Predictika · sterilization equipment, facility utility packages, service plans, connected load, options and service years

An AI sales agent's sterilizer installation quote, checked before it goes to the hospital

An AI sales agent prepares a quote for sterile processing equipment with a facility utility package, a service plan and a connected load. Before the quote goes out, the agent sends it to Predictika's validator, which checks every rule at once and reports every problem it finds in one pass, with the price it computes.

Scope: Steris style sterilizer installation quotes: four equipment types, three facility utility packages and three service plans, with prices in US dollars (illustrative estimates, not real list prices). A quote check, not an engineering decision. See everything this validator covers

This validator models Steris style sterilizer installation quotes. It handles any quote made of these equipment types, utility packages and service plans, not just the scenarios shown below.

  • Equipment and utility packages — a large steam sterilizer, a low temperature sterilizer, a washer disinfector and a surgical table, with a central steam connection, an electric steam generator or an electric only install. The electric only install cannot supply steam to the large steam sterilizer.
  • Connected load — the load in kW must be within the rating of the equipment and of the utility package, and above 60 kW it needs a facility engineering review.
  • Options and service plans — water treatment and the validation service are only available on the equipment that offers them. The basic, plus and premier service plans each have their own unit minimum and discount.
  • Term and order size — a service term of 1 to 7 years, with a finance review above 5 years. An order is limited to 20 units and above 8 units it needs a site survey.
  • Discounts, order value and the stated net total — program, volume and extra discounts add up: a rep can give up to 12 percent in total, a sales director must approve above that, and 20 percent is the limit. An order above USD 3,000,000 needs a deal desk review, and the net total the agent states must match the value the validator computes.

Any quote made of these equipment types, packages and plans is in scope, not only the scenarios pictured here. Not checked: other Steris products and consumables, real list prices, facility engineering, infection prevention or regulatory decisions, and tax or multi-currency quoting.

The AI sales agentPrepares the sterilizer installation quote for the hospital and says it is ready to send.
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 this wrong

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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules) 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 utility package that cannot serve the equipmentOnly with workarounds
Every equipment and utility pairing needs its own exclusion rule, and each new package multiplies the list.
The equipment and utility package are fields of one request, and the compatibility rule is checked against both on every call.
Limits that depend on each otherOnly with care
The connected load must fit the rating of the equipment and of the utility package at once; a quote that passes one check can still fail the other.
Load, equipment and package are in one request and re-evaluated together on every call.
A price that must match the quoteOnly with workarounds
Price rules compute a total, but comparing it with the net total the agent states is usually left to a person.
The stated net total is a field of the request, and a mismatch with the computed value is a finding.
Approvals that depend on length and sizeOnly with care
The finance review above 5 years, the site survey above 8 units and the deal desk review depend on term, quantity and discount together.
Term, quantity, discount and value are computed together, and each approval appears only when it applies.
Every problem returned in one answerOnly with workarounds
Validation rules usually stop at the first failing field, so the agent 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.

1A quote covers 1 to 20 units.
2The number of units must meet the minimum of the service plan.
3The connected load must be within the range of the equipment.
4The connected load must not be above the rating of the utility package.
5The electric only install cannot supply steam to the large steam sterilizer.
6Water treatment is only available on equipment that offers it.
7The validation service is only available on equipment that offers it.
8The service term must be 1 to 7 years.
9A total discount above 20 percent is not allowed.
10A connected load above 60 kW needs a facility engineering review.
11A service term above 5 years needs finance approval of the price lock.
12More than 8 units need a site survey.
13A total discount above 12 percent, within the limit, needs sales director approval.
14An order value above USD 3,000,000 needs a deal desk review.
15The net total the agent states must match the value the validator computes.

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. Steam sterilizers on the wrong utility package: Two large steam sterilizers on an electric only install

The agent's request. Please check this quote for Mercy Valley Health System: two large steam sterilizers on an electric only install, basic service plan, at a connected load of 30 kW on a 3-year term, no water treatment and no validation service. The net total I am quoting is USD 395,000. It is ready to send.

Verdict: Blocked.

  • Utility package cannot supply steam. The electric only install cannot supply steam to the large steam sterilizer.
  • Price. Estimated list price USD 395,000 for 2 units over 3 years, before discount; total discount 0 percent.

2. Steam sterilizers on the wrong utility package: The agent resubmits after fixing the errors

The agent's request. Please check this quote for Mercy Valley Health System: two large steam sterilizers on the central steam connection, basic service plan, at a connected load of 30 kW on a 3-year term, no water treatment and no validation service. The net total I am quoting is USD 415,000. I switched to the central steam connection. It is ready to send.

Verdict: Allowed.

  • Price. Estimated list price USD 415,000 for 2 units over 3 years, before discount; total discount 0 percent.

3. A stated net total that does not match: A net total 10 percent below the computed value

The agent's request. Please check this quote for Riverbend Surgical Center: two large steam sterilizers on the central steam connection, basic service plan, at a connected load of 40 kW on a 3-year term, no water treatment and no validation service. The net total I am quoting is USD 373,500. It is ready to send.

Verdict: Blocked.

  • Stated net total does not match. The quoted net total of USD 373,500 does not match the USD 415,000 the validator computed.
  • Price. Estimated list price USD 415,000 for 2 units over 3 years, before discount; total discount 0 percent.

4. A stated net total that does not match: The agent resubmits after fixing the errors

The agent's request. Please check this quote for Riverbend Surgical Center: two large steam sterilizers on the central steam connection, basic service plan, at a connected load of 40 kW on a 3-year term, no water treatment and no validation service. The net total I am quoting is USD 415,000. I corrected the net total. It is ready to send.

Verdict: Allowed.

  • Price. Estimated list price USD 415,000 for 2 units over 3 years, before discount; total discount 0 percent.

5. A service term longer than the limit: An 8 year service term

The agent's request. Please check this quote for Lakeside Children's Hospital: two large steam sterilizers on the central steam connection, basic service plan, at a connected load of 40 kW on a 8-year term, no water treatment and no validation service. The net total I am quoting is USD 460,000. It is ready to send.

Verdict: Blocked.

  • Service term over the limit. A contract of 8 years is outside the 1 to 7 years allowed.
  • Price. Estimated list price USD 460,000 for 2 units over 8 years, before discount; total discount 0 percent.

6. A service term longer than the limit: The agent resubmits after fixing the errors

The agent's request. Please check this quote for Lakeside Children's Hospital: two large steam sterilizers on the central steam connection, basic service plan, at a connected load of 40 kW on a 6-year term, no water treatment and no validation service. The net total I am quoting is USD 442,000. I shortened the term to 6 years. It is ready to send.

Verdict: Needs approval.

  • Finance approval for a long term. A contract of 6 years is longer than 5 years, so finance must approve the price lock.
  • Price. Estimated list price USD 442,000 for 2 units over 6 years, before discount; total discount 0 percent.

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 sterile processing equipment with a facility utility package, a service plan and a connected load. Before the quote goes out, the agent sends it to Predictika's validator, which checks every rule at once and reports every problem it finds in one pass, with the price it computes.
  2. I will start with the first request by the agent.
  3. The agent says. Please check this quote for Mercy Valley Health System: two large steam sterilizers on an electric only install, basic service plan. The net total I am quoting is USD 395,000. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with one finding, all in one answer. The electric only install cannot supply steam to the large steam sterilizer.
  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.
  7. What this shows: for limits that depend on each other, rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the utility package to central steam connection and the stated net total to $415,000.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. The earlier finding is cleared.
  13. One problem caught in one call, fixed in one pass, and a clean $415,000 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.