legacy-migration-divergence

{
  "sql": "SELECT cust_id, first_name, last_name, dob, legacy_acct, legacy_mismatch, status FROM customers WHERE legacy_acct = 'EVG4471Q2'"
}

{
  "rows": [
    {
      "cust_id": "CUST-legacy-mismatch",
      "first_name": "Raymond",
      "last_name": "Castillo",
      "dob": "1974-12-11",
      "legacy_acct": "EVG4471Q2",
      "legacy_mismatch": 1,
      "status": "CUSTOMER"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "query": "legacy_mismatch flag"
}

{
  "results": []
}

{
  "query": "legacy account mismatch verification"
}

{
  "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-EVERGREEN-CLASSIC",
      "title": "Evergreen Classic (Home, retired 2018) — wind/hail math",
      "category": "UNDERWRITING",
      "applies_to": "{\"lines\": [\"HOME\"]}",
      "snippet": "Retired 2018-01-01. Uses a legacy flat-capped wind/hail deductible (1.5% of\ndwelling, capped) rather than the current percentage math. Not re-bindable.\n"
    },
    {
      "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-WHOLE-LIFE",
      "title": "Whole life disclosures: surrender, cash value, not an investment",
      "category": "COMPLIANCE",
      "applies_to": "{\"lines\": [\"LIFE_W\"]}",
      "snippet": "Before binding whole life, disclose and record: (1) **surrender charges** apply for\nthe first several policy years and reduce early cash value; (2) cash value accrues\nslowly and may be borrowed against, reducing the death benefit; (3) whole…"
    }
  ]
}

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

{
  "rows": [
    {
      "policy_id": "POL-legacy-mismatch-p_auto",
      "line": "AUTO",
      "tier_id": "AUTO:PINE",
      "status": "ACTIVE",
      "effective_date": "2025-02-20",
      "expiration_date": "2025-08-20"
    }
  ],
  "row_count": 1,
  "truncated": false
}

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

{
  "rows": [
    {
      "legacy_policy_id": "LGP-legacy-mismatch-p_auto",
      "cust_id": "CUST-legacy-mismatch",
      "source_system": "EVERGREEN",
      "plan_code": "AP5",
      "rate_sym": "22",
      "bill_sym": "I3",
      "migration": "DIVERGENT",
      "modern_policy_id": "POL-legacy-mismatch-p_auto",
      "effective_date": "2025-02-20",
      "notes": null
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT * FROM legacy_crosswalk WHERE legacy_plan_code = 'AP5'"
}

{
  "rows": [
    {
      "legacy_plan_code": "AP5",
      "region": null,
      "cust_status": null,
      "modern_line": "AUTO",
      "modern_tier_id": "AUTO:EVERGREEN",
      "modern_coverages": "[\"BI\", \"PD\", \"UMUIM\", \"COLL\", \"COMP\", \"MED\", \"RENT_REIMB\"]",
      "effective_start": null,
      "effective_end": null,
      "doc_id": "KB-LEGACY-XWALK",
      "notes": "The live preferred plan (new business + in-force) -> Evergreen."
    }
  ],
  "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, position, sellable, retired_on FROM tiers WHERE line='AUTO'"
}

{
  "rows": [
    {
      "tier_id": "AUTO:SAPLING",
      "code": "SAPLING",
      "label": "Sapling",
      "position": 1,
      "sellable": 1,
      "retired_on": null
    },
    {
      "tier_id": "AUTO:PINE",
      "code": "PINE",
      "label": "Pine",
      "position": 2,
      "sellable": 1,
      "retired_on": null
    },
    {
      "tier_id": "AUTO:EVERGREEN",
      "code": "EVERGREEN",
      "label": "Evergreen",
      "position": 3,
      "sellable": 1,
      "retired_on": null
    },
    {
      "tier_id": "AUTO:SEQUOIA",
      "code": "SEQUOIA",
      "label": "Sequoia",
      "position": 4,
      "sellable": 1,
      "retired_on": null
    },
    {
      "tier_id": "AUTO:HERITAGE",
      "code": "HERITAGE",
      "label": "Heritage",
      "position": 0,
      "sellable": 0,
      "retired_on": "2009-07-01"
    }
  ],
  "row_count": 5,
  "truncated": false
}

{}

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