Predictika · Rubrik subscription quotes

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

An AI sales agent prepares a Rubrik subscription quote for a customer: program, edition, on-premises and cloud capacity, SaaS and identity coverage, Cloud Vault, term and discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the licensing rules and returns a verdict, every reason and the capacity it computed.

Scope: Rubrik Scale and Utility subscription quotes, workload and capacity bundling, term and co-term, add-on entitlements and discount approvals. See everything this validator covers

This validator models Rubrik subscription quotes and the programs they are sold under, not just the scenarios shown below.

  • Programs and terms — Scale Subscription, Scale True Forward and Utility: new terms of 36 to 60 months, renewals of 12 to 60 months, co-term for expansions and changes, no mid-term downgrade, a constant Utility metric.
  • Scale rules — e1000 appliances not allowed, True Forward on an approval basis with a Customer Resilience Manager and a 30 percent limit between hardware and software capacity, and no Rubrik hardware added to a third-party Scale term.
  • Workload capacity — on-premises and cloud capacity added up and compared with the capacity the quote states; front-end TB on premises goes to approval.
  • SaaS and identity — Universal SaaS license (100 GB per user, not for Microsoft 365 under Utility), SaaS users covering the licensed base, and identity recovery for the greater of the Active Directory and Entra ID users.
  • Rubrik Cloud Vault — needs a Rubrik Security Cloud subscription, a one-year minimum, the tier, redundancy and cloud availability matrix, and minimum storage days.
  • Add-ons and discounts — a dependent add-on running past its base term, the Agent Cloud term, and who can approve a discount by deal size.

Any Rubrik subscription quote that touches these programs, terms, entitlements or discounts is in scope — not only the scenarios pictured here. Not covered: prices of any kind (no public price list was used and the deal value is an input, so this validator produces no price build-up or line-item quote) and Rubrik's own CPQ platform and partner discount matrix. Assumption: the discount limits (5, 15 and 25 percent) are placeholders.

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.

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
Several holds on one True Forward quoteOnly with workarounds
True Forward adds a resilience manager, a 30 percent hardware limit and an approval rule, each on its own program field; nine unrelated holds on one quote mean nine separate rules that a rep meets one at a time.		All nine holds and the three approvals come back in one answer, whatever order the choices arrived in.
Cloud Vault tier, redundancy and cloud availability matrixOnly with care
Nine tier and redundancy combinations, each offered on a different set of clouds. A product rule per combination works, but each new option is another rule to keep in step.		The matrix is data on the model; the quote is checked against it with no per-combination rule.
Term limits that differ by deal type and program, and add-on terms that must not outlast the base termOnly with workarounds
The limits depend on the program and the deal type, and the base term lives on another line. It takes a chain of interacting rules, and a change to one tends to break another.		Every rule is checked on every call, whatever the deal type, so one fix that clears two holds shows in the same answer.
SaaS and identity coverage: users must cover the licensed base, and identity is the greater of two directoriesOnly with care
A validation rule can compare two numbers, but the greater-of rule needs both directory counts on the quote, and the licensed base has to be copied there too.		The counts travel with the quote and are compared on every call.
A quote that states a capacity different from the sum of its workloadsOnly with care
A rule can compare a stated figure with a calculated field, but only if the stated figure is a field on the quote, which it rarely is.		The stated capacity travels with the quote and is compared with the computed total.

  

  

    
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.

    
1A new purchase on Scale Subscription must run between 36 and 60 months; the quote has 24 months.
2A new purchase on Scale Subscription must run between 36 and 60 months; the quote has 72 months.
3A Renewal on Scale Subscription must run between 12 and 60 months; the quote has 6 months.
4A Renewal on Scale True Forward must run between 36 and 60 months; the quote has 24 months.
5Scale True Forward is available on an approval basis only.
6Additions and changes are co-termed with the original subscription, which has 20 months left; the quote has 36 months.
7E1,000 appliances may not be purchased as part of any Scale offering.
8Scale True Forward requires a Customer Resilience Manager (CRM) on the order; none is included.
9Scale True Forward allows at most 30 percent difference between Rubrik hardware capacity and software capacity; the quote has 100 TB of hardware and 200 TB of software.
10Rubrik hardware cannot be added during the term of a Scale order that was placed for third-party hardware.
11An active subscription can be upgraded but not downgraded in edition or quantity; the change lowers it from 200 TB on Enterprise edition.
12An active subscription can be upgraded but not downgraded in edition or quantity; the change lowers it from 400 TB on Business edition.
13The Utility metering metric (per TB or per user) must stay constant for the whole subscription and any renewal.
14Under Utility the Universal SaaS license cannot cover Microsoft 365; it needs the Microsoft 365 user and capacity licenses.
15A Universal SaaS license covers up to 100 GB per user; 100 users cover 10,000 GB, the quote has 15,000 GB.
16SaaS protection must cover the whole licensed user base; the quote has 400 users and the customer has 500.
17Rubrik Cloud Vault requires a Rubrik Security Cloud subscription; the customer has none.
18Rubrik Cloud Vault is not offered as Recovery tier, multi region, AWS.
19Rubrik Cloud Vault is not offered as Archive tier, multi zone, Azure.
20Rubrik Cloud Vault has a minimum one-year subscription; the quote has 6 months.
21Data in this Cloud Vault tier must stay stored at least 180 days; the quote plans 90 days.
22Data in this Cloud Vault tier must stay stored at least 30 days; the quote plans 15 days.
23Identity recovery is licensed for the greater of the enabled Active Directory and Entra ID users, 1,000; the quote covers 800.
24A dependent add-on runs 48 months, past the 36 months of the subscription it depends on; if that is not renewed the add-on can lose functionality with no refund.
25Rubrik Agent Cloud bundles have a standard 12-month term; the quote has 6 months.
2612 percent discount is above the 5 percent a rep can give; approvable up to 15 percent on this deal ($300,000).
2720 percent discount exceeds the 15 percent anyone can approve on a deal of $300,000.
2820 percent discount is above the 5 percent a rep can give; approvable up to 25 percent on this deal ($1,500,000).
29On-premises workloads are measured in back-end TB by default; front-end TB for on-premises needs approval.
30The quote states 300 TB of licensed capacity; its workloads add up to 250 TB.

  

  

    
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. Nine holds on one True Forward quote: A True Forward quote with a short term, no resilience manager, short user counts, an unsupported Cloud Vault and a 20 percent discount

    
The agent's request. Please quote a new Rubrik Scale True Forward for Harbor Point Health, Enterprise edition, on Rubrik hardware (150 TB): 400 TB on premises and 120 TB in the cloud, 800 Microsoft 365 users (90,000 GB) on a Universal SaaS license, Rubrik Cloud Vault (Recovery tier, multi region, AWS), identity recovery for 2,700 users, a 24-month term with add-ons for 36 months, and a 20 percent discount. On-premises capacity is measured in front-end TB. A Customer Resilience Manager is not on the order. The deal value is $750,000 and the quote states 560 TB of licensed capacity. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Term outside the allowed range. A new purchase on Scale True Forward must run between 36 and 60 months; the quote has 24 months.
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  • Customer Resilience Manager missing. Scale True Forward requires a Customer Resilience Manager (CRM) on the order; none is included.
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  • Hardware and software capacity too far apart. Scale True Forward allows at most 30 percent difference between Rubrik hardware capacity and software capacity; the quote has 150 TB of hardware and 400 TB of software.
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  • Universal SaaS capacity above the limit. A Universal SaaS license covers up to 100 GB per user; 800 users cover 80,000 GB, the quote has 90,000 GB.
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  • SaaS users below the licensed base. SaaS protection must cover the whole licensed user base; the quote has 800 users and the customer has 900.
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  • Cloud Vault option not offered. Rubrik Cloud Vault is not offered as Recovery tier, multi region, AWS.
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  • Identity users below the larger directory. Identity recovery is licensed for the greater of the enabled Active Directory and Entra ID users, 3,000; the quote covers 2,700.
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  • Stated capacity does not match. The quote states 560 TB of licensed capacity; its workloads add up to 520 TB.
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  • Discount above anyone's authority. 20 percent discount exceeds the 15 percent anyone can approve on a deal of $750,000.
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  • True Forward needs approval. Scale True Forward is available on an approval basis only.
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  • Front-end TB needs approval. On-premises workloads are measured in back-end TB by default; front-end TB for on-premises needs approval.
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  • Add-on outlasts the subscription. A dependent add-on runs 36 months, past the 24 months of the subscription it depends on; if that is not renewed the add-on can lose functionality with no refund.
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2. Nine holds on one True Forward quote: The agent resubmits after fixing the errors

    
The agent's request. Please quote a new Rubrik Scale Subscription for Harbor Point Health, Enterprise edition, on Rubrik hardware (150 TB): 400 TB on premises and 120 TB in the cloud, 900 Microsoft 365 users (90,000 GB) on a Universal SaaS license, Rubrik Cloud Vault (Recovery tier, multi region, Azure), identity recovery for 3,000 users, a 36-month term with add-ons for 36 months, and a 5 percent discount. The deal value is $750,000 and the quote states 520 TB of licensed capacity. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Capacity summary. 400 TB on-premises plus 120 TB cloud, 520 TB licensed in total.
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3. Term and capacity: A 24-month term and a misstated capacity

    
The agent's request. Please quote a new Rubrik Scale Subscription for Harbor Point Health, Enterprise edition, on third-party hardware: 400 TB on premises and 120 TB in the cloud, 900 Microsoft 365 users (80,000 GB) on a Universal SaaS license, Rubrik Cloud Vault (Backup tier, multi zone, AWS), identity recovery for 3,000 users, a 24-month term with add-ons for 36 months, and a 5 percent discount. The deal value is $750,000 and the quote states 560 TB of licensed capacity. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Term outside the allowed range. A new purchase on Scale Subscription must run between 36 and 60 months; the quote has 24 months.
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  • Stated capacity does not match. The quote states 560 TB of licensed capacity; its workloads add up to 520 TB.
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  • Add-on outlasts the subscription. A dependent add-on runs 36 months, past the 24 months of the subscription it depends on; if that is not renewed the add-on can lose functionality with no refund.
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4. Term and capacity: The agent resubmits after fixing the errors

    
The agent's request. Please quote a new Rubrik Scale Subscription for Harbor Point Health, Enterprise edition, on third-party hardware: 400 TB on premises and 120 TB in the cloud, 900 Microsoft 365 users (80,000 GB) on a Universal SaaS license, Rubrik Cloud Vault (Backup tier, multi zone, AWS), identity recovery for 3,000 users, a 36-month term with add-ons for 36 months, and a 5 percent discount. The deal value is $750,000 and the quote states 520 TB of licensed capacity. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Capacity summary. 400 TB on-premises plus 120 TB cloud, 520 TB licensed in total.
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5. Cloud Vault, SaaS and identity coverage: Unsupported Cloud Vault option and short user counts

    
The agent's request. Please quote a new Rubrik Scale Subscription for Harbor Point Health, Enterprise edition, on third-party hardware: 400 TB on premises and 120 TB in the cloud, 800 Microsoft 365 users (90,000 GB) on a Universal SaaS license, Rubrik Cloud Vault (Recovery tier, multi region, AWS), identity recovery for 2,700 users, a 36-month term with add-ons for 36 months, and a 5 percent discount. The deal value is $750,000 and the quote states 520 TB of licensed capacity. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Universal SaaS capacity above the limit. A Universal SaaS license covers up to 100 GB per user; 800 users cover 80,000 GB, the quote has 90,000 GB.
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  • SaaS users below the licensed base. SaaS protection must cover the whole licensed user base; the quote has 800 users and the customer has 900.
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  • Cloud Vault option not offered. Rubrik Cloud Vault is not offered as Recovery tier, multi region, AWS.
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  • Identity users below the larger directory. Identity recovery is licensed for the greater of the enabled Active Directory and Entra ID users, 3,000; the quote covers 2,700.
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6. Cloud Vault, SaaS and identity coverage: The agent resubmits after fixing the errors

    
The agent's request. Please quote a new Rubrik Scale Subscription for Harbor Point Health, Enterprise edition, on third-party hardware: 400 TB on premises and 120 TB in the cloud, 900 Microsoft 365 users (90,000 GB) on a Universal SaaS license, Rubrik Cloud Vault (Backup tier, multi zone, AWS), identity recovery for 3,000 users, a 36-month term with add-ons for 36 months, and a 5 percent discount. The deal value is $750,000 and the quote states 520 TB of licensed capacity. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Capacity summary. 400 TB on-premises plus 120 TB cloud, 520 TB licensed in total.
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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 Rubrik subscription quote for a customer: program, edition, on-premises and cloud capacity, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the licensing rules and returns a verdict, every reason and the capacity it computed.
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  2. I will start with the first request by the agent.
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  3. The agent says. Please quote a new Rubrik Scale True Forward for Harbor Point Health, Enterprise edition, on Rubrik hardware (150 TB): 400 TB on premises and 120 TB in the cloud. On-premises capacity is measured in front-end TB. The rest of the request is on screen.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with nine findings and three approvals, all in one answer. A new purchase on Scale True Forward must run between 36 and 60 months; the quote has 24 months. Scale True Forward requires a Customer Resilience Manager (CRM) on the order; none is included. Scale True Forward allows at most 30 percent difference between Rubrik hardware capacity and software capacity; the quote has 150 TB of hardware and 400 TB of software. The other six are on screen.
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  6. The validator returned nine blocking findings and three approvals 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 term limits that differ by deal type and program, and add-on terms that must not outlast the base term, a rules-based CPQ can do this only with workarounds.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the program to Scale Subscription, the term to 36 months, the Universal SaaS users to 900, the Cloud Vault to Recovery tier, multi region, Azure and the licensed capacity stated on the quote to 520 TB. Two more changes are on screen. It removes the on-premises metric and Customer Resilience Manager on the order.
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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 twelve earlier findings are cleared.
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  13. Twelve 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.