Edmonton CAT jobs · generated 2026-07-17 13:43 · 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
57
XactAnalysis claims
55
Matched to a PSA job
49
Need attention
6
Looking good
2
Not yet in PSA
28
Date mismatches
2
Missing Work Orders
1
Insured not yet contacted (WO note)
4
Stale field notes
7
Stuck workflow status
24
Notes flag pending action
18
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.
[Notes flag pending action] Note from 6/26/2026 8:35:54 AM may describe outstanding work: "...’ x 8’ Replace baseboard and window trim unaffected wall We need to coordinate debris disposal"
K26-2029-CATWM — Harry & Brenda Gerdel (Claim AA2-2-006094) · 3 flag(s)
[Date mismatches] Date inspected: XactAnalysis=2026-06-29 vs PSA=2026-07-25 (differ by 26d)
[Dates only in one system] File/production closed date: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-13, PSA=-
[Notes flag pending action] Note from 6/26/2026 8:41:25 AM may describe outstanding work: "...until next week as his cabin has now flooded as well and he needs to get over to it. He has asked me to call him again next week to arrange a time when he will be home."
[Date mismatches] Date contacted: XactAnalysis=2026-06-24 vs PSA=2026-06-26 (differ by 2d)
[WO scheduling notes] WO 8775 - Iinitial Inspection (Inspection) scheduled 6/26/2026 3:00:00 PM note: "Customer advised you can come earlier just need to give 30 mins heads up"
K26-2033-CATWM — Charles Rahall (Claim AA2-2-006152) · 2 flag(s)
[Dates only in one system] Date of loss: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-21, PSA=-
[Dates only in one system] Date contacted: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-28, PSA=-
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-28, PSA=-
[WO scheduling notes] WO 8780 Inspection (Inspection) scheduled 6/26/2026 10:00:00 AM note: "--You can do this on the way back from your Gibbins one. Contact wife she is home all day."
K26-2038-CATWM — ELISABETH PERNEEL (Claim AA2-2-005971) · 5 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 7/1/2026 10:26:18 AM may describe outstanding work: "Coverage has been confirmed. Need to schedule removals."
[WO scheduling notes] WO 8785 - Inspection (Inspection) scheduled 6/28/2026 11:00:00 AM note: "You can go anytime today. Insured has trouble communicated so take your time with her."
[WO scheduling notes] WO 8888 scheduled 7/3/2026 7:00:00 AM note: "Coverage is confirmed"
[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=2026-06-24 vs PSA=2026-06-26 (differ by 2d)
[Notes flag pending action] Note from 7/11/2026 4:30:40 PM may describe outstanding work: "...and The boxes of tiles that are downstairs because we only need to move those once. - garbage piled outside in backyard by back gate. - remaining stay on site boxes i..."
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!"
K26-2045-CATWM — Joe Guevarra (Claim AA2-2-006249) · 3 flag(s)
[Dates only in one system] Date contacted: only recorded in one system (XactAnalysis blank) -- XactAnalysis=-, PSA=2026-06-24
[Notes flag pending action] Note from 6/26/2026 10:45:14 AM may describe outstanding work: "...the insured: (BASEMENT FLOODED water/sewer backup) Coverage pending: ("basic emerg only up to $3,500") Special Instructions: Insured is 83 years old please be patient..."
[Stuck workflow status] Workflow Status stuck at '(blank)'
[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=-
[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!"
[WO scheduling notes] WO 8794 - INspection (Inspection) scheduled 6/28/2026 7:00:00 AM note: "Call ahead for inspection time"
[Dates only in one system] Date of loss: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-22, PSA=-
[Dates only in one system] Date contacted: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-26, PSA=-
[WO scheduling notes] WO 8807 - Inspection (Inspection) scheduled 6/27/2026 7:00:00 AM note: "This is a VIP policy . I informed you would be there between 8-12. with an hour heads up."
K26-2053-CATWM — Wayne Field (Claim 004000001345829) · 2 flag(s)
[Dates only in one system] Date contacted: only recorded in one system (XactAnalysis blank) -- XactAnalysis=-, PSA=2026-06-26
[Dates only in one system] Date inspected: only recorded in one system (XactAnalysis blank) -- XactAnalysis=-, PSA=2026-07-07
[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"
[Stuck workflow status] Workflow Status stuck at '(blank)'
[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 6/28/2026 10:57:45 AM may describe outstanding work: "...nt of time they have been wet. Bedroom carpet, and underlay need to be removed, as well as vinyl sheet flooring in the laundry room, and the vinyl plank throughout the..."
[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"
[Dates only in one system] Date contacted: only recorded in one system (XactAnalysis blank) -- XactAnalysis=-, PSA=2026-06-29
[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."
[Stuck workflow status] Workflow Status stuck at '(blank)'
K26-2070-CATWM — TRACY MARTIN & JASON MALONEY (Claim PA2-2-001136) · 4 flag(s)
[Dates only in one system] Date contacted: only recorded in one system (XactAnalysis blank) -- XactAnalysis=-, PSA=2026-06-29
[Dates only in one system] Date inspected: only recorded in one system (XactAnalysis blank) -- XactAnalysis=-, PSA=2026-06-30
[Notes flag pending action] Note from 7/3/2026 5:40:40 PM may describe outstanding work: "...will need to be set up around gym EQ before removals, will need to install floor pro before removals start as well"
[Stuck workflow status] Workflow Status stuck at '(blank)'
[Date mismatches] Date inspected: XactAnalysis=2026-07-03 vs PSA=2026-06-30 (differ by 3d)
[Notes flag pending action] Note from 7/8/2026 9:39:47 AM may describe outstanding work: "Hi Kyle Mohan called today and would like a call back regarding his claim. He can be reached at 780-434-7392"
[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)
[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
PM: (unassigned) · XactAnalysis Status: Delivered · Workflow: Site Inspected
[Dates only in one system] Date of loss: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-26, PSA=-
[Dates only in one system] Date contacted: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-01, PSA=-
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-02, PSA=-
[Notes flag pending action] Note from 7/16/2026 10:10:51 AM may describe outstanding work: "Waiting on results from asbestos sampling."
[WO scheduling notes] WO 8894 - Inspection (Inspection) scheduled 7/3/2026 2:00:00 PM note: "Coverage is not yet confirmed"
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 (2)
Job
Customer
PM
Days Pending
Evidence work has started
K26-2064-CATWM
Corey Clark
Kyle Brandon
16.82
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
9.88
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
K26-2071-CATWM
Thomas Watt
000-00-260103
K26-2083-CATWM
Antonio Hernandez Huetos
AA2-2-006507
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.