DP-H-0381-774526

saved Dec 3, 2022 16:45created 2022-12-03 16:45 (written in the YAML)trap

3linked records

2named, not linked

4questions

Its page, with everything about it → home-policy-mom

Fields

Policy number	DP-H-0381-774526
Deductible	1000
Insured value	262000
Expiration date	2026-11-09 (today+5w)
Annual premium	1296
Next payment due	2026-11-09 (today+5w)
Remarks	No mortgage, no escrow. Paid once a year from her checking. Wanda.

Linked to

3 records, 2 more named

Mom's house (Larkmoor Lane)

Property · saved Nov 25, 2022 · ← no relationship nameopens its pagetrap

Dunmore & Pike Insurance Company

Insurance Carrier · saved Nov 29, 2022 · → no relationship nameopens its page

Mom's house insurance renews next week

Reminder · saved Sep 7, 2026 · → reminder_subject

Named in the text, not linked

Mom

Contact · names “mom”

Wanda Skelton

Contact · names “Wanda”

→ the link goes from this record; ← it comes from the other one. These are the edges the build gives the app. A name in the text is only a match on the words and is never treated as a link.

Comments

Comments are added in the local viewer; this copy is read-only.

Why it exists

expiring_soon Everything of Lorraine's that needs renewing in the next two or three months, all on dates relative to the build day: license (7 weeks), Buick registration (19 days), house policy (5 weeks), Buick policy (9 weeks), debit card (6 weeks), long-term-care premium (24 days), hearing aid warranty (6 weeks). Prescriptions have no date field, so the ones that need action are reminders: Eliquis and levothyroxine have no refills left, the Prolia shot is due, the disabled placard runs out. Walt's and Camille's documents are not close, except Camille's license on 2027-03-08, which is a plain date.

two_of_a_kind Two houses with their own policies, Wi-Fi, codes, furnace filters, trash days and bills, so "the house" is ambiguous (and Camille's apartment is a third property). Three cars.

note_contradicts_record The insurance numbers note gives her house policy as DP-H-0381-775426; the policy record has DP-H-0381-774526. Two digits are swapped in one of them and nothing in the account settles which: the declarations page was never scanned. (The record is the right one.) A good answer gives both and says to check the paper or the agent.

Questions that use it

q019 What's coming up for renewal for Mom in the next couple of months? q023 When does the insurance expire? q027 What's the mortgage payment on Mom's house? q032 What's the policy number on Mom's house insurance?

In the app

missing

From the app's own code (viewer/app_export.sh): Not made yet: run viewer/app_export.sh caregiver.

One step out

As the app receives it

The graph nodes the build makes for it: the record, and its phones, emails, addresses, pictures and files.

{
 "$type": "n_type_home_insurance_policy",
 "id": "n_home_policy_mom",
 "createdAt": "1670085900000",
 "policy_number": "DP-H-0381-774526",
 "deductible": 1000,
 "insured_value": 262000,
 "annual_premium": 1296,
 "expiration": "2026-11-09T00:00:00.000Z",
 "next_payment_due": "2026-11-09T00:00:00.000Z",
 "remarks": "No mortgage, no escrow. Paid once a year from her checking. Wanda."
}

Source

personas/caregiver/records/finance.yaml:48

- id: home-policy-mom
  kind: home_insurance_policy
  created: 2022-12-03 16:45
  property: house-mom
  carrier: dunmore-pike
  policy_number: DP-H-0381-774526
  deductible: 1000
  insured_value: 262000
  annual_premium: 1296
  expiration: today+5w
  next_payment_due: today+5w
  remarks: No mortgage, no escrow. Paid once a year from her checking. Wanda.