legacy-unmigrated-heritage

{
  "sql": "SELECT * FROM customers WHERE legacy_acct = 'EVG3390U1' OR email = 'doris.maddox@example.com'"
}

{
  "rows": [
    {
      "cust_id": "CUST-legacy-unmigrated-auto",
      "legacy_acct": "EVG3390U1",
      "legacy_mismatch": 0,
      "status": "CUSTOMER",
      "first_name": "Doris",
      "last_name": "Maddox",
      "dob": "1949-03-08",
      "email": "doris.maddox@example.com",
      "phone": null,
      "address_id": "ADDR-legacy-unmigrated-auto",
      "peico_risk": 784,
      "risk_components": "{\"prior_claims\": {\"value\": 0, \"points\": 0}, \"late_payments\": {\"value\": 0, \"points\": 0}, \"tenure\": {\"value\": 22, \"points\": 60}, \"credit\": {\"value\": 760, \"points\": 24, \"weight\": 1, \"masked\": false, \"note\": null}}",
      "tenure_start": "2003-06-01",
      "loyalty_tier": "OldGrowth",
      "loyalty_points": 5200,
      "created_at": "2025-06-01"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT * FROM policies WHERE cust_id = 'CUST-legacy-unmigrated-auto'"
}

{
  "rows": [],
  "row_count": 0,
  "truncated": false
}

{
  "sql": "SELECT * FROM legacy_policies WHERE cust_id = 'CUST-legacy-unmigrated-auto'"
}

{
  "rows": [
    {
      "legacy_policy_id": "LGP-legacy-unmigrated-auto-l1",
      "cust_id": "CUST-legacy-unmigrated-auto",
      "source_system": "EVERGREEN",
      "plan_code": "AP1",
      "rate_sym": "05",
      "bill_sym": "F0",
      "migration": "NOT_MIGRATED",
      "modern_policy_id": null,
      "effective_date": "2007-04-01",
      "notes": "Grandfathered AP1; never migrated. Resolves to the retired Heritage tier."
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT * FROM legacy_crosswalk WHERE legacy_plan_code = 'AP1'"
}

{
  "rows": [
    {
      "legacy_plan_code": "AP1",
      "region": null,
      "cust_status": "CUSTOMER",
      "modern_line": "AUTO",
      "modern_tier_id": "AUTO:HERITAGE",
      "modern_coverages": "[\"BI\", \"PD\", \"UMUIM\", \"COLL\", \"COMP\", \"MED\", \"RENT_REIMB\", \"OEM\"]",
      "effective_start": null,
      "effective_end": null,
      "doc_id": "KB-LEGACY-XWALK",
      "notes": "Grandfathered in-force only -> retired Heritage tier; rich legacy combo, cannot be re-bound once dropped."
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT a.*, s.region FROM addresses a LEFT JOIN states s ON a.state = s.state WHERE a.address_id = 'ADDR-legacy-unmigrated-auto'"
}

{
  "rows": [
    {
      "address_id": "ADDR-legacy-unmigrated-auto",
      "line1": "17 Sycamore Rd",
      "city": "Rochester",
      "state": "NY",
      "zip": "14604",
      "region": "R-NE"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "doc_id": "KB-LEGACY-XWALK"
}

{
  "doc_id": "KB-LEGACY-XWALK",
  "title": "Reading an EVERGREEN plan code (legacy → CANOPY)",
  "category": "HOWTO",
  "applies_to": "{\"lines\": [\"AUTO\"]}",
  "body_md": "PEICO is migrating from the legacy **EVERGREEN** mainframe to **CANOPY**. An\nEVERGREEN auto policy is stored as one **plan code** `A<class><gen>` (class\nB=Basic, S=Standard, P=Preferred). A plan code does NOT map to a CANOPY tier on\nits own — the mapping depends on the customer's **market (region)** and\n**status**, so you must look it up in the crosswalk, never guess from the letter.\n- **Standard** plans (AS2, AS4) → Pine, everywhere.\n- **Preferred AP3** means different things by market: in the Northeast it is the\n  Evergreen tier, but in the Southeast AP3 was a relabeled Standard → Pine.\n- **AP3 and AP1 are closed to new business.** A prospect cannot be put on them;\n  the live preferred plan for new business is **AP5** (→ Evergreen). **AP1** is\n  grandfathered for existing customers only and maps to the **retired Heritage**\n  tier, which cannot be re-bound once dropped.\nWhen an EVERGREEN record and the CANOPY policy disagree, treat it as an\nunverified migration discrepancy: surface it, do not silently \"correct\" either side.\n"
}

{
  "query": "migration CANOPY unmigrated legacy policy customer action"
}

{
  "results": [
    {
      "doc_id": "KB-LEGACY-XWALK",
      "title": "Reading an EVERGREEN plan code (legacy → CANOPY)",
      "category": "HOWTO",
      "applies_to": "{\"lines\": [\"AUTO\"]}",
      "snippet": "PEICO is migrating from the legacy **EVERGREEN** mainframe to **CANOPY**. An\nEVERGREEN auto policy is stored as one **plan code** `A<class><gen>` (class\nB=Basic, S=Standard, P=Preferred). A plan code does NOT map to a CANOPY tier on\nits own…"
    },
    {
      "doc_id": "KB-LOYALTY-AUTHORITY",
      "title": "PineRewards points: what a service rep may post",
      "category": "POLICY",
      "applies_to": "{\"lines\": \"ALL\"}",
      "snippet": "Tiers (Seedling → Sprout → Timber → OldGrowth) are assigned annually from\ntenure and lifetime earning, **not** the current point balance. Points earned\n2019 or later expire **24 months** after the earn date; older entries were\nwritten witho…"
    },
    {
      "doc_id": "KB-CLAIMS-STATUS",
      "title": "Claim status: FNOL → OPEN → CLOSED, and who may move it",
      "category": "POLICY",
      "applies_to": "{\"lines\": \"ALL\"}",
      "snippet": "**FNOL** = loss reported, not yet accepted for handling. **OPEN** = accepted\nand with an adjuster (the adjuster sets the reserve). **CLOSED** = resolved.\nA service rep may promote FNOL → OPEN once the loss details are confirmed\nwith the cus…"
    },
    {
      "doc_id": "KB-UMBR-UNDERLYING",
      "title": "Umbrella requires an underlying policy",
      "category": "UNDERWRITING",
      "applies_to": "{\"lines\": [\"UMBR\"]}",
      "snippet": "A Personal Umbrella cannot be bound unless the household has an in-force underlying\n**AUTO or HOME** policy meeting minimum liability limits. Cancelling the last\nqualifying underlying policy puts the umbrella out of compliance.\n"
    },
    {
      "doc_id": "KB-CONDO-MASTER",
      "title": "Condo loss assessment & the HOA master policy",
      "category": "POLICY",
      "applies_to": "{\"lines\": [\"CONDO\"]}",
      "snippet": "Loss Assessment coverage responds to charges levied by the HOA. Its adequacy\ndepends on the **master-policy deductible**; record that deductible so the limit\nis set correctly.\n"
    },
    {
      "doc_id": "KB-PROMO-WELCOME15",
      "title": "WELCOME15 terms",
      "category": "PROMO",
      "applies_to": "{\"lines\": \"ALL\"}",
      "snippet": "15% off a NEW customer's FIRST policy. Cap $300; min premium $200. Not for existing customers or second policies."
    },
    {
      "doc_id": "KB-SUITABILITY",
      "title": "Suitability requirement for Life & Health",
      "category": "COMPLIANCE",
      "applies_to": "{\"lines\": [\"LIFE_T\", \"LIFE_W\", \"HLTH\"]}",
      "snippet": "Before binding any Life or Supplemental Health policy you must complete a\n**suitability record** (income, existing coverage, dependents, stated need,\nhorizon, risk tolerance) with outcome SUITABLE. Selling **whole life** to a\nshort-horizon,…"
    },
    {
      "doc_id": "KB-DISC-FREELOOK",
      "title": "Free-look period",
      "category": "COMPLIANCE",
      "applies_to": "{\"lines\": [\"LIFE_T\", \"LIFE_W\", \"HLTH\"]}",
      "snippet": "The customer may cancel within the **free-look period** (30 days for life, 10 days\nfor supplemental health) after policy delivery for a full refund of premium paid.\nThe period and refund right must be disclosed at bind and recorded.\n"
    }
  ]
}

{}

{
  "ok": true,
  "note": "Deliver your closing message now."
}