Predictika · Workforce identity subscription quotes

An AI sales agent's workforce identity subscription quote, checked before it goes out

An AI sales agent drafts a quote for a workforce identity subscription: the edition, the add-on product, the number of users, the term, a year-one ramp, a renewal uplift and the discount. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of edition user limits, add-on requirements, ramp and uplift rules and discount authority by order size and term, compares the net total the agent states with the one it computes, and reports every problem it finds in one pass.

Scope: Okta style workforce identity subscription quotes: edition, add-on product, users, term, year-one ramp, renewal uplift and discounts. See everything this validator covers

This validator models Okta style workforce identity subscription quotes: edition, add-on product, user count, term, year-one ramp, renewal uplift and discount. It handles any subscription made of these editions and add-ons, not just the scenarios shown below.

  • Editions and add-ons — Four editions (Starter, Essentials, Professional and Enterprise) with their user limits, and three add-on products (Workflows, Privileged Access and Identity Governance) with the edition level and minimum user count each needs.
  • Term and ramp — Terms of 1, 2 or 3 years, and a year-one ramp that needs a term of 2 or 3 years and must stay between 50 and 100 percent of the users.
  • Renewal uplift — Price uplifts apply only to renewals: up to 5 percent a rep can give, up to 10 percent with renewals management approval, and nothing above 10 percent.
  • Discounts — Discount limits by order size and term, approval above 10 percent, and a longer-term bonus on 3 year terms.
  • Size and price — Approval when users are above 90 percent of an edition limit and for orders above USD 400,000, with an estimated price build-up in US dollars that includes the volume tier.
  • The stated net total — A check that the net total the agent states matches the net total the validator computes.

Any workforce identity quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Okta products, real list prices and contracts, taxes and currency, implementation services or support plans, or reseller and marketplace pricing.

The AI sales agentBuilds the subscription 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.

7 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
Edition user limits and add-on minimum usersEasy
Limits and minimums are simple catalog data.		The same data, checked together with every other rule.
Add-on needs a higher edition than the one chosenOnly with care
Compatibility rules between add-ons and editions; they work, but each new add-on needs its own rows.		The edition level an add-on needs is data on the add-on; the check follows from the choices.
Year-one ramp tied to the term, with a 50 to 100 percent rangeOnly with care
Dependency rules across term and ramp that must be kept in step.		Term and ramp rules are data; findings arrive together.
Renewal uplift only on renewals, with a rep limit and a hard capOnly with care
Layered thresholds on a renewal flag; reliable while every threshold is kept in step.		Thresholds are data; findings arrive together.
Discount authority by order size and term with an approval pathOnly with workarounds
Layered limits by user band and term, plus approval thresholds, all kept in order.		Limits and thresholds are data; every finding arrives together.
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: 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.

    
1950 users use more than 90 percent of the Okta Starter limit; sales engineering must confirm the deployment size.
2Net order value of USD 7,344,000 is above USD 400,000 and needs a sales director review.
3A renewal uplift of 8 percent is above the 5 percent a rep can give; renewals management must approve it.
420 percent discount is above the 10 percent a rep can give; approvable up to 25 percent for this order size and term.
51500 users exceed the 1000 user limit of Okta Starter.
6Okta Workflows is not available with Okta Starter; it needs a higher edition.
7Okta Privileged Access needs at least 100 users; 60 were quoted.
8A year-one ramp needs a term of 2 or 3 years.
9A year-one ramp of 40 percent is outside the allowed 50 to 100 percent.
10A price uplift of 4 percent applies only to renewals, not new business.
11A renewal uplift of 12 percent exceeds the 10 percent maximum.
1230 percent discount exceeds the 25 percent limit for this order size and term.
13The quoted net total of USD 222,566.40 does not match the USD 247,296 the validator computed.

  

  

    
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. User limit: The price is right; the edition stops at 1,000 users

    
The agent's request. This is for a company with 1,500 employees buying workforce identity for a one year subscription. Okta Starter for 1,500 users on a one year subscription, no add-on product and no discount. Net total USD 91,800. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • User Limit. 1500 users exceed the 1000 user limit of Okta Starter.
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2. User limit: The agent resubmits after fixing the errors

    
The agent's request. This is for a company with 1,500 employees buying workforce identity for a one year subscription. Okta Essentials for 1,500 users on a one year subscription, no add-on product and no discount. Net total USD 260,100. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated price: USD 260,100 net, USD 260,100 list before renewal uplift and discount. USD 14.45 per user per month after the 85 percent volume price tier, discount limit 35 percent, for 1500 users. Renewal uplift 0 percent.
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3. Add-on product: Priced correctly, but the add-on needs a higher edition

    
The agent's request. This is for an IT team of 60 people that wants to automate employee onboarding with workflows, on a one year subscription. Okta Starter for 60 users with the Okta Workflows add-on, one year, no discount. Net total USD 7,200. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Add-on Edition Level. Okta Workflows is not available with Okta Starter; it needs a higher edition.
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4. Add-on product: The agent resubmits after fixing the errors

    
The agent's request. This is for an IT team of 60 people that wants to automate employee onboarding with workflows, on a one year subscription. Okta Essentials for 60 users with the Okta Workflows add-on, one year, no discount. Net total USD 15,120. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated price: USD 15,120 net, USD 15,120 list before renewal uplift and discount. USD 21 per user per month after the 100 percent volume price tier, discount limit 15 percent, for 60 users. Renewal uplift 0 percent.
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5. The total the agent states: The agent's own total is checked too

    
The agent's request. This is for a company with 400 employees buying Okta Professional for a two year subscription. Okta Professional for 400 users on a two year subscription, no add-on and no discount. Net total USD 222,566.40. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Quoted Net Total. The quoted net total of USD 222,566.40 does not match the USD 247,296 the validator computed.
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6. The total the agent states: The agent resubmits after fixing the errors

    
The agent's request. This is for a company with 400 employees buying Okta Professional for a two year subscription. Okta Professional for 400 users on a two year subscription, no add-on and no discount. Net total USD 247,296. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated price: USD 247,296 net, USD 247,296 list before renewal uplift and discount. USD 25.76 per user per month after the 92 percent volume price tier, discount limit 25 percent, for 400 users. Renewal uplift 0 percent.
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7. Review by a person: Valid, but not final without a person

    
The agent's request. This is for a company renewing 500 Okta Professional users for one more year, with the customer asking for an 8 percent price increase to be applied. A one year renewal of Okta Professional for 500 users with an 8 percent price uplift, no add-on and no discount. Net total USD 166,924.80. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Renewal Uplift. A renewal uplift of 8 percent is above the 5 percent a rep can give; renewals management must approve it.
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  • Price summary. Estimated price: USD 166,924.80 net, USD 154,560 list before renewal uplift and discount. USD 25.76 per user per month after the 92 percent volume price tier, discount limit 25 percent, for 500 users. Renewal uplift 8 percent.
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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 drafts a quote for a workforce identity subscription: the edition, the add-on product, the number of users, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of edition user limits, add-on requirements, ramp and uplift rules and discount authority by order size and term, compares the net total the agent states with the one it computes, and reports every problem it finds in one pass.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. This is for an IT team of 60 people that wants to automate employee onboarding with workflows, on a one year subscription. Okta Starter for 60 users with the Okta Workflows add-on, one year, no discount. The rest of the request is on screen. Net total USD 7,200.
    4. 
      
  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with one finding, all in one answer. Okta Workflows is not available with Okta Starter; it needs a higher edition.
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  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.
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  7. What this shows: for edition user limits and add-on minimum users, a rules-based CPQ is easy.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the edition to Okta Essentials and the net total stated on the quote to $15,120.
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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, on screen.
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  13. The earlier finding is cleared, and the validator's total, USD 15,120, matches the quote.
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  14. One problem caught in one call, fixed in one pass, and a clean $15,120 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    15.