An AI sales agent's Delinea PAM subscription quote, checked before it goes out

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.

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. Northgate Financial Group, 3 years: A quote for a bank holding company: Secret Server, the Platform, Privilege Manager across thousands of endpoints, and Server Suite

The agent's request. Please quote Secret Server Professional in the Cloud for 2,400 users, with Connection Manager for 900 users. The customer requires session recording on 600 secrets, SSH key management, service account governance and high availability. Privilege Manager in the Cloud with 18,000 client licenses and 3,200 server licenses for 21,000 workstations and 3,200 servers. Server Suite Standard Edition with 2,600 licenses. This is a business-critical deployment. The support plan is Standard. Implementation services are Jump Start. The term is 3 years. The annual discount is $600,000. The quote states $8,085,600 over the term. It is ready to send.

Verdict: Blocked.

• Connection Manager needs Platinum. The quote includes Connection Manager for 900 users, and Connection Manager is an add-on to the Platinum edition only.
• Session recording beyond the edition limit. The customer requires session recording on 600 secrets; Vault has no session recording and Professional records up to 50 secrets, so more needs Platinum.
• SSH key management needs Platinum. The customer requires SSH key management, which is included only in the Platinum edition.
• Service account governance needs Platinum. The customer requires service account governance, which is included only in the Platinum edition.
• Privilege Manager Cloud needs the Platform. The quote includes 21,200 Privilege Manager Cloud licenses and no Delinea Platform subscription.
• Privilege Manager support license missing. The quote includes 21,200 Privilege Manager licenses and no support license; without a support license the customer cannot upgrade.
• Client licenses below workstations in scope. The customer has 21,000 workstations in scope for Privilege Manager and the quote has 18,000 client licenses.
• Server Suite needs Active Directory. The quote includes Server Suite for 2,600 systems and Active Directory is not confirmed; Server Suite zones are stored in Active Directory.
• Systems on an unsupported operating system. 140 of the systems in scope for Server Suite run an operating system that has no Server Suite agent.
• Critical deployment on the Standard support plan. The deployment is business critical and the quote has the Standard support plan; business-critical deployments need Premium or Mission Critical support.
• Large deployment needs full implementation services. The deployment covers 29,200 users, endpoints and systems; deployments above 5,000 need the Full Deployment implementation services.
• Stated total does not match. The quote states a term total of $8,085,600; the prices give $7,298,200.
• Discount above 10 percent. The quote takes an annual discount of $600,000 against $3,024,400 of list annual charges, above the 10 percent that needs a sales director.

2. Northgate Financial Group, 3 years: The agent resubmits after fixing the errors

The agent's request. Please quote Secret Server Platinum in the Cloud for 2,400 users, with Connection Manager for 900 users. The customer requires session recording on 600 secrets, SSH key management, service account governance and high availability. Include the Delinea Platform subscription. Privilege Manager in the Cloud with 21,000 client licenses and 3,200 server licenses for 21,000 workstations and 3,200 servers, and the support license for each. Server Suite Standard Edition with 2,460 licenses. This is a business-critical deployment. The support plan is Premium. Implementation services are Full Deployment. The term is 3 years. The annual discount is $600,000. The quote states $12,008,340 over the term. It is ready to send.

Verdict: Needs approval.

• Discount above 10 percent. The quote takes an annual discount of $600,000 against $4,562,780 of list annual charges, above the 10 percent that needs a sales director.
• Quote summary. One-time implementation services of $120,000, annual subscription of $3,962,780 and a term total of $12,008,340.

3. Northgate Financial Group, 3 years: The agent resubmits after fixing the errors

The agent's request. Please quote Secret Server Platinum in the Cloud for 2,400 users, with Connection Manager for 900 users. The customer requires session recording on 600 secrets, SSH key management, service account governance and high availability. Include the Delinea Platform subscription. Privilege Manager in the Cloud with 21,000 client licenses and 3,200 server licenses for 21,000 workstations and 3,200 servers, and the support license for each. Server Suite Standard Edition with 2,460 licenses. This is a business-critical deployment. The support plan is Premium. Implementation services are Full Deployment. The term is 3 years. The annual discount is $450,000. The quote states $12,458,340 over the term. It is ready to send.

Verdict: Allowed.

• Quote summary. One-time implementation services of $120,000, annual subscription of $4,112,780 and a term total of $12,458,340.

4. Cascade State Revenue Agency: A quote for a state revenue agency: cloud Secret Server, Privilege Manager and the Platform

The agent's request. Please quote Secret Server Professional in the Cloud for 1,100 users. The customer requires session recording on 300 secrets, SSH key management, high availability, disaster recovery and FedRAMP-authorized hosting. Include the Delinea Platform subscription. Privilege Manager in the Cloud with 9,000 client licenses and 800 server licenses for 9,000 workstations and 800 servers, and the support license for each. Server Suite Standard Edition with 700 licenses. This is a business-critical deployment. The support plan is Standard. Implementation services are Full Deployment. The term is 3 years. The quote states $4,271,100 over the term. It is ready to send.

Verdict: Blocked.

• Session recording beyond the edition limit. The customer requires session recording on 300 secrets; Vault has no session recording and Professional records up to 50 secrets, so more needs Platinum.
• SSH key management needs Platinum. The customer requires SSH key management, which is included only in the Platinum edition.
• Cloud service for a FedRAMP customer. The customer requires FedRAMP-authorized hosting, and this validator does not treat the Delinea cloud services as FedRAMP-authorized, so Secret Server and Privilege Manager must be on-premises and the Platform cannot be quoted.
• Critical deployment on the Standard support plan. The deployment is business critical and the quote has the Standard support plan; business-critical deployments need Premium or Mission Critical support.
• Stated total does not match. The quote states a term total of $4,271,100; the prices give $4,226,100.

5. Cascade State Revenue Agency: The agent resubmits after fixing the errors

The agent's request. Please quote Secret Server Platinum on-premises for 1,100 users, with Resilient Secrets at 1 site. The customer requires session recording on 300 secrets, SSH key management, high availability, disaster recovery and FedRAMP-authorized hosting. Privilege Manager on-premises with 9,000 client licenses and 800 server licenses for 9,000 workstations and 800 servers, and the support license for each. Server Suite Standard Edition with 700 licenses. This is a business-critical deployment. The support plan is Premium. Implementation services are Full Deployment. The term is 3 years. The quote states $4,806,900 over the term. It is ready to send.

Verdict: Allowed.

• Quote summary. One-time implementation services of $120,000, annual subscription of $1,562,300 and a term total of $4,806,900.

6. Lakeshore Dental Group: A quote for a small dental group: Secret Server Vault on-premises with Privilege Manager

The agent's request. Please quote Secret Server Vault on-premises for 40 users. The customer requires session recording on 10 secrets. Include the Delinea Platform subscription. Privilege Manager in the Cloud with 250 client licenses for 250 workstations. The support plan is Standard. The term is 1 year. The quote states $18,700 over the term. It is ready to send.

Verdict: Blocked.

• Vault is limited to 25 users. The quote puts 40 users on Secret Server Vault, which includes 25 users.
• Vault on-premises is for current customers only. The quote has Secret Server Vault on-premises for a new customer; Vault is on-premises for current customers and Cloud for new customers.
• Session recording beyond the edition limit. The customer requires session recording on 10 secrets; Vault has no session recording and Professional records up to 50 secrets, so more needs Platinum.
• Privilege Manager support license missing. The quote includes 250 Privilege Manager licenses and no support license; without a support license the customer cannot upgrade.
• Stated total does not match. The quote states a term total of $18,700; the prices give $33,700.

7. Lakeshore Dental Group: The agent resubmits after fixing the errors

The agent's request. Please quote Secret Server Professional in the Cloud for 40 users. The customer requires session recording on 10 secrets. Include the Delinea Platform subscription. Privilege Manager in the Cloud with 250 client licenses for 250 workstations, and the support license for each. The support plan is Standard. The term is 1 year. The quote states $52,750 over the term. It is ready to send.

Verdict: Allowed.

• Quote summary. Annual subscription of $52,750 and a term total of $52,750.

The text of the narrated walkthrough, step by step.

1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a Delinea privileged access management quote: Secret Server in the Vault, Professional or Platinum edition, in the Cloud or on-premises. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the editions, limits and dependencies in Delinea's public documentation and returns a verdict, every reason, a line-item quote and the figures it computed.
2. I will start with the first request by the agent.
3. The agent says. Please quote Secret Server Professional in the Cloud for 2,400 users, with Connection Manager for 900 users. The customer requires session recording on 600 secrets, SSH key management, service account governance and high availability. The rest of the request is on screen. The quote states $8,085,600 over the term.
4. Before it goes out, the agent calls the validator.
5. Blocked, with twelve findings and one approval, all in one answer. The quote includes Connection Manager for 900 users, and Connection Manager is an add-on to the Platinum edition only. The customer requires session recording on 600 secrets; Vault has no session recording and Professional records up to 50 secrets, so more needs Platinum. The customer requires SSH key management, which is included only in the Platinum edition. The other nine are on screen.
6. The validator returned twelve blocking findings and one approval in one answer, led by Connection Manager needs Platinum and session recording beyond the edition limit, among others. A check that reads one product or one field at a time would pass most of this; it shows only when editions, add-ons, licenses, customer requirements and the stated total are checked against each other.
7. What this shows: for features and limits that depend on the edition, a rules-based CPQ is error-prone for this.
8. Now the agent resubmits.
9. The corrected request. It changes the Secret Server edition to platinum, the client licenses to 21,000, the Privilege Manager support license to included and the stated term total to $12,008,340. It sets the Delinea Platform subscriptions to 1. Five more changes are on screen. It removes the systems on an unsupported operating system.
10. It calls the validator again.
11. Not blocked, but held for a person.
12. The validator also returns the line-item quote. It starts with Secret Server Platinum and Connection Manager add-on; the other eight lines are on screen.
13. The twelve blocking findings are cleared; one approval remains for a person: discount above 10 percent.
14. The agent resubmits once more.
15. The revised request. It changes the annual discount to $450,000 and the stated term total to $12,458,340.
16. It calls the validator once more.
17. This time the validator clears it.
18. The validator also returns the line-item quote. It starts with Secret Server Platinum and Connection Manager add-on; the other eight lines are on screen.
19. The earlier finding is cleared, and the validator's total, $12,458,340, matches the quote.
20. Thirteen problems caught in one call, fixed in two passes, and a clean $12,458,340 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.