Predictika · Procedure tray quotes

An AI sales agent's procedure tray quote, checked before it goes out

An AI sales agent prepares a quote for surgical procedure trays: a tray family, a procedure, a sterilization wrap, a sterilization method, a gown and gloves, physician preference items, a kitting program, a quantity, a discount and a stated net total. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the HALYARD and MEDICAL ACTION tray lines and returns a verdict and every reason.

Scope: HALYARD Custom Procedure Trays and MEDICAL ACTION Minor Procedure Trays with HALYARD H200 to H500 wraps, sterilization, gown and glove content, physician preference items, kitting programs, discount and the stated net total. See everything this validator covers

This validator models Owens & Minor procedure tray quotes, not just the scenarios shown below.

  • Tray, procedure and wrap — which tray family fits which procedure, and the weight each wrap grade can carry.
  • Sterilization and contents — custom trays must be sterile, plasma needs a heavier wrap, high-risk procedures need a Level 4 gown, and a latex-free order takes no latex gloves.
  • Program, volume and price — SurgiTrack for custom trays only, minimum orders, the number of preference items, discount thresholds, large-volume review and the stated net total.

Any Owens & Minor procedure tray quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Owens & Minor product lines, freight and contract terms. The brand, tray, wrap and program names are public; the compatibility rules, limits, thresholds and all prices are modeled and are not published by Owens & Minor (see the note at the foot of the page).

The AI sales agentBuilds the tray 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
Rules that depend on the procedureOnly with care
The tray family, the gown and the physician preference limits all depend on the procedure, so each procedure needs its own rule for each of them.		The procedure, tray family and gown are fields of one quote and are checked together on every call.
Weight, wrap and sterilization togetherOnly with care
A tray weight limit depends on the wrap grade, and plasma sterilization depends on the wrap, so a rule has to read three fields at once.		The wrap, weight and sterilization are checked together on every call.
A stated net totalOnly with workarounds
The agent states a total, and a rules engine has to recompute it from quantity, unit price and discount to catch a mismatch.		The total is computed from the quoted lines and compared with the stated figure on every call.
Every problem returned in one answerOnly 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.

  

  

    
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 tray family does not fit the procedure; HALYARD Custom Procedure Trays are for operating-room procedures and MEDICAL ACTION Minor Procedure Trays are for minor, protocol-based procedures.
2A 20 lb tray is above the 17 lb limit of the chosen wrap; choose a heavier wrap grade.
3A 9 lb tray is above the 8 lb limit of the chosen wrap; choose a heavier wrap grade.
4An operating-room custom procedure tray is quoted as non-sterile; it must be sterilized.
5Plasma sterilization is quoted with the lightweight H200 wrap; use H300 or heavier.
6The customer requires latex-free trays but the quote includes latex gloves.
7This high-risk procedure (joint, cardiovascular or spine) needs an AAMI Level 4 gown in the tray.
8SurgiTrack procedural delivery is quoted with a minor procedure tray; it applies to operating-room custom trays.
999 trays is below the minimum order of 100 trays for this tray family.
1049 trays is below the minimum order of 50 trays for this tray family.
1116 physician preference items exceed the 15 that fit in one tray.
1210 physician preference items need a kitting-engineering review.
13A discount of 26 percent is above the 25 percent limit.
14A discount of 20 percent needs contract-pricing approval.
15The quote states a net total of 1,000 dollars; the quoted lines come to 55,890 dollars.
16An order of 5,000 trays needs a supply-planning review.

  

  

    
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. Tray, sterilization, contents and volume: A custom tray quoted for a laceration, non-sterile, with latex gloves on a latex-free order, 80 trays

    
The agent's request. Please quote 80 HALYARD Custom Procedure laceration trays in an H400 wrap with no sterilization, a 20 lb tray, an AAMI Level 4 gown, latex gloves and 4 physician preference items, delivered with SurgiTrack, at a 10 percent discount, for a customer that requires latex-free trays, with a net total of 8,280 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Tray family does not fit the procedure. The tray family does not fit the procedure; HALYARD Custom Procedure Trays are for operating-room procedures and MEDICAL ACTION Minor Procedure Trays are for minor, protocol-based procedures.
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  • Tray too heavy for the wrap. A 20 lb tray is above the 17 lb limit of the chosen wrap; choose a heavier wrap grade.
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  • Custom tray must be sterile. An operating-room custom procedure tray is quoted as non-sterile; it must be sterilized.
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  • Latex gloves on a latex-free order. The customer requires latex-free trays but the quote includes latex gloves.
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  • Below the minimum order. 80 trays is below the minimum order of 100 trays for this tray family.
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2. Tray, sterilization, contents and volume: The agent resubmits after fixing the errors

    
The agent's request. Please quote 120 MEDICAL ACTION Minor Procedure laceration trays in an H200 wrap with ethylene oxide sterilization, a 4 lb tray, no gown, nitrile gloves and 1 physician preference item, delivered with QSight Kanban, at a 10 percent discount, for a customer that requires latex-free trays, with a net total of 5,400 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. 120 tray(s) at 50 dollars each, 6,000 dollars gross, 10 percent discount, 5,400 dollars net (illustrative prices).
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3. Gown, wrap, preference items and discount: A spine tray with a Level 3 gown, plasma sterilization in an H200 wrap, 16 preference items and a 30 percent discount

    
The agent's request. Please quote 300 HALYARD Custom Procedure spine trays in an H200 wrap with plasma sterilization, a 8 lb tray, an AAMI Level 3 gown, nitrile gloves and 16 physician preference items, delivered with SurgiTrack, at a 30 percent discount, with a net total of 90,510 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Plasma sterilization not for H200. Plasma sterilization is quoted with the lightweight H200 wrap; use H300 or heavier.
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  • High-risk procedure needs AAMI Level 4 gown. This high-risk procedure (joint, cardiovascular or spine) needs an AAMI Level 4 gown in the tray.
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  • Too many physician preference items. 16 physician preference items exceed the 15 that fit in one tray.
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  • Discount over the hard limit. A discount of 30 percent is above the 25 percent limit.
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4. Gown, wrap, preference items and discount: The agent resubmits after fixing the errors

    
The agent's request. Please quote 300 HALYARD Custom Procedure spine trays in an H300 wrap with plasma sterilization, a 11 lb tray, an AAMI Level 4 gown, nitrile gloves and 6 physician preference items, delivered with SurgiTrack, at a 12 percent discount, with a net total of 68,112 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. 300 tray(s) at 258 dollars each, 77,400 dollars gross, 12 percent discount, 68,112 dollars net (illustrative prices).
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5. Program, weight and stated total: A minor tray with SurgiTrack, 9 lb in an H200 wrap, 40 trays and a stated total of 1,000 dollars

    
The agent's request. Please quote 40 MEDICAL ACTION Minor Procedure laceration trays in an H200 wrap with ethylene oxide sterilization, a 9 lb tray, no gown, nitrile gloves and 1 physician preference item, delivered with SurgiTrack, at a 10 percent discount, with a net total of 1,000 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Tray too heavy for the wrap. A 9 lb tray is above the 8 lb limit of the chosen wrap; choose a heavier wrap grade.
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  • SurgiTrack only for operating-room trays. SurgiTrack procedural delivery is quoted with a minor procedure tray; it applies to operating-room custom trays.
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  • Below the minimum order. 40 trays is below the minimum order of 50 trays for this tray family.
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  • Stated total does not match. The quote states a net total of 1,000 dollars; the quoted lines come to 1,872 dollars.
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6. Program, weight and stated total: The agent resubmits after fixing the errors

    
The agent's request. Please quote 300 MEDICAL ACTION Minor Procedure laceration trays in an H200 wrap with ethylene oxide sterilization, a 4 lb tray, no gown, nitrile gloves and 1 physician preference item, delivered with QSight Kanban, at a 10 percent discount, with a net total of 13,500 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. 300 tray(s) at 50 dollars each, 15,000 dollars gross, 10 percent discount, 13,500 dollars net (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 surgical procedure trays: a tray family, a procedure, a sterilization wrap, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the HALYARD and MEDICAL ACTION tray lines and returns a verdict and every reason.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please quote 80 HALYARD Custom Procedure laceration trays in an H400 wrap with no sterilization, a 20 lb tray, an AAMI Level 4 gown. It is ready to send. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with five findings, all in one answer. The tray family does not fit the procedure; HALYARD Custom Procedure Trays are for operating-room procedures and MEDICAL ACTION Minor Procedure Trays are for minor, protocol-based procedures. A 20 lb tray is above the 17 lb limit of the chosen wrap; choose a heavier wrap grade. An operating-room custom procedure tray is quoted as non-sterile; it must be sterilized. The other two are on screen.
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  6. The validator returned five 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 rules that depend on the procedure, 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 tray family to MEDICAL ACTION Minor Procedure Tray, the wrap to H200, the sterilization to ethylene oxide, the tray weight to 4 lb and the stated net total to $5,400. Five more changes are on screen.
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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 five earlier findings are cleared.
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  13. Five problems caught in one call, fixed in one pass, and a clean $5,400 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.