Predictika · Emerson · Emerson Fisher control valve quotes

An AI sales agent's control valve quote, checked before it goes out

An AI sales agent prepares a control valve assembly quote for a fictional customer, with the total price it expects. Before the quote goes out, the agent sends it to Predictika’s validator, which checks it against valve sizing, pressure class, material, actuator, positioner and discount rules, compares the total the agent states with the one it computes, and returns a verdict with every reason. All prices are illustrative estimates in US dollars.

Scope: Fisher easy-e and ET globe valves and Vee-Ball rotary valves with actuators and DVC6200 positioners, sized and priced. See everything this validator covers

This validator checks and prices quotes for Fisher control valve assemblies: easy-e (EZ) and ET globe valves and Vee-Ball (V150) rotary valves with 667, 585C and 2052 actuators and DVC6200 positioners. It handles any quote built from those parts, not just the scenarios shown below.

  • Valves — Fisher easy-e (EZ) and ET globe valves and Vee-Ball (V150) rotary valves, sized by Cv against flow, specific gravity and pressure drop.
  • Materials and service — WCC, LCC, CF8M and duplex body materials, ASME pressure classes, NACE MR0175 for sour service, and anti-cavitation Cavitrol trim.
  • Actuation and instrumentation — 667, 585C and 2052 actuators matched to valve style, shutoff pressure and fail action, and DVC6200 positioners (HART, FOUNDATION fieldbus and SIS variants) matched to the plant protocol.
  • Pricing and approvals — Valve body, class, NACE, trim, actuator and positioner prices, discount authority by order quantity, and a check that the total price the agent states matches the validator figure.

It does not cover other Emerson automation, measurement or software products, real prices, specifications or contracts, or any real customer.

The AI sales agentBuilds the quote from the conversation and says it is ready.
Predictika validatorChecks the quote against the product and contract rules and returns every finding it has.

8 scenarios in 4 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 or Revenue Cloud) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

What the validator catchesTypical rules-based CPQPredictika
Valve sizing against the flowOnly with workarounds
Sizing is a calculation (flow squared times specific gravity, divided by pressure drop) compared with a limit per valve; price rules and product rules are not built for that, so it usually lives in a separate sizing tool.
The sizing check runs on every call from the same choices as the price.
Pressure class, material and temperature togetherOnly with care
Class ratings, body limits and material temperature ranges are individually simple but interact on every quote.
All limits are evaluated together and each failure is returned with its reason.
Sour and seawater serviceOnly with care
Each service needs particular construction (NACE, duplex), which is one more product rule per service.
The service selects its required construction and a mismatch is a finding.
Actuator, fail action and positionerOnly with workarounds
Matching actuator style, shutoff capability, fail action, SIS and plant protocol across several fields is a web of cross-field rules.
The combinations are checked in one pass and each mismatch is named.
Approval stepsOnly with care
Discounts above rep authority, and oversized valves, need a person to sign off, and the release must stay blocked until they do.
Approval items are returned with the verdict and the release step is refused until the approval is recorded.
Quantity-tiered discount and a total that reconcilesOnly with care
Discount limits by quantity and a requested discount are easy to get out of step with the quote total.
The same computed figures feed the line items and the total.
The total the agent statesOnly with workarounds
Comparing a stated figure with a computed one means a separate rule per quote layout, and price rules rarely run on stated figures.
The stated total is a field in the request and is checked against the computed total.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved, so a rep often fixes one error and meets the next.
All findings come back together, whatever order the choices arrived in.

What this validator catches

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Every rule is checked on every call, in whatever order the choices arrive, and one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

RuleEffectWhat it checks
1blockLiquid sizing: required Cv squared (flow squared times specific gravity, divided by pressure drop) must not exceed the square of 80 percent of the valve rated Cv
2approvalA valve whose required Cv squared is under 20 percent of the squared rated Cv is oversized and needs an application engineer to confirm controllability
3blockInlet pressure must be within the ASME class rating, and the class cannot exceed the highest class the valve body is offered in
4blockSour service requires NACE MR0175 construction; seawater service requires a duplex body
5blockThe body material must be rated for the minimum and maximum temperature (WCC, LCC, CF8M and duplex have different limits)
6blockA pressure drop over 60 percent of the inlet pressure requires anti-cavitation trim, and Cavitrol trim is offered only in globe valves
7blockThe actuator must fit the valve style (667 and 585C on globe valves, 2052 on rotary valves) and be able to close against the shutoff pressure
8blockFail-in-last-position requires the double-acting 585C piston actuator
9blockA safety instrumented valve requires the DVC6200 SIS positioner, and the positioner protocol (HART or FOUNDATION fieldbus) must match the plant
10blockLead time, including alloy and anti-cavitation trim, cannot be longer than the customer can wait
11block, approvalDiscount authority: 5 percent for a rep, up to 15 percent for orders under 10 units and 20 percent for 10 or more; above 5 percent needs approval, above the limit is blocked
12computedPrice is the valve body times a material multiplier, plus the pressure class adder, NACE construction, anti-cavitation trim, the actuator and the positioner, less the requested discount, times the quantity
13blockThe total price the agent states must match the validator figure within USD 1

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. Valve size: EZ 2 in at 500 gpm

The agent's request. A Fisher easy-e EZ 2 in globe valve in WCC at class 300 with a 667 actuator and a DVC6200 HART positioner, for 500 gpm of water at a 20 psi drop and 200 psi inlet pressure, fail-close, needed in 14 weeks, quantity 1. Total price USD 16,400.00. Ready to send.

Verdict: Blocked.

  • Valve is too small for the flow. Required Cv squared 12500.0 exceeds 80 percent of the Fisher easy-e EZ 2 in rated Cv of 60; the valve is undersized.

2. Valve size: ET 4 in

The agent's request. A Fisher ET 4 in globe valve in WCC at class 300 with a 667 actuator and a DVC6200 HART positioner, for 500 gpm of water at a 20 psi drop and 200 psi inlet pressure, fail-close, needed in 14 weeks, quantity 1. Total price USD 37,600.00. Ready to send.

Verdict: Allowed.

3. Valve style, trim and actuator: Cavitrol on a Vee-Ball

The agent's request. A Fisher Vee-Ball V150 4 in rotary valve in WCC at class 150 with Cavitrol anti-cavitation trim, a 667 actuator and a DVC6200 HART positioner, for 1,500 gpm of water at a 30 psi drop and 200 psi inlet pressure, fail-close, needed in 20 weeks, quantity 1. Total price USD 26,800.00. Ready to send.

Verdict: Blocked.

  • Cavitrol trim only fits globe valves. Cavitrol trim is available only in globe valves.
  • Actuator does not fit this valve style. Actuator A667 does not fit a Rotary valve.

4. Valve style, trim and actuator: Rotary actuator, no Cavitrol

The agent's request. A Fisher Vee-Ball V150 4 in rotary valve in WCC at class 150 with a 2052 rotary actuator and a DVC6200 HART positioner, for 1,500 gpm of water at a 30 psi drop and 200 psi inlet pressure, fail-close, needed in 20 weeks, quantity 1. Total price USD 19,700.00. Ready to send.

Verdict: Allowed.

5. The total the agent states: Stated total too low

The agent's request. Two Fisher easy-e EZ 3 in globe valves in WCC at class 300 with 667 actuators and DVC6200 HART positioners, for 400 gpm of water at a 25 psi drop and 250 psi inlet pressure, fail-close, needed in 12 weeks. Total price USD 34,170.00. Ready to send.

Verdict: Blocked.

  • Stated total differs from the validator figure. Stated total price does not match: the agent stated USD 34170.0 for 2 assembly(ies); the validator computes USD 40200.0.

6. The total the agent states: Stated total corrected

The agent's request. Two Fisher easy-e EZ 3 in globe valves in WCC at class 300 with 667 actuators and DVC6200 HART positioners, for 400 gpm of water at a 25 psi drop and 250 psi inlet pressure, fail-close, needed in 12 weeks. Total price USD 40,200.00. Ready to send.

Verdict: Allowed.

7. Discount authority: 12 percent project discount

The agent's request. Twelve Fisher easy-e EZ 2 in globe valves in WCC at class 300 with 667 actuators and DVC6200 HART positioners, for 150 gpm of water at a 20 psi drop and 200 psi inlet pressure, fail-close, needed in 12 weeks, with a 12 percent project discount. Total price USD 173,184.00. Ready to send.

Verdict: Needs approval.

  • Discount above rep authority needs approval. 12 percent is above the 5 percent rep limit; approvable up to 20 percent.

8. Discount authority: Discount at 5 percent

The agent's request. Twelve Fisher easy-e EZ 2 in globe valves in WCC at class 300 with 667 actuators and DVC6200 HART positioners, for 150 gpm of water at a 20 psi drop and 200 psi inlet pressure, fail-close, needed in 12 weeks, with a 5 percent project discount. Total price USD 186,960.00. Ready to send.

Verdict: Allowed.

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 control valve assembly quote for a fictional customer, with the total price it expects. Before the quote goes out, the agent sends it to Predictika’s validator, which checks it against valve sizing, pressure class, material, actuator, positioner and discount rules, compares the total the agent states with the one it computes, and returns a verdict with every reason. All prices are illustrative estimates in US dollars.
  2. I will start with the first request by the agent.
  3. The agent says. A Fisher easy-e EZ 2 in globe valve in WCC at class 300. Total price USD 16,400.00. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with one finding, all in one answer. Required Cv squared 12500.0 exceeds 80 percent of the Fisher easy-e EZ 2 in rated Cv of 60; the valve is undersized.
  6. The validator returned one blocking finding 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.
  7. What this shows: for valve sizing against the flow, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the valve to Fisher ET 4 in and the stated total as to $37,600.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. The validator also returns the line-item quote. It starts with Fisher ET 4 in body and ASME CL300 flange rating; the other two lines are on screen.
  13. The earlier finding is cleared, and the validator's total, USD 37,600.00, matches the quote.
  14. One problem caught in one call, fixed in one pass, and a clean $37,600 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer.