Summary
Completed a live Litify backfill for litify_pm__Matter__c.Primary_Treatment_Provider__c on open matters where the field was blank and treatment text supported a provider under Sam's requested priority rules.
What shipped
- Live org validated through
LITIFY_ORG.
- Candidate set found: 526 open matters with blank primary provider and Exacta, Aptiva, or chiropractic text.
- Updated 445 matters through Salesforce bulk job
750UV00000mpLYLYA2.
- Applied provider precedence: Exacta wins when present; specific chiropractic facility wins only when no Exacta or Aptiva text exists; Aptiva fills only when no Exacta or chiropractic text exists.
- Left 81 rows unchanged because they were mixed Aptiva plus chiropractic, generic chiro wording, or ambiguous provider-account matches.
QA and verification
- Full post-write verification checked all 445 updated matters.
- Result: 445 found, 445 matched expected provider ID, 0 mismatches.
- Remaining matching blank candidates after update: 81, matching the intentionally skipped set.
- A 45-row QA sample was saved locally for the bulk-operation check.
Rollback and evidence
- Session evidence folder:
/Users/samaguiar/Documents/Projects/admin/session_logs/litify-primary-treatment-provider-backfill-2026-05-26/
- Rollback folder:
/Users/samaguiar/Documents/Projects/admin/rollback/litify-primary-treatment-provider-backfill-2026-05-26/
- Rollback file:
rollback-primary-treatment-provider-to-null.apex
- Applied update CSV:
updates-applied.csv
- Skipped-row CSV:
dry-run/skipped.csv
Suggested next steps