tx-moto-custom-parts-denied

{
  "sql": "SELECT p.policy_id, p.tier_id, c.first_name, c.last_name, c.cust_id \nFROM policies p \nJOIN customers c ON p.cust_id = c.cust_id \nWHERE p.line = 'AUTO' AND p.status = 'ACTIVE' AND c.first_name IS NOT NULL"
}

{
  "rows": [
    {
      "policy_id": "POL-nest-household-p_auto",
      "tier_id": "AUTO:PINE",
      "first_name": "Marisol",
      "last_name": "Trujillo",
      "cust_id": "CUST-nest-household"
    },
    {
      "policy_id": "POL-heritage-auto-p_auto",
      "tier_id": "AUTO:HERITAGE",
      "first_name": "Walter",
      "last_name": "Pennington",
      "cust_id": "CUST-heritage-auto"
    },
    {
      "policy_id": "POL-ca-masked-auto-p_auto",
      "tier_id": "AUTO:EVERGREEN",
      "first_name": "Priya",
      "last_name": "Anand",
      "cust_id": "CUST-ca-masked-auto"
    },
    {
      "policy_id": "POL-legacy-mismatch-p_auto",
      "tier_id": "AUTO:PINE",
      "first_name": "Raymond",
      "last_name": "Castillo",
      "cust_id": "CUST-legacy-mismatch"
    },
    {
      "policy_id": "POL-ne-auto-pref-p_auto",
      "tier_id": "AUTO:EVERGREEN",
      "first_name": "Eleanor",
      "last_name": "Whitfield",
      "cust_id": "CUST-ne-auto-pref"
    },
    {
      "policy_id": "POL-se-auto-pref-p_auto",
      "tier_id": "AUTO:PINE",
      "first_name": "Travis",
      "last_name": "Boudreaux",
      "cust_id": "CUST-se-auto-pref"
    },
    {
      "policy_id": "POL-retention-target-p_auto",
      "tier_id": "AUTO:PINE",
      "first_name": "Tanya",
      "last_name": "Brooks",
      "cust_id": "CUST-retention-target"
    },
    {
      "policy_id": "POL-loyalty-oldgrowth-p_auto",
      "tier_id": "AUTO:EVERGREEN",
      "first_name": "Harold",
      "last_name": "Nyberg",
      "cust_id": "CUST-loyalty-oldgrowth"
    },
    {
      "policy_id": "POL-umbrella-plus-p_auto",
      "tier_id": "AUTO:EVERGREEN",
      "first_name": "Vincent",
      "last_name": "Okonkwo",
      "cust_id": "CUST-umbrella-plus"
    }
  ],
  "row_count": 9,
  "truncated": false
}

{
  "query": "motorcycle custom parts coverage"
}

{
  "results": [
    {
      "doc_id": "KB-TX-MOTO",
      "title": "TX: motorcycle custom-parts coverage unavailable",
      "category": "UNDERWRITING",
      "applies_to": "{\"lines\": [\"MOTO\"], \"states\": [\"TX\"]}",
      "snippet": "Due to a historical licensing limitation, Custom Parts & Equipment coverage is\n**not available on motorcycle policies in Texas**.\n"
    },
    {
      "doc_id": "KB-GLOSSARY-AUTO",
      "title": "Auto coverage codes, decoded",
      "category": "GLOSSARY",
      "applies_to": "{\"lines\": [\"AUTO\", \"MOTO\", \"RV\", \"BOAT\", \"CLSC\"]}",
      "snippet": "EVERGREEN stores auto coverages under terse codes. Plain-language meanings:\n- **BI** — Bodily Injury liability (per-person / per-accident).\n- **PD** — Property Damage liability.\n- **UM/UIM** (`UMUIM`) — Uninsured / Underinsured Motorist.\n- …"
    },
    {
      "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-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-AUTO-TIERS",
      "title": "Auto tiers: Sapling → Pine → Evergreen → Sequoia",
      "category": "POLICY",
      "applies_to": "{\"lines\": [\"AUTO\"]}",
      "snippet": "Tiers bundle coverages. Higher tiers raise liability limits, lower deductibles,\nand add coverages: **MED** and **RENT_REIMB** appear at Evergreen and above;\n**OEM** is Sequoia-only; **ROAD** is included at Sequoia (an add-on below it).\n"
    },
    {
      "doc_id": "KB-HERITAGE",
      "title": "Heritage tier (retired 2009) — do not drop without disclosure",
      "category": "UNDERWRITING",
      "applies_to": "{\"lines\": [\"AUTO\"]}",
      "snippet": "Heritage was retired on 2009-07-01 and cannot be sold or re-bound. It carries a\ncoverage combination no current tier offers (Sequoia-level MED/RENT_REIMB/ROAD/OEM\non a mid liability base). A customer who drops Heritage **loses that combinat…"
    },
    {
      "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,…"
    }
  ]
}

{
  "sql": "SELECT p.policy_id, p.line, c.first_name, c.last_name \nFROM policies p \nJOIN customers c ON p.cust_id = c.cust_id \nWHERE p.line = 'MOTO' AND p.status = 'ACTIVE'"
}

{
  "rows": [
    {
      "policy_id": "POL-tx-moto-p_moto",
      "line": "MOTO",
      "first_name": "Marcus",
      "last_name": "Reyes"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT a.state \nFROM addresses a \nJOIN customers c ON c.address_id = a.address_id \nJOIN policies p ON p.cust_id = c.cust_id \nWHERE p.policy_id = 'POL-tx-moto-p_moto'"
}

{
  "rows": [
    {
      "state": "TX"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{}

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