late-payment-dispute

{
  "sql": "SELECT c.cust_id, c.first_name, c.last_name, c.phone, c.email, p.policy_id, p.line, p.status, pay.payment_id, pay.due, pay.paid_on, pay.amount_cents, pay.status AS payment_status FROM customers c JOIN policies p ON p.cust_id = c.cust_id JOIN payments pay ON pay.policy_id = p.policy_id WHERE p.line LIKE 'AUTO%' AND pay.due = '2025-03-10' AND pay.status = 'LATE' ORDER BY pay.due DESC LIMIT 20"
}

{
  "rows": [
    {
      "cust_id": "CUST-ca-masked-auto",
      "first_name": "Priya",
      "last_name": "Anand",
      "phone": null,
      "email": "priya.anand@example.com",
      "policy_id": "POL-ca-masked-auto-p_auto",
      "line": "AUTO",
      "status": "ACTIVE",
      "payment_id": "PMT-POL-ca-masked-auto-p_auto-0",
      "due": "2025-03-10",
      "paid_on": "2025-03-10",
      "amount_cents": 12252,
      "payment_status": "LATE"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "query": "late payment status paid on due date auto policy record correction bank statement payment posted same day",
  "limit": 5
}

{
  "results": [
    {
      "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-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-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-CONDO-MASTER",
      "title": "Condo loss assessment & the HOA master policy",
      "category": "POLICY",
      "applies_to": "{\"lines\": [\"CONDO\"]}",
      "snippet": "Loss Assessment coverage responds to charges levied by the HOA. Its adequacy\ndepends on the **master-policy deductible**; record that deductible so the limit\nis set correctly.\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-GLOSSARY-AUTO"
}

{
  "doc_id": "KB-GLOSSARY-AUTO",
  "title": "Auto coverage codes, decoded",
  "category": "GLOSSARY",
  "applies_to": "{\"lines\": [\"AUTO\", \"MOTO\", \"RV\", \"BOAT\", \"CLSC\"]}",
  "body_md": "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- **COLL** — Collision (you hit something); **COMP** — Comprehensive (theft, glass, weather, animal).\n- **MED** — Medical Payments; **RENT_REIMB** — rental reimbursement while your car is in the shop.\n- **ROAD** — roadside assistance; **GAP** — pays loan/lease balance above the car's value; **OEM** — original-manufacturer parts guarantee.\n"
}

{
  "sql": "SELECT payment_id, policy_id, due, paid_on, amount_cents, status FROM payments WHERE payment_id = 'PMT-POL-ca-masked-auto-p_auto-0'"
}

{
  "rows": [
    {
      "payment_id": "PMT-POL-ca-masked-auto-p_auto-0",
      "policy_id": "POL-ca-masked-auto-p_auto",
      "due": "2025-03-10",
      "paid_on": "2025-03-10",
      "amount_cents": 12252,
      "status": "LATE"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{}

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