list_email_workload

ai.serff/ca-rate-filings · Verify this server

**Use this to size up a person's REGULATORY caseload — how many filings a reviewer, actuary, or contact appears on, split by filing status. NOT for content or rating questions about the filings themselves.** Wrong tool for reading filing content, answering "what does this filing do", or seeing the objection text itself. For those, chain from a caseload result: this tool gives you the emails and volumes; `search_correspondence_embeds({email})` or `get_filing_correspondence({serff})` returns the actual paperwork. Right questions this answers directly: - "Which CDI reviewer has the heaviest live caseload?" → `email_domain='insurance.ca.gov'` + `year=2026` — top rows show pending vs closed split - "How many filings has actuary jane@wps-inc.com been on this year, and how many are still Pending?" → `email='jane@wps-inc.com', year=2026` - "Top carrier-side filers across the whole corpus" → no filter, `topK=50` - "Which of Pan Wong's recent Farmers filings are still under CDI review" → `email='pan.wong@farmersinsurance.com'`, then `search_correspondence_embeds({email, filing_status:'Pending'})` for the specific filings Cost: one indexed aggregate + one join against `filings`. No LLM. Each row: `{email, filings_total, filings_closed, filings_pending, filings_other, earliest_filing, latest_filing}`. `filings_closed` matches `serff_filing_status ILIKE 'Closed%'` (Approved, Withdrawn, Disapproved, Acknowledged); `filings_pending` matches `ILIKE 'Pending%'`; `filings_other` catches everything else (Filed, Draft, N/A, etc.). Sorted by `filings_total` descending, top `topK` returned.