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 promotion is still active until June 21, 2025, offered to apply it (customer declined), and never claimed the discount was actually applied to her account or premium.
Conversation
Hi, thanks for contacting PEICO — this is the service desk. How can I help you today?
Hi! 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 just wanted to check if that promotion is still available for me, or if it's already ended.
⚙ query_db(SELECT * FROM promotions WHERE promo_code LIKE '%SPRING%' OR label LIKE '%Spr…)
{
"sql": "SELECT * FROM promotions WHERE promo_code LIKE '%SPRING%' OR label LIKE '%Spring%'"
}{
"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}",
"stacks_with": "[]",
"caps": "{\"max_benefit_usd\": 75, \"min_premium_floor_usd\": 300}",
"active": 0,
"retired_rider": 0,
"doc_id": "KB-PROMO-SPRINGSAVE25",
"notes": "Expired seasonal promo."
}
],
"row_count": 1,
"truncated": false
}⚙ get_doc(KB-PROMO-SPRINGSAVE25)
{
"doc_id": "KB-PROMO-SPRINGSAVE25"
}{
"doc_id": "KB-PROMO-SPRINGSAVE25",
"title": "SPRINGSAVE25 terms",
"category": "PROMO",
"applies_to": "{\"lines\": [\"AUTO\"]}",
"body_md": "$75 off auto in the Midwest/Southwest, spring 2025 only. Offer window 2025-03-20 through 2025-06-21; does not apply after 2025-06-21. Applicability is determined by the offer window as of the quote date."
}I've checked our records for that spring discount. The promotion is called "Spring Savings 2025" (code: SPRINGSAVE25), and I'm happy to tell you that it is actually still active!
Its offer window runs through June 21, 2025. As long as your policy is in a participating region (Midwest or Southwest), you would qualify for that $75 discount.
Would you like me to check if you have an active auto policy that could apply this discount, or are you looking to start a new quote? I'll just need your name or account number to look up your details.
Oh great, that's good to hear! Yeah, I do have an active auto policy with PEICO. My name is Tanya Brooks. Go ahead and check if I qualify.
⚙ query_db(SELECT c.cust_id, p.policy_id, p.tier_id, p.status, p.base_premium_cents, p.f…)
{
"sql": "SELECT c.cust_id, p.policy_id, p.tier_id, p.status, p.base_premium_cents, p.final_premium_cents \nFROM customers c \nJOIN policies p ON c.cust_id = p.cust_id \nWHERE c.first_name = 'Tanya' AND c.last_name = 'Brooks' AND p.line = 'AUTO'"
}{
"rows": [
{
"cust_id": "CUST-retention-target",
"policy_id": "POL-retention-target-p_auto",
"tier_id": "AUTO:PINE",
"status": "ACTIVE",
"base_premium_cents": 106648,
"final_premium_cents": 91350
}
],
"row_count": 1,
"truncated": false
}⚙ query_db(SELECT a.region FROM addresses a JOIN customers c ON a.address_id = c.addre…)
{
"sql": "SELECT a.region \nFROM addresses a \nJOIN customers c ON a.address_id = c.address_id \nWHERE c.cust_id = 'CUST-retention-target'"
}{
"rows": [
{
"region": "R-SW"
}
],
"row_count": 1,
"truncated": false
}⚙ price_check(POL-retention-target-p_auto)
{
"policy_id": "POL-retention-target-p_auto"
}{
"as_of": "2025-05-01",
"facts": {
"line": "AUTO",
"tier": "PINE",
"region": "R-SW",
"state": "AZ",
"term_months": 12,
"peico_risk": 730,
"age": 34,
"billing_plan": "INSTALLMENTS",
"autopay": false,
"paperless": true,
"loyalty_tier": "Sprout",
"status": "CUSTOMER",
"has_bundle": false,
"active_lines": 1,
"is_new_first_policy": false,
"promo_code": null,
"coverages": [],
"driver_age": 34,
"annual_miles": 11000,
"vehicle_age": 5,
"incidents_5yr": 0,
"exposure_count": 1
},
"base_premium_cents": 106648,
"final_premium_cents": 91350,
"breakdown": [
{
"step": "BASE",
"code": "base",
"detail": "base_rate $900",
"factor": null,
"amount_cents": null,
"running_cents": 90000
},
{
"step": "BASE",
"code": "tier:PINE",
"detail": "tier factor ×1.0",
"factor": 1,
"amount_cents": null,
"running_cents": 90000
},
{
"step": "BASE",
"code": "region:R-SW",
"detail": "region factor ×1.12",
"factor": 1.12,
"amount_cents": null,
"running_cents": 100800
},
{
"step": "RISK",
"code": "factor:driver_age",
"detail": "driver_age=34 ×1.05",
"factor": 1.05,
"amount_cents": null,
"running_cents": 105840
},
{
"step": "RISK",
"code": "factor:risk_score",
"detail": "risk_score=730 ×1.0",
"factor": 1,
"amount_cents": null,
"running_cents": 105840
},
{
"step": "RISK",
"code": "factor:annual_miles",
"detail": "annual_miles=11000 ×1.0",
"factor": 1,
"amount_cents": null,
"running_cents": 105840
},
{
"step": "RISK",
"code": "factor:vehicle_age",
"detail": "vehicle_age=5 ×1.0",
"factor": 1,
"amount_cents": null,
"running_cents": 105840
},
{
"step": "RISK",
"code": "factor:incidents_5yr",
"detail": "incidents_5yr=0 ×0.95",
"factor": 0.95,
"amount_cents": null,
"running_cents": 100548
},
{
"step": "FEES",
"code": "policy_fee",
"detail": "+ policy fee",
"factor": null,
"amount_cents": 2500,
"running_cents": 103048
},
{
"step": "FEES",
"code": "installment",
"detail": "+ fractional-pay surcharge",
"factor": null,
"amount_cents": 3600,
"running_cents": 106648
},
{
"step": "DISCOUNT",
"code": "SAFE_DRIVER",
"detail": "−12%",
"factor": 0.88,
"amount_cents": null,
"running_cents": 93850
},
{
"step": "DISCOUNT",
"code": "PAPERLESS",
"detail": "−$25",
"factor": null,
"amount_cents": -2500,
"running_cents": 91350
}
]
}Yes, Tanya, I've confirmed that you do qualify!
Your auto policy (POL-retention-target-p_auto) is in the Southwest region (R-SW), which is covered under the "Spring Savings 2025" promotion.
I can go ahead and apply that $75 discount to your policy now. Would you like me to proceed with that? Just a reminder that after I apply it, I will need to re-run the rating engine to update your final premium, and I'll be able to let you know your new, lower total at that time.
Oh, I appreciate that, but I'd actually like to hold off on applying it right now. I want to check with my husband about the budget first before we make any changes. Can you just tell me how long I have to apply this discount, and then I'll give you a call back?
Certainly, I understand! It's always best to check in with the household budget.
The "Spring Savings 2025" promotion is available until June 21, 2025. You are welcome to call us back anytime before then, and I'll be happy to apply it for you.
Is there anything else I can help you with today?
No, that's all I needed. Thanks so much for checking on that and letting me know I still have time! I'll talk to my husband and call back before the deadline.
⚙ end_conversation()
{}{
"ok": true,
"note": "Deliver your closing message now."
}You're very welcome, Tanya! I'm glad I could provide that information for you. Feel free to reach back out whenever you're ready. Have a great day!