TikaMSL + TikaDiscover
DATA INTELLIGENCE, INTEGRATION & AI
Outcome-driven engagement meets external intelligence.
Two halves of the picture. One living view of every KOL.
TikaMSL doesn’t just capture activity — it captures outcomes. The framework is built around moving KOLs along a development continuum, not counting vanity KPIs. Marry that outcome-driven engagement data with TikaDiscover’s external scientific, clinical, and prescribing intelligence, and you get a platform that measures what actually moves the needle.
refreshed daily
sources
dimensions
TRUSTED BY LEADING LIFE SCIENCES ORGANIZATIONS
THE CORE PRINCIPLE
Two halves. One complete picture.
Most CRMs track either your team’s activity or external HCP data — and most measure the wrong things. Tika brings both halves together, and measures what actually matters.
AI-powered KOL ranking is informed by both external stature (publications, trials, payments) and internal engagement outcomes (KOL stage progression, interaction quality, insight-to-action rates). The platform doesn’t ask “how many calls did you make?” — it asks “how many KOLs did you advance, and what did those engagements produce?”
OUTCOMES, NOT VANITY KPIS
We don’t count calls. We measure what they produce.
TikaMSL is built on an outcome-based framework. Every interaction, insight, and engagement plan is designed to move a KOL along a development continuum — from Identify to Champion. Every legacy metric on the left has an outcome-driven counterpart on the right.
| Legacy CRM metric | Tika outcome metric | |
|---|---|---|
| Number of interactions this month | → | Interaction outcomes & follow-through rate |
| Total HCPs in territory | → | KOL stage progression (Identify → Champion) |
| Number of insights logged | → | Insight-to-Action % & avg. response time |
| Events attended | → | Conference KPIs & post-event intelligence |
| Emails sent | → | Sentiment analysis & strategic theme tracking |
| Speaker events booked | → | FMV compliance rate & speaker development |
Outcome-driven engagement data
- Interaction outcomes & follow-through
- KOL continuum stage progressions
- Insight-to-action tracking
- Strategic imperatives execution
- Key Engagement Plan (KEP) outcomes
- KIQs (Key Insight Questions)
- Advisory boards & dinner programs
- Speaker development & FMV compliance
- Conference intelligence & session KPIs
- eMIRFs & medical information requests
- Routing & visit planning
- Content engagement & compliance
External scientific intelligence
- 215M scientific publications (daily)
- 500K+ clinical trials (weekly)
- 350M patient claims & Rx data (monthly)
- 95M+ Open Payments records
- 2M+ NIH grants (weekly)
- 350K congress contributions (real-time)
- 25K guideline committee roles (weekly)
- Social: LinkedIn, X, Reddit, podcasts
- 30B+ videos, 250M news articles
- 12M+ HCP profiles (daily)
- 595K healthcare organizations (daily)
- 96% email / 85% phone coverage
WHAT TIKAMSL CAPTURES
Outcome-based engagement generated by your team.
TikaMSL’s outcome-based framework ensures every touchpoint captures not just what happened, but what it produced. Every interaction, insight, and engagement plan is structured around advancing KOLs along a development continuum — turning field activity into measurable impact.
Every interaction captures structured discussion outcomes — not just “visit completed.” Outcomes feed KOL continuum advancement, KEP execution tracking, and engagement quality metrics.
Field intelligence with follow-up tracking. We measure insight-to-action conversion rate and average response time — not just “insights logged.”
Identify → Initiate → Cultivate → Collaborate → Champion. Rules-based stage advancement driven by interaction outcomes — not subjective tagging. The continuum is the outcome framework.
Per-HCP, per-product engagement plans with planned activities and execution tracking bridged to interaction outcomes.
Structured survey responses per HCP — configurable questions, tracked by who answered and when, linked to interactions and products.
Full event lifecycle — dinner programs, advisory boards, grand rounds. Speaker management, contracts, FMV tracking, honoraria, and compliance.
Session assignments, MSL coverage, field notes, document uploads, “save as insight” workflow, and AI-generated session summaries.
Medical information requests with inquiry tracking, response workflow, follow-up attempts, e-signatures, and full audit trail.
Map-based visit planning with “Plan My Day” optimization, engagement recency weighting, and calendar integration.
Corporate strategic themes tagged on every interaction — connecting field activity to organizational priorities with rollup reporting. Also captured: advisory boards and dinner programs, speaker development and FMV compliance, conference intelligence and session KPIs, routing and visit planning, content engagement and compliance.
DATA SOURCING
Your data. Our data. Both.
TikaMSL’s architecture accommodates you bringing your own data or us bringing in the data — or both simultaneously. Your internal data remains sovereign; external data enriches it additively — it never overwrites.
Your HCP master lists, territory alignments, engagement history, and internal classifications load into TikaMSL. Clinical trial, publication, and conference data is scraped and brought in to enrich those records.
TikaDiscover provides the full external enrichment layer — claims, prescribing, social media, network mapping, contact data, and more — all powered by DocNexus, one of the largest life sciences data aggregators globally.
EXTERNAL DATA COVERAGE
22 sources. Continuously refreshed.
Powered by our partnership with DocNexus — one of the largest life sciences data aggregators globally — TikaDiscover delivers intelligence across every dimension of HCP influence.
TIKADISCOVER DATA COVERAGE
Complete source matrix & refresh cadences.
Every data source has a defined refresh cadence — from real-time event streams to daily, weekly, and monthly batch pipelines. No annual snapshots.
| Data source | Description | Coverage | Refresh |
|---|---|---|---|
| DocNexus claims | Medical procedures, pharmacy claims, referrals, payer mix, Rx, Dx | 350M patients | Monthly |
| HCP identifiers | NPI, DocNexus IDs | 12M+ | Daily |
| Publications | Peer-reviewed articles and preprints | 215M | Daily |
| Clinical trials | Clinical trial investigators | 500K+ | Weekly |
| Sunshine Act / CMS | Industry payments for HCPs and HCOs | 95M+ | Annually |
| US grant data | NIH grant data | 2M+ | Weekly |
| Blogs & boards | Medical blogs and professional boards | 750K | Daily |
| Congresses | Congress contributions | 350K | Real-time |
| Guideline committees | Institutions (e.g., NCCN), committees, roles | 25K | Weekly |
| Life science orgs | Life science companies | 3K | Monthly |
| Healthcare orgs | Hospitals, health systems, private practices | 595K | Daily |
| Profile URLs / handles | 500K+ | Real-time | |
| News | Google News, NY Times, aggregators | 250M | Real-time |
| Patient advocacy | Patient advocacy groups | 19.5K | Real-time |
| HCP images | HCP profile images | 3.4M | Real-time |
| Scientific / medical posts and mentions | 4M+ | Real-time | |
| Podcasts | HCP podcasts and episodes | 3.5M / 205M ep. | Real-time |
| Twitter / X | Tweets, retweets, mentions | 400M+ | Real-time |
| Videos | YouTube and video platforms | 30B+ | Real-time |
| Wikipedia | Wikipedia articles | 300M+ | Real-time |
| HCP email addresses | 96% coverage | Weekly | |
| Phone | HCP contact numbers | 85% coverage | Weekly |
INTEGRATION ARCHITECTURE
How it all comes together.
A layered architecture combining DocNexus aggregation with direct scraping, feeding into a unified CRM that preserves your data sovereignty alongside external enrichment.
Updates are delta-based — only new or changed records are processed, ensuring data freshness without re-processing millions of unchanged records.
DocNexus resolves entities across sources so publications, trials, payments, and claims all link to the correct HCP — even when names or affiliations vary.
Every data update is version-tracked with provenance metadata — source, ingestion timestamp, transformation applied. Any data point is traceable to its origin.
External data enriches the CRM — it never overwrites your team’s engagement data. Interaction notes, KOL stages, and insights remain sovereign.
AI & KOL INTELLIGENCE
Multi-dimensional KOL ranking.
Every HCP is scored across seven weighted dimensions, continuously recalculated as new data arrives. Rankings are living scores that reflect current influence — not annual snapshots.
Volume, recency, citation count, H-Index, journal tier, first/last authorship
Number of trials, role (PI vs. sub-investigator), phase, therapeutic relevance
Speaking invitations, session chairing, panel participation at major congresses
Payment history, advisory board participation, consulting engagements
Prescribing patterns, patient volume, diagnostic breadth from claims data
Academic appointments, society leadership, guideline committee memberships
Social media activity, online medical education, podcast appearances
How scoring works
Each HCP receives a normalized score (0–100) per dimension, relative to peers in the same specialty and therapeutic area. Scores are filtered by therapeutic area relevance. Dimension scores are combined via configurable weighted aggregation — you set the weights to match your strategic priorities. Temporal decay ensures recent activity weighs more than older work.
FOUR-TIER CLASSIFICATION
From global KOL to community HCP.
Top-journal publishers. Major trial PIs. International conference speakers. Organizational leadership.
Strong research portfolio. Cutting-edge treatments. Trial involvement. Regional/national leaders.
High clinical volume. Extensive treatment expertise. May not publish. Strong practical authority.
Primarily patient-facing. Specialists or primary care. The largest segment.
- Therapeutic area filters — focus scoring on your specific conditions of interest
- Dimension weights — emphasize what matters most to your strategy
- Tier thresholds — adjust score cutoffs for tier boundaries
- Custom tags — overlay your own classifications on top of algorithmic tiers
KNOWLEDGE GRAPH
Network mapping: not just who the KOLs are, but how they’re connected.
Who publishes together — reveals research collaborations and mentorship.
HCPs working on the same trials — shared therapeutic focus.
Shared expertise and topic overlap across conditions and treatments.
Advisory relationships and consulting ties with industry partners.
AGENTIC AI
An AI that acts, not just answers.
The embedded AI assistant uses LLM function calling — not a chatbot on stale data. It queries live CRM services, respects territory permissions, and streams grounded answers in real time.
The LLM calls the same service layer your REST API uses. No stale index. Always current.
All AI queries respect user territory assignments and role-based access controls.
Supports OpenAI GPT-4o and Anthropic Claude, switchable per deployment.
AI analyzes your field insight corpus — surfaces themes, sentiment, and strategic patterns.
GOVERNANCE & SECURITY
Data you can trust.
Enterprise-grade data governance, identity resolution, and security controls built into the platform from day one.
- Identity resolution. NPI-anchored entity resolution via DocNexus. Cross-source matching ensures publications, trials, payments, and claims map to the correct HCP.
- Data lineage. Every enrichment carries source attribution and ingestion timestamp. Traceable from display back to origin.
- Customer data sovereignty. External data enriches — never overwrites — your team’s data. Engagement activity, notes, and KOL stages are always sovereign.
- Data change management. Master data changes (name corrections, affiliation updates, merges) are handled with full audit trails.
- Access control. Role-based authorization (RBAC) with territory-scoped data access. Users see only their assigned HCPs.
- Authentication. SSO / SAML integration with JWT-based session management.
- Encryption. TLS 1.2+ in transit. AES-256 at rest. Enterprise-grade key management.
- Infrastructure. Cloud-native microservices. SOC 2 ready. HIPAA-aligned controls. Full audit trails.
- AI guardrails. LLM responses grounded in live CRM data. Territory and role restrictions apply to AI queries identically.
- MCP protocol. Open AI integration standard — your internal AI tools can connect to Tika without custom integration.