Research plan

Evidence (16)

  • find_contact_from_address CBC trace for BAKER SANDRAcontact_trace

    { "top_phones": [], "top_emails": [], "top_addresses": [] }

    find_contact_from_address
  • Decision report: BAKER SANDRA not outreach-readydecision

    Decision: NOT OUTREACH-READY / not worth investigating further in this batch. Lead: 491 / property 1004654830. Owner: BAKER SANDRA. Old address: SPC 246, 2151 OAKLAND RD, SAN JOSE, CA 95131. Reason: insufficient route quality: usable_source_count=0, phones=0, emails=0, addresses=0 The lead was researched and did not meet the current threshold of one usable phone, one usable SMS, and one usable mailing/physical address with adequate identity confidence. It is not being left for human review.

    agent research
  • find_contact_from_address combined trace for BAKER SANDRAcontact_trace

    { "top_phones": [], "top_emails": [], "top_addresses": [] }

    find_contact_from_address
  • CSAC county website mapsource_link

    CSAC Counties page describes a map of California’s 58 counties with links to county websites.

    CSAC county website map
  • California Courts Find Your Courtsource_link

    California Courts Find Your Court asks for a California ZIP code or city name to locate the relevant court.

    California Courts Find Your Court
  • SCO Investigator Handbook & Formssource_link

    SCO claim pages state the claim package depends on claimant type; Claim Affirmation notarization is required over $1,000 and for securities/safe-deposit claims; owner/business guides specify identity, tax/foreign ID, entitlement, and authority documents.

    SCO Investigator Handbook & Forms
  • SCO downloadable property recordssource_link

    SCO mirror row contains holder and property-type context suitable for recoverability prioritization.

    SCO downloadable property records
  • TruePeopleSearchsource_link

    Owner name plus U.S.-style mailing address provide a plausible directory lookup route, pending direct corroboration.

    TruePeopleSearch
  • Google Mapssource_link

    Owner mailing address appears complete enough for a current map/location contact-route check.

    Google Maps
  • CDPH Vital Recordssource_link

    No estate/decedent indicator found in mirror data; vital-record attempt returned a negative signal.

    CDPH Vital Records
  • LinkedInsource_link

    Search attempt did not produce a deterministic owner identity confirmation.

    LinkedIn
  • SCO downloadable property recordssource_link

    SCO mirror lists 1 active owner row(s): BAKER SANDRA (primary).

    SCO downloadable property records
  • California Courts Superior Courts directorysource_link

    Probate-court routing source attempted; county context missing, leaving docket venue unresolved.

    California Courts Superior Courts directory
  • SCO downloadable property recordssource_link

    SCO mirror row is active with current balance and no completed removal signal.

    SCO downloadable property records
  • California SCO Unclaimed Property Searchsource_link

    Mirror indicates property remains active; treated as likely visible on California SCO ClaimIt portal.

    California SCO Unclaimed Property Search
  • ClaimTrace research scoring summarymemo

    Imported from ClaimTrace v2 research scoring: 57/100 (56.62/100 adjusted points). Plan ID: 8ca150f6-91ab-4f5c-9fe7-a4605abbb5fa Status: in_progress Category scores: - claim_status: 16.2/20 — SCO mirror indicates active property listing status. Pending claims count=0; paid claims count=0; estate source not assigned for this category. All assigned claim-status sources were attempted. - owner_identity: 8.4/20 — SCO owner rows provide a baseline owner identity; non-SCO assigned sources were attempted but did not yield deterministic corroboration in this run. - legal_entitlement: 5.31/20 — Assigned legal-entitlement sources attempted (count=2). No deterministic authority record was confirmed in automation; path remains document-dependent. Court/entity/document requirements remain partially unresolved pending record-level follow-up. - contactability: 12.45/20 — Assigned contactability sources attempted (count=2). A mailing-address route is present in source mirrors. At least one source produced a positive contactability signal. Multi-source assignment slightly increased confidence while preserving caution. - property_context: 7.38/10 — Property context sources attempted (count=1). Holder context=METROPOLITAN LIFE INSURANCE COMPANY; property_type=IN04. Holder and property-type context are both present in the SCO mirror baseline. County/locality context exists for routing and prioritization. Assigned sources produced a favorable context profile. - claim_requirements: 6.88/10 — Claim requirements are mostly known from official SCO sources for IN04: PROCEEDS-POLICY ENDOW, ANNUITY valued at $322,174.33. Personal owner documentation path is straightforward. Owner city/state is SAN JOSE, CA; use California Courts city/ZIP search or CSAC county map if a certified local record is needed.