Predictika · Spine robotics and implant quotes

An AI sales agent's spine robotics and implant quote, checked before it goes out

An AI sales agent prepares a quote for a hospital that wants a spine navigation platform with imaging, a screw system and interbody spacers for a planned fusion, with a discount and the net capital and implant totals it states. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the systems and returns a verdict and every reason.

Scope: Spine procedure quotes: ExcelsiusGPS or ExcelsiusHub navigation with optional Excelsius3D imaging, CREO and ELLIPSE screw systems, HEDRON, CALIBER and INDEPENDENCE interbody spacers, discount and stated totals. See everything this validator covers

This validator models spine navigation and implant quotes, not just the scenarios shown below.

  • Platform, imaging and screw system — which screw systems go with which navigation platform, the imaging the case needs, and the imaging system on the quote against the imaging the case uses.
  • Screw and spacer counts — screws against the fused levels (with and without iliac fixation), interbody levels against fused levels, and spacers against interbody levels for each spacer system.
  • Approach requirements — an access surgeon for anterior spacers, and neuromonitoring for lateral spacers.
  • Totals and approvals — the net capital and implant totals stated on the quote against the computed totals, the discount limit and approval band, and long constructs that need a person.

Any spine navigation and implant quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: knee and cranial systems, plates, biologics, instruments and service contracts. Product names follow Globus Medical's public product pages; the compatibility, counting and approval rules, the discount thresholds and all prices are modeled, not published by Globus Medical, and the prices are illustrative.

The AI sales agentBuilds the spine quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed 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
Screw systems that fit only one platformOnly with care
The screw system and the platform each need a rule that checks the other, and the list grows with every new system.
The platform, the imaging and the screw system are fields of one request and are checked together on every call.
Screw and spacer counts by levelOnly with workarounds
The screws allowed depend on the fused levels and iliac fixation, and the spacers on the interbody levels and the spacer system.
The counts are computed from the levels and compared with the quoted counts on every call.
Approach requirementsOnly with care
An anterior approach needs an access surgeon and a lateral approach needs neuromonitoring, and which spacer system uses which approach has to be maintained.
The spacer system, the access surgeon and neuromonitoring are checked together, whatever order they were entered in.
Stated totals against computed totalsOnly with workarounds
The net capital depends on the platform, the imaging and the discount, and the implant total on screws and spacers, so any change has to be recomputed.
Both stated totals are fields of the quote and are compared with the computed ones on every call.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as 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 quote; approval findings need a person to sign off; everything else is computed.

1CREO ONE Robotic Screw is designed for ExcelsiusGPS robotic navigation; the quote pairs it with ExcelsiusHub freehand navigation.
2No imaging is selected; the navigation platform needs Excelsius3D, intraoperative CT, preoperative CT or fluoroscopy.
3An Excelsius3D imaging system is on the quote but the case imaging is another modality.
4Robotic screw placement with fluoroscopy only as imaging; a person should confirm the planning image is adequate.
5The quote has 6 screws; fusing 3 level(s) needs at least 8.
6The quote has 10 screws; fusing 3 level(s) allows at most 8.
7The quote has 4 interbody level(s) but only 3 fused level(s).
84 interbody level(s) with this spacer system need between 4 and 8 spacers; the quote has 2.
92 interbody level(s) with this spacer system need between 2 and 4 spacers; the quote has 5.
10A lateral approach is quoted with no neuromonitoring; a person should confirm it is covered for the case.
112 interbody level(s) with this spacer system need between 2 and 2 spacers; the quote has 3.
12An anterior (ALIF) approach needs an access surgeon on the case and none is listed.
13The quote states net capital of 1,500,000 USD; the quoted systems after discount give 1,665,000 USD.
14The quote states an implant total of 16,000 USD; the quoted screws and spacers give 17,200 USD.
15A discount of 20 percent is over 15 percent and needs sales management approval.
16A discount of 35 percent is over the 30 percent limit.
17A discount of 30 percent is over 15 percent and needs sales management approval.
18Fusing 7 levels is a long construct; a person should confirm the screw and rod plan.
192 interbody level(s) with this spacer system need between 2 and 0 spacers; the quote has 0.

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. Platform, imaging and approach: A quote for ExcelsiusHub with CREO ONE screws, no imaging, anterior spacers and a large discount

The agent's request. Please quote ExcelsiusHub with an Excelsius3D imaging system for a 3-level fusion, with 6 CREO ONE screws, and no imaging is selected for the case. It has 2 interbody levels with 2 HEDRON A spacers. The quote has a 35 percent discount, states net capital of $227,500 and states an implant total of $16,200. It is ready to send.

Verdict: Blocked.

  • CREO ONE needs ExcelsiusGPS. CREO ONE Robotic Screw is designed for ExcelsiusGPS robotic navigation; the quote pairs it with ExcelsiusHub freehand navigation.
  • No imaging selected. No imaging is selected; the navigation platform needs Excelsius3D, intraoperative CT, preoperative CT or fluoroscopy.
  • Excelsius3D quoted but not the imaging. An Excelsius3D imaging system is on the quote but the case imaging is another modality.
  • Too few screws for the levels. The quote has 6 screws; fusing 3 level(s) needs at least 8.
  • Anterior approach needs an access surgeon. An anterior (ALIF) approach needs an access surgeon on the case and none is listed.
  • Discount over the limit. A discount of 35 percent is over the 30 percent limit.

2. Platform, imaging and approach: The agent resubmits after fixing the errors

The agent's request. Please quote ExcelsiusGPS with an Excelsius3D imaging system for a 3-level fusion, with 8 CREO ONE screws, and the case uses Excelsius3D imaging. It has 2 interbody levels with 2 HEDRON A spacers, with an access surgeon. The quote has a 10 percent discount, states net capital of $1,665,000 and states an implant total of $18,400. It is ready to send.

Verdict: Allowed.

  • Quote summary. 3 level(s) fused with 8 screw(s) and 2 spacer(s); net capital 1,665,000 USD, implants 18,400 USD.

3. Screw and spacer counts: A quote for a two-level fusion with too many screws, extra interbody levels and a stated net capital

The agent's request. Please quote ExcelsiusGPS with an Excelsius3D imaging system for a 2-level fusion, with 10 CREO MIS screws, and the case uses Excelsius3D imaging. It has 3 interbody levels with 7 HEDRON T spacers. The quote has a 10 percent discount, states net capital of $1,500,000 and states an implant total of $38,400. It is ready to send.

Verdict: Blocked.

  • Too many screws for the levels. The quote has 10 screws; fusing 2 level(s) allows at most 6.
  • More interbody levels than fused levels. The quote has 3 interbody level(s) but only 2 fused level(s).
  • Spacer count does not fit the levels. 3 interbody level(s) with this spacer system need between 3 and 6 spacers; the quote has 7.
  • Stated net capital does not match. The quote states net capital of 1,500,000 USD; the quoted systems after discount give 1,665,000 USD.

4. Screw and spacer counts: The agent resubmits after fixing the errors

The agent's request. Please quote ExcelsiusGPS with an Excelsius3D imaging system for a 2-level fusion, with 8 CREO MIS screws and iliac fixation, and the case uses Excelsius3D imaging. It has 2 interbody levels with 3 HEDRON T spacers. The quote has a 10 percent discount, states net capital of $1,665,000 and states an implant total of $19,800. It is ready to send.

Verdict: Allowed.

  • Quote summary. 2 level(s) fused with 8 screw(s) and 3 spacer(s); net capital 1,665,000 USD, implants 19,800 USD.

5. Long construct and discount: A quote for a seven-level construct on fluoroscopy with lateral spacers and a large discount

The agent's request. Please quote ExcelsiusGPS for a 7-level fusion, with 16 CREO ONE screws, and the case uses fluoroscopy. It has 2 interbody levels with 2 HEDRON L spacers. The quote has a 35 percent discount, states net capital of $780,000 and states an implant total of $26,800. It is ready to send.

Verdict: Blocked.

  • Discount over the limit. A discount of 35 percent is over the 30 percent limit.
  • CREO ONE with fluoroscopy only. Robotic screw placement with fluoroscopy only as imaging; a person should confirm the planning image is adequate.
  • Lateral approach without neuromonitoring. A lateral approach is quoted with no neuromonitoring; a person should confirm it is covered for the case.
  • Long construct to confirm. Fusing 7 levels is a long construct; a person should confirm the screw and rod plan.

6. Long construct and discount: The agent resubmits after fixing the errors

The agent's request. Please quote ExcelsiusGPS for a 7-level fusion, with 16 CREO ONE screws, and the case uses fluoroscopy. It has 2 interbody levels with 2 HEDRON L spacers. The quote has a 20 percent discount, states net capital of $960,000 and states an implant total of $26,800. It is ready to send.

Verdict: Needs approval.

  • CREO ONE with fluoroscopy only. Robotic screw placement with fluoroscopy only as imaging; a person should confirm the planning image is adequate.
  • Lateral approach without neuromonitoring. A lateral approach is quoted with no neuromonitoring; a person should confirm it is covered for the case.
  • Discount needs approval. A discount of 20 percent is over 15 percent and needs sales management approval.
  • Long construct to confirm. Fusing 7 levels is a long construct; a person should confirm the screw and rod plan.
  • Quote summary. 7 level(s) fused with 16 screw(s) and 2 spacer(s); net capital 960,000 USD, implants 26,800 USD.

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 for a hospital that wants a spine navigation platform with imaging, a screw system and interbody spacers for a planned fusion. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the systems and returns a verdict and every reason.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote ExcelsiusHub with an Excelsius3D imaging system for a 3-level fusion, with 6 CREO ONE screws, and no imaging is selected for the case. It has 2 interbody levels with 2 HEDRON A spacers. The rest of the request is on screen. The quote has a 35 percent discount, states net capital of $227,500 and states an implant total of $16,200.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with six findings, all in one answer. CREO ONE Robotic Screw is designed for ExcelsiusGPS robotic navigation; the quote pairs it with ExcelsiusHub freehand navigation. No imaging is selected; the navigation platform needs Excelsius3D, intraoperative CT, preoperative CT or fluoroscopy. An Excelsius3D imaging system is on the quote but the case imaging is another modality. The other three are on screen.
  6. The validator returned six 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.
  7. What this shows: for screw systems that fit only one platform, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the platform to ExcelsiusGPS, the imaging for the case to Excelsius3D imaging, the screws quoted to 8, the access surgeon to yes, the discount to 10 percent, the stated net capital to $1,665,000 and the stated implant total to $18,400.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. All six earlier findings are cleared.
  13. Six problems caught in one call, fixed in one pass, and a clean $18,400 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.