Predictika · Plate heat exchanger quotes

An AI sales agent's plate heat exchanger quote, checked before it goes out

An AI sales agent prepares a quote for a Kelvion gasketed plate heat exchanger: a plate size, connections, flow, design pressure, plate count and thickness, plate and gasket materials, fluids, temperatures and a discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the NX and NP series and returns a verdict and every reason.

Scope: Kelvion NX and NP gasketed plate heat exchangers with connection, flow, pressure, plate, gasket, fluid and discount rules. See everything this validator covers

This validator models Kelvion gasketed plate heat exchanger quotes, not just the scenarios shown below.

  • Size and duty — connection size, flow, design pressure and plate count against the plate size.
  • Materials and fluids — plate thickness and material, gasket material and temperature, and which fluids suit which materials.
  • Commercial checks — discount approval and limits, large orders and the stated net price.

Any NX or NP quote that touches these rules is in scope — not only the scenarios pictured here. Series and size names, and a few pressure, flow and material facts, follow public Kelvion information; prices (illustrative euros) and most limits are modeled from comparable gasketed plate heat exchangers and are not published by Kelvion.

The AI sales agentBuilds the heat exchanger 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
A flow limit that depends on the plate sizeOnly with care
Every plate size has its own flow ceiling, so each needs its own pair of rules.		The plate size and flow are fields of one request and are checked together on every call.
A gasket temperature limit that depends on the materialOnly with care
Each gasket material has a different limit, so the rule must look at the material before the temperature.		Gasket material and hot side temperature are checked together on every call.
Fluids that rule out materialsOnly with workarounds
Seawater against stainless and oil against EPDM are pairings across several fields that rules must spell out one by one.		Fluids, plate material and gasket are checked together on every call.
A series that does not offer a materialOnly with care
The material list differs by series and has to be kept in step with the product catalog.		The series and plate material are checked together on every call.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as a step is saved or 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.

    
1Connections of DN 100 do not fit this plate size, which has DN 80.
2A flow of 300 m3/h is above the 250 m3/h this plate size handles.
3A design pressure of 200 (tenths of bar g) is above the 138 this plate size is rated for.
4A design pressure of 320 (tenths of bar g) is above the 300 this plate size is rated for.
52 plates are outside the 3 to 300 range of this plate size.
6301 plates are outside the 3 to 300 range of this plate size.
7A plate thickness of 8 tenths of a mm is not offered; the thicknesses are 0.4, 0.5 and 0.6 mm.
8Above 25 bar g the plates must be at least 0.5 mm thick.
9The NP series plates are stainless steel (AISI 304 or 316L); titanium is not offered.
10Seawater attacks stainless steel plates; titanium plates are needed.
11A hot side temperature of 120 C is above the 110 C limit of this gasket material.
12The hot side temperature of 40 C is not above the cold side temperature of 40 C.
13EPDM gaskets swell in mineral oil; use NBR or FKM.
14The quote has 0 units; at least one is required.
15A discount of EUR 1,215 is above 10 percent of the gross value of EUR 8,100.
16A discount of EUR 2,500 is above 25 percent of the gross value of EUR 8,100.
17The net value of EUR 487,000 is above EUR 250,000; a sales manager should confirm.
18The quote states a net price of EUR 8,000 but the lines add up to EUR 8,100.
19Connections of DN 100 do not fit this plate size, which has DN 150.
20A hot side temperature of 130 C is above the 110 C limit of this gasket material.
21The quote states a net price of EUR 50,000 but the lines add up to EUR 46,400.
22A discount of EUR 7,000 is above 10 percent of the gross value of EUR 53,400.

  

  

    
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. Size, pressure and temperature: An NX150X quote with the wrong connection size, a gasket that is too cool and a pressure above the rating

    
The agent's request. Please quote 1 NX150X gasketed plate heat exchanger with 120 plates of 0.5 mm, DN 100 connections, a flow of 400 m3/h and a design pressure of 32 bar g, in AISI 316L stainless steel plates with NBR gaskets. The hot side is water at 130 C and the cold side is water at 40 C. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Connection size does not match the plate size. Connections of DN 100 do not fit this plate size, which has DN 150.
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  • Design pressure above the plate size rating. A design pressure of 320 (tenths of bar g) is above the 300 this plate size is rated for.
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  • Temperature above the gasket limit. A hot side temperature of 130 C is above the 110 C limit of this gasket material.
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2. Size, pressure and temperature: The agent resubmits after fixing the errors

    
The agent's request. Please quote 1 NP150X gasketed plate heat exchanger with 120 plates of 0.5 mm, DN 150 connections, a flow of 400 m3/h and a design pressure of 32 bar g, in AISI 316L stainless steel plates with FKM gaskets. The hot side is water at 130 C and the cold side is water at 40 C. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 1 unit(s) of 120 plates each, gross EUR 28640, net EUR 28,640 (illustrative prices).
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3. Fluids and materials: A seawater cooler on stainless plates with EPDM gaskets and oil

    
The agent's request. Please quote 1 NX80M gasketed plate heat exchanger with 50 plates of 0.5 mm, DN 80 connections, a flow of 20 m3/h and a design pressure of 10 bar g, in AISI 316L stainless steel plates with EPDM gaskets. The hot side is mineral oil at 100 C and the cold side is seawater at 40 C. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • EPDM gasket not for mineral oil. EPDM gaskets swell in mineral oil; use NBR or FKM.
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  • Seawater needs titanium plates. Seawater attacks stainless steel plates; titanium plates are needed.
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4. Fluids and materials: The agent resubmits after fixing the errors

    
The agent's request. Please quote 1 NX80M gasketed plate heat exchanger with 50 plates of 0.5 mm, DN 80 connections, a flow of 20 m3/h and a design pressure of 10 bar g, in titanium plates with NBR gaskets. The hot side is mineral oil at 100 C and the cold side is seawater at 40 C. The net price is EUR 11,750. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 1 unit(s) of 50 plates each, gross EUR 11750, net EUR 11,750 (illustrative prices).
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5. Discount and net price: An NX250L quote with a large discount and a net price that does not match

    
The agent's request. Please quote 1 NX250L gasketed plate heat exchanger with 200 plates of 0.5 mm, DN 250 connections, a flow of 800 m3/h and a design pressure of 10 bar g, in AISI 316L stainless steel plates with EPDM gaskets. The hot side is water at 90 C and the cold side is water at 40 C. The discount is EUR 7,000. The net price is EUR 50,000. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Stated net price does not match. The quote states a net price of EUR 50,000 but the lines add up to EUR 46,400.
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  • Discount above 10 percent needs approval. A discount of EUR 7,000 is above 10 percent of the gross value of EUR 53,400.
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6. Discount and net price: The agent resubmits after fixing the errors

    
The agent's request. Please quote 1 NX250L gasketed plate heat exchanger with 200 plates of 0.5 mm, DN 250 connections, a flow of 800 m3/h and a design pressure of 10 bar g, in AISI 316L stainless steel plates with EPDM gaskets. The hot side is water at 90 C and the cold side is water at 40 C. The discount is EUR 3,000. The net price is EUR 50,400. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 1 unit(s) of 200 plates each, gross EUR 53400, net EUR 50,400 (illustrative prices).
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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 quote for a Kelvion gasketed plate heat exchanger: a plate size, connections, flow, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the NX and NP series and returns a verdict and every reason.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote 1 NX150X gasketed plate heat exchanger with 120 plates of 0.5 mm, DN 100 connections, a flow of 400 m3/h and a design pressure of 32 bar g. The hot side is water at 130 C and the cold side is water at 40 C. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with three findings, all in one answer. Connections of DN 100 do not fit this plate size, which has DN 150. A design pressure of 320 (tenths of bar g) is above the 300 this plate size is rated for. A hot side temperature of 130 C is above the 110 C limit of this gasket material.
    6. 
      
  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 quote are checked against each other.
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  7. What this shows: for a flow limit that depends on the plate size, 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 plate size to NP150X, the connection to 150 DN and the gasket to FKM.
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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. All three earlier findings are cleared.
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  13. Three 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.