Predictika · Wheel loader quotes

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

An AI sales agent prepares a quote for Cat medium wheel loaders: a model, a bucket, tires, options, an Equipment Protection Plan, a Customer Value Agreement, a delivery region, a discount and a quantity. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of these quotes and returns a verdict, every reason and the order total it computed.

Scope: Quotes for six Cat wheel loaders (950 GC, 962, 966 GC, 972 XE, 980 GC, 982 XE): bucket and payload, tires, forks, options, protection plan, service agreement, discount and the stated total. See everything this validator covers

This validator models Cat wheel loader quotes, not just the scenarios shown below.

  • Bucket, payload and tires — the bucket sizes each loader takes, the weight of a full bucket against the rated payload, light material and rock buckets, and the tires rock work needs.
  • Options, plan and agreement — forks and the Fusion coupler, Product Link and the Production Measurement Kit, quarry and waste packages, the Equipment Protection Plan terms and hours, and the Customer Value Agreement years and hours.
  • Discount, fleet and stated total — a discount over 5 percent sent to a sales manager and over 12 percent blocked, fleets of 5 or more and orders over 5,000,000 ringgit sent for confirmation, and the stated total compared with the computed total.

Any wheel loader quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Cat machines, used equipment, financing and rental. Public versus modeled: the six model names, the Fusion coupler, Product Link, the protection plan and agreement offers come from public Cat dealer pages; the payload, bucket and tire pairings, plan and agreement terms, discount thresholds and every price (Malaysian ringgit) are modeled by Predictika from comparable products, are illustrative and are not published by Sime Darby or Caterpillar.

The AI sales agentBuilds the wheel loader 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
A bucket size and load that must fit the loaderOnly with care
Each loader has its own bucket range and rated payload, and a full bucket has to be weighed against it, so the rules form a table kept in step with the model list.		Loader, bucket size and material weight are fields of one quote and are checked together on every call.
Options that depend on other optionsOnly with care
Forks need the Fusion coupler, the measurement kit and the service agreement need Product Link, and quarry and waste work need their own packages.		The options are fields of one quote and their dependencies are checked together on every call.
Plan and agreement terms with hour capsOnly with care
Each plan term has its own hour cap and the agreement has a total-hours limit, so the quantity rules have to look at the term.		Term, hours and tier are fields of one quote and are compared on every call.
A stated total that must match the computed totalOnly with workarounds
The total is built from many priced lines and a discount, so a separate rule is needed to recompute it and compare it with the stated figure.		The stated total is a field of the request and is compared with the computed order total on every call.
Discounts and fleets that go to a person instead of being blockedOnly with care
A separate approval path with its own thresholds that must not overlap the blocking rules.		Blocks and approvals come back together; an approval-only quote is not blocked.

  

  

    
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 quote has 0 loaders; one quote covers 1 to 20 loaders.
2The order total is 21,060,000 ringgit, above 5,000,000, so a person should confirm.
3The quote has 20 loaders, so a person should confirm delivery scheduling and fleet terms.
4The quote has 21 loaders; one quote covers 1 to 20 loaders.
5The order total is 22,113,000 ringgit, above 5,000,000, so a person should confirm.
6The quote has 21 loaders, so a person should confirm delivery scheduling and fleet terms.
7The bucket is 24 tenths of a cubic metre; this loader takes buckets from 25 to 44 tenths.
8The bucket is 45 tenths of a cubic metre; this loader takes buckets from 25 to 44 tenths.
9The bucket is 59 tenths of a cubic metre; this loader takes buckets from 43 to 58 tenths.
10A full bucket of this material weighs 74,040 (tenths of a kilogram) against a rated payload of 7,400 kg, so a person should confirm the pairing.
11A full bucket of this material weighs 81,400 (tenths of a kilogram) against a rated payload of 7,400 kg, so a person should confirm the pairing.
12A full bucket of this material weighs 85,500 (in tenths of a kilogram), more than 110 percent of the 7,400 kg rated payload.
13A light material bucket is quoted for material of 1,200 kg per cubic metre; it is for material up to 1,000.
14A rock bucket is quoted with standard L3 tires; rock work needs L4 or L5 tires.
15Forks are quoted with the pin-on coupler; they need the Fusion quick coupler.
16The quote has 3 forks for 2 loaders; one fork per loader at most.
17Forks are not offered on the 982 XE.
18The Production Measurement Kit is quoted without Product Link; it needs Product Link to report loads.
19The machine is for quarry work without the guarding package.
20The machine is for waste handling without the waste handling package.
21Without a protection plan the warranty is 12 months; the quote has 24 months.
22A protection plan of 12 months is not available; the terms are 24, 36, 48 and 60 months.
23The quote has 6,500 plan hours; the chosen term covers up to 6,000.
24A protection plan of 72 months is not available; the terms are 24, 36, 48 and 60 months.
25The Total plan is quoted for 60 months; it is limited to 48 months.
26The agreement term is 6 years; it must be 1 to 5 years.
27The agreement term is 0 years; it must be 1 to 5 years.
28The agreement covers 15,005 hours; the limit is 15,000.
29A Customer Value Agreement is quoted without Product Link; it needs Product Link to track hours.
30The quote takes a discount of 110,300 ringgit against 2,106,000 ringgit of list charges, above the 5 percent that needs a sales manager.
31The quote takes a discount of 252,720 ringgit against 2,106,000 ringgit of list charges, above the 5 percent that needs a sales manager.
32The quote takes a discount of 257,720 ringgit against 2,106,000 ringgit of list charges, above the 12 percent an agent may offer.
33The quote states a total of 1,000,000 ringgit; the prices give 2,106,000 ringgit.
34The quote has 5 loaders, so a person should confirm delivery scheduling and fleet terms.
35The order total is 7,683,000 ringgit, above 5,000,000, so a person should confirm.
36The bucket is 60 tenths of a cubic metre; this loader takes buckets from 28 to 46 tenths.
37A full bucket of this material weighs 102,000 (in tenths of a kilogram), more than 110 percent of the 6,500 kg rated payload.

  

  

    
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. 962 rock loaders with many problems: A quote for two Cat 962 loaders with a rock bucket, a fork, the measurement kit and the Total plan

    
The agent's request. Please quote 2 Cat 962 loaders with a rock bucket of 6.0 cubic metres, standard L3 tires, the pin-on coupler, for quarry work, delivered to Peninsular Malaysia, with ride control, the Production Measurement Kit and 1 fork, the Total protection plan for 60 months and 10,000 hours and no service agreement, for a stated total of 2,204,000 ringgit. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Bucket size outside the loader range. The bucket is 60 tenths of a cubic metre; this loader takes buckets from 28 to 46 tenths.
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  • Bucket load too heavy for the loader. A full bucket of this material weighs 102,000 (in tenths of a kilogram), more than 110 percent of the 6,500 kg rated payload.
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  • Rock bucket needs rock tires. A rock bucket is quoted with standard L3 tires; rock work needs L4 or L5 tires.
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  • Fork needs the Fusion coupler. Forks are quoted with the pin-on coupler; they need the Fusion quick coupler.
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  • Production Measurement Kit needs Product Link. The Production Measurement Kit is quoted without Product Link; it needs Product Link to report loads.
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  • Quarry work needs guarding. The machine is for quarry work without the guarding package.
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  • Total plan limited to 48 months. The Total plan is quoted for 60 months; it is limited to 48 months.
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2. 962 rock loaders with many problems: The agent resubmits after fixing the errors

    
The agent's request. Please quote 2 Cat 962 loaders with a rock bucket of 4.0 cubic metres, L4 rock tires, the Fusion coupler, for quarry work, delivered to Peninsular Malaysia, with ride control, Product Link, the Production Measurement Kit, the guarding package and 1 fork, the Total protection plan for 48 months and 8,000 hours and no service agreement, for a stated total of 2,275,200 ringgit. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. List charges of 2,275,200 ringgit, a discount of 0 ringgit and an order total of 2,275,200 ringgit.
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3. 980 GC waste handling loader: A Cat 980 GC for waste handling with a protection plan and a Comprehensive service agreement

    
The agent's request. Please quote 1 Cat 980 GC with a light material bucket of 5.5 cubic metres, standard L3 tires, the Fusion coupler, for waste handling, delivered to Peninsular Malaysia, with ride control, the Powertrain protection plan for 36 months and 8,000 hours and a Comprehensive service agreement for 5 years at 3,500 hours a year, for a stated total of 4,402,000 ringgit. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Light material bucket on heavy material. A light material bucket is quoted for material of 1,100 kg per cubic metre; it is for material up to 1,000.
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  • Waste handling needs the waste package. The machine is for waste handling without the waste handling package.
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  • Protection plan hours beyond the term. The quote has 8,000 plan hours; the chosen term covers up to 6,000.
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  • Agreement hours too high. The agreement covers 17,500 hours; the limit is 15,000.
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  • Agreement needs Product Link. A Customer Value Agreement is quoted without Product Link; it needs Product Link to track hours.
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4. 980 GC waste handling loader: The agent resubmits after fixing the errors

    
The agent's request. Please quote 1 Cat 980 GC with a light material bucket of 5.5 cubic metres, standard L3 tires, the Fusion coupler, for waste handling, delivered to Peninsular Malaysia, with ride control, Product Link and the waste handling package, the Powertrain protection plan for 36 months and 6,000 hours and a Comprehensive service agreement for 5 years at 3,000 hours a year, for a stated total of 4,081,000 ringgit. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. List charges of 4,081,000 ringgit, a discount of 0 ringgit and an order total of 4,081,000 ringgit.
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5. Fleet of six 972 XE loaders: A fleet of six Cat 972 XE loaders with a 14 percent discount and a stated total

    
The agent's request. Please quote 6 Cat 972 XE loaders with a general purpose bucket of 4.5 cubic metres, standard L3 tires, the Fusion coupler, for construction, delivered to Sabah, with ride control and Product Link, the Powertrain protection plan for 36 months and 6,000 hours and no service agreement, with a discount of 1,211,868 ringgit, for a stated total of 8,656,200 ringgit. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Discount above agent authority. The quote takes a discount of 1,211,868 ringgit against 8,656,200 ringgit of list charges, above the 12 percent an agent may offer.
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  • Stated total does not match. The quote states a total of 8,656,200 ringgit; the prices give 7,444,332 ringgit.
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  • Order total over 5,000,000 ringgit. The order total is 7,444,332 ringgit, above 5,000,000, so a person should confirm.
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  • Fleet of 5 or more loaders. The quote has 6 loaders, so a person should confirm delivery scheduling and fleet terms.
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6. Fleet of six 972 XE loaders: The agent resubmits after fixing the errors

    
The agent's request. Please quote 6 Cat 972 XE loaders with a general purpose bucket of 4.5 cubic metres, standard L3 tires, the Fusion coupler, for construction, delivered to Sabah, with ride control and Product Link, the Powertrain protection plan for 36 months and 6,000 hours and no service agreement, with a discount of 692,496 ringgit, for a stated total of 7,963,704 ringgit. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount above 5 percent. The quote takes a discount of 692,496 ringgit against 8,656,200 ringgit of list charges, above the 5 percent that needs a sales manager.
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  • Order total over 5,000,000 ringgit. The order total is 7,963,704 ringgit, above 5,000,000, so a person should confirm.
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  • Fleet of 5 or more loaders. The quote has 6 loaders, so a person should confirm delivery scheduling and fleet terms.
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  • Order summary. List charges of 8,656,200 ringgit, a discount of 692,496 ringgit and an order total of 7,963,704 ringgit.
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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 Cat medium wheel loaders: a model, a bucket, tires, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of these quotes and returns a verdict, every reason and the order total 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 2 Cat 962 loaders with a rock bucket of 6.0 cubic metres, standard L3 tires, the pin-on coupler. It is ready to send. 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 seven findings, all in one answer. The bucket is 60 tenths of a cubic metre; this loader takes buckets from 28 to 46 tenths. A full bucket of this material weighs 102,000 (in tenths of a kilogram), more than 110 percent of the 6,500 kg rated payload. A rock bucket is quoted with standard L3 tires; rock work needs L4 or L5 tires. The other four are on screen.
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  6. The validator returned seven 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 a bucket size and load that must fit the loader, 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 bucket size to 4.0, the material density to 1,300, the tires to L4 rock tires, the coupler to Fusion and the total as stated on the quote to 2,275,200.
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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 seven earlier findings are cleared.
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  13. Seven 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.