Session overview

Sam asked for a review of the Notion page Kathy Mail to Litify Backfill - Live Guarded Write - 2026-06-09.

What was completed

Fetched the Notion page directly from SAIL Knowledge Base, read the referenced rollout summary, confirmed LITIFY_ORG is connected, and ran a live SOQL read against the referenced Litify insurance record. The live record a0kUV00000LOdXBYA1 currently shows PIP - State Farm, Status__c = Exhausted, litify_pm__Claim_Number__c = 17-95L8-28D, matter MAT-26043066787, and LastModifiedDate = 2026-06-10T02:05:35.000+0000 by Sam Aguiar.

What was tried and did not work

The first SOQL query used Claim_Number__c, which failed because the live field is litify_pm__Claim_Number__c. The corrected query succeeded and this field-name distinction is useful context for the handoff review.

Decisions and reasoning

The page is accurate at the high level, but it is not operationally self-contained enough for a production Litify write handoff. The final review recommends adding the exact record, before and after value, report path, and bulk-automation blockers to the Notion page.

Files, URLs, source systems, and artifacts

Source Notion page: Kathy Mail to Litify Backfill - Live Guarded Write - 2026-06-09

Rollout summary: /Users/samaguiar/.codex/memories/rollout_summaries/2026-06-09T21-30-41-CyTo-kathy_mail_to_litify_backfill_live_guarded_write.md

First-write report: /Users/samaguiar/.codex/automations/kathy-mail-litify-backfill/runs/litify-insurance-update-2026-06-09Tfirst-live-write/litify_insurance_update_report.json

Readiness note: /Users/samaguiar/.codex/automations/kathy-mail-litify-backfill/runs/2026-06-09T21-51-18Z/GO_LIVE_READINESS.md

Live system: Salesforce/Litify org alias LITIFY_ORG.

Current state

Review complete. No files were modified and no live writes were performed.

Open questions and next actions

Consider patching the original Notion handoff so its rollback and continuation instructions are self-contained.

Pickup prompt for the next agent

Open Notion page Kathy Mail to Litify Backfill - Live Guarded Write - 2026-06-09 and update it with the exact verified Litify write details: record a0kUV00000LOdXBYA1, matter MAT-26043066787, field Status__c, before value blank, after value Exhausted, claim field litify_pm__Claim_Number__c, report path, and the remaining bulk-readiness blockers from GO_LIVE_READINESS.md. Do not perform live writes unless Sam explicitly asks.