Predictika · Endpoint security subscription quotes

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

An AI sales agent prepares a subscription quote for an endpoint security customer: platform tier, endpoint count, managed detection and response and other add-ons, data retention, term, and the partner or direct discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the tier, module and discount rules and returns a verdict, every reason and the entitlement figures it computed.

Scope: subscription quotes for a tiered endpoint security platform: tier, endpoint count, managed-service add-ons, data retention, term and channel discounts. See everything this validator covers

This validator models subscription quotes for a tiered endpoint security platform — not just the scenarios shown below.

  • Tiers — five platform tiers (Core, Control, Complete, Commercial, Enterprise), each with a minimum endpoint count and the days of data retention it includes.
  • Modules and add-ons — managed detection and response, managed threat hunting, an AI SOC analyst and identity detection: offered, sold as an add-on, or already included, depending on the tier. Quoting an add-on a tier does not offer, or one it already includes, is blocked.
  • Managed detection and response — a minimum endpoint count, and a small-deployment review.
  • Data retention — days requested against the days included, with an extended-retention add-on where the tier allows it, and the retention figure the quote itself states.
  • Term — 12 to 60 months, with approval for terms over 36 months.
  • Discount authority — the limit for direct sales and for each partner level, and what a sales rep can give without approval.

Any subscription quote for these tiers and modules that touches tier entitlements, add-ons, retention, term or discounts is in scope — not only the scenarios pictured here. Not covered: prices (this model produces no price build-up or line-item quote; list prices are quoted through partners and vary), contract terms beyond those listed, and any vendor CPQ platform. Assumptions: the minimum endpoint counts, managed-service minimums, extended retention, term limits, partner discount limits and which add-ons Core and Control offer are invented illustrative values.

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 entitlement 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
An add-on a tier does not offer, or one it already includesOnly with care
Each tier-and-module pair is its own product rule, usually written as separate options and exclusions. It works, but every new tier or module multiplies the rules to maintain.		Offered, add-on or included is a column on the tier record, so a new tier is a new row, not new rules.
Data retention requested above what the tier includes, with an extended-retention add-on that only some tiers can buyOnly with workarounds
The days requested, the days included and the add-on interact. A product rule can hide the add-on, but comparing a requested number with an entitlement computed from the tier usually needs custom validation logic.		The effective retention is computed from tier and add-on, and the requested days are compared with it on every call.
A quote that states a retention figure different from the tierOnly with care
A validation rule can compare a stated figure with the tier, but only if the stated figure is a field on the quote, which it rarely is.		The stated figure travels with the quote and is compared with the tier on every call.
Discount limits that depend on direct or partner level, plus an approval bandOnly with care
Approval rules are easy one at a time. A limit per sales channel and an approval threshold below it usually mean several rules firing separately, each with its own message.		The channel limit is computed, and block and approval findings come back together in order of severity.
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.

    
1Managed Detection and Response is not offered with Singularity Control.
2Managed Threat Hunting is not offered with Singularity Control.
3Identity Detection and Response is already included in Singularity Commercial; remove the add-on.
4the AI SOC Analyst is not offered with Singularity Control.
5Identity Detection and Response is not offered with Singularity Core.
6extended data retention cannot be bought with Singularity Core.
790 days of data retention is more than the 14 days this quote includes.
8the quote states 90 days of included data retention, but Singularity Complete includes 14 days.
9the Singularity Enterprise tier has a minimum of 500 endpoints and the quote has 400.
10Managed Detection and Response needs at least 100 endpoints and the quote has 99.
11a 11 month term is outside the 12 to 60 months this validator allows.
12a 18 percent discount is above the 10 percent limit for this sales channel.
13a 18 percent discount is above the 15 percent a sales rep can give; it needs sales management approval.
14Managed Detection and Response for 100 endpoints is a small deployment (under 250); the managed services team must confirm onboarding.
15a 60 month term is longer than 36 months; it needs approval for multi-year terms.

  

  

    
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. Add-ons by tier: Managed services quoted on a tier that does not offer them

    
The agent's request. Please quote Singularity Control for 300 endpoints through a Premier partner: a 36 month term at a 12 percent discount, with 14 days of data retention and the Managed Detection and Response and Managed Threat Hunting add-ons. The quote states 14 days of included data retention. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Add-on not offered with this tier. Managed Detection and Response is not offered with Singularity Control.
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  • Add-on not offered with this tier. Managed Threat Hunting is not offered with Singularity Control.
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2. Add-ons by tier: The agent resubmits after fixing the errors

    
The agent's request. Please quote Singularity Complete for 300 endpoints through a Premier partner: a 36 month term at a 12 percent discount, with 14 days of data retention and the Managed Detection and Response and Managed Threat Hunting add-ons. The quote states 14 days of included data retention. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Entitlement summary. Singularity Complete for 300 endpoints includes 14 days of data retention (14 days with this quote); highest discount for this channel 25 percent; term 36 months.
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3. Data retention: Ninety days of retention without the extended-retention add-on

    
The agent's request. Please quote Singularity Complete for 1200 endpoints through direct sales: a 24 month term at a 10 percent discount, with 90 days of data retention. The quote states 90 days of included data retention. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Retention above what the quote includes. 90 days of data retention is more than the 14 days this quote includes.
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  • Stated retention does not match. The quote states 90 days of included data retention, but Singularity Complete includes 14 days.
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4. Data retention: The agent resubmits after fixing the errors

    
The agent's request. Please quote Singularity Complete for 1200 endpoints through direct sales: a 24 month term at a 10 percent discount, with 90 days of data retention and the extended data retention add-on. The quote states 14 days of included data retention. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Entitlement summary. Singularity Complete for 1200 endpoints includes 14 days of data retention (365 days with this quote); highest discount for this channel 20 percent; term 24 months.
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5. Partner discount: Discount above the partner level’s limit

    
The agent's request. Please quote Singularity Complete for 2500 endpoints through a Registered partner: a 36 month term at an 18 percent discount, with 14 days of data retention and the Managed Detection and Response add-on. The quote states 14 days of included data retention. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Discount above the channel limit. A 18 percent discount is above the 10 percent limit for this sales channel.
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6. Partner discount: The agent resubmits after fixing the errors

    
The agent's request. Please quote Singularity Complete for 2500 endpoints through a Premier partner: a 36 month term at an 18 percent discount, with 14 days of data retention and the Managed Detection and Response add-on. The quote states 14 days of included data retention. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount needs approval. A 18 percent discount is above the 15 percent a sales rep can give; it needs sales management approval.
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  • Entitlement summary. Singularity Complete for 2500 endpoints includes 14 days of data retention (14 days with this quote); highest discount for this channel 25 percent; term 36 months.
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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 subscription quote for an endpoint security customer: platform tier, endpoint count, managed detection and response and other add-ons, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the tier, module and discount rules and returns a verdict, every reason and the entitlement figures 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 Singularity Control for 300 endpoints through a Premier partner: a 36 month term at a 12 percent discount. The quote states 14 days of included data retention. 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 two findings, all in one answer. Managed Detection and Response is not offered with Singularity Control. Managed Threat Hunting is not offered with Singularity Control.
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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 an add-on a tier does not offer, or one it already includes, 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 tier to Singularity Complete.
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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 earlier finding is cleared, and the validator's figure matches the quote.
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  13. Two 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.