or spread off-label content, which is why HCP event Q&A is moderated.
Category: Clinical research and regulatory

Omnichannel - Coordinating all HCP engagement channels (rep, email, web, events) so each interaction is informed by the others. The strategic frame most pharma commercial organizations now operate under. OCE (omnichannel customer engagement) is the common acronym for the discipline.
Variants and synonyms include "omnichannel journey", "multi-channel", "OCE", "orchestrated customer engagement".
Category: Engagement and omnichannel

Omnichannel lead - A commercial role that orchestrates HCP engagement across channels (rep visits, email, events, portals) so each interaction builds on the last.
Variants and synonyms include "omnichannel manager", "head of omnichannel", "omnichannel strategy lead (OSL)".
Category: Roles and functions

OneKey - IQVIA's global HCP and HCO reference database and identifier, widely used in Europe as the master key for identity matching. Match coverage varies sharply by country.
Variants and synonyms include "OneKey ID", "OneKey code".
Category: Data, identity, and CRM ecosystem

Onomi 360 (O360) - Onomi's cross-event layer: unified HCP engagement views across congresses, therapeutic areas, and affiliates, with identity resolution and benchmarking.
Category: Onomi vocabulary

Onomi CRM Sync App - Onomi's bi-directional connector into Veeva CRM, Vault CRM, and Salesforce: event intake, attendee and engagement sync, matching rules, and reconciliation.
Category: Onomi vocabulary

P

Patient organisation - Onomi's bi-directional connector into Veeva CRM, Vault CRM, and Salesforce: event intake, attendee and engagement sync, matching rules, and reconciliation.
Category: Onomi vocabulary

Patient organization - An organization mainly made up of patients or caregivers that represents patients' interests. Pharma engagement with patient organisations carries its own contracting and disclosure rules.
Variants and synonyms include "patient advocacy group", "PAG"
Category: Roles and functions

Pharmaceutical company (pharma) - A company that develops medicines from discovery through clinical development to manufacturing and commercialization, typically vertically integrated.
Variants and synonyms include "Innovative drug developer", "big pharma"
Category: Industry and company types

Pharmacovigilance (PV) - The science and function of monitoring medicine safety: collecting, assessing, and reporting adverse events. PV rules shape what event platforms may capture in free text.
Variants and synonyms include "drug safety".
Category: Roles and functions

Physician Payments Sunshine Act (Sunshine Act) - The US law (42 U.S.C. 1320a-7h) requiring manufacturers to report payments and transfers of value to covered recipients, published by CMS as Open Payments. Drives signature capture and documentation at US events.
Variants and synonyms include "Open Payments" (the CMS program and database).
Category: Compliance, consent, and transparency

Poster session - Congress format where research is presented as posters. A common engagement touchpoint: QR codes on posters capture HCP interest in specific data.
Variants and synonyms include "poster", "e-poster", "abstract poster".
Category: Congresses and event formats

Pre-congress briefing (Pre-con) - The staff briefing held just before a congress opens, covering booth roles, tools, and compliance rules.
Variants and synonyms include "pre-congress meeting", "congress huddle".
Category: Congresses and event formats

Pre-registration list (Pre-reg list) - The expected-attendee list obtained before a congress, used to prepare identity matching and target outreach.
Category: Congresses and event formats

Preference center - A page where an HCP manages their communication preferences and consents across a company's channels.
Variants and synonyms include "HCP preference center", "consent master".
Category: Compliance, consent, and transparency

Prescribing information (PI) - The obligatory product facts that must accompany promotional material for HCPs: name, ingredients, indications, dosage, adverse reactions, and license details. In the US, the FDA-approved package insert.
Variants and synonyms include "package insert" (US), "SmPC" (EU/UK equivalent document).
Category: Clinical research and regulatory

Privacy notice (PI) - The disclosure a data controller must give individuals when collecting their data: what is captured, why, and their rights. At congresses, delivered before or at badge scan.
Variants and synonyms include "data privacy statement".
Category: Compliance, consent, and transparency

Product theater - A short sponsor-run promotional presentation hosted on or near the booth or in a dedicated space at a congress. Being promotional, it carries different compliance rules from CME sessions.
Variants and synonyms include "presentation theatre", "PT".
Category: Congresses and event formats

Professional congress organizer (PCO) - The company a medical society contracts to run its congress: registration, housing, exhibition sales, and badge and lead-retrieval services. The PCO controls access to attendee data and scanning APIs, so what capture is possible at a congress often depends on the PCO's rules and commercial terms. "PCO" is standard EU congress vocabulary; US teams often just say "organizer".
Variants and synonyms include "congress organizer", "organizer".
Category: Congresses and event formats

Promotion (regulated definition) - Any activity by or for a pharma company that promotes prescription, purchase, or use of its medicines: ads, rep activity, sponsored events, hospitality for promotional purposes.
Variants and synonyms include "promotional activity".
Category: Compliance, consent, and transparency

Promotional vs non-promotional - The fundamental compliance split. Promotional activity (branded, sales-oriented) and non-promotional activity (scientific exchange, education) carry different rules, reviewers, and even staff access rights.
Category: Compliance, consent, and transparency

R

Real-world evidence (RWE) - Evidence about a medicine's use and effects generated outside controlled trials, from registries, claims, records, or post-marketing studies.
Variants and synonyms include "real-world data (RWD)".
Category: Clinical research and regulatory

Regulatory affairs - The function that manages submissions to regulators (FDA, EMA, MHRA), maintains licenses, and ensures promotional and safety obligations are met.
Category: Roles and functions

S

Sales representative (rep) - A commercial field employee who promotes the company's medicines to HCPs. Gets minutes of HCP face time, is incentivized on sales, and is bound by strict promotion rules and call limits.
Variants and synonyms include "field rep", "field force", "sales force", very different to "MSL" (who are medical, non-promotional).
Category: Roles and functions

Salesforce Life Sciences Cloud (LSC) - Salesforce's life-sciences CRM built on its core platform, the main alternative to Veeva for pharma field teams, with Agentforce as its AI layer.
Category: Data, identity, and CRM ecosystem

Salesforce Marketing Cloud (SFMC) - Salesforce's marketing automation platform, often the system of record for pharma email campaigns, sender reputation, and journeys that event invitations must fit into.
Category: Data, identity, and CRM ecosystem

Satellite symposium - A pharma-sponsored session (typically 60-90 minutes) held during a congress but outside its official scientific program, often broadcasted for remote access.
Category: Congresses and event formats

Source document (safety) - The original record where safety-relevant information first exists. If an event tool captures an adverse event, that tool becomes a source document and the reporting clock ("day zero") starts.
Variants and synonyms include "day zero".
Category: Clinical research and regulatory

Speaker bureau - The managed roster of HCPs contracted and trained to speak for a company, plus the operations around nominating, training, contracting, scheduling, and paying them.
Category: Congresses and event formats

Speaker program - A pharma event where a trained, contracted HCP presents to peers on the company's behalf. Speaker selection, training, contracting, and fees are compliance-managed.
Variants and synonyms include "speaker bureau" (the managed roster of contracted speakers), "peer-to-peer program".
Category: Congresses and event formats

Staff Hub - Onomi's app for congress booth and field staff: schedules, resources, interaction capture, insights, and role-based access with an information firewall.
Category: Onomi vocabulary

Standalone meeting - A company-organized medical meeting independent of any congress, delivering scientific updates or education to invited HCPs.
Variants and synonyms include "standalone", "summit", "academy", "forum", "masterclass", "product launch event".
Category: Congresses and event formats

Summary of product characteristics (SmPC) - The EU/UK regulatory document describing a medicine's approved uses, dosing, and safety information for healthcare professionals.
Variants and synonyms include "SPC".
Category: Clinical research and regulatory

Symposium - A scientific session at or alongside a congress, often sponsor-organized, with expert speakers presenting to an HCP audience.
Variants and synonyms include "sympo" (informal), "master class", "scientific session".
Category: Congresses and event formats

Symposium microapp - A no-download web app HCPs open from a QR code or door scan at a symposium: program, faculty, polls, moderated Q&A, knowledge checks, and certificates.
Variants and synonyms include "microapp".
Category: Onomi vocabulary

T

Target list - The prioritized roster of HCPs a brand or rep is expected to engage. Matching congress attendance against target lists ('reach on target') is becoming a core congress KPI.
Variants and synonyms include "target tier" (high/medium/low), "reach on target".
Category: Data, identity, and CRM ecosystem

Therapeutic area (TA) - A grouping of diseases used to organize teams, products, congresses, and reporting: oncology, neurology, immunology, cardiovascular, rare disease, and so on.
Variants and synonyms include "disease area".
Category: Industry and company types

Transfer of value (ToV) - Any payment or benefit, in cash or kind, from a company to an HCP or healthcare organization: fees, travel, meals, grants, sponsorship. The unit of transparency reporting.
Variants and synonyms include "TOV", "payment or other transfer of value" (US statutory phrase).
Category: Compliance, consent, and transparency

Transfer-of-value signature capture - Collecting attendee signatures at meals, sessions, or activities as evidence for transparency reporting of hospitality and other transfers of value.
Variants and synonyms include "sign-in sheet" (the paper predecessor).
Category: Congresses and event formats

Two-level moderation - Compliance control on live and asynchronous Q&A: a moderator screens every incoming question (off-label, adverse events, inappropriate content) before it reaches speakers or the audience.
Variants and synonyms include "moderated Q&A".
Category: Compliance, consent, and transparency

U

Universal lead capture (ULC) - One capture workflow across all congress tiers: organizer API where available, OCR fallback where not, with identity resolution and CRM sync either way.
Category: Onomi vocabulary

V

Veeva - The dominant life sciences software ecosystem: CRM, content (Vault PromoMats), events (Events Management), data (OpenData, Network, Link). Most pharma event data ultimately lands somewhere in Veeva.
Category: Data, identity, and CRM ecosystem

Veeva CRM and Vault CRM - Veeva's customer relationship management platforms; Vault CRM is the next generation many companies are migrating to. Migrations are lift-and-shift: features not enabled before the move do not carry over.
Category: Data, identity, and CRM ecosystem

Veeva Events Management (VEM) - Veeva's module for planning and governing HCP events in CRM: budgets, approvals, attendees, compliance. Execution platforms sync attendance and engagement back into it.
Variants and synonyms include "EM", "Veeva EM", medical affairs counterpart objects are "Medical Events (ME)".
Category: Data, identity, and CRM ecosystem

Veeva ID (VVID) - The identifier of an HCP's record inside a company's Veeva CRM instance. Distinct from OneKey (IQVIA's cross-industry reference ID) and from NPI (the US regulatory identifier); the three are different keys, not synonyms.
Variants and synonyms include "VVID", "CRM ID".
Category: Data, identity, and CRM ecosystem

Veeva Link - Veeva's scientific-expert data product (Link Key People) profiling KOLs, used for expert identification and engagement planning.
Variants and synonyms include "VLKP".
Category: Data, identity, and CRM ecosystem

Veeva Network - Veeva's customer master data application holding validated HCP and HCO records, queried through search and match APIs for identity lookup and enrichment.
Variants and synonyms include "Match API" vs "Search API" (deterministic best match vs candidate list).
Category: Data, identity, and CRM ecosystem

Veeva OpenData - Veeva's subscription reference database of verified HCP and HCO data, used to validate identities and feed customer master records.
Category: Data, identity, and CRM ecosystem

W

Walk-in - An attendee who was not pre-registered. Walk-ins create identity-resolution work: their captured details must be matched or created in the CRM afterward.
Category: Congresses and event formats

Webinar - An expert-led virtual session for HCPs with registration, live interaction, and follow-up. 'Simulive' means a pre-recorded session broadcast on a live schedule.
Variants and synonyms include "omnichannel webinar", "virtual meeting", "simulive".
Category: Congresses and event formats