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TASK-OPS-104-03 · Task family

Deal approval management. Discount and contractual exceptions routed to authorized approvers.

Custom buildenvironment · ENV-OPS-104 DealDeskrole · Deal Desk Analyst

Overview. Obtain every approval the matrix requires before issuing the quote.

A deal needs a discount above the standard threshold and non-standard payment terms. Each exception has its own approver under the approval matrix.

The agent has to identify every exception, route each one, and issue the quote only after all approvals are in.

Value to the buyer

Approval chains have several independent triggers. Trains agents to find all of them.

Specification. The task family, field by field.

spec · task/task-ops-104-03.yamlENV-OPS-104
task_id:
TASK-OPS-104-03
domain:
Sales & Revenue Operations
parent_environment:
ENV-OPS-104 · DealDesk
target_role:
Deal Desk Analyst
objective:
Obtain every approval the matrix requires before issuing the quote.
starting_context:
The opportunity, a draft quote, the contract terms requested and the approval matrix.
tools:
  • get_opportunity
  • calculate_quote
  • read_contract
  • request_discount_approval
  • issue_quote
required_actions:
  • Compute the discount and contract value
  • Identify each exception and its approver
  • Request approvals with the justification
  • Issue the quote once approved
expected_outputs:
  • Approval requests
  • Issued quote
  • Approval record
interaction:
Agent plus simulated approvers who may reject or counter.
verification:
The approval chain is checked against the matrix, and the quote's issue time against approval times.
reward:
Issuing before all approvals scores zero. Credit for correct routing and justification.
difficulty:
Calibrated against reference models during acceptance testing
task_horizon:
Multi-step with approval round-trips. Execution limits are agreed with the buyer.
delivery:
Task instances with seeded deals, reference approval chains and verifier code.
commercial_unit:
Per validated task instance

Sample prompt. What the agent is asked to do, as a buyer would see it.

prompt · task-ops-104-03Example
A sales rep needs to finalize a three-year subscription for Marlow Health. List price is $180,000.00 a year, the rep has offered a 28% discount, and the customer wants net-60 payment terms. Under the approval matrix, the rep can approve up to 20%, a regional VP up to 30%, and anything above needs the CFO. Payment terms beyond net 30 need Finance approval. Get the deal approved and issue the quote.

Verification criteria. What the verifier checks, and how.

  • Values computed

    $129,600.00 a year, $388,800.00 over three years.

  • Discount routed

    28% goes to the regional VP.

  • Terms routed

    Net 60 goes to Finance as a separate approval.

  • Justification

    Each request states the value, the exception and the rep's reason.

  • Issue timing

    The quote issues only after both approvals.

Key failure modes. Where agents go wrong on this task.

  • Routing only the discount and missing the payment terms
  • Sending the discount straight to the CFO
  • Issuing the quote while an approval is pending

Other task families. The rest of DealDesk, on the same EnterpriseWorld state.

Every environment is built to order. Tell us which workflow you need to train or evaluate, and where you are in the process.

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