Predictika · Vascular access orders

An AI sales agent's sheath introducer order, checked before it goes out

An AI sales agent prepares an order for vascular access sheath kits for a hospital: Prelude line, French size, sheath length, guide wire, access needle, access site and the device that will go through the sheath, plus the dialysis details when the sheath is for a fistula or graft. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the published product information and returns a verdict, every reason and the figures it computed.

Scope: Merit Medical Prelude sheath introducers (Prelude, Prelude PRO, PreludeEASE hydrophilic, Prelude Short Sheath, Prelude Radial Mini Access): size, length, guide wire, needle, access site, dialysis use, kit count. See everything this validator covers

This validator models orders for five Merit Medical Prelude sheath introducer lines, not just the scenarios shown below.

  • Line, size and length — Prelude (polyethylene), Prelude PRO (polypropylene), PreludeEASE (hydrophilic coating to the tip, 4F to 7F), Prelude Short Sheath (for dialysis fistulas and grafts) and Prelude Radial (Mini Access); each line has its own French sizes and sheath lengths in the model.
  • Guide wire and needle — guide wire diameters of 0.018, 0.025, 0.035 and 0.038 inch by line, and the access needle gauge (21, 20, 19 or 18 gauge, or no needle) that the wire has to pass through; the Mini Access lines use 21G or 20G needles with 0.018 or 0.025 inch wires.
  • Access site and devices — femoral, radial or dialysis access: a catheter or device cannot be larger than the sheath, only PreludeEASE is hydrophilic, dialysis fistula and graft access uses the Short Sheath (flow up to 600 mL/min, crossed catheter punctures more than 11 cm apart), and radial access is limited to small sizes.
  • Kit count — orders are in boxes of four kits, and the total kit count the agent states is compared with the computed one.

Any order for these five lines that touches these rules is in scope — not only the scenarios pictured here. Not covered: prices (this validator produces no price build-up or itemized list), the Prelude ACT and Prelude IDeal sheaths, custom kits, the Merit Advance angiographic needle options, other Merit product families, and sheath lengths or sizes outside the model. Several sizes, lengths, wires and thresholds are modeled by Predictika from comparable products rather than published by Merit; the footer says which.

The AI sales agentBuilds the sheath order 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 guide wire that does not pass through the kit needle, and a catheter larger than the sheathOnly with care
Each pairing is its own comparison rule; a rep has to know that a 0.038 inch wire needs an 18 gauge needle, and every new kit adds more.
Wire, needle, catheter and sheath size are checked together on every call.
Dialysis access that needs the Short Sheath, a flow limit and a puncture distanceOnly with care
Product, flow and technique rules can be written, but each depends on the others (crossed technique needs two sheaths and punctures more than 11 cm apart) and is easy to miss.
Line, site, flow, puncture distance and kit count are checked together.
A stated kit count that must match boxes of fourOnly with care
A stated figure is a free-entry field; a rule can compare it with boxes times four, but someone has to write and maintain that comparison.
The stated count travels with the order and is compared with the computed one on every call.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the order 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 quote; approval findings need a person to sign off; everything else is computed.

1The order has 0 boxes; at least 1 is needed.
2The order states 48 kits; 10 boxes of 4 kits make 40.
3A 12 French sheath is not offered in the selected Prelude line (modeled ranges: Prelude 4 to 11 F, Prelude PRO 4 to 9 F, PreludeEASE 4 to 7 F, Short Sheath 5 to 9 F, Radial Mini Access 4 to 7 F).
4A 3 French sheath is not offered in the selected Prelude line (modeled ranges: Prelude 4 to 11 F, Prelude PRO 4 to 9 F, PreludeEASE 4 to 7 F, Short Sheath 5 to 9 F, Radial Mini Access 4 to 7 F).
5A 10 French sheath is not offered in the selected Prelude line (modeled ranges: Prelude 4 to 11 F, Prelude PRO 4 to 9 F, PreludeEASE 4 to 7 F, Short Sheath 5 to 9 F, Radial Mini Access 4 to 7 F).
6A 8 French sheath is not offered in the selected Prelude line (modeled ranges: Prelude 4 to 11 F, Prelude PRO 4 to 9 F, PreludeEASE 4 to 7 F, Short Sheath 5 to 9 F, Radial Mini Access 4 to 7 F).
7A 4 French sheath is not offered in the selected Prelude line (modeled ranges: Prelude 4 to 11 F, Prelude PRO 4 to 9 F, PreludeEASE 4 to 7 F, Short Sheath 5 to 9 F, Radial Mini Access 4 to 7 F).
8A 15 cm sheath length is not offered in the selected Prelude line (modeled lengths: Prelude 7, 11 and 23 cm; PRO 11 and 23 cm; PreludeEASE 10 and 16 cm; Short Sheath 4 cm; Radial Mini Access 7 and 11 cm).
9A 11 cm sheath length is not offered in the selected Prelude line (modeled lengths: Prelude 7, 11 and 23 cm; PRO 11 and 23 cm; PreludeEASE 10 and 16 cm; Short Sheath 4 cm; Radial Mini Access 7 and 11 cm).
10A 23 cm sheath length is not offered in the selected Prelude line (modeled lengths: Prelude 7, 11 and 23 cm; PRO 11 and 23 cm; PreludeEASE 10 and 16 cm; Short Sheath 4 cm; Radial Mini Access 7 and 11 cm).
11A 0.038 inch guide wire does not pass through a 19 gauge access needle; the largest it accepts is 0.035 inch.
12A 0.035 inch guide wire does not pass through a 21 gauge access needle; the largest it accepts is 0.018 inch.
13A 0.025 inch guide wire does not pass through a 21 gauge access needle; the largest it accepts is 0.018 inch.
14A guide wire of 0.035 inch is not offered in a kit of the selected Prelude line.
15A guide wire of 0.038 inch is not offered in a kit of the selected Prelude line.
16A guide wire of 0.025 inch is not offered in a kit of the selected Prelude line.
17A 22 gauge access needle is not one of the kit needles modeled (18, 19, 20 and 21 gauge, or no needle).
18A 7 French catheter or device does not pass through a 6 French sheath.
19A hydrophilic coating is requested; only PreludeEASE sheaths are hydrophilic coated to the tip.
20Access to a dialysis fistula or graft is ordered on a sheath other than the Prelude Short Sheath.
21A dialysis blood flow of 601 mL/min is above the 600 mL/min the Prelude Short Sheath accommodates.
22A crossed catheter technique needs the two punctures more than 11 cm apart; the order has 11 cm.
23A crossed catheter technique uses one sheath as the arterial and one as the venous conduit; the order has 0 kit(s).
24A 7 French sheath is at the upper limit for radial access (modeled); a person should confirm.
25A 8 French sheath is too large for radial access (modeled limit of 7 French).
26Radial access is usually done with the Prelude Radial Mini Access or PreludeEASE sheaths; a person should confirm the line chosen.
27The Prelude Short Sheath is designed for dialysis fistulas and grafts; a person should confirm its use at this access site.
28A 4 cm sheath is short for femoral access (modeled); a person should confirm.
29The kit has no access needle; a person should confirm the needle is supplied separately.
30A 7 cm sheath is short for femoral access (modeled); a person should confirm.
31An order of 50 boxes goes to a person to confirm delivery and contract terms (modeled threshold of 50 boxes).

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. Femoral access: A Prelude order with a hydrophilic request, a small needle and a large catheter

The agent's request. Please order 25 boxes of Prelude sheath introducer kits (5 French, 11 cm) for femoral access, with a 0.038 inch guide wire and a 21 gauge access needle, with the hydrophilic coating. A 6 French catheter will go through the sheath. The order states 100 kits in total. It is ready to send.

Verdict: Blocked.

  • Guide wire too large for the needle. A 0.038 inch guide wire does not pass through a 21 gauge access needle; the largest it accepts is 0.018 inch.
  • Catheter larger than the sheath. A 6 French catheter or device does not pass through a 5 French sheath.
  • Hydrophilic coating only on PreludeEASE. A hydrophilic coating is requested; only PreludeEASE sheaths are hydrophilic coated to the tip.

2. Femoral access: The agent resubmits after fixing the errors

The agent's request. Please order 25 boxes of PreludeEASE hydrophilic sheath introducer kits (6 French, 10 cm) for femoral access, with a 0.035 inch guide wire and a 19 gauge access needle, with the hydrophilic coating. A 6 French catheter will go through the sheath. The order states 100 kits in total. It is ready to send.

Verdict: Allowed.

  • Order summary. 25 box(es) of 4 kits, 100 kits in total.

3. Dialysis access: A dialysis order on a Prelude with close punctures and high flow

The agent's request. Please order 10 boxes of Prelude sheath introducer kits (7 French, 11 cm) for dialysis fistula or graft access, with a 0.035 inch guide wire and a 19 gauge access needle. It will be used at a dialysis blood flow of 650 mL/min with the crossed catheter technique and the punctures 8 cm apart. The order states 44 kits in total. It is ready to send.

Verdict: Blocked.

  • Stated kit count does not match. The order states 44 kits; 10 boxes of 4 kits make 40.
  • Dialysis access needs the Short Sheath. Access to a dialysis fistula or graft is ordered on a sheath other than the Prelude Short Sheath.
  • Dialysis flow above 600 mL/min. A dialysis blood flow of 650 mL/min is above the 600 mL/min the Prelude Short Sheath accommodates.
  • Crossed catheter punctures too close. A crossed catheter technique needs the two punctures more than 11 cm apart; the order has 8 cm.

4. Dialysis access: The agent resubmits after fixing the errors

The agent's request. Please order 10 boxes of Prelude Short Sheath sheath introducer kits (7 French, 4 cm) for dialysis fistula or graft access, with a 0.018 inch guide wire and a 21 gauge access needle. It will be used at a dialysis blood flow of 600 mL/min with the crossed catheter technique and the punctures 12 cm apart. The order states 40 kits in total. It is ready to send.

Verdict: Allowed.

  • Order summary. 10 box(es) of 4 kits, 40 kits in total.

5. Radial access: A radial order on a 7 French Prelude without a needle

The agent's request. Please order 40 boxes of Prelude sheath introducer kits (7 French, 11 cm) for radial access, with a 0.035 inch guide wire and no access needle. A 6 French catheter will go through the sheath. The order states 160 kits in total. It is ready to send.

Verdict: Needs approval.

  • Radial access on a standard Prelude line. Radial access is usually done with the Prelude Radial Mini Access or PreludeEASE sheaths; a person should confirm the line chosen.
  • 7 French sheath at the radial artery. A 7 French sheath is at the upper limit for radial access (modeled); a person should confirm.
  • Kit without an access needle. The kit has no access needle; a person should confirm the needle is supplied separately.
  • Order summary. 40 box(es) of 4 kits, 160 kits in total.

6. Radial access: The agent resubmits after fixing the errors

The agent's request. Please order 40 boxes of Prelude Radial (Mini Access) sheath introducer kits (6 French, 11 cm) for radial access, with a 0.025 inch guide wire and a 20 gauge access needle. A 5 French catheter will go through the sheath. The order states 160 kits in total. It is ready to send.

Verdict: Allowed.

  • Order summary. 40 box(es) of 4 kits, 160 kits in total.

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 an order for vascular access sheath kits for a hospital: Prelude line, French size, sheath length, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the published product information and returns a verdict, every reason and the figures it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please order 10 boxes of Prelude sheath introducer kits (7 French, 11 cm) for dialysis fistula or graft access, with a 0.035 inch guide wire and a 19 gauge access needle. It will be used at a dialysis blood flow of 650 mL/min with the crossed catheter technique and the punctures 8 cm apart. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with four findings, all in one answer. The order states 44 kits; 10 boxes of 4 kits make 40. Access to a dialysis fistula or graft is ordered on a sheath other than the Prelude Short Sheath. A dialysis blood flow of 650 mL/min is above the 600 mL/min the Prelude Short Sheath accommodates. The other one is on screen.
  6. The validator returned four 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 dialysis access that needs the Short Sheath, a flow limit and a puncture distance, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the line to Prelude Short Sheath, the sheath length to 4 cm, the guide wire to 0.018, the access needle to 21 gauge and the stated total kits to 40. Two more changes are on screen.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. All four earlier findings are cleared, and the validator's figure matches the quote.
  13. Four 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.