Session overview

The June 9 proof-of-loss session searched Litify Knowledge Center and Outlook for a proof-of-loss or value-driver adjuster update template. The first pass missed the correct source until Sam identified a Josh Hollan email.

What was completed

• Searched the likely Litify and Outlook template locations.
• Narrowed the source family for proof-of-loss / adjuster update language.
• Captured the correction that the Josh Hollan email was the source to anchor future work.

What was tried and did not work

• The first pass searched plausible template locations but missed the actual source.

Decisions and reasoning

• Future adjuster-update/template searches should include email exemplars, not only formal template repositories.
• User correction should override agent assumptions about the canonical source.

Files, URLs, source systems, and artifacts

• Local rollout summary: /Users/samaguiar/.codex/memories/rollout_summaries/2026-06-09T15-48-35-SIvc-litify_proof_of_loss_template_search.md.
• Raw rollout: /Users/samaguiar/.codex/sessions/2026/06/09/rollout-2026-06-09T11-48-35-019ead12-40a1-7441-afc1-cc3e3ae7f0ae.jsonl.
• Source systems: Litify Knowledge Center, Outlook mail.

Rollback or recovery instructions

No live system changes are recorded here.

Current state

Needs follow-up. The correct source direction was identified but should be preserved into the appropriate template library or handoff.

Open questions and next actions