Automated Owner Address Exception Flags
Every Monday, WebRun opens Simple Escheat, finds the unclaimed-property records with a missing, incomplete, or clearly invalid owner address, writes each exception to an Excel worklist with the reason, and sends the team a Telegram summary so addresses are corrected before due diligence and filing.
How do I flag unclaimed property records with missing owner addresses automatically?
Every Monday, WebRun opens Simple Escheat and checks the owner address on each open record, flagging any that is missing, partial, or clearly invalid. It writes each exception to an Excel worklist with the reason and priority and sends the team a Telegram summary, so addresses are corrected before due diligence letters go out and filings are prepared.
- Bad addresses are caught weekly, well before due diligence letters go out
- Each exception carries its reason and priority, so fixes are fast
- Fewer undeliverable letters, because records are corrected in advance
Built for unclaimed property analysts · compliance teams · corporate accounting · controllers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
simpleescheat.comin a real browser with your saved login - no setup, no API keys. -
1
Simple Escheat - find records with bad addresses
simpleescheat.com
WebRun opens Simple Escheat to find records with a missing or invalid owner address. - Open Simple Escheat and review the owner address on each open unclaimed-property record
- Flag any record with a missing address, a partial address, or an obviously invalid one such as a placeholder or a bad state and zip pairing
- Note the owner, property type, amount, and exactly what is wrong with each address
Done when Every record with a missing or invalid owner address is flagged with the reason.
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2
Excel - build the exception worklist
microsoft.com
WebRun writes each address exception into an Excel worklist with the reason. - Open the exception workbook in Excel and add a row for each address problem found
- Record the owner, property type, amount, the current address on file, and the reason it failed
- Sort by amount and by upcoming deadline so the most urgent fixes rise to the top
Done when The Excel worklist lists every address exception with the reason and priority.
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3
Telegram - summarize the address gaps
telegram.org
WebRun sends a Telegram summary of the records with missing or invalid addresses. - Send the team a short summary of how many records have address problems and their total value
- Call out the highest-value records whose deadline is nearest
- Point to the Excel worklist so anyone can open the full detail and fix the records
Done when The team has this week's address-exception summary in Telegram.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it change owner addresses on its own?
No. WebRun only flags the records with a missing or invalid address and writes them to an Excel worklist. A person corrects each record, so no owner data is edited without review.
How does it decide an address is invalid?
It flags records with no address, a partial address, or an obviously broken one such as a placeholder or a mismatched state and zip, and it notes the exact reason for each so the fix is clear.
Why fix addresses before due diligence?
Because a due diligence letter needs a valid address to reach the owner. Flagging the gaps early means records are corrected before the mailing, so letters are not wasted on undeliverable addresses.
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