legacy-code-unmapped-market

{
  "sql": "SELECT legacy_plan_code, region, cust_status, modern_line, modern_tier_id, modern_coverages, effective_start, effective_end, doc_id, notes FROM legacy_crosswalk WHERE legacy_plan_code = 'AP3' AND effective_start <= '2025-06-01' AND (effective_end IS NULL OR effective_end >= '2025-06-01')"
}

{
  "rows": [],
  "row_count": 0,
  "truncated": false
}

{
  "query": "AP3 migration legacy plan crosswalk",
  "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-EVERGREEN-CLASSIC",
      "title": "Evergreen Classic (Home, retired 2018) — wind/hail math",
      "category": "UNDERWRITING",
      "applies_to": "{\"lines\": [\"HOME\"]}",
      "snippet": "Retired 2018-01-01. Uses a legacy flat-capped wind/hail deductible (1.5% of\ndwelling, capped) rather than the current percentage math. Not re-bindable.\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 a.state, a.region, r.label AS region_label FROM addresses a LEFT JOIN regions r ON r.region = a.region WHERE a.city = 'Dayton' AND a.state = 'OH' LIMIT 5"
}

{
  "rows": [
    {
      "state": "OH",
      "region": "R-MW",
      "region_label": "Midwest"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT legacy_plan_code, region, cust_status, modern_line, modern_tier_id, modern_coverages, effective_start, effective_end, doc_id, notes FROM legacy_crosswalk WHERE legacy_plan_code = 'AP3' AND region = 'R-MW' AND effective_start <= '2025-06-01' AND (effective_end IS NULL OR effective_end >= '2025-06-01')"
}

{
  "rows": [],
  "row_count": 0,
  "truncated": false
}

{
  "sql": "SELECT cust_id, legacy_acct, first_name, last_name, status FROM customers WHERE legacy_acct = 'EVG5521D8'"
}

{
  "rows": [
    {
      "cust_id": "CUST-mw-legacy",
      "legacy_acct": "EVG5521D8",
      "first_name": "Sylvia",
      "last_name": "Hartnett",
      "status": "CUSTOMER"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT cust_id, first_name, last_name, dob FROM customers WHERE legacy_acct = 'EVG5521D8'"
}

{
  "rows": [
    {
      "cust_id": "CUST-mw-legacy",
      "first_name": "Sylvia",
      "last_name": "Hartnett",
      "dob": "1958-06-21"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT lp.legacy_policy_id, lp.plan_code, lp.rate_sym, lp.bill_sym, lp.migration, lp.modern_policy_id, lp.effective_date, lp.notes, p.policy_id, p.line, p.tier_id, p.status, p.effective_date AS modern_effective_date, p.expiration_date, p.final_premium_cents FROM legacy_policies lp LEFT JOIN policies p ON p.policy_id = lp.modern_policy_id WHERE lp.cust_id = 'CUST-mw-legacy'"
}

{
  "rows": [
    {
      "legacy_policy_id": "LGP-mw-legacy-l1",
      "plan_code": "AP3",
      "rate_sym": null,
      "bill_sym": null,
      "migration": "NOT_MIGRATED",
      "modern_policy_id": null,
      "effective_date": "2004-05-12",
      "notes": "Ohio book; conversion pending",
      "policy_id": null,
      "line": null,
      "tier_id": null,
      "status": null,
      "modern_effective_date": null,
      "expiration_date": null,
      "final_premium_cents": null
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT legacy_plan_code, region, cust_status, modern_line, modern_tier_id, modern_coverages, effective_start, effective_end, doc_id, notes FROM legacy_crosswalk WHERE legacy_plan_code = 'AP3' AND region = 'R-MW'"
}

{
  "rows": [],
  "row_count": 0,
  "truncated": false
}

{
  "query": "Ohio AP3 conversion pending Midwest preferred drop down migration guidance",
  "limit": 10
}

{
  "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-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-PROMO-SPRINGSAVE25",
      "title": "SPRINGSAVE25 terms",
      "category": "PROMO",
      "applies_to": "{\"lines\": [\"AUTO\"]}",
      "snippet": "$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."
    }
  ]
}

{}

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