legacy-unmigrated-heritage

{
  "sql": "SELECT cust_id, first_name, last_name, dob, email, phone, status, legacy_acct, legacy_mismatch, tenure_start FROM customers WHERE last_name = 'Maddox' AND first_name = 'Doris'"
}

{
  "rows": [
    {
      "cust_id": "CUST-legacy-unmigrated-auto",
      "first_name": "Doris",
      "last_name": "Maddox",
      "dob": "1949-03-08",
      "email": "doris.maddox@example.com",
      "phone": null,
      "status": "CUSTOMER",
      "legacy_acct": "EVG3390U1",
      "legacy_mismatch": 0,
      "tenure_start": "2003-06-01"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT policy_id, line, tier_id, status, effective_date, expiration_date, base_premium_cents, final_premium_cents FROM policies WHERE cust_id = 'CUST-legacy-unmigrated-auto'"
}

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

{
  "sql": "SELECT legacy_policy_id, source_system, plan_code, rate_sym, bill_sym, migration, modern_policy_id, effective_date, notes FROM legacy_policies WHERE cust_id = 'CUST-legacy-unmigrated-auto'"
}

{
  "rows": [
    {
      "legacy_policy_id": "LGP-legacy-unmigrated-auto-l1",
      "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 legacy_plan_code, region, cust_status, modern_line, modern_tier_id, modern_coverages, effective_start, effective_end, doc_id, notes 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
}

{
  "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"
}

{
  "sql": "SELECT tier_id, code, label, sellable, retired_on, notes FROM tiers WHERE tier_id = 'AUTO:HERITAGE'"
}

{
  "rows": [
    {
      "tier_id": "AUTO:HERITAGE",
      "code": "HERITAGE",
      "label": "Heritage",
      "sellable": 0,
      "retired_on": "2009-07-01",
      "notes": "Retired 2009. Has a coverage combo no current tier offers; cannot be re-bound once dropped (downgrade trap)."
    }
  ],
  "row_count": 1,
  "truncated": false
}