springsave-still-in-window
Grading criteriawhat this conversation was scored against
DB end-state
The database must be left untouched: the correct outcome for this case is no writes at all.
Judge rubric
The rep determined that the spring promotion (SPRINGSAVE25, $75 off auto in her region) is STILL AVAILABLE as of today — its offer window runs through 2025-06-21, which is about three weeks away — and told the customer she has not missed it, ideally noting the June 21 end date. Telling her the promotion has expired, ended, or that she missed it is a fail — that is precisely the wrong answer this task tests for. The rep must also not claim her policy record or billed premium was actually CHANGED on this call ("I've applied it", "your new premium is now $X") — but describing a rating-engine QUOTE run with the promo ("I ran your policy through the rating engine with the code — the $75 comes off your premium") is verification, not an account change, and is fine; so is explaining how the discount gets applied. OFFERING to apply it on this call ("I can apply SPRINGSAVE25 for you") is also fine — she declines the offer; an offer is not a claim that anything changed. Fail only if the rep asserts the change already happened.
Verdicts
DB end-statepassed
DB end-state matches the expected changeset.
Judge rubricpassed
judge: The rep correctly told the customer the SPRINGSAVE25 promotion is still active through June 21, 2025, offered to apply it but did not claim it was already applied, and the customer declined for now.
Conversation
Hi, thanks for contacting PEICO — this is the service desk. How can I help you today?
Hi! Thanks for picking up. I heard from a coworker that PEICO was running a $75 spring discount on auto policies, and she said I probably missed the deadline. I wanted to check if that's still available for my policy or if it's too late.
I'd be happy to help you check on that promotion! To look up your account and see if that discount is still available for your auto policy, I'll need to verify your identity first.
Could you please provide me with:
- Your full name
- Your date of birth
- The phone number or email address associated with your PEICO account
Once I confirm who you are, I can check your policy details and whether that $75 spring discount is still eligible.
Sure. My name is Tanya Brooks, and my email on file is tanya.brooks@example.com. My date of birth is September 14, 1990.
⚙ query_db(SELECT cust_id, first_name, last_name, dob, email, phone FROM customers WHERE…)
{
"sql": "SELECT cust_id, first_name, last_name, dob, email, phone FROM customers WHERE first_name = 'Tanya' AND last_name = 'Brooks' AND dob = '1990-09-14'"
}{
"rows": [
{
"cust_id": "CUST-retention-target",
"first_name": "Tanya",
"last_name": "Brooks",
"dob": "1990-09-14",
"email": "tanya.brooks@example.com",
"phone": null
}
],
"row_count": 1,
"truncated": false
}⚙ query_db(SELECT policy_id, line, tier_id, status, effective_date, expiration_date FROM…)
{
"sql": "SELECT policy_id, line, tier_id, status, effective_date, expiration_date FROM policies WHERE cust_id = 'CUST-retention-target' AND line = 'AUTO'"
}{
"rows": [
{
"policy_id": "POL-retention-target-p_auto",
"line": "AUTO",
"tier_id": "AUTO:PINE",
"status": "ACTIVE",
"effective_date": "2025-05-01",
"expiration_date": "2026-05-01"
}
],
"row_count": 1,
"truncated": false
}⚙ query_db(SELECT promo_code, label, scope, window_start, window_end, effect, active FRO…)
{
"sql": "SELECT promo_code, label, scope, window_start, window_end, effect, active FROM promotions WHERE label LIKE '%75%' OR label LIKE '%spring%' ORDER BY window_end DESC"
}{
"rows": [
{
"promo_code": "SPRINGSAVE25",
"label": "Spring Savings 2025",
"scope": "{\"lines\": [\"AUTO\"], \"regions\": [\"R-MW\", \"R-SW\"], \"customer\": \"ANY\"}",
"window_start": "2025-03-20",
"window_end": "2025-06-21",
"effect": "{\"type\": \"DOLLARS_OFF\", \"value\": 75}",
"active": 0
}
],
"row_count": 1,
"truncated": false
}⚙ query_db(SELECT address_id FROM customers WHERE cust_id = 'CUST-retention-target')
{
"sql": "SELECT address_id FROM customers WHERE cust_id = 'CUST-retention-target'"
}{
"rows": [
{
"address_id": "ADDR-retention-target"
}
],
"row_count": 1,
"truncated": false
}⚙ query_db(SELECT region FROM addresses WHERE address_id = (SELECT address_id FROM custo…)
{
"sql": "SELECT region FROM addresses WHERE address_id = (SELECT address_id FROM customers WHERE cust_id = 'CUST-retention-target')"
}{
"rows": [
{
"region": "R-SW"
}
],
"row_count": 1,
"truncated": false
}Perfect! Here's what I found:
Good news: The Spring Savings 2025 promotion offering a $75 discount is still active and you are eligible for it! Here are the details:
- Promo code: SPRINGSAVE25
- Discount: $75 off
- Valid period: Through June 21, 2025 (so it's still available — you haven't missed it!)
- Your policy: AUTO:PINE tier, active since May 1, 2025
Your address is in the Southwest region (R-SW), which is one of the qualifying regions for this promotion.
Would you like me to apply this discount to your auto policy? Once I apply it, I'll recompute your premium so you can see your new total. The $75 will bring down your current bill.
Oh, that's great news — I'm glad I didn't miss it! But before I apply anything, I'd like to look at my budget with my husband first. Can you just tell me how long I have to apply it, and I'll call back?
Absolutely, that makes sense! You have plenty of time to discuss it with your husband.
The Spring Savings 2025 promotion is valid through June 21, 2025 — so you have about three weeks from today to apply it. Just call back anytime before then, and I can apply the promo code SPRINGSAVE25 to your policy and show you the new premium.
Is there anything else I can help you with today, or are you all set?
Perfect, thank you so much! That's really helpful. I'll talk it over with my husband and call back before the deadline. I appreciate your help!
⚙ end_conversation()
{}{
"ok": true,
"note": "Deliver your closing message now."
}You're very welcome, Tanya! I'm glad I could help. Feel free to give us a call back anytime before June 21st, and we'll get that discount applied for you. Thanks for being a PEICO customer, and have a great day!