---
schema_version: "1"
id: 81e4d0a18fd7add2aedc57ac2ad573a318bb5c2d444bfc894ea282a92ae08d08
title: Life Sciences | Summarize Investigator
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_lsc_summarize_investigator.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_lsc_summarize_investigator.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 95140a9d325edba119faa7003f2eb3ecbff39f134f9e276279b075c644ea41f9
description: The Summarize Investigator action summarizes the healthcare provider record for a specific research study.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Life Sciences | Summarize Investigator

The Summarize Investigator action summarizes the healthcare provider record for a specific research study.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d219051e64">Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d219051e64 ">To use Life Sciences Cloud:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d219051e64 ">
            <p style="margin-bottom:0;">Healthcloud Starter</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d219051e64 ">To use Site Management:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d219051e64 ">
            <p>Healthcloud Starter</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Study Manager for Site Management</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d219051e64 ">To summarize investigator:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d219051e64 ">Life Sciences Site Management Summarization</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d219051e64 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">SummarizeInvestigator</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Flow</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">sumrzeSiteInv</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.lsc_admin_site_management.htm&amp;language=en_US" target="_blank">Site Management</a></td></tr></tbody></table>

## Summarize Investigator and Prompt Templates

This action uses the Summarize Site or Investigator prompt template to summarize the healthcare provider record for a specific research study.