get_filing_lineage

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

Returns the **reconciled lineage chain** for a SERFF id — leaf filing plus ordered predecessors back to the bureau root. Each chain entry includes the SERFF id, position (0 = leaf), role (`leaf` / `predecessor`), and a lite filing record (state, year, carrier name, product name, filing type, filing date). Distinct from `get_filing_references`, which returns what the filing itself claims inside the PDF. Use this when you want the canonical chain (e.g. "what's the bureau root and prior versions for this Progressive auto programme?"); use `get_filing_references` when you want the carrier-stated lineage. Walks back from any SERFF in a programme's chain — pass either the leaf or any predecessor and you get the same chain back. Returns `{ error: ... }` if the SERFF id has not been resolved into any programme chain (the filing may be a non-rate-affecting type — Withdrawal / Correspondence — or simply not yet ingested). Pair with `search_filings` using `predecessor_prefix`: search returns "filings that some programme adopted from bureau X"; lineage tells you, for any of those filings, the full chain it sits in.