Predictika · transformer types, insulation systems, supply agreements, rating in MVA, accessories and contract years

An AI sales agent's power transformer quote, checked before it goes out

An AI sales agent prepares a power transformer quote for a fictional customer. Before it goes out, the agent sends it to Predictika’s validator, which checks it against the product and contract rules, compares the net total the agent states with the one it computes, and returns a verdict with every reason.

Scope: power transformer quotes for the Power Transformers product line. See everything this validator covers

This validator models Hitachi Energy style power transformer quotes: four transformer types, three insulation systems and three supply agreements, the number of transformers, the rating in MVA, the on-load tap changer and online monitoring subscription options, the contract term in years and discounts. It handles any quote made of these products, not just the scenarios shown below.

  • Transformers and insulation systems — Liquid-filled distribution, substation power, generator step-up and indoor vault-type transformers, with a mineral oil, natural ester or dry-type resin insulation system, including the mineral oil system that cannot support the indoor vault-type transformer.
  • Rating — A rating in MVA checked against the transformer type and the insulation system limit, with a transformer engineering review above 60 MVA.
  • Accessories and supply agreements — The on-load tap changer and online monitoring subscription by transformer type, and spot bid, framework and utility master supply agreements with their transformer minimums and discounts.
  • Contract and order size — Terms from 1 to 7 years, a finance review above 5 years, a bid desk review above 15 transformers, an approval band above 10 percent total discount, a limit at 15 percent and a deal desk review above USD 5,000,000.
  • The stated net total — A check that the net total the agent states matches the contract value the validator computes.

It does not cover other Hitachi Energy products such as switchgear, HVDC or grid software, real list prices, grid code, standards compliance or site engineering decisions, or tax and multi-currency quoting.

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
Transformer type and insulation system compatibilityOnly with workarounds
A pairwise compatibility between two catalogs usually becomes one rule per combination.
Compatibility is a property of the transformer type and the insulation system, checked on every call.
Rating in mva against two limitsOnly with care
A number that must fit both a transformer type limit and a insulation system limit spans several validation rules.
Both limits and the review band are evaluated together.
Options by transformer typeOnly with care
Option rules per product type, extended for every new type or option.
The transformer type lists which options it offers; the check follows from the choices.
Discount stacking and approval bandsOnly with workarounds
Supply agreement, volume and extra discounts add up across rules and approval levels, and the total is rarely checked in one place.
The discounts are added once and compared with both the rep authority and the limit.
The total the agent statesOnly with workarounds
Comparing a stated total with a computed one means a separate rule per quote layout, and price rules rarely run on stated figures.
The stated net 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
Quantityblock1 to 40 transformers
Contract minimumblockAt least the supply agreement minimum transformers
Rating in mva vs transformer typeblock1 to the item maximum
Rating in mva vs insulation systemblockNot above the package limit
Compatibilityblockthe package cannot support the indoor vault-type transformer.
On-load tap changerblockOnly on items that offer it
Online monitoring subscriptionblockOnly on items that offer it
Contract yearsblock1 to 7 years
Total discount limitblockAbove 15 percent
Rating in mva reviewneeds approvalAbove 60: a transformer engineering review is required
Long contractneeds approvalAbove 5 years needs finance approval
Large quantityneeds approvalAbove 15 transformers: a bid desk review is required
Discount approvalneeds approvalTotal above 10 percent within the limit
Large orderneeds approvalAbove USD 5000000 needs deal desk review
Stated net totalblockThe net total the agent states must match the contract value the validator computes (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. The total the agent states: Stated total below computed

The agent's request. The Substation power transformer with the Mineral oil insulation system for 3 transformers on the Spot bid, rating in MVA 40 MVA, 3 year contract. Net total USD 530,145. Ready to send.

Verdict: Blocked.

  • Quoted Net Total. The quoted net total of USD 530145.0 does not match the USD 589050.0 the validator computed.

2. The total the agent states: Stated total corrected

The agent's request. The Substation power transformer with the Mineral oil insulation system for 3 transformers on the Spot bid, rating in MVA 40 MVA, 3 year contract. Net total USD 589,050. Ready to send.

Verdict: Allowed.

3. Options by transformer type: On-load tap changer on the liquid-filled distribution transformer

The agent's request. The Liquid-filled distribution transformer with the Mineral oil insulation system for 3 transformers on the Spot bid, rating in MVA 8 MVA, 3 year contract, with the on-load tap changer. Net total USD 178,050. Ready to send.

Verdict: Blocked.

  • On-Load Tap Changer. The on-load tap changer is not available on the Liquid-filled distribution transformer.

4. Options by transformer type: On-load tap changer on the substation power transformer

The agent's request. The Substation power transformer with the Mineral oil insulation system for 3 transformers on the Spot bid, rating in MVA 40 MVA, 3 year contract, with the on-load tap changer. Net total USD 643,050. Ready to send.

Verdict: Allowed.

5. Transformer type and insulation system: Indoor vault-type transformer with mineral oil insulation system

The agent's request. The Indoor vault-type transformer with the Mineral oil insulation system for 3 transformers on the Spot bid, rating in MVA 20 MVA, 3 year contract. Net total USD 259,050. Ready to send.

Verdict: Blocked.

  • Compatibility. The Mineral oil insulation system cannot support the indoor vault-type transformer.

6. Transformer type and insulation system: Indoor vault-type transformer with natural ester insulation system

The agent's request. The Indoor vault-type transformer with the Natural ester insulation system for 3 transformers on the Spot bid, rating in MVA 20 MVA, 3 year contract. Net total USD 288,480. Ready to send.

Verdict: Allowed.

7. Review by a person: 6 year contract

The agent's request. The Substation power transformer with the Mineral oil insulation system for 3 transformers on the Spot bid, rating in MVA 40 MVA, 6 year contract. Net total USD 593,100. Ready to send.

Verdict: Needs approval.

  • Long Contract. A contract of 6 years is longer than 5 years; finance must approve the price lock.

8. Review by a person: 6 percent extra discount

The agent's request. The Substation power transformer with the Mineral oil insulation system for 6 transformers on the Framework agreement, rating in MVA 40 MVA, 3 year contract, an extra 6 percent discount. Net total USD 1,036,728. Ready to send.

Verdict: Needs approval.

  • Discount Approval. Total discount of 12 percent is above the 10 percent a rep can give; sales director must approve.

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 power transformer quote for a fictional customer. Before it goes out, the agent sends it to Predictika’s validator, which checks it against the product and contract rules, compares the net total the agent states with the one it computes, and returns a verdict with every reason.
  2. I will start with the first request by the agent.
  3. The agent says. The Substation power transformer with the Mineral oil insulation system for 3 transformers on the Spot bid, rating in MVA 40 MVA, 3 year contract. Net total USD 530,145. 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. The quoted net total of USD 530145.0 does not match the USD 589050.0 the validator computed.
  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 and against the stated total.
  7. What this shows: for the total the agent states, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the stated net as to 589050.
  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 Substation power transformer and Mineral oil insulation system; the other line is on screen.
  13. The earlier finding is cleared, and the validator's total, USD 589,050, matches the quote.
  14. One problem 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.