Get to Know Custody Management

Advanced Therapy Management’s Chain of Custody (CoC) and Chain of Identity (CoI) capabilities help you comply with pharmaceutical regulations and uphold safety standards across the lifecycle of an advanced therapy. CoC helps you maintain a digital trail of the patient’s collected biosample as it passes through the various stages, steps, and tasks of an advanced therapy. CoI ensures that the right patient receives the right treatment by assigning a unique identifier to the collected biosample.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences


You can create custody records automatically as part of Advanced Therapy Management’s Therapy Orchestration. When you create an enrollee record, Therapy Orchestration is set in motion. When a care program enrollee work order (such as Apheresis) is in progress, the Override Custody Verification Type When Work Order Is Changed flow creates the related custody records. When a care program enrollee work order step (Identity Verification) is in progress, the Override Custody Verification Type When Work Order Step Is Changed flow creates the related custody records.

The Evaluate Step and Task Completion Status flow checks whether custody of a biosample for each step and task has been fulfilled. The Process Advanced Therapy Work Orders orchestration flow moves on to the following step, if any, only after custody is complete.

As part of CoI, you assign a unique identifier that represents the biosample (custody item). The identifier can originate in Salesforce or from external systems. Maintaining the CoI ensures the integrity of the custody item.