Predictika · Tool fleet management contracts

An AI sales agent's tool fleet settlement, checked before it goes out

An AI sales agent prepares a settlement statement for a lost or stolen tool under a tool fleet management contract, along with the contract terms around it: payment, exchange cycle, termination and fee adjustment. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the published framework agreement and returns a verdict, every reason, a line-item statement and the figures it computed.

Scope: Hilti Fleet Management tool contracts under the UK framework agreement: loss and theft settlements, premium tool pool tools, payment method, exchange cycle, early termination, service country and fee adjustment. See everything this validator covers

This validator models tool loss and theft settlements and contract changes under the Hilti Fleet Management Framework Agreement (UK edition GB VPL2024.10), not just the scenarios shown below.

  • Loss and theft settlements — a lost fleet tool costs the outstanding future payments (the remaining monthly fleet fees less the service fees, plus a 15 percent non-collection fee on the list price). Theft reported with a police report within 30 days, naming the tool type and serial number, and not excluded or caused by negligence, costs a 20 percent deductible of that amount. A lost or stolen premium tool pool tool costs 50 percent of the list price.
  • Contract terms — direct debit is the only payment method; a fleet exchange cycle is quarterly, half-yearly or yearly; the customer may not terminate early; services are offered only in the country of Hilti business.
  • Fee adjustment and tool period — a monthly fee adjustment needs 30 days notice and a consumer price index rise of more than 5 percent within 12 months. A tool period outside the 3 to 5 years Hilti states goes to a person.

Any fleet settlement or contract change that touches these rules is in scope — not only the scenarios pictured here. Not covered: Hilti prices (monthly fees, service fees and list prices are taken from the customer's own contract, none are modeled), tool and trade lists, tools excluded from repair, loan tools and daily overdue fees, deposits, taxes, and other countries' agreements. Assumptions: the figures stated in the contract are taken as given, and the notice and price index conditions are modeled as the agreement is summarised in the sources.

The AI sales agentBuilds the settlement statement from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, the line-item statement and the computed figures.

8 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
Settlement amounts that depend on the cover rulesOnly with care
The amount payable is a deductible, the full outstanding payments or half the list price, depending on the tool class, the event, an exclusion, negligence, a serial number and the days to the police report. Each branch is a rule that must be kept in step.		Every input is in one request and the amount is computed and compared with the stated amount on every call.
A 30-day limit on the police reportOnly with care
A date comparison on one line that changes a price on another; it works, but the boundary (day 30 against day 31) needs its own test.		The days to the report are an input, so the cover changes on the day-31 boundary and the amount follows.
Fee adjustments that need both notice and a price index riseOnly with workarounds
Two conditions on a fee change, one a count of days and one a percentage, checked against a stated figure; this takes cross-line rules that interact with the rest.		Notice and index rise are in the same request and checked together.
Contract terms such as payment method, exchange cycle and early terminationOnly with care
Each is a simple rule, but they live in different places in the quote and the contract, so they must be kept consistent.		All terms travel with the request and are checked with the settlement.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the statement is saved or a step is completed, 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: 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 statement; approval findings need a person to sign off; everything else is computed.

    
1The statement shows £990.00 payable; the framework agreement rules give £198.00.
2Hilti accepts direct debit only as the payment method under the framework agreement (clause 7.3).
3A fleet exchange cycle can be quarterly, half-yearly or yearly (clause 8.1); a monthly cycle is not offered.
4The customer may not terminate a tool contract early (clause 2).
5Fleet management services are offered only within the country of Hilti business (clause 4.3).
6A monthly fee adjustment needs 30 days notice (clause 14); the quote gives 29 days.
7A monthly fee adjustment applies when the consumer price index has risen by more than 5 percent within 12 months (clause 14); the quote states 5.0 percent.
849 months remaining is outside the tool period of 48 months.
9The service fee of £41 a month is more than the monthly fleet fee of £40.
10The tool has no list price; the non-collection fee and the premium tool pool charge are based on it.
11Hilti states that tool contracts last between 3 and 5 years depending on tool type and trade; a tool period of 35 months should be confirmed by a person.
12Hilti states that tool contracts last between 3 and 5 years depending on tool type and trade; a tool period of 61 month should be confirmed by a person.

  

  

    
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. Theft claim, payment and exchange cycle: Theft claim with invoice payment, a monthly exchange cycle and a statement that shows only the deductible

    
The agent's request. Please settle the theft of a fleet management tool under a UK Hilti Fleet Management tool contract: monthly fleet fee of £85.00 including £20.00 of service, 30 months left of a 48-month tool period, list price £1,400.00, police report filed 45 days after the theft with the tool type and serial number. The customer pays by invoice and wants a monthly fleet exchange cycle. The settlement statement shows £432.00 payable. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Payment method not accepted. Hilti accepts direct debit only as the payment method under the framework agreement (clause 7.3).
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  • Exchange cycle not offered. A fleet exchange cycle can be quarterly, half-yearly or yearly (clause 8.1); a monthly cycle is not offered.
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  • Stated amount does not match. The statement shows £432.00 payable; the framework agreement rules give £2,160.00.
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2. Theft claim, payment and exchange cycle: The agent resubmits after fixing the errors

    
The agent's request. Please settle the theft of a fleet management tool under a UK Hilti Fleet Management tool contract: monthly fleet fee of £85.00 including £20.00 of service, 30 months left of a 48-month tool period, list price £1,400.00, police report filed 10 days after the theft with the tool type and serial number. The customer pays by direct debit and wants a quarterly fleet exchange cycle. The settlement statement shows £432.00 payable. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Settlement summary. Theft coverage applies; outstanding future payments are £2,160.00 and the customer pays the 20 percent deductible of £432.00.
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3. Early termination and fee adjustment: Theft claim with an early termination and a short-notice fee adjustment

    
The agent's request. Please settle the theft of a fleet management tool under a UK Hilti Fleet Management tool contract: monthly fleet fee of £120.00 including £30.00 of service, 22 months left of a 48-month tool period, list price £2,400.00, police report filed 12 days after the theft with the tool type and serial number. The customer pays by direct debit. The customer also wants to end the tool contract early. Hilti also wants to raise the monthly fleet fees on 14 days notice, citing a consumer price index rise of 4.0 percent over 12 months. The settlement statement shows £468.00 payable. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Early termination not allowed. The customer may not terminate a tool contract early (clause 2).
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  • Fee adjustment notice too short. A monthly fee adjustment needs 30 days notice (clause 14); the quote gives 14 days.
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  • Price index rise too small. A monthly fee adjustment applies when the consumer price index has risen by more than 5 percent within 12 months (clause 14); the quote states 4.0 percent.
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4. Early termination and fee adjustment: The agent resubmits after fixing the errors

    
The agent's request. Please settle the theft of a fleet management tool under a UK Hilti Fleet Management tool contract: monthly fleet fee of £120.00 including £30.00 of service, 22 months left of a 48-month tool period, list price £2,400.00, police report filed 12 days after the theft with the tool type and serial number. The customer pays by direct debit. The customer also wants to end the tool contract early. Hilti also wants to raise the monthly fleet fees on 30 days notice, citing a consumer price index rise of 6.0 percent over 12 months. The settlement statement shows £468.00 payable. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Early termination not allowed. The customer may not terminate a tool contract early (clause 2).
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5. Early termination and fee adjustment: The agent resubmits after fixing the errors

    
The agent's request. Please settle the theft of a fleet management tool under a UK Hilti Fleet Management tool contract: monthly fleet fee of £120.00 including £30.00 of service, 22 months left of a 48-month tool period, list price £2,400.00, police report filed 12 days after the theft with the tool type and serial number. The customer pays by direct debit. The settlement statement shows £468.00 payable. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Settlement summary. Theft coverage applies; outstanding future payments are £2,340.00 and the customer pays the 20 percent deductible of £468.00.
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6. Premium tool pool tool and tool period: Premium tool pool tool loss with a 72-month tool period and a service outside the country

    
The agent's request. Please settle the loss of a premium tool pool tool under a UK Hilti Fleet Management tool contract: monthly fleet fee of £60.00 including £15.00 of service, 40 months left of a 72-month tool period, list price £900.00. The customer pays by direct debit. The tool is serviced in another country. The settlement statement shows £450.00 payable. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Outside the service country. Fleet management services are offered only within the country of Hilti business (clause 4.3).
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  • Tool period outside the published 3 to 5 years. Hilti states that tool contracts last between 3 and 5 years depending on tool type and trade; a tool period of 72 months should be confirmed by a person.
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7. Premium tool pool tool and tool period: The agent resubmits after fixing the errors

    
The agent's request. Please settle the loss of a premium tool pool tool under a UK Hilti Fleet Management tool contract: monthly fleet fee of £60.00 including £15.00 of service, 40 months left of a 72-month tool period, list price £900.00. The customer pays by direct debit. The settlement statement shows £450.00 payable. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Tool period outside the published 3 to 5 years. Hilti states that tool contracts last between 3 and 5 years depending on tool type and trade; a tool period of 72 months should be confirmed by a person.
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  • Settlement summary. Premium tool pool tool lost or stolen; the charge is 50 percent of the list price, £450.00.
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8. Premium tool pool tool and tool period: The agent resubmits after fixing the errors

    
The agent's request. Please settle the loss of a premium tool pool tool under a UK Hilti Fleet Management tool contract: monthly fleet fee of £60.00 including £15.00 of service, 40 months left of a 60-month tool period, list price £900.00. The customer pays by direct debit. The settlement statement shows £450.00 payable. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Settlement summary. Premium tool pool tool lost or stolen; the charge is 50 percent of the list price, £450.00.
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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 settlement statement for a lost or stolen tool under a tool fleet management contract, along with the contract terms around it: payment, exchange cycle, termination and fee adjustment. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the published framework agreement and returns a verdict, every reason, a line-item statement and the figures it computed.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please settle the theft of a fleet management tool under a UK Hilti Fleet Management tool contract: monthly fleet fee of £85.00 including £20.00 of service. The customer pays by invoice and wants a monthly fleet exchange cycle. The rest of the request is on screen. The settlement statement shows £432.00 payable.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with three findings, all in one answer. Hilti accepts direct debit only as the payment method under the framework agreement (clause 7.3). A fleet exchange cycle can be quarterly, half-yearly or yearly (clause 8.1); a monthly cycle is not offered. The statement shows £432.00 payable; the framework agreement rules give £2,160.00.
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  6. The validator returned three 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 statement are checked against each other.
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  7. What this shows: for contract terms such as payment method, exchange cycle and early termination, 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 days from theft to police report to 10, the payment method to direct debit and the fleet exchange cycle to quarterly.
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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. The validator also returns the line-item quote. It starts with Monthly fleet fees from now to the end of the tool period and Less the service fees for the same months; the other line is on screen.
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  13. All three earlier findings are cleared, and the validator's total, £432.00, matches the statement.
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  14. Three problems caught in one call, fixed in one pass, and a clean statement. That is the value of Predictika's validator: catching mistakes before the statement goes out. Now you can try the other scenarios yourself.
    15.