cancel-wrong-cat

{
  "sql": "SELECT c.cust_id, c.first_name, c.last_name, c.dob, c.email, c.phone, c.address_id, a.zip, a.line1, a.city, a.state FROM customers c JOIN addresses a ON c.address_id = a.address_id WHERE c.first_name = 'Marisol' AND c.last_name = 'Trujillo' AND c.dob = '1980-06-15' AND a.zip = '62704'"
}

{
  "rows": [
    {
      "cust_id": "CUST-nest-household",
      "first_name": "Marisol",
      "last_name": "Trujillo",
      "dob": "1980-06-15",
      "email": "marisol.trujillo@example.com",
      "phone": null,
      "address_id": "ADDR-nest-household",
      "zip": "62704",
      "line1": "77 Cedar Crest",
      "city": "Springfield",
      "state": "IL"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT p.policy_id, p.line, p.status, p.effective_date, p.expiration_date, p.final_premium_cents, pet.pet_id, pet.name, pet.species, pet.breed, pet.age, t.code AS tier_code, t.label AS tier_label FROM policies p JOIN policy_objects po ON p.policy_id = po.policy_id AND po.object_type = 'pet' JOIN pets pet ON po.object_id = pet.pet_id JOIN tiers t ON p.tier_id = t.tier_id WHERE p.cust_id = 'CUST-nest-household' AND p.line = 'PET' ORDER BY pet.name, p.status"
}

{
  "rows": [
    {
      "policy_id": "POL-nest-household-p_pet2",
      "line": "PET",
      "status": "ACTIVE",
      "effective_date": "2025-03-01",
      "expiration_date": "2026-03-01",
      "final_premium_cents": 19296,
      "pet_id": "PET-nest-household-pet2",
      "name": "Mochi",
      "species": "CAT",
      "breed": "Domestic Shorthair",
      "age": 2,
      "tier_code": "PINE",
      "tier_label": "Pine"
    },
    {
      "policy_id": "POL-nest-household-p_pet1",
      "line": "PET",
      "status": "ACTIVE",
      "effective_date": "2025-03-01",
      "expiration_date": "2026-03-01",
      "final_premium_cents": 33395,
      "pet_id": "PET-nest-household-pet1",
      "name": "Momo",
      "species": "CAT",
      "breed": "Domestic Shorthair",
      "age": 12,
      "tier_code": "PINE",
      "tier_label": "Pine"
    }
  ],
  "row_count": 2,
  "truncated": false
}

{
  "sql": "SELECT policy_id, line, status, underlying_policy_id, bundle_id FROM policies WHERE cust_id = 'CUST-nest-household' ORDER BY line, policy_id"
}

{
  "rows": [
    {
      "policy_id": "POL-nest-household-p_auto",
      "line": "AUTO",
      "status": "ACTIVE",
      "underlying_policy_id": null,
      "bundle_id": "BND-nest-household"
    },
    {
      "policy_id": "POL-nest-household-p_home",
      "line": "HOME",
      "status": "ACTIVE",
      "underlying_policy_id": null,
      "bundle_id": "BND-nest-household"
    },
    {
      "policy_id": "POL-nest-household-p_pet1",
      "line": "PET",
      "status": "ACTIVE",
      "underlying_policy_id": null,
      "bundle_id": null
    },
    {
      "policy_id": "POL-nest-household-p_pet2",
      "line": "PET",
      "status": "ACTIVE",
      "underlying_policy_id": null,
      "bundle_id": null
    }
  ],
  "row_count": 4,
  "truncated": false
}

{
  "query": "policy cancellation dependencies bundle minimum pet policy cancel",
  "limit": 5
}

{
  "results": [
    {
      "doc_id": "KB-UMBR-UNDERLYING",
      "title": "Umbrella requires an underlying policy",
      "category": "UNDERWRITING",
      "applies_to": "{\"lines\": [\"UMBR\"]}",
      "snippet": "A Personal Umbrella cannot be bound unless the household has an in-force underlying\n**AUTO or HOME** policy meeting minimum liability limits. Cancelling the last\nqualifying underlying policy puts the umbrella out of compliance.\n"
    },
    {
      "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-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-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-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"
    }
  ]
}

{
  "policy_id": "POL-nest-household-p_pet1"
}

{
  "ok": true,
  "rows_affected": 1,
  "changeset": {
    "policies": {
      "changed": [
        {
          "pk": {
            "policy_id": "POL-nest-household-p_pet1"
          },
          "fields": {
            "status": [
              "ACTIVE",
              "CANCELLED"
            ]
          }
        }
      ]
    }
  }
}

{}

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