legacy-code-unmapped-market

{
  "sql": "SELECT cust_id, legacy_acct, status, first_name, last_name, dob, address_id FROM customers WHERE legacy_acct = 'EVG5521D8' AND first_name = 'Sylvia' AND last_name = 'Hartnett'"
}

{
  "rows": [
    {
      "cust_id": "CUST-mw-legacy",
      "legacy_acct": "EVG5521D8",
      "status": "CUSTOMER",
      "first_name": "Sylvia",
      "last_name": "Hartnett",
      "dob": "1958-06-21",
      "address_id": "ADDR-mw-legacy"
    }
  ],
  "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 AS legacy_notes, a.region, c.status AS cust_status, lc.modern_line, lc.modern_tier_id, t.code AS tier_code, t.label AS tier_label, lc.modern_coverages, lc.notes AS crosswalk_notes, k.doc_id, k.title AS doc_title FROM legacy_policies lp JOIN customers c ON c.cust_id = lp.cust_id JOIN addresses a ON a.address_id = c.address_id LEFT JOIN legacy_crosswalk lc ON lc.legacy_plan_code = lp.plan_code AND lc.region = a.region AND lc.cust_status = c.status AND date(lp.effective_date) BETWEEN date(lc.effective_start) AND COALESCE(date(lc.effective_end), date('9999-12-31')) LEFT JOIN tiers t ON t.tier_id = lc.modern_tier_id LEFT JOIN kb_documents k ON k.doc_id = lc.doc_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",
      "legacy_notes": "Ohio book; conversion pending",
      "region": "R-MW",
      "cust_status": "CUSTOMER",
      "modern_line": null,
      "modern_tier_id": null,
      "tier_code": null,
      "tier_label": null,
      "modern_coverages": null,
      "crosswalk_notes": null,
      "doc_id": null,
      "doc_title": null
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT lc.legacy_plan_code, lc.region, lc.cust_status, lc.modern_line, lc.modern_tier_id, t.code, t.label, lc.modern_coverages, lc.effective_start, lc.effective_end, lc.doc_id, lc.notes FROM legacy_crosswalk lc LEFT JOIN tiers t ON t.tier_id = lc.modern_tier_id WHERE lc.legacy_plan_code = 'AP3' AND lc.region = 'R-MW' AND lc.cust_status = 'CUSTOMER' ORDER BY lc.effective_start DESC"
}

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

{
  "sql": "SELECT lc.legacy_plan_code, lc.region, lc.cust_status, lc.modern_line, lc.modern_tier_id, t.code, t.label, lc.modern_coverages, lc.effective_start, lc.effective_end, lc.doc_id, lc.notes FROM legacy_crosswalk lc LEFT JOIN tiers t ON t.tier_id = lc.modern_tier_id WHERE lc.legacy_plan_code = 'AP3' ORDER BY lc.region, lc.cust_status, lc.effective_start DESC"
}

{
  "rows": [
    {
      "legacy_plan_code": "AP3",
      "region": "R-NE",
      "cust_status": "CUSTOMER",
      "modern_line": "AUTO",
      "modern_tier_id": "AUTO:EVERGREEN",
      "code": "EVERGREEN",
      "label": "Evergreen",
      "modern_coverages": "[\"BI\", \"PD\", \"UMUIM\", \"COLL\", \"COMP\", \"MED\", \"RENT_REIMB\"]",
      "effective_start": null,
      "effective_end": null,
      "doc_id": "KB-LEGACY-XWALK",
      "notes": "NE gen-3 preferred = Evergreen tier."
    },
    {
      "legacy_plan_code": "AP3",
      "region": "R-SE",
      "cust_status": "CUSTOMER",
      "modern_line": "AUTO",
      "modern_tier_id": "AUTO:PINE",
      "code": "PINE",
      "label": "Pine",
      "modern_coverages": "[\"BI\", \"PD\", \"COLL\", \"COMP\"]",
      "effective_start": null,
      "effective_end": null,
      "doc_id": "KB-LEGACY-XWALK",
      "notes": "SE renumbered: their AP3 was a relabeled Standard -> Pine, NOT preferred."
    }
  ],
  "row_count": 2,
  "truncated": false
}

{
  "sql": "SELECT c.cust_id, c.legacy_acct, c.legacy_mismatch, c.status, c.first_name, c.last_name, c.dob, a.line1, a.city, a.state, a.zip, a.region FROM customers c JOIN addresses a ON a.address_id=c.address_id WHERE c.cust_id='CUST-mw-legacy'"
}

{
  "rows": [
    {
      "cust_id": "CUST-mw-legacy",
      "legacy_acct": "EVG5521D8",
      "legacy_mismatch": 0,
      "status": "CUSTOMER",
      "first_name": "Sylvia",
      "last_name": "Hartnett",
      "dob": "1958-06-21",
      "line1": "742 Dogwood Ln",
      "city": "Dayton",
      "state": "OH",
      "zip": "45402",
      "region": "R-MW"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "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 policy_id, line, tier_id, status, effective_date, expiration_date, underlying_policy_id FROM policies WHERE cust_id='CUST-mw-legacy' ORDER BY effective_date DESC"
}

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

{
  "query": "AP3 Midwest Ohio legacy crosswalk migration plan",
  "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-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."
    }
  ]
}

{
  "sql": "SELECT tier_id, code, label, position, sellable, retired_on, notes FROM tiers WHERE line='AUTO' ORDER BY position"
}

{
  "rows": [
    {
      "tier_id": "AUTO:HERITAGE",
      "code": "HERITAGE",
      "label": "Heritage",
      "position": 0,
      "sellable": 0,
      "retired_on": "2009-07-01",
      "notes": "Retired 2009. Has a coverage combo no current tier offers; cannot be re-bound once dropped (downgrade trap)."
    },
    {
      "tier_id": "AUTO:SAPLING",
      "code": "SAPLING",
      "label": "Sapling",
      "position": 1,
      "sellable": 1,
      "retired_on": null,
      "notes": null
    },
    {
      "tier_id": "AUTO:PINE",
      "code": "PINE",
      "label": "Pine",
      "position": 2,
      "sellable": 1,
      "retired_on": null,
      "notes": null
    },
    {
      "tier_id": "AUTO:EVERGREEN",
      "code": "EVERGREEN",
      "label": "Evergreen",
      "position": 3,
      "sellable": 1,
      "retired_on": null,
      "notes": null
    },
    {
      "tier_id": "AUTO:SEQUOIA",
      "code": "SEQUOIA",
      "label": "Sequoia",
      "position": 4,
      "sellable": 1,
      "retired_on": null,
      "notes": null
    }
  ],
  "row_count": 5,
  "truncated": false
}

{
  "query": "legacy migration escalation conversion pending AP3 crosswalk missing Midwest flag customer request",
  "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-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-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-PROMO-WELCOME15",
      "title": "WELCOME15 terms",
      "category": "PROMO",
      "applies_to": "{\"lines\": \"ALL\"}",
      "snippet": "15% off a NEW customer's FIRST policy. Cap $300; min premium $200. Not for existing customers or second policies."
    },
    {
      "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…"
    }
  ]
}

{}

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