Objective

Audit the live Payton Hub data surfaces in LITIFY_ORG, validate whether the missing-items logic was trustworthy, and identify the highest-value next fixes without guessing from stale report assumptions.

What changed

• Removed the Dec page tile after live validation showed the keyword scan was effectively all false positives and Roundtable_Client_Dec_Page__c was null across the target set.
• Removed the Signed Retainer tile for the same reason.
• Rewrote PIP detection to use live insurance coverage includes logic, which changed the result to 13 true missing-PIP matters out of 148 open Payton matters.
• Added a Stale Task Sweep panel and a stale-task age breakdown, surfacing 299 overdue tasks across 234 matters and 210 tasks that were 90+ days stale.
• Added an A/A+ treatment-without-PIP opportunity tile to keep a standing watch on the highest-leverage mismatch.
• Captured a punch list for trial-date backfill, overdue-task cleanup, treatment-plan normalization, and other confirmed gaps.

Commands and live systems touched

• Live system: LITIFY_ORG
• Scope grounded by SOQL/report reads against open Payton matters and overdue tasks.
• Metadata and deploy references recorded in the session log: deploys 0AfUV000001Xc170AC, 0AfUV000001Xc9B0AS, and 0AfUV000001XcCP0A0.
• Source log: /Users/samaguiar/Documents/Projects/admin/session_logs/2026-05-26-payton-hub-data-hygiene-recon.md

Rollback state

• This session documented already-shipped live changes and the resulting recon state.
• The log records the deploy IDs needed to inspect or revert the shipped metadata if required.
• No separate destructive data rollback was needed from this recon note itself.

Open follow-up

• Build the litigation trial-date visibility and update path for the 11 litigation matters with null trial dates.