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Conflict screen refresh after party changes

Use a new party or related entity added to a matter to create an updated conflict-review task linked to the change. The design keeps source references, uncertain matches, and approval decisions visible to the responsible legal professional. It coordinates an administrative handoff with version checks and an exception queue. A prior clearance does not automatically cover new parties or changed facts.

Planning workbook. This file helps you document a process. It does not connect to accounts, read records, send messages, or complete external actions. It works offline and sends no entries anywhere. Entries are not saved automatically; export or print a copy before closing. Avoid entering sensitive information.

1. Define the starting point

Start with a new party or related entity added to a matter. A successful handoff produces an updated conflict-review task linked to the change. Define the accountable owner before connecting systems. A prior clearance does not automatically cover new parties or changed facts. A source event is a request to evaluate the current state; it is not permission to make an irreversible change.

Process owner and backup rolesWhat will count as complete?

Current handling time and exceptions

2. Walk through the process

1. Capture the party change

Record the matter ID, new or corrected party information, source, and effective event.

We have defined the owner, required information, and completion check for this step.Step 1 working notes

2. Identify review scope

Show what changed since the last conflict decision and which searches may be affected.

We have defined the owner, required information, and completion check for this step.Step 2 working notes

3. Run permitted searches

Collect current candidate matches across the approved sources, accounting for pagination and unavailable systems.

We have defined the owner, required information, and completion check for this step.Step 3 working notes

4. Request authorized review

Present previous decisions alongside new evidence to the responsible conflict reviewer.

We have defined the owner, required information, and completion check for this step.Step 4 working notes

5. Record the next instruction

Update the review status and notify the matter owner of any hold or approved continuation.

We have defined the owner, required information, and completion check for this step.Step 5 working notes

3. Check the information

Use invented references in this worksheet. Keep real documents and personal records in an appropriate private system.

Reference field	Working record	Check
matter_id	matter_id	Resolve the stable source reference in the correct client, entity, and engagement.
party_change_id	party_change_id	Resolve the stable source reference in the correct client, entity, and engagement.
prior_decision_ref	prior_decision_ref	Use the authorized owner or reviewed decision; unknown values stop the handoff.
new_review_ref	new_review_ref	Use the authorized owner or reviewed decision; unknown values stop the handoff.

Source of truth and access boundaries

4. Verify the process

Use synthetic examples. Mark a check only after recording what actually happened.

A new opposing party triggers review.A failed search source blocks a complete refresh.A repeated source event creates only one current review task.A changed source version invalidates an earlier approval.A named person can resolve an unclear or incorrect result.Work stops when the task is complete, withdrawn, or outside the agreed scope.A duplicate or interrupted handoff can be recovered without repeating a consequential action.Expected result, observed result, and recovery notes

5. Decide the next step

Your smallest reversible pilotReview date and decision

Retain qualified professional review for legal, accounting, tax, medical, financial, or other consequential decisions. This workbook does not certify compliance or guarantee results.