S_00006 — Request content converted into reviewed quote drafts
This solution addresses P_00007 and P_00014; each problem owns its forward
reference in its ordered solutionsIds array.
kind: solution_catalog
schema_version: 1
solutions:
- id: S_00006
proofIds:
- PF_MULTI_005
priority: 65
name: 'Request content converted into reviewed quote drafts'
status: approved
mechanism: >-
Capture inbound email text, telephone transcripts, or uploaded quote
documents through an available intake channel. For multilingual uploaded
content, apply configured AI language normalization before extraction and
matching populate the account, product, quantity, destination, and timing
fields of a structured quote draft. Several uploaded requests may enter
the same batch intake while retaining one source and reviewable draft per
request. After a person confirms or corrects each draft, submit it through
the native quote validation and calculation path.
capabilities:
- name: 'Ingest email text or telephone transcripts into the quote-intake workflow'
classification: integrated
conditions:
- "Email requires a connection to the customer's inbound mail source."
- 'Telephone requests require an external transcript or equivalent text capture.'
- 'No specific inbound-email or telephony connector was verified in MCP server d8189168.'
evidence_ids: []
- name: 'Upload quote documents into AI-assisted quote intake'
classification: configured
conditions:
- 'This capability was reported through buyer interviews and was not independently verified through MCP server d8189168.'
- 'Accepted file formats, size limits, security controls, and source retention must be confirmed.'
- 'Each uploaded document must remain associated with its resulting draft.'
evidence_ids:
- EV_MULTI_007
- name: 'Normalize multilingual quote content before field extraction'
classification: configured
conditions:
- 'Language coverage must be validated against representative requests received by the customer.'
- 'No universal language support is established.'
- 'Identifiers, quantities, units, addresses, and commercial terms must remain reviewable against the source.'
- 'No multilingual translation implementation was verified through MCP server d8189168.'
evidence_ids:
- EV_MULTI_007
- name: 'Extract and match account, product, quantity, destination, and timing information'
classification: configured
conditions:
- 'The customer must provide representative requests and define the required quote fields.'
- 'Product terminology must map to maintained account, item, variant, packaging, warehouse, and unit records.'
- 'Ambiguous or missing values must be routed to review.'
- 'No dedicated inbound-request-to-sales-quote implementation was verified.'
evidence_ids:
- EV_MULTI_007
- name: 'Process multiple uploaded quote requests through one batch intake'
classification: configured
conditions:
- 'This capability was reported through buyer interviews and was not independently verified through MCP server d8189168.'
- 'Each source request must produce an independently reviewable result.'
- 'Batch limits, partial-failure handling, retries, and duplicate handling remain unverified.'
evidence_ids:
- EV_MULTI_007
- name: 'Create a structured draft sales quote'
classification: native
conditions:
- 'Required account, contact, product, quantity, warehouse, destination, and shipping-date values must resolve.'
- 'The native create path accepts structured data; it does not interpret raw communication itself.'
evidence_ids: []
- name: 'Review and correct the structured quote before processing'
classification: native
conditions:
- 'A staff member must review missing, ambiguous, or low-confidence values.'
- 'The source request must remain available during review.'
evidence_ids: []
- name: 'Validate and calculate the confirmed quote'
classification: native
conditions:
- 'Calculation begins only after valid structured line data exists.'
- 'Correct price and timing depend on maintained product, pricing, capacity, and scheduling inputs.'
- 'The observed quote-planning hook does not independently verify the complete buyer-visible calculation.'
evidence_ids: []
expected_outcome_hypotheses:
- 'Can representative multilingual requests reach staff as structured quote drafts?'
- 'Can several requests be handled through batch intake while remaining independently reviewable?'
- 'Can missing or ambiguous information be identified before quote calculation?'
- 'Can a confirmed draft enter native validation and calculation without recreating a blank quote?'
- 'Does access to calculated price and timing reduce the elapsed time before a quote is sent to the customer?'
limitations:
- 'Uploaded-input, multilingual translation, and batch-processing implementations were not verified through MCP.'
- 'Language coverage is not universal and must be tested against representative customer requests.'
- 'Translation and extraction can produce mismatches, so human review remains necessary.'
- 'Batch capacity, partial-failure behavior, retry behavior, and duplicate handling are unknown.'
- 'The buyer-accepted maximum is 5% mismatched complete quotes in the reported 1,000-quote batch; the raw data and adjudication procedure were not inspected.'
- 'Price and timing correctness depend on complete and maintained operational data.'
- 'The proportion of requests requiring correction and the implementation effort are not established.'
prohibited_claims:
- 'That the AI supports every language.'
- 'That every quote request can be translated or processed automatically.'
- 'That translated or extracted values are correct without review.'
- 'That the AI has a verified 5% error rate.'
- 'That more than 100 quotes per day can be processed without a capacity test.'
- 'That price or timing is instant or correct without validation.'
- 'That quotes are sent faster without a measured baseline and observation.'
- 'Any quantified labor, accuracy, throughput, or turnaround improvement.'
- 'That the mechanism removes human judgment from custom quoting.'
Outstanding
proofIdscontainsPF_MULTI_005. The referenced proof is a draft 1,000-request multilingual dataset test and is not eligible for approved generation until lifecycle review.- Four configured capabilities cite
EV_MULTI_007. The record supports reported production use of uploaded multilingual intake, normalization, extraction, and one 1,000-quote batch. It does not establish native product implementation details or support the email and telephone intake capability. - Product implementation verification is partial. Native structured-quote
creation, validation, and storage were grounded in MCP server
d8189168. Uploaded input, multilingual language normalization, batch processing, and the complete buyer-visible price-and-timing calculation remain unverified. - Configured effort is unknown. Inspect representative multilingual requests, upload constraints, batch behavior, and the customer's master data before estimating configuration or integration work.
- The 5% mismatch figure is a buyer-accepted threshold. It means no more than 50 mismatched complete quotes in the reported 1,000-quote batch, where any required-field mismatch fails the quote against real database values. The raw data and adjudication procedure were not inspected.
- Three-times-faster customer sending is buyer-reported. Start and end timestamps reportedly covered the 1,000 quotes, but exact prior and observed durations, aggregation method, calendar period, and raw timestamps were not supplied or inspected.
- Priority
65is unchanged. Revisit it only through the lifecycle workflow if canonical sales priorities change.