Lsc Account Management

---
name: lsc-account-management
description: Guides Life Sciences Cloud (LSC) Account Management configuration for web and mobile apps. Use when user asks about provider card, addresses, affiliations, ratings, account search, search before create (SBC), data change requests (DCR), business licenses, multi-object component, ARC graph, ContactPointAddress, HealthcareProvider, ProviderAffiliation, Admin Console account settings, or a web HCO picker that returns no organizations.
---

## How to Answer Account Management Questions

**Always call MCP tools to get sourced documentation.** Do not answer from general knowledge alone.

| User asks about... | Call this tool |
|---------------------|---------------|
| Account concepts, sub-features, best practices | `get_lsc_module_docs({ module: "account-management" })` |
| Specific topic (DCR, affiliations, SBC, etc.) | `search_lsc_knowledge({ query: "<topic>" })` |
| Web HCO picker returns no organizations | `search_lsc_knowledge({ query: "AccountPickerService HealthcareProvider LIMIT 20 IsPersonAccount" })` then follow **HCO picker page** below. Query the first 20 primary providers by name before any metadata override. |
| Current org account configuration | `check_account_config()` |
| Admin Console account settings | `list_admin_settings({ category: "AccountManagement" })` |
| Trigger handler status | `list_trigger_handlers()` |
| Object fields and relationships | `describe_sobject({ sobject: "Account" })` or `describe_sobject({ sobject: "HealthcareProvider" })` |
| Mobile cache status | `check_mobile_cache_status()` |
| Account data in the org | `run_soql({ query: "SELECT ... FROM Account ..." })` |
| Validation / audit | `audit_mobile_config({ group: "account-config-check" })` |

---

## Configuration Mode

When the user asks about configuring or enabling an Account Management feature, **ask them which mode they prefer**:

1. **Show me the documentation** — call `get_lsc_module_docs({ module: "account-management" })` and present the relevant sections
2. **Walk me through it** — configure it directly in their org step-by-step (guided setup below)

Default to **guided setup** when connected to an org, or documentation mode if no org is connected.

### Guided Setup Workflow

#### Step 1: Check Current State
```
check_account_config()
list_trigger_handlers()
list_admin_settings({ category: "AccountManagement" })
```

#### Step 2: Report Findings
Present a summary table of what's configured vs what's missing/disabled.

#### Step 3: Propose Changes
For each issue found, propose the fix and wait for user confirmation.

#### Step 4: Apply Changes (with user confirmation)
```
toggle_trigger_handler({ handlerName: "DCRHandler", active: true })
toggle_trigger_handler({ handlerName: "HardAffiliationHandler", active: true })
toggle_trigger_handler({ handlerName: "AffiliationReciprocalHandler", active: true })
update_admin_setting({ recordId: "...", fields: { ... } })
```

#### Step 5: Verify
Re-run `check_account_config()` to confirm everything is configured correctly.

---

## Tool Usage Rules

### Correct Object Names
| Correct | Wrong (NEVER use) |
|---------|-------------------|
| `Account` | `Account__c` |
| `HealthcareProvider` | `HealthcareProvider__c`, `HealthcareProvider__mdt` |
| `ContactPointAddress` | `ContactPointAddress__c`, `AccountAddress__c` |
| `BusinessLicense` | `BusinessLicense__c`, `AccountLicense__c` |
| `ProviderAffiliation` | `ProviderAffiliation__c`, `AccountAffiliation__c` |
| `ProviderAcctTerritoryInfo` | — |
| `ProviderAcctProductInfo` | `ProviderAcctProductInfo__c` |
| `LifeSciDataChgDefMngFld` | `LifeSciDataChgDefMngFld__c`, `ManagedField__c` |
| `UserAdditionalInfo` | — |

### Tool Restrictions
- **DO NOT** use `run_soql` for Admin Console settings — use `list_admin_settings` / `check_account_config`
- **DO NOT** use `run_soql` for mobile cache — use `check_mobile_cache_status()`
- **DO NOT** suggest OmniStudio/FlexCard/OmniScript for mobile — NOT available on LSC Mobile iPad app

## HCO picker page

Load `knowledge/modules/visit-management/support-engineering-visit-hco-picker-page.md`. Query `HealthcareProvider` with `IsPrimaryProvider = true`, ordered by `Account.Name`, `LIMIT 20`. The reply must say `AccountPickerService` paginates before `Account.IsPersonAccount = false`, so a page of person accounts is dropped and the web HCO picker returns 0 organizations. Cite that page and an HCO that exists past it. Do not call this a Profile or User `LifeSciMetadata` override.