legacy-ap3-market-meaning

{
  "sql": "SELECT lp.legacy_policy_id, lp.plan_code, lp.migration, lp.modern_policy_id, p.policy_id, p.status, p.line, t.code AS tier_code, t.label AS tier_label, t.sellable, c.first_name, c.last_name FROM legacy_policies lp LEFT JOIN policies p ON p.policy_id = lp.modern_policy_id LEFT JOIN tiers t ON t.tier_id = p.tier_id LEFT JOIN customers c ON c.cust_id = lp.cust_id WHERE lp.plan_code = 'AP3'"
}

{
  "rows": [
    {
      "legacy_policy_id": "LGP-ne-auto-pref-p_auto",
      "plan_code": "AP3",
      "migration": "MIGRATED",
      "modern_policy_id": "POL-ne-auto-pref-p_auto",
      "policy_id": "POL-ne-auto-pref-p_auto",
      "status": "ACTIVE",
      "line": "AUTO",
      "tier_code": "EVERGREEN",
      "tier_label": "Evergreen",
      "sellable": 1,
      "first_name": "Eleanor",
      "last_name": "Whitfield"
    },
    {
      "legacy_policy_id": "LGP-se-auto-pref-p_auto",
      "plan_code": "AP3",
      "migration": "MIGRATED",
      "modern_policy_id": "POL-se-auto-pref-p_auto",
      "policy_id": "POL-se-auto-pref-p_auto",
      "status": "ACTIVE",
      "line": "AUTO",
      "tier_code": "PINE",
      "tier_label": "Pine",
      "sellable": 1,
      "first_name": "Travis",
      "last_name": "Boudreaux"
    }
  ],
  "row_count": 2,
  "truncated": false
}

{
  "query": "AP3 preferred plan auto legacy crosswalk preferred coverage AP3",
  "limit": 5
}

{
  "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-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-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-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-NE-MIN-LIMITS",
      "title": "NY/NJ minimum auto liability limits",
      "category": "COMPLIANCE",
      "applies_to": "{\"lines\": [\"AUTO\"], \"states\": [\"NY\", \"NJ\"]}",
      "snippet": "New York and New Jersey mandate minimum BI/PD limits above the Sapling tier's\nlimits, so **Sapling auto is not sellable** in those states — quote Pine or higher.\n"
    }
  ]
}

{
  "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 c.cust_id, c.first_name, c.last_name, a.city, a.state, r.region FROM customers c JOIN addresses a ON a.address_id = c.address_id LEFT JOIN states s ON s.state = a.state LEFT JOIN regions r ON r.region = s.region WHERE c.first_name = 'Travis' AND c.last_name = 'Boudreaux'"
}

{
  "rows": [
    {
      "cust_id": "CUST-se-auto-pref",
      "first_name": "Travis",
      "last_name": "Boudreaux",
      "city": "Savannah",
      "state": "GA",
      "region": "R-SE"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{}

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