Built and deployed a new read-only Attorney Hub Insurance Knowledge action for the attorney hub Agentforce work. It searches Litify insurance records linked to matters by team or, when permitted, all teams. It can filter by carrier, adjuster, insurance type, coverage keyword, matter status, missing or zero minimum known coverage, and result cap. It returns linked insurance and matter evidence, carrier, adjuster, coverage, limits, claim and policy details, status, and an evidence-focus note.
Updated Nick's Attorney Hub Agentforce section with a dedicated live insurance knowledge workbench and clearer agent tiles explaining what the agent can and cannot do. Added use-case questions for Progressive BI rows, denied UIM coverage, missing minimum coverage, report/dashboard improvements, and document-generation boundaries.
Regenerated all eight attorney authoring bundles: Abigail, Austin, Jimmy, Jon, Nick, Payton, Terry, and Trent. Each now includes the insurance knowledge advisor and tool wiring. Added a GenAI function schema for Attorney_Hub_Insurance_Knowledge_Search.
Hardened the action after implementation review. The search now pushes filters into SOQL instead of scanning only the latest 700 rows, uses WITH USER_MODE, includes explicit insurance and matter read permissions in Attorney_Hubs_Access, and adds a leadership/admin gate for All Teams searches through the new Attorney_Hub_Org_Wide_Knowledge custom permission and permission set. Admins with Modify All Data can also run org-wide knowledge searches.
Live Salesforce org: LITIFY_ORG.
Validation before deploy succeeded: deploy validation 0AfUV000001Y2wT0AS, 17 components, 13 specified tests, 0 failures.
Live deploy succeeded: deploy id 0AfUV000001Y2zh0AC, 17 components, 13 specified tests, 0 failures.
Live Apex smoke test succeeded using scripts/attorney-insurance-knowledge-smoke.apex. Nick Progressive BI open insurance search returned 5 linked rows. All Teams open missing or zero coverage search returned 5 linked rows. The hardened query used 3 SOQL queries, 12 query rows, 0 DML, and no callouts.
All eight authoring bundles validated successfully after regeneration.
Nick Agentforce live-action preview succeeded after hardening. Prompt tested: Search all teams for open insurance rows with missing or zero minimum known coverage. The agent returned linked matter and insurance evidence and stated that it cannot update minimum coverage, insurance records, adjuster details, carrier names, claim numbers, report data, matter status, or generate/file documents.
Implementation reviewer Peirce found four issues. The main three were fixed in this session: query completeness, org-wide gate, and explicit FLS/user-mode enforcement. Tests were expanded with an org-wide permission-boundary test. Remaining coverage can still improve with richer inserted-data tests if future Litify required-field constraints are mapped.
Shipped to Salesforce: insurance knowledge Apex action, test class, GenAI function, Nick hub LWC workbench update, Attorney_Hubs_Access read permissions, Attorney_Hub_Org_Wide_Knowledge custom permission and permission set, regenerated attorney agent bundles.
Committed and pushed to GitHub branch codex/nick-agentforce-hub-2026-05-29. Commit: 345573b, Add attorney insurance knowledge Agentforce action.
Still pending: Salesforce Agentforce publish for Nick remains blocked by the Salesforce authoring endpoint timeout. The command consistently fails at https://test.api.salesforce.com/einstein/ai-agent/v1.1/authoring/agents with ETIMEDOUT. Metadata deploy, bundle validation, live Apex actions, and Agentforce preview are working.
Continue with Nick as the finish line while parallel agents can keep preparing other attorney hubs. Best next build is a draft-only document generation action that can produce template-bound drafts from linked matter evidence without filing, sending, or modifying records. Second best is a report/dashboard enhancement action that can propose and optionally stage report metadata changes for attorney hubs.
For org-wide knowledge, keep All Teams searches behind Attorney_Hub_Org_Wide_Knowledge or admin access. Team users should default to their own team data unless leadership intentionally grants broader visibility.