Predictika · Business checks

An AI sales agent's business checks order, checked before it goes out

An AI sales agent prepares an order for business checks: laser/computer checks printed from accounting software, or manual checks written by hand, with copies, the High-Security option, the bank routing and account numbers, the first check number, delivery speed and a total. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model and returns a verdict, every reason and the figures it computed. The product names come from public Deluxe pages; the prices and several of the rules are modeled for this demonstration and are not Deluxe's.

Scope: Deluxe business checks (laser/computer and manual, with the High-Security option): format, software, copies, bank numbers, check numbering, pack quantity, delivery and an illustrative price. See everything this validator covers

This validator models one business checks order at a time, not just the scenarios shown below. It separates what is public from what is modeled.

  • Public, from Deluxe pages and dealer listings — Deluxe sells business checks as laser/computer, manual and High-Security checks; manual checks come as 3-on-a-page; laser checks are printed from accounting software such as QuickBooks and Quicken and come with vouchers.
  • Modeled, not published by the company — every price (pack price by format, extra copies, High-Security, volume tiers, logo, envelopes, shipping), the pack sizes (250 laser checks, 150 manual checks), the number of copies each format allows, the wallet format, rush delivery, the 20-pack limit and the approval thresholds (more than 10 packs; rush delivery of more than 5 packs).
  • Common banking rules — a routing number has nine digits, an account number four to seventeen, and a new order must start above the last check number used.
  • What is checked — format against software, copies, High-Security, routing and account numbers, check numbering, pack count, delivery, and the total the agent states, which must equal the computed one.

Any business checks order that touches these rules is in scope — not only the scenarios pictured here. Not covered: personal checks, deposit slips, endorsement stamps, payroll and other Deluxe products, bank-specific check programs, and any real Deluxe price or term. The customer and the prices on this page are fictional or illustrative.

The AI sales agentBuilds the checks order from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

7 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
Formats that allow only some copies, software and optionsOnly with workarounds
Each format has its own copies, software and security limits. A rules-based CPQ needs a compatibility table or one rule per format, and every catalog change means editing them.		Format, software, copies and options arrive in one request and are compared on every call.
A price that depends on copies, security, volume tier and extrasOnly with care
Several price rules that stack, and a stated total has to be recomputed and compared.		The price build-up is computed on every call and compared with the total the agent states.
Bank numbers and check numberingOnly with care
Digit counts and a comparison with the last check number used are simple, but they live outside the product catalog.		They are fields in the request and are checked with everything else.
Approvals that depend on quantity and delivery togetherOnly with care
An approval rule for larger orders and another for rush delivery have to be kept apart and both fire when both apply.		Both approvals are evaluated together and listed together.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a person often fixes one error and meets the next.		All findings come back together, whatever order the choices arrived in.

  

  

    
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.

    
12 copies are ordered; the selected format comes in 1 copy only.
24 copies are ordered; the selected format comes in 1 to 3 copies.
33 copies are ordered; the selected format comes in 1 to 2 copies.
4Manual checks are written by hand; they are not ordered for printing from accounting software.
5Laser checks are printed from accounting software; the order names none.
6The High-Security option is not offered on wallet checks.
7The bank routing number has 8 digits; it must have 9.
8The bank routing number has 10 digits; it must have 9.
9The account number has 3 digits; it must have 4 to 17.
10The account number has 18 digits; it must have 4 to 17.
11The first check number 1,000 is not above the last check number already used, 1,000.
12The order has 0 packs; an order takes 1 to 20 packs.
13An order of more than 10 packs needs an account manager to confirm the quantity and the price.
14The order has 21 packs; an order takes 1 to 20 packs.
15Rush delivery of more than 5 packs needs production to confirm the date.
16The quote states a total of $214.95; the modeled price build-up gives $215.95.
17The quote states a total of $215.96; the modeled price build-up gives $215.95.
18The order has 25 packs; an order takes 1 to 20 packs.
19The account number has 20 digits; it must have 4 to 17.
20The first check number 900 is not above the last check number already used, 1,000.

  

  

    
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. Format, copies and software: Manual 3-on-a-Page checks in four copies for a QuickBooks company

    
The agent's request. Please quote 6 packs of Manual 3-on-a-Page checks (4 copies), printed from QuickBooks, with the company logo and 2 boxes of envelopes. The bank routing number has 9 digits and the account number has 10. The first check number is 1,001 and the last one used was 1,000. Delivery is standard. The quote states a total of $672.95. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Manual checks are not printed from software. Manual checks are written by hand; they are not ordered for printing from accounting software.
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  • Copies not offered for this format. 4 copies are ordered; the selected format comes in 1 to 3 copies.
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2. Format, copies and software: The agent resubmits after fixing the errors

    
The agent's request. Please quote 6 packs of Laser/Computer middle checks (2 copies), printed from QuickBooks, with the company logo and 2 boxes of envelopes. The bank routing number has 9 digits and the account number has 10. The first check number is 1,001 and the last one used was 1,000. Delivery is standard. The quote states a total of $636.95. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 1,500 checks in 6 packs, modeled total of $636.95.
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3. Bank number and check numbering: Checks with an eight-digit routing number and a first check number already used

    
The agent's request. Please quote 4 packs of Laser/Computer top checks (1 copy), printed from QuickBooks, with no logo and 2 boxes of envelopes. The bank routing number has 8 digits and the account number has 10. The first check number is 4,200 and the last one used was 4,500. Delivery is standard. The quote states a total of $373.95. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Bank routing number must have nine digits. The bank routing number has 8 digits; it must have 9.
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  • Check numbers already used. The first check number 4,200 is not above the last check number already used, 4,500.
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4. Bank number and check numbering: The agent resubmits after fixing the errors

    
The agent's request. Please quote 4 packs of Laser/Computer top checks (1 copy), printed from QuickBooks, with no logo and 2 boxes of envelopes. The bank routing number has 9 digits and the account number has 10. The first check number is 4,501 and the last one used was 4,500. Delivery is standard. The quote states a total of $373.95. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 1,000 checks in 4 packs, modeled total of $373.95.
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5. Large rush order: Twelve packs of High-Security wallet checks, rushed

    
The agent's request. Please quote 12 packs of Manual wallet checks with the High-Security option (2 copies), written by hand, with no logo and 3 boxes of envelopes. The bank routing number has 9 digits and the account number has 10. The first check number is 1,001 and the last one used was 1,000. Delivery is rush. The quote states a total of $1,080.95. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • High-Security not offered on wallet checks. The High-Security option is not offered on wallet checks.
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  • Large order. An order of more than 10 packs needs an account manager to confirm the quantity and the price.
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  • Rush delivery on a larger order. Rush delivery of more than 5 packs needs production to confirm the date.
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6. Large rush order: The agent resubmits after fixing the errors

    
The agent's request. Please quote 12 packs of Manual 3-on-a-Page checks with the High-Security option (2 copies), written by hand, with no logo and 3 boxes of envelopes. The bank routing number has 9 digits and the account number has 10. The first check number is 1,001 and the last one used was 1,000. Delivery is rush. The quote states a total of $1,176.95. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Large order. An order of more than 10 packs needs an account manager to confirm the quantity and the price.
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  • Rush delivery on a larger order. Rush delivery of more than 5 packs needs production to confirm the date.
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  • Order summary. 1,800 checks in 12 packs, modeled total of $1,176.95.
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7. Large rush order: The agent resubmits after fixing the errors

    
The agent's request. Please quote 10 packs of Manual 3-on-a-Page checks with the High-Security option (2 copies), written by hand, with no logo and 3 boxes of envelopes. The bank routing number has 9 digits and the account number has 10. The first check number is 1,001 and the last one used was 1,000. Delivery is standard. The quote states a total of $981.95. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 1,500 checks in 10 packs, modeled total of $981.95.
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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 an order for business checks: laser/computer checks printed from accounting software, manual checks written by hand. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model and returns a verdict, every reason and the figures it computed. The product names come from public Deluxe pages; the prices and several of the rules are modeled for this demonstration and are not Deluxe's.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please quote 6 packs of Manual 3-on-a-Page checks (4 copies), printed from QuickBooks, with the company logo and 2 boxes of envelopes. The bank routing number has 9 digits and the account number has 10. The rest of the request is on screen. The quote states a total of $672.95.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with two findings, all in one answer. Manual checks are written by hand; they are not ordered for printing from accounting software. 4 copies are ordered; the selected format comes in 1 to 3 copies.
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  6. The validator returned two blocking findings 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 formats that allow only some copies, software and options, a rules-based CPQ can do this only with workarounds.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the check format to Laser/Computer middle checks, the copies to 2 and the stated total as to 636.95.
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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. Both earlier findings are cleared, and the validator's total, $636.95, matches the quote.
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  13. Two 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.