deleted-U06F9N9PB2A
2024-12-17 12:44:28

VGA --

deleted-U06F9N9PB2A
2024-12-17 12:44:30

It would be really helpful to get an updated report of duplicate cases pushed into the system. With Abrego, much of the info pushed into the UDFs was different, so when I was trying to determine whether it was a duplicate I was unable to tell.

Also, DOBs, addresses, SS# (when we have it), email addresses, etc., are not always being pushed into the contacts and those are critical.

Finally, the cases are ALL coming over with a Subtype of Tier 1, even though they aren’t all Tier 1 cases. This is an issue raised numerous times and it is not something we can easily fix on our end, but rather, are forced to go in case by case to review and correct.

deleted-U06F9N9PB2A
2024-12-17 12:45:04

This is from meadow. if we could have an explanation or solution going in to our weekly meeting today id be appreciative!!! :)

deleted-U07EH86AAN9
2024-12-17 12:46:09

Hey Alex, I am checking into the audit report I sent Ashley like a week ago for this dup. I am 90% certain I have told her this is a duplicate so they could delete it.

deleted-U07EH86AAN9
2024-12-17 12:47:12

As for the tier 1 this is the value intake or PD is putting on the leads. We just fixed the formatting so populate in the field.

deleted-U06F9N9PB2A
2024-12-17 12:48:45

so how do we get the tiering situation fixed from us to them? is there a troubleshoot way to resolve this? i can understand why its a big thing due to the mass volume of cases they only want to concentrate on tier 1's

deleted-U07EH86AAN9
2024-12-17 12:49:08

I know previously pd was deleting the video games played answers if it was not minecraft, roblox or fortnite. It would not surprise me if they are just marking all the leads as a tier 1. Not saying PD is doing that but this is something we need to get with PD on if this is occurring.

deleted-U07EH86AAN9
2024-12-17 12:50:36

Well we fixed the formatting to included Tier because before the SA system was not catching the data for the field. As for the value, ie 1 , 2, or 3. We may have to manually and painstakingly going through case by case and ensure it has the correct value. I will talk with Dustin about some automation solution and let you know.

deleted-U07EH86AAN9
2024-12-17 12:50:48

We have the Meadow meeting Tuesday or Thursday?

deleted-U06F9N9PB2A
2024-12-17 12:51:01

Tuesdays

deleted-U07EH86AAN9
2024-12-17 12:52:20

I am a bit under the weather today so I wont be able to do todays meeting, but I will work over some solutions and get them to you by 2ish so when you have the meet with then at 3 I believe we will have a response at least.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-17 12:53:32

@deleted-U07EH86AAN9 send to Dustin and I too. @deleted-U06F9N9PB2A we can join the meeting with you today. Can you send us the invite?

deleted-U07EH86AAN9
2024-12-17 12:55:51

@Nicholas McFadden will do

👍 Nicholas McFadden
deleted-U06F9N9PB2A
2024-12-17 12:56:24

https://us06web.zoom.us/j/89458065157?pwd=eS7yfaIAHfD7O1lDJ08khSJo9nwdF2.1

Meeting ID: 894 5806 5157 Passcode: 963940

👍 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-17 13:20:27

@Dustin Surwill has joined the conversation

deleted-U07EH86AAN9
2024-12-17 14:32:19

Spot checked some of the leads in final status most are marked as tier 1, only found a single lead in tier 3

deleted-U07EH86AAN9
2024-12-17 14:32:42

all the other ones I checked, were in tier 1

deleted-U06F9N9PB2A
2024-12-17 15:03:22

did we batch over the tier 2/3?? i know the auto push is only for tier 1's

deleted-U07EH86AAN9
2024-12-17 15:21:10

*Thread Reply:* Yes we are piping over all leqds. Whatever intake/PD leaves in that tier field is what shows up in SA. For the pipeline integrations setup.

deleted-U06F9N9PB2A
2024-12-17 15:03:35

like the law ruler automations maniora set up

deleted-U07EH86AAN9
2024-12-17 15:49:02

So quick update. • currently pulling a report of all sends so meadow can see the dups • Smart Advocate engineers are currently looking into the weird bug of false positive deliveries. Ashley is on that email thread ◦ For the interim We are running a audit report twice a day, morning and once in the evening to catch any failed send. @deleted-U06F9N9PB2A

deleted-U06F9N9PB2A
2024-12-17 16:00:42

Ok perfect plan

deleted-U07EH86AAN9
2024-12-17 16:02:34

Also when we ran the failure report in the am nothing failed. 13 leads posted correctly with all three case types. Levinson, Ghozaland, crump

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-17 19:19:57

Here is report I am going to send to Meadow. I will only send the Output sheet since they do not need the rest of the data. Any concerns before I send it? https://docs.google.com/spreadsheets/d/1bM9FusVVnV-vDdiSs1uh5sD1SpF-Xu2ThWsVVVZUn-Q/edit?usp=sharing

deleted-U07EH86AAN9
2024-12-17 19:21:14

Reviewing now

deleted-U06F9N9PB2A
2024-12-17 20:32:04

im sure whatever you came up with is good @Dustin Surwill just cc me in the email so they know were all on the same page thank you for coming up with this!

deleted-U06F9N9PB2A
2024-12-17 20:34:44

and maybe just quickly put explanations for the columns in very very simple terms

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-17 20:35:09

I had to leave, I will work with Ahsan in the morning to pull data from Meadows system to include as well

deleted-U06F9N9PB2A
2024-12-17 20:35:17

perfect thank you!!!

deleted-U06F9N9PB2A
2024-12-18 11:08:32

example of integration incorrect from meadow

inc.png
deleted-U07EH86AAN9
2024-12-19 11:28:18

Morning @deleted-U06F9N9PB2A

The report name we need access to is udf report

deleted-U06F9N9PB2A
2024-12-19 11:40:43

Ok thx

deleted-U07EH86AAN9
2024-12-19 11:50:34

Thank you.

jmamoa_thx.gif
deleted-U07EH86AAN9
2024-12-27 16:24:56

Hey Alex, my calendar is pretty free. Did you want to just add in like a 30 minute meeting prior to the usual Tuesday meeting so we can discuss the UDF report?

@Dustin Surwill for vis

deleted-U06F9N9PB2A
2024-12-27 16:25:48

hi we actually cancelled this tuesdays due to the holiday... it really should only be a 5 minute walkthrough to show ashley how to pull it

deleted-U06F9N9PB2A
2024-12-27 16:26:13

im kind of putting it on them to manuever so we are covering our bases as being extra helpful

deleted-U06F9N9PB2A
2024-12-27 16:26:33

then we can confidently throw the other issues on SA

deleted-U07EH86AAN9
2024-12-27 16:38:50

Gotcha. Are you good with an early Monday meeting? Say 10 or 11am?

deleted-U06F9N9PB2A
2024-12-27 16:43:58

lets let them call it, the offer was more goodwill based lol

👍 Dustin Surwill
deleted-U06F9N9PB2A
2025-01-02 17:45:46

Hi can u confirm the mapping was done for JDC to accommodate the signer field? They asked in our 2pm meeting and I said yes but just want to confirm we’re good :)

deleted-U07EH86AAN9
2025-01-02 17:57:01

Chris just confirmed the other fields are added in. Updating the mapping and pushing into production

deleted-U06F9N9PB2A
2025-01-02 18:02:11

Yay thank u!!!! 🙏:skintone3:

deleted-U06F9N9PB2A
2025-02-11 15:52:37

any word from becker

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-11 16:01:40

Not since 10 AM when he said he was working on it

deleted-U06F9N9PB2A
2025-02-11 16:14:49

just got off the phone w. becker

deleted-U06F9N9PB2A
2025-02-11 16:15:27

dont push anything.... long story but he needs to have some internal convos w. meadow

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-11 16:24:06

Does that mean stop the integration?

deleted-U06F9N9PB2A
2025-02-11 16:29:07

No...... ill tell u offline

deleted-U06F9N9PB2A
2025-02-13 16:10:10

hi ----- time sensitive.. list of field and field types for VGA intake/sec by end of day?

deleted-U06F9N9PB2A
2025-02-13 16:10:13

possible?

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-13 16:10:31

Yes

deleted-U06F9N9PB2A
2025-02-13 16:11:48

yay thaaank u

deleted-U06F9N9PB2A
2025-02-13 17:25:43

Hi pls let me know if those field lists take longer I need him to swap favors so have to fulfill my end. My numbers I had to leave office.

deleted-U06F9N9PB2A
2025-02-24 17:58:56

any of you here?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 17:59:17

What’s up?

deleted-U06F9N9PB2A
2025-02-24 17:59:56

Gaming Addiction - ML - Levinson - Justin Michael Wayne Rash 629415 --- 1/31 not in SA....What is going on?

deleted-U07EH86AAN9
2025-02-24 18:05:49

Hmmm, I will look into it and let you know

deleted-U06F9N9PB2A
2025-02-24 18:06:01

Dustin is here now.

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-24 18:44:37

Timeline is 1/24/25-2/7/25, 34 leads not sent. Already spot checked for dups. Will resend now

deleted-U06F9N9PB2A
2025-02-24 18:45:53

oof

deleted-U06F9N9PB2A
2025-02-24 18:46:26

ok pls send the leads w. coordinating SA id when sent so i can send to them

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-24 18:46:50

I have only check levinson. Once sent will check crump then give a sheet with all the ids for you

deleted-U06F9N9PB2A
2025-02-24 18:47:54

ok pls let me know the crump number too of not sent

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-24 18:57:34

*Thread Reply:* 0, Seems this issue only impacted levinson

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 18:48:45

Why weren’t they sent and why weren’t these caught in the checks we set up?

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-24 18:49:29

The checks we set up were looking for issues from the vendor (SA) not our system. The problem was a missing mapping key that we fixed 2/13

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 18:51:45

Ok make sure we have reporting for both for all campaigns. We need to be catching what should send vs what was sent. Can’t have this be a recurring issue.

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-24 19:11:50

@deleted-U06F9N9PB2A

lead_data.csv
deleted-U06F9N9PB2A
2025-02-24 19:53:01

Thank u Dustin appreciate ya

deleted-U06F9N9PB2A
2025-02-25 14:52:18

hi i have a dr appt at 3 so cant make vga and they wanted to reschedule so i can be there so we will lump VGA after JDC thurs.

👍:skin_tone_5: deleted-U07EH86AAN9
👍 Dustin Surwill, Nicholas McFadden
deleted-U06F9N9PB2A
2025-03-03 17:43:47

Thanks for hopping in today — he’s happy and inspired. Appreciate it!

deleted-U06F9N9PB2A
2025-03-03 19:27:26

excited

deleted-U06F9N9PB2A
2025-03-03 19:27:42

becker gearing up for a rahul argument..... @deleted-U07EH86AAN9 lololol