Predictika · Instrument placement and cartridge commitment quotes

An AI sales agent's GeneXpert placement quote, checked before it goes out

An AI sales agent prepares a quote to place a molecular diagnostics instrument system and commit the customer to a yearly volume of test cartridges: system, assays, placement type (purchase or reagent rental), site type, commitment size and term, service plan, region and discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the compatibility, commitment and approval rules and returns a verdict, every reason and the figures it computed.

Scope: GeneXpert instrument placement and cartridge-commitment quotes: system, assays, purchase or reagent rental, commitment size and term, service plan, regional discount and approvals. See everything this validator covers

This validator models placement quotes for GeneXpert-class molecular diagnostics systems with a multi-year cartridge commitment — not just the scenarios shown below.

  • System and assay menu — six systems from a 2-module Xpress to an 80-module Infinity, nine assay choices, and which assays run on Xpress-class systems.
  • Site type — laboratory sites versus point-of-care sites, where only CLIA-waived assays can be placed.
  • Commitment against capacity — the yearly cartridge commitment, summed across two assay lines, against what the system can run, with an approval when the forecast uses over 90 percent of capacity.
  • Reagent rental — a minimum yearly commitment per module, a 3 to 5 year term, and an approval when the commitment sits close to the minimum.
  • Service attach — the minimum service plan for each system and the maximum term.
  • Regional pricing authority — what a sales rep can discount in each region, what needs management approval, what no one can approve, and a site-readiness review for Infinity systems.
  • Stated figures — the annual capacity the quote itself states.

Any GeneXpert placement quote touching these choices is in scope — not only the scenarios pictured here. Not covered: prices (no price list was used, so this validator produces no price build-up or line-item quote), SCIEX and other Danaher operating companies, consumables outside the cartridge menu, and any vendor CPQ platform. Assumptions: assay-to-system compatibility, waiver handling, per-module capacity, rental minimums, minimum service levels, term limits and regional discount limits are invented illustrative values.

The AI sales agentBuilds the placement and cartridge-commitment quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed system figures.

6 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
A non-waived assay quoted for a point-of-care site, or an assay that does not run on an Xpress-class systemOnly with care
Doable as product rules linking assay to system and site, but every new assay or system adds rules, and the waiver status has to be kept on each assay record.		Compatibility and waiver flags sit on the assay and system records and are compared with the site on every call.
A yearly cartridge commitment checked against what the system can run, summed across assay linesOnly with workarounds
Totals across several lines against a capacity that depends on the system usually need a custom validation or a manual review step.		The commitment is summed, compared with the computed capacity, and flagged near the limit, all in one pass.
A reagent-rental minimum that scales with the number of modules, plus a term that depends on the placement typeOnly with care
One rule per system, or a lookup table maintained by hand. It works, but the minimum and the term rule are easy to drift apart.		The per-module minimum is computed from the system record; the term rule follows the placement type.
A quote that states an annual capacity different from what the system can runOnly with workarounds
A validation rule can compare a stated figure only if the stated figure is a field on the quote and the capacity is computed first.		The stated figure travels with the quote and is compared with the computed capacity on every call.
Service plan minimums, regional discount authority and an Infinity site-readiness review, all reported togetherOnly with care
Approval rules are easy one at a time. Several reasons at once usually mean several approval rules firing separately, each with its own message.		Every approval reason is listed together with the block reasons, in order of severity.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1the Xpert MTB/RIF Ultra does not run on the GeneXpert Xpress II (2 modules); Xpress-class systems run only Xpress-labeled assays.
2the Xpert MTB/RIF Ultra is not CLIA-waived and cannot be placed at a point-of-care site.
3an annual commitment of 4000 cartridges is above the 3000 tests a year the GeneXpert Xpress II (2 modules) can run.
4the quote states an annual capacity of 6000 tests, but the GeneXpert Xpress II (2 modules) runs 3000 tests a year.
5the system has no service plan attached; confirm the customer has declined service.
6a reagent-rental placement of the GeneXpert Dx XVI (16 modules) needs at least 6400 cartridges a year; the quote commits 5000.
7a commitment term of 2 years is outside the allowed range (reagent rental 3 to 5 years, purchase up to 5 years).
8the GeneXpert Dx XVI (16 modules) requires at least service level 2 (0 none, 1 standard, 2 extended, 3 premium); the quote has the Standard service plan.
9a discount of 25 percent is above the 20 percent limit that anyone can approve in China.
10the GeneXpert Infinity-48 (48 modules) is an automated Infinity system; site readiness needs a sales operations review before the quote is released.
11a discount of 15 percent is above the 10 percent a sales rep can give in China; it needs sales management approval.

  

  

    
Scenarios and results
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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. Site and assay menu: Lab-only assays on a point-of-care Xpress system

    
The agent's request. Please quote a reagent-rental placement for a point-of-care clinic in United States: the GeneXpert Xpress II (2 modules), running the Xpert MTB/RIF Ultra (2,500 cartridges a year) and the Xpert HIV-1 Viral Load (1,500 cartridges a year), over a 3 year term. Service: no service plan. Requested discount: 0 percent. The quote states an annual capacity of 6,000 tests. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Assay does not run on this system. The Xpert MTB/RIF Ultra does not run on the GeneXpert Xpress II (2 modules); Xpress-class systems run only Xpress-labeled assays.
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  • Assay does not run on this system. The Xpert HIV-1 Viral Load does not run on the GeneXpert Xpress II (2 modules); Xpress-class systems run only Xpress-labeled assays.
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  • Assay not allowed at a point-of-care site. The Xpert MTB/RIF Ultra is not CLIA-waived and cannot be placed at a point-of-care site.
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  • Assay not allowed at a point-of-care site. The Xpert HIV-1 Viral Load is not CLIA-waived and cannot be placed at a point-of-care site.
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  • Commitment above system capacity. An annual commitment of 4000 cartridges is above the 3000 tests a year the GeneXpert Xpress II (2 modules) can run.
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  • Stated capacity does not match. The quote states an annual capacity of 6000 tests, but the GeneXpert Xpress II (2 modules) runs 3000 tests a year.
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  • No service plan. The system has no service plan attached; confirm the customer has declined service.
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2. Site and assay menu: The agent resubmits after fixing the errors

    
The agent's request. Please quote a reagent-rental placement for a hospital laboratory in United States: the GeneXpert Dx IV (4 modules), running the Xpert MTB/RIF Ultra (2,500 cartridges a year) and the Xpert HIV-1 Viral Load (1,500 cartridges a year), over a 3 year term. Service: standard service plan. Requested discount: 0 percent. The quote states an annual capacity of 6,000 tests. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Placement summary. The GeneXpert Dx IV (4 modules) runs 6000 tests a year; the quote commits 4000 cartridges a year for 3 year(s) with the Standard service plan; RENTAL placement; region United States.
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3. Reagent rental terms: A rental that is too small, too short and under-serviced

    
The agent's request. Please quote a reagent-rental placement for a hospital laboratory in United States: the GeneXpert Dx XVI (16 modules), running the Xpert HPV (3,000 cartridges a year) and the Xpert CT/NG (2,000 cartridges a year), over a 2 year term. Service: standard service plan. Requested discount: 0 percent. The quote states an annual capacity of 24,000 tests. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Below the rental minimum. A reagent-rental placement of the GeneXpert Dx XVI (16 modules) needs at least 6400 cartridges a year; the quote commits 5000.
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  • Commitment term out of range. A commitment term of 2 years is outside the allowed range (reagent rental 3 to 5 years, purchase up to 5 years).
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  • Service plan below the minimum. The GeneXpert Dx XVI (16 modules) requires at least service level 2 (0 none, 1 standard, 2 extended, 3 premium); the quote has the Standard service plan.
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4. Reagent rental terms: The agent resubmits after fixing the errors

    
The agent's request. Please quote a reagent-rental placement for a hospital laboratory in United States: the GeneXpert Dx XVI (16 modules), running the Xpert HPV (5,000 cartridges a year) and the Xpert CT/NG (3,000 cartridges a year), over a 3 year term. Service: extended service plan. Requested discount: 0 percent. The quote states an annual capacity of 24,000 tests. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Placement summary. The GeneXpert Dx XVI (16 modules) runs 24000 tests a year; the quote commits 8000 cartridges a year for 3 year(s) with the Extended service plan; RENTAL placement; region United States.
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5. Large Infinity placement: An Infinity-48 rental over capacity with a discount no one can approve

    
The agent's request. Please quote a reagent-rental placement for a hospital laboratory in China: the GeneXpert Infinity-48 (48 modules), running the Xpert MTB/RIF Ultra (50,000 cartridges a year) and the Xpert Carba-R (30,000 cartridges a year), over a 4 year term. Service: standard service plan. Requested discount: 25 percent. The quote states an annual capacity of 72,000 tests. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Commitment above system capacity. An annual commitment of 80000 cartridges is above the 72000 tests a year the GeneXpert Infinity-48 (48 modules) can run.
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  • Service plan below the minimum. The GeneXpert Infinity-48 (48 modules) requires at least service level 3 (0 none, 1 standard, 2 extended, 3 premium); the quote has the Standard service plan.
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  • Discount above the maximum. A discount of 25 percent is above the 20 percent limit that anyone can approve in China.
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  • Infinity site-readiness review. The GeneXpert Infinity-48 (48 modules) is an automated Infinity system; site readiness needs a sales operations review before the quote is released.
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6. Large Infinity placement: The agent resubmits after fixing the errors

    
The agent's request. Please quote a reagent-rental placement for a hospital laboratory in China: the GeneXpert Infinity-48 (48 modules), running the Xpert MTB/RIF Ultra (25,000 cartridges a year) and the Xpert Carba-R (15,000 cartridges a year), over a 4 year term. Service: premium service plan. Requested discount: 15 percent. The quote states an annual capacity of 72,000 tests. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount needs approval. A discount of 15 percent is above the 10 percent a sales rep can give in China; it needs sales management approval.
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  • Infinity site-readiness review. The GeneXpert Infinity-48 (48 modules) is an automated Infinity system; site readiness needs a sales operations review before the quote is released.
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  • Placement summary. The GeneXpert Infinity-48 (48 modules) runs 72000 tests a year; the quote commits 40000 cartridges a year for 4 year(s) with the Premium service plan; RENTAL placement; region China.
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a quote to place a molecular diagnostics instrument system and commit the customer to a yearly volume of test cartridges: system, assays, placement type (purchase or reagent rental), and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the compatibility, commitment and approval rules and returns a verdict, every reason and the figures it computed.
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  2. I will start with the first request by the agent.
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  3. The agent says. Please quote a reagent-rental placement for a point-of-care clinic in United States: the GeneXpert Xpress II (2 modules), running the Xpert MTB/RIF Ultra (2,500 cartridges a year) and the Xpert HIV-1 Viral Load (1,500 cartridges a year). Service: no service plan. The rest of the request is on screen. The quote states an annual capacity of 6,000 tests.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with six findings and one approval, all in one answer. The Xpert MTB/RIF Ultra does not run on the GeneXpert Xpress II (2 modules); Xpress-class systems run only Xpress-labeled assays. The Xpert HIV-1 Viral Load does not run on the GeneXpert Xpress II (2 modules); Xpress-class systems run only Xpress-labeled assays. The Xpert MTB/RIF Ultra is not CLIA-waived and cannot be placed at a point-of-care site. The other three are on screen.
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  6. The validator returned four blocking findings and one approval in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
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  7. What this shows: for a non-waived assay quoted for a point-of-care site, or an assay that does not run on an Xpress-class system, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the system to GeneXpert Dx IV (4 modules), the site type to hospital laboratory and the service plan to standard service plan.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. All five earlier findings are cleared, and the validator's figure matches the quote.
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  13. Seven problems caught in one call, fixed in one pass, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    14.