Objective

Sam directed that this has to happen: improve current RingCentral Task linkage quality by consistently populating litify_pm__Matter__c, or stage a dedicated structured call-evidence object if the unified export leaves too many unresolved tasks.

Delegation

Worker agent Jason (019dcfba-9f71-7e30-ba6b-8388802c8fbd) was assigned the implementation-ready investigation and staging work.

Assignment

• Establish a live baseline for unresolved RingCentral Tasks in LITIFY_ORG.
• Identify why Matter linkage is missing.
• Decide whether current RingCentral/Task/export data can support consistent litify_pm__Matter__c population.
• If yes, stage an idempotent backfill or sync improvement.
• If no, stage a dedicated structured call-evidence object locally and validate metadata with a dry run only.
• Avoid irreversible bulk production updates unless a tiny reversible sample is explicitly documented.

Initial Live Context

LITIFY_ORG was verified connected as sam@kylawoffice.com.

Existing 2026-04-24 RingCentral modernization work had already identified serious linkage gaps: CTI call Tasks had very low direct Matter linkage, RingSense Tasks were only partially processed, and existing SAIL_Call_Log__c RingCentral rows had mixed Matter/Intake linkage. The prior local calls sync improved matching with Task-link, Party, and Insurance-name fallback, but unresolved call tasks remained high enough that this is now a priority task.

Key Files

• /Users/samaguiar/Documents/Projects/admin/session_logs/HANDOFF-ringcentral-task-linkage-quality-agent-2026-04-27.md
• /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/docs/2026-04-24-ringcentral-interface-modernization-plan.md
• /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/docs/HANDOFF-ringcentral-modernization-nextsteps-2026-04-24.md
• /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/workspaces/litify-v1/ringcentral-calls-sync
• /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/ringcentral-reports/ringcentral_report_project/force-app/main/default/reports/Management/RingCentral_Unlinked_Tasks_30_Days.report-meta.xml