Edmonton CAT jobs · generated 2026-07-20 15:47 · scope: Kyle Brandon’s XactAnalysis claims only (Edmonton’s own local PMs run a separate book of business Kelowna doesn’t support), received on/after 2026-06-24
64
XactAnalysis claims
62
Matched to a PSA job
53
Need attention
9
Looking good
2
Not yet in PSA
34
Date mismatches
3
Missing Work Orders
3
Insured not yet contacted (WO note)
3
Stale field notes
2
No field notes
1
Stuck workflow status
28
Notes flag pending action
15
WO scheduling notes
XactAnalysis is treated as the source of truth here: every claim is checked
against PSA, and a claim with no PSA match is its own finding, not a hidden gap. A flag is a
documentation gap to close, not an accusation.
[Date mismatches] Date of loss: XactAnalysis=2026-06-22 vs PSA=2026-06-24 (differ by 2d)
[Notes flag pending action] Note from 7/19/2026 9:16:16 AM may describe outstanding work: "Need to remove fireplace and shower Need a plumber for bathroom vanity/shower Fireplace is capped and not i..."
K26-2029-CATWM — Harry & Brenda Gerdel (Claim AA2-2-006094) · 2 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-06-24 vs PSA=2026-06-26 (differ by 2d)
[Notes flag pending action] Note from 7/20/2026 7:47:22 AM may describe outstanding work: "...Bender with this info. Please state in work order that they need to bill content and mitigation separately. Also can you help kyle order a storage unit for the content..."
[Date mismatches] Date contacted: XactAnalysis=2026-07-02 vs PSA=2026-06-26 (differ by 6d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-02 vs PSA=2026-06-26 (differ by 6d)
[Notes flag pending action] Note from 7/15/2026 2:49:19 PM may describe outstanding work: "...iven approval from the insured yet on 07/10. Can you please follow up with the insured? Thank you!"
[WO scheduling notes] WO 8868 - Mitigation (Mitigation) scheduled 7/5/2026 9:00:00 AM note: "Coverage Has been confirmed"
K26-2038-CATWM — ELISABETH PERNEEL (Claim AA2-2-005971) · 4 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-01 vs PSA=2026-06-26 (differ by 5d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-01 vs PSA=2026-06-28 (differ by 3d)
[Notes flag pending action] Note from 7/18/2026 10:34:39 AM may describe outstanding work: "...ease update - Status of project - if work remaining what is outstanding - Scope for estimate - any other subtrades used"
[WO scheduling notes] WO 8888 scheduled 7/3/2026 7:00:00 AM note: "Coverage is confirmed"
[Date mismatches] Date contacted: XactAnalysis=2026-06-24 vs PSA=2026-06-26 (differ by 2d)
[Notes flag pending action] Note from 7/20/2026 5:45:08 AM may describe outstanding work: "I believe this guy had other contractor do the work. Do we need to do an estimate or bill inspection?"
[Date mismatches] Date contacted: XactAnalysis=2026-06-30 vs PSA=2026-06-26 (differ by 4d)
[Date mismatches] Date inspected: XactAnalysis=2026-06-29 vs PSA=2026-06-27 (differ by 2d)
[Notes flag pending action] Note from 7/10/2026 8:23:38 PM may describe outstanding work: "...ed and storage only content moved to storage unit. Removals pending ACM results."
[WO scheduling notes] WO 8903-mitigation (Mitigation) scheduled 7/4/2026 12:00:00 PM note: "Coverage has been confirmed"
K26-2043-CATWM — Christine Irene White (Claim AA2-2-006244) · 2 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-06-29 vs PSA=2026-06-26 (differ by 3d)
[Notes flag pending action] Note from 7/18/2026 11:35:55 AM may describe outstanding work: "...ease update - Status of project - if work remaining what is outstanding - est. completion date - Scope for estimate - any other subtrades used - Separate scope for content..."
K26-2044-CATWM — Laura Cuff (Claim AA2-2-006071) · 3 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-01 vs PSA=2026-06-26 (differ by 5d)
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-01, PSA=-
[Notes flag pending action] Note from 7/17/2026 9:12:09 AM may describe outstanding work: "...regarding Standard Unit definition, for the repairs. Please follow up. Thank you!"
[Dates only in one system] Date of loss: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-20, PSA=-
[Dates only in one system] Date contacted: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-24, PSA=-
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-28, PSA=-
[Missing Work Orders] XactAnalysis shows this job as active/delivered but PSA has no Work Order recorded for it -- though other PSA activity suggests work is underway: XactAnalysis Workflow Status: Site Inspected
[Notes flag pending action] Note from 7/10/2026 6:52:14 AM may describe outstanding work: "...djuster has asked for roofer to come out and inspect, as we need to determine cause of loss. This note was added July 2nd. Thanks guys!"
[Date mismatches] Date contacted: XactAnalysis=2026-06-24 vs PSA=2026-06-26 (differ by 2d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-02 vs PSA=2026-06-27 (differ by 5d)
[Notes flag pending action] Note from 7/20/2026 7:51:06 AM may describe outstanding work: "...Bender with this info. Please state in work order that they need to bill content and mitigation separately. Also can you send a PO to Baillie Mechancial for the plumbi..."
[Date mismatches] Date contacted: XactAnalysis=2026-07-09 vs PSA=2026-06-26 (differ by 13d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-09 vs PSA=2026-07-07 (differ by 2d)
[Insured not yet contacted (WO note)] WO 8814 - Inspection (Inspection) scheduled 7/5/2026 1:00:00 PM, but its note says the insured hasn't been reached yet: "I have not called the insured to schedule an inspection please do so when works for you"
[Date mismatches] Date contacted: XactAnalysis=2026-07-01 vs PSA=2026-06-26 (differ by 5d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-01 vs PSA=2026-06-28 (differ by 3d)
[Notes flag pending action] Note from 7/18/2026 10:39:11 AM may describe outstanding work: "...ease update - Status of project - if work remaining what is outstanding - Scope for estimate - any other subtrades used"
[WO scheduling notes] WO 2056-8821-CATWM - Mitigation (Mitigation) scheduled 7/4/2026 11:00:00 AM note: "Coverage is confirmed"
[Date mismatches] Date of loss: XactAnalysis=2026-06-21 vs PSA=2026-06-24 (differ by 3d)
[Date mismatches] Date contacted: XactAnalysis=2026-06-30 vs PSA=2026-06-28 (differ by 2d)
[Date mismatches] Date inspected: XactAnalysis=2026-06-30 vs PSA=2026-06-28 (differ by 2d)
[Notes flag pending action] Note from 7/18/2026 12:03:51 PM may describe outstanding work: "...ease update - Status of project - if work remaining what is outstanding - Scope for estimate - any other subtrades used"
[WO scheduling notes] WO 2059-8893-CATWM - mitigation (Mitigation) scheduled 7/4/2026 1:00:00 PM note: "Confirm detail of scope completed"
K26-2063-CATWM — AMIR HAMAM (Claim 005000001222033) · 3 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-13 vs PSA=2026-06-29 (differ by 14d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-13 vs PSA=2026-06-29 (differ by 14d)
[Insured not yet contacted (WO note)] WO 8925 inspection (Inspection) scheduled 7/5/2026 1:00:00 PM, but its note says the insured hasn't been reached yet: "I HAVE NOt called the insured.Coverage is confirmed"
K26-2064-CATWM — Corey Clark (Claim 000-00-259807) · 4 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-01 vs PSA=2026-06-29 (differ by 2d)
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-03, PSA=-
[Missing Work Orders] XactAnalysis shows this job as active/delivered but PSA has no Work Order recorded for it -- though other PSA activity suggests work is underway: Subtrade Communications note on file (3, last 7/11/2026 8:56:52 AM); XactAnalysis Workflow Status: Job Started
[Notes flag pending action] Note from 7/13/2026 10:25:48 AM may describe outstanding work: "Kyke has been in touch with adjuster...no need to reach out."
K26-2066-CATWM — Jennifer Hareuther (Claim 000-00-259832) · 2 flag(s)
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-14, PSA=-
[Notes flag pending action] Note from 7/9/2026 11:40:47 AM may describe outstanding work: "Tenant still hasn’t moved his belongings out need to call them back when they know it is all gone Took sample of tile floor HMI All drywall is brand new..."
K26-2067-CATWM — Allen Priebe (Claim 000-00-259981) · 4 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-06-30 vs PSA=2026-07-02 (differ by 2d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-14 vs PSA=2026-06-30 (differ by 14d)
[Notes flag pending action] Note from 7/3/2026 12:45:18 PM may describe outstanding work: "...or wall affected two interior walls slightly affected. Will need to remove at 2 feet water in bathroom seems to be behind the giant tile shower tile is reading wet wou..."
[WO scheduling notes] WO 8842 - Inspection & Stabilization (Inspection) scheduled 7/3/2026 1:00:00 PM note: "Coverage not yet confirmed so stabilization only"
[Notes flag pending action] Note from 7/18/2026 11:03:24 AM may describe outstanding work: "...ease update - Status of project - if work remaining what is outstanding - Scope for estimate - any other subtrades used"
[WO scheduling notes] WO 2068-8844-CATWM - Stabilization (Stabilization) scheduled 7/3/2026 7:00:00 AM note: "Coverage is confirmed"
[WO scheduling notes] WO 2068-8907-WM scheduled 7/3/2026 8:00:00 AM note: "Please confirm scope of work completed. Do not include contents manipulation on this work order."
K26-2069-CATWM — Neil Van Iderstine (Claim AA2-2-006465) · 3 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-01 vs PSA=2026-06-29 (differ by 2d)
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-01, PSA=-
[Notes flag pending action] Note from 7/6/2026 2:09:12 PM may describe outstanding work: "Still waiting for coverage confirmation. Kyle reached out to adjuster on 07/03."
K26-2070-CATWM — TRACY MARTIN & JASON MALONEY (Claim PA2-2-001136) · 4 flag(s)
[Notes flag pending action] Note from 7/18/2026 10:33:20 AM may describe outstanding work: "...ease update - Status of project - if work remaining what is outstanding - Scope for estimate - any other subtrades used"
[Date mismatches] Date inspected: XactAnalysis=2026-07-03 vs PSA=2026-06-30 (differ by 3d)
[Notes flag pending action] Note from 7/18/2026 11:26:13 AM may describe outstanding work: "...ease update - Status of project - if work remaining what is outstanding - est. date of completion - Scope for estimate - any other subtrades used"
[WO scheduling notes] WO 8864 - Stabilzation and testing scheduled 6/30/2026 12:45:00 PM note: "Coverage is confirmed. need to have printed service authorization for customer to sign and provide a copy"
[WO scheduling notes] WO 8902 - Mitigation (Mitigation) scheduled 7/5/2026 8:00:00 AM note: "Coverage is confirmed"
[Notes flag pending action] Note from 7/5/2026 2:14:28 PM may describe outstanding work: "...gress and mitigation requirements will be reassessed during follow-up monitoring visits."
K26-2079-CATWM — TOAN TRUNG TANG (Claim PA2-2-001133) · 2 flag(s)
[Notes flag pending action] Note from 7/19/2026 10:20:07 AM may describe outstanding work: "...now affected. Along with the areas we already removed. Will need to pack out entire basement and continue removals"
[Date mismatches] Date contacted: XactAnalysis=2026-07-13 vs PSA=2026-06-30 (differ by 13d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-13 vs PSA=2026-07-02 (differ by 11d)
[Notes flag pending action] Note from 7/3/2026 10:19:02 AM may describe outstanding work: "Address needs to be changed in in circle. I will include the address at the end of this note. Home is very old old f..."
K26-2089-CATWM — DEBORA CHINCHILLA CARO (Claim AA2-2-006508) · 1 flag(s)
[Notes flag pending action] Note from 7/2/2026 9:34:29 PM may describe outstanding work: "...cannot be adequately dried should be removed and replaced. Follow-up moisture readings should be completed throughout the drying process to verify that the roof assembl..."
K26-2094-CATWM — Ralph Davis Scragg (Claim AA2-2-006473) · 1 flag(s)
[Missing Work Orders] XactAnalysis shows this job as active/delivered but PSA has no Work Order recorded for it -- though other PSA activity suggests work is underway: Encircle field note on file (1, last 7/3/2026 5:56:56 PM); XactAnalysis Workflow Status: Site Inspected
[Dates only in one system] Date contacted: only recorded in one system (XactAnalysis blank) -- XactAnalysis=-, PSA=2026-07-01
[Dates only in one system] Date inspected: only recorded in one system (XactAnalysis blank) -- XactAnalysis=-, PSA=2026-07-02
[Notes flag pending action] Note from 7/3/2026 10:09:54 AM may describe outstanding work: "...e what is happening behind and if the drywall is molding or needs to be removed. They had Plumber in yesterday when I was on site and will potentially be putting in a t..."
[WO scheduling notes] WO 8895 - inspection (Inspection) scheduled 7/2/2026 10:00:00 AM note: "Coverage confirmed"
[Stuck workflow status] Workflow Status stuck at '(blank)'
PM: (unassigned) · XactAnalysis Status: Delivered · Workflow: Site Inspected
[Notes flag pending action] Note from 7/3/2026 10:09:54 AM may describe outstanding work: "...e what is happening behind and if the drywall is molding or needs to be removed. They had Plumber in yesterday when I was on site and will potentially be putting in a t..."
[WO scheduling notes] WO 8895 - inspection (Inspection) scheduled 7/2/2026 10:00:00 AM note: "Coverage confirmed"
PM: (unassigned) · XactAnalysis Status: Delivered · Workflow: Site Inspected
[Dates only in one system] Date contacted: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-07, PSA=-
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-07, PSA=-
[Notes flag pending action] Note from 7/7/2026 7:03:10 PM may describe outstanding work: "...oom is built up and will have a void underneath it, we will need to confirm that there is no standing water underneath by accessing it from the sides and or cutting ou..."
[Insured not yet contacted (WO note)] WO 8928 - Inspection (Inspection) scheduled 7/5/2026 1:00:00 PM, but its note says the insured hasn't been reached yet: "I have not contracted insured. Contact to arrange inspection"
2. Missing Work Orders
XactAnalysis shows these jobs active/delivered but PSA has no Work Order recorded (checked by job number and by address). Days Pending is XactAnalysis's own aging clock — a proxy for how long the job has been outstanding. Split by whether other PSA activity (subtrade contact, Encircle field note, workflow progress) suggests work has actually started despite the missing paperwork.
2a. No sign of work started yet (0) — needs a nudge
None.
2b. Work already underway — WO paperwork gap (3)
Job
Customer
PM
Days Pending
Evidence work has started
K26-2046-CATWM
Anne-Marie Burke
Kyle Brandon
25.98
XactAnalysis Workflow Status: Site Inspected
K26-2064-CATWM
Corey Clark
Kyle Brandon
19.85
Subtrade Communications note on file (3, last 7/11/2026 8:56:52 AM); XactAnalysis Workflow Status: Job Started
K26-2094-CATWM
Ralph Davis Scragg
Kyle Brandon
12.91
Encircle field note on file (1, last 7/3/2026 5:56:56 PM); XactAnalysis Workflow Status: Site Inspected
3. Not yet in PSA
XactAnalysis assignments with no confident match to a PSA job. Confirm whether a job should be created, or whether this claim belongs to Edmonton's own local workflow outside Kelowna's PSA.
Claim
Policyholder
Address
PM
Status
Flags
000-00-258473
Rgmm Developments Inc
7606B 87 ST NW
Kyle Brandon (kyle_brandon)
Delivered
PA2-2-001049
Virpal Khosa & Rajinder Khosa
3752 12 ST NW
Kyle Brandon (kyle_brandon)
Delivered
4. Looking good
Job
Customer
Claim
K26-2027-CATWM
Kelly & Dudley Aimable
AA2-2-006251
K26-2028-CATWM
Erin Finlayson
AA2-2-006059
K26-2045-CATWM
Joe Guevarra
AA2-2-006249
K26-2071-CATWM
Thomas Watt
000-00-260103
K26-2081-CATWM
Sandra Kinoshita Jay Kinoshita
004000001346878
K26-2085-CATWM
John Rose
AA2-2-006519
K26-2087-CATWM
Brendan Rowley
AA2-2-006499
K26-2088-CATWM
Barry Zukewich
AA2-2-006520
K26-2090-CATWM
JANICE FERGUSON
PA2-2-001144
5. Match-confidence appendix
Fuzzy name matches (score 0.80–0.90) worth a human glance.
None — all matches were high-confidence.
6. Possible duplicate PSA jobs
Two different PSA job numbers whose Claim Number points at the exact same real insurance claim — likely a duplicate/re-entered job, not two separate pieces of work (a CATWM/CNT or CATWM/WR split on the same base job number is a normal structure+contents or CAT+repair split and is not flagged here).
Not run this time — generate Reports/xactanalysis/encircle-reconcile-<date>.csv with scripts/xactanalysis_encircle.py and pass it via --encircle-csv to enable this section.