Predictika · Content management plan and extension quotes
An AI sales agent prepares a plan proposal for OpenText Documentum Content Management: the Express, Premium or Ultimate plan, how it is deployed, the features and limits the customer needs, and extensions. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the published plan guides and returns a verdict, every reason and the allowances it computed.
This validator models Documentum Content Management plan proposals, not just the scenarios shown below.
Any plan proposal that touches these rules is in scope — not only the scenarios pictured here. Not covered: prices (OpenText publishes no list prices, so this validator produces no price build-up or line-item quote), the industry and other functional extensions, custom plans, other OpenText products, and the details of the metric and capacity extensions.
8 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch
Illustrative agent statement. The validator receives the structured request below.
Proposing agent: AI sales agent (scripted)
Before sending, the agent must call Recorded run
What this means
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 caught | Typical rules-based CPQ | Predictika |
|---|---|---|
| A plan that cannot be deployed the way it is quoted | Only with care Plan, deployment and edition each have their own product rule and the combinations have to be listed and maintained. | Plan and deployment are in one request and compared on every call. |
| Features that belong to a higher plan | Only with care Each feature needs its own dependency on the plan tier, maintained as the plans change. | The plan and every feature requested are checked together on every call. |
| Usage above what the plan includes | Only with workarounds Included limits that scale per user need summary variables and price or validation rules across several lines. | Allowances are computed from the users on the quote and compared with the usage requested. |
| A stated allowance that disagrees with the plan | Only with workarounds A figure typed into the quote is rarely compared with the one the plan implies. | The stated figure is part of the request and checked against the computed allowance. |
| Every problem returned in one answer | Only with workarounds Rules tend to fire as the quote 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. |
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.
| 1 | The Ultimate (X3) plan is offered as a private cloud plan only; it is not available as a license plan. |
| 2 | Advanced workflow (up to 250,000 workflows a year) is part of the Premium and Ultimate plans, not Express. |
| 3 | Information archiving (up to 2 TB of storage) is part of the Premium and Ultimate plans, not Express. |
| 4 | Automated document generation is part of the Premium and Ultimate plans, not Express. |
| 5 | The SAP and Salesforce integrations are part of the Premium and Ultimate plans, not Express. |
| 6 | 250,001 workflows a year is above the 250,000 included with the plan; a custom plan or extension is not published, so a person should confirm it. |
| 7 | 3 TB of archive storage is above the 2 TB included; additional storage is a capacity extension priced by OpenText, so a person should confirm it. |
| 8 | 11 GB of Core Share storage per user is above the 10 GB per user included; a person should confirm it. |
| 9 | 2,501 captured pages a month is above the 2,500 included (10 per user a month); a person should confirm it. |
| 10 | 251 signatures a month is above the 250 included (1 per user a month); a person should confirm it. |
| 11 | Developer extensibility in the cloud requires an additional Cloud Sandbox license. |
| 12 | The Office Online and Salesforce service add-ons are listed for license plans only, not for private cloud plans. |
| 13 | Core Capture, Core Share and Core Signature are listed as extensions for license plans and are included in Ultimate; a person should confirm they can be added to this private cloud plan. |
| 14 | The quote has 0 users; at least 1 is needed. |
| 15 | The quote states 3,000 captured pages a month included; the plan includes 2,500. |
| 16 | 300,000 workflows a year is above the 250,000 included with the plan; a custom plan or extension is not published, so a person should confirm it. |
| 17 | 5 TB of archive storage is above the 2 TB included; additional storage is a capacity extension priced by OpenText, so a person should confirm it. |
| 18 | 20 GB of Core Share storage per user is above the 10 GB per user included; a person should confirm it. |
| 19 | 9,000 captured pages a month is above the 2,500 included (10 per user a month); a person should confirm it. |
| 20 | 900 signatures a month is above the 250 included (1 per user a month); a person should confirm it. |
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.
The agent's request. Please propose the Documentum Content Management Express (X1) plan as a private cloud plan for 800 users, with advanced workflow for 90,000 workflows a year, information archiving of 2 TB, automated document generation, the SAP and Salesforce integrations and developer extensibility in the cloud. It is ready to send.
Verdict: Blocked.
The agent's request. Please propose the Documentum Content Management Premium (X2) plan as a private cloud plan for 800 users, with advanced workflow for 90,000 workflows a year, information archiving of 2 TB, automated document generation, the SAP and Salesforce integrations and developer extensibility in the cloud. It is ready to send.
Verdict: Blocked.
The agent's request. Please propose the Documentum Content Management Premium (X2) plan as a private cloud plan for 800 users, with advanced workflow for 90,000 workflows a year, information archiving of 2 TB, automated document generation, the SAP and Salesforce integrations, developer extensibility in the cloud and a Cloud Sandbox license. It is ready to send.
Verdict: Allowed.
The agent's request. Please propose the Documentum Content Management Ultimate (X3) plan as a license plan for 400 users, with advanced workflow for 180,000 workflows a year, information archiving of 1 TB, automated document generation, the SAP and Salesforce integrations, developer extensibility in the cloud and a Cloud Sandbox license. Expected monthly use of Core services is 3,000 captured pages, 300 signatures and 8 GB of Core Share storage per user. The proposal states that the plan includes 4,000 captured pages a month. It is ready to send.
Verdict: Blocked.
The agent's request. Please propose the Documentum Content Management Ultimate (X3) plan as a private cloud plan for 400 users, with advanced workflow for 180,000 workflows a year, information archiving of 1 TB, automated document generation, the SAP and Salesforce integrations, developer extensibility in the cloud and a Cloud Sandbox license. Expected monthly use of Core services is 3,000 captured pages, 300 signatures and 8 GB of Core Share storage per user. The proposal states that the plan includes 4,000 captured pages a month. It is ready to send.
Verdict: Allowed.
The agent's request. Please propose the Documentum Content Management Ultimate (X3) plan as a private cloud plan for 1,500 users, with advanced workflow for 240,000 workflows a year, information archiving of 2 TB, automated document generation and the SAP and Salesforce integrations. Expected monthly use of Core services is 22,000 captured pages, 1,900 signatures and 25 GB of Core Share storage per user. The proposal states that the plan includes 20,000 captured pages a month. It is ready to send.
Verdict: Blocked.
The agent's request. Please propose the Documentum Content Management Ultimate (X3) plan as a private cloud plan for 1,500 users, with advanced workflow for 240,000 workflows a year, information archiving of 2 TB, automated document generation and the SAP and Salesforce integrations. Expected monthly use of Core services is 22,000 captured pages, 1,900 signatures and 25 GB of Core Share storage per user. The proposal states that the plan includes 15,000 captured pages a month. It is ready to send.
Verdict: Needs approval.
The agent's request. Please propose the Documentum Content Management Ultimate (X3) plan as a private cloud plan for 1,500 users, with advanced workflow for 240,000 workflows a year, information archiving of 2 TB, automated document generation and the SAP and Salesforce integrations. Expected monthly use of Core services is 14,000 captured pages, 1,500 signatures and 10 GB of Core Share storage per user. The proposal states that the plan includes 15,000 captured pages a month. It is ready to send.
Verdict: Allowed.
The text of the narrated walkthrough, step by step.