Predictika · Cross-brand software subscription quotes
An AI sales agent prepares a subscription quote that spans TIBCO, Jaspersoft, Spotfire, Citrix and NetScaler products: license metric, quantity, environments, deployment, migration from an older product, term and discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the metric, capacity, migration and discount rules and returns a verdict and every reason.
Any quote in these product families that touches these topics is in scope, not only the scenarios pictured here. Not covered: prices. No public price list exists for these products, so this validator has no prices and produces no price build-up or line-item quote. Assumptions: the discount limits (10, 15 and 30 percent) and the stub-term length are placeholders; the 90-day trade-up grace period comes from the vendor's public licensing page.
7 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch
Illustrative agent statement. The validator receives the structured request below.
Proposing agent: AI sales agent (scripted)
Before sending, the agent must call Recorded run
What this means
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 caught | Typical rules-based CPQ | Predictika |
|---|---|---|
| Units the deployment needs differ from the units quoted, and the quote also states a requirement that is wrong | Only with care The need is derived from sockets, cores per socket or vCPUs. A validation rule can recompute it only if those inputs are fields on the quote and the stated figure is one too. | The need is computed from the deployment on every call and compared with both the quantity and the stated requirement. |
| Production-only license on a quote that covers non-production environments | Only with care One more rule per product and license type, kept in step as license types change. | The environment and license type travel with the quote and are checked together. |
| Citrix bundle that already includes NetScaler, quoted with separate NetScaler capacity, or a deployment above the bundle limits | Only with workarounds Bundle limits sit in a different record from the second quote line, so a rule has to reach across lines and be rewritten when the bundle changes. | Both products are on the request; the bundle limits come from the product record and are compared with the deployment. |
| Trade-up from an older product: overlap days against the grace period, with the old and new metric | Only with workarounds The old subscription lives in the install base, so its metric, quantity and overlap must be copied onto the quote before a rule can compare them. | The legacy metric, quantity and overlap travel with the request and are compared with the grace period in the policy record. |
| Discount authority that depends on term, deal type and the license mix | Only with care Approval matrices are usually separate objects, and a rule must pick the right row for each combination. | The rep limit for the term and the approval ceiling are looked up from the policy record on every call. |
| Every problem returned in one answer | Only 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. |
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.
| 1 | Co-terming needs an existing subscription; a new customer has none to align with. |
| 2 | Co-terming leaves only 2 months on the term; a short stub term needs approval. |
| 3 | The quote licenses 64 units but the deployment needs 96. |
| 4 | The quote states a requirement of 64 units; the validator computes 96 from the deployment. |
| 5 | Non-production environments are in scope but the license type is Production only; non-production use needs the ProdPlus license type. |
| 6 | The deployment needs 1,400 Gbps of NetScaler throughput; this bundle includes up to 1,000 Gbps. |
| 7 | The deployment needs 1,100 NetScaler instances; this bundle includes up to 999. |
| 8 | The Universal Hybrid Multi-Cloud bundle already includes NetScaler; adding NetScaler Fixed Capacity as well needs a review for overlapping capacity. |
| 9 | The Spotfire Consumer license does not allow the intended use; a more capable Spotfire license type is needed. |
| 10 | The old and new products overlap for 150 days; the trade-up grace period is 90 days. |
| 11 | A discount of 35.0 percent is above the 30.0 percent ceiling that anyone can approve. |
| 12 | A discount of 20.0 percent is above the 15.0 percent a rep can give on this term; approvable up to 30.0 percent. |
| 13 | A discount of 12.0 percent is above the 10.0 percent a rep can give on this term; approvable up to 30.0 percent. |
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.
The agent's request. Please quote a new subscription of TIBCO BusinessWorks for 64 cores, for virtual machines with 96 vCPUs, on a Production-only license, on premises, covering production and non-production environments, a 3-year term with a 12 percent discount. The quote states a requirement of 64 units. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote a new subscription of TIBCO BusinessWorks for 96 cores, for virtual machines with 96 vCPUs, on a Production plus Non-Production (ProdPlus) license, on premises, covering production and non-production environments, a 3-year term with a 12 percent discount. The quote states a requirement of 96 units. It is ready to send.
Verdict: Allowed.
The agent's request. Please quote a new subscription of Citrix Universal Hybrid Multi-Cloud for 8,000 named users, for a customer with 1,400 Gbps of NetScaler throughput and 1,100 NetScaler instances, on a Production-only license, on premises, a 3-year term with a 12 percent discount. The quote states a requirement of 8,000 units. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote a new subscription of Citrix Universal Hybrid Multi-Cloud for 8,000 named users, for a customer with 900 Gbps of NetScaler throughput and 500 NetScaler instances, on a Production-only license, on premises, a 3-year term with a 12 percent discount. The quote states a requirement of 8,000 units. It is ready to send.
Verdict: Allowed.
The agent's request. Please quote a migration to a subscription of Spotfire Consumer for 1,200 named users, on a Production-only license, on premises, replacing 1,200 existing named-user licenses with 150 days of overlap, for advanced analysis use, a 3-year term with a 35 percent discount. The quote states a requirement of 1,200 units. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote a migration to a subscription of Spotfire Analyst for 1,200 named users, on a Production-only license, on premises, replacing 1,200 existing named-user licenses with 60 days of overlap, for advanced analysis use, a 3-year term with a 20 percent discount. The quote states a requirement of 1,200 units. It is ready to send.
Verdict: Needs approval.
The agent's request. Please quote a migration to a subscription of Spotfire Analyst for 1,200 named users, on a Production-only license, on premises, replacing 1,200 existing named-user licenses with 60 days of overlap, for advanced analysis use, a 3-year term with a 12 percent discount. The quote states a requirement of 1,200 units. It is ready to send.
Verdict: Allowed.
The text of the narrated walkthrough, step by step.