close-claim-partial

{
  "sql": "SELECT cust_id, first_name, last_name, dob, email, phone, status FROM customers WHERE first_name = 'Vincent' AND last_name = 'Okonkwo' AND dob = '1976-10-08' AND email = 'vincent.okonkwo@example.com'"
}

{
  "rows": [
    {
      "cust_id": "CUST-umbrella-plus",
      "first_name": "Vincent",
      "last_name": "Okonkwo",
      "dob": "1976-10-08",
      "email": "vincent.okonkwo@example.com",
      "phone": null,
      "status": "CUSTOMER"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT p.policy_id, p.line, p.status, p.effective_date, p.expiration_date FROM policies p WHERE p.cust_id = 'CUST-umbrella-plus' AND p.line = 'AUTO'"
}

{
  "rows": [
    {
      "policy_id": "POL-umbrella-plus-p_auto",
      "line": "AUTO",
      "status": "ACTIVE",
      "effective_date": "2025-02-10",
      "expiration_date": "2026-02-10"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT c.claim_id, c.policy_id, c.reported_at, c.loss_date, c.type, c.status, c.reserve_cents, c.fraud_score FROM claims c JOIN policies p ON p.policy_id = c.policy_id WHERE p.cust_id = 'CUST-umbrella-plus' AND p.line = 'AUTO' ORDER BY c.loss_date"
}

{
  "rows": [
    {
      "claim_id": "CLM-umbrella-plus-collision",
      "policy_id": "POL-umbrella-plus-p_auto",
      "reported_at": "2025-04-12",
      "loss_date": "2025-04-08",
      "type": "COLLISION",
      "status": "OPEN",
      "reserve_cents": 850000,
      "fraud_score": 0.11
    },
    {
      "claim_id": "CLM-umbrella-plus-glass",
      "policy_id": "POL-umbrella-plus-p_auto",
      "reported_at": "2025-05-27",
      "loss_date": "2025-05-24",
      "type": "GLASS",
      "status": "FNOL",
      "reserve_cents": null,
      "fraud_score": 0.02
    }
  ],
  "row_count": 2,
  "truncated": false
}

{
  "query": "claim status transition close withdraw first notice of loss fnol open closed customer requests withdraw glass claim paid out repair complete close auto claim handling",
  "limit": 5
}

{
  "results": [
    {
      "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-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-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-DISC-FREELOOK",
      "title": "Free-look period",
      "category": "COMPLIANCE",
      "applies_to": "{\"lines\": [\"LIFE_T\", \"LIFE_W\", \"HLTH\"]}",
      "snippet": "The customer may cancel within the **free-look period** (30 days for life, 10 days\nfor supplemental health) after policy delivery for a full refund of premium paid.\nThe period and refund right must be disclosed at bind and recorded.\n"
    }
  ]
}

{
  "doc_id": "KB-CLAIMS-STATUS"
}

{
  "doc_id": "KB-CLAIMS-STATUS",
  "title": "Claim status: FNOL → OPEN → CLOSED, and who may move it",
  "category": "POLICY",
  "applies_to": "{\"lines\": \"ALL\"}",
  "body_md": "**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 customer, and may close a claim **only while its reserve is $0 or\nunset** — the usual case being a customer withdrawing a first notice of\nloss. Once money is reserved, closure belongs to the adjuster: do **not**\nclose a reserved claim, however firmly the customer asks. Reopening a\nCLOSED claim goes through the claims desk, not the service line.\n"
}

{
  "claim_id": "CLM-umbrella-plus-glass",
  "status": "CLOSED"
}

{
  "ok": true,
  "rows_affected": 1,
  "changeset": {
    "claims": {
      "changed": [
        {
          "pk": {
            "claim_id": "CLM-umbrella-plus-glass"
          },
          "fields": {
            "status": [
              "FNOL",
              "CLOSED"
            ]
          }
        }
      ]
    }
  }
}

{}

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