WORKFLOW / REUSABLE CANONICAL ENTITY
Inquiry to Quote
Working Project: INQUIRY-TO-QUOTE SYSTEM
A reusable workflow route. Steel Trading is shown only as industry context, not as a steel-only workflow.
Stages
- INQUIRY RECEIVED
- MISSING INFO RESOLVED
- RESOURCE SEARCH
- DAILY PRICE / RESOURCE STATE
- COST BASIS ASSEMBLED
- QUOTE GENERATED
- JUDGMENT / APPROVAL
- QUOTE RELEASED
- NEGOTIATE / REQUOTE
- COMMIT / LOCK / HANDOFF
Responsibility boundary
- AI
- EXTRACT / SUMMARIZE, COMPARE / FLAG. Structures information and identifies missing or conflicting context. Does not decide or commit.
- RULES
- VALIDATE, ROUTE, EXCEPTIONS. Applies governed conditions for price, credit, documents, matching, freshness, and human review.
- SOFTWARE
- SHARED STATE, EVIDENCE, HISTORY. Keeps concurrent cases, layers, versions, ownership, documents, and time-sensitive states visible.
- AUTOMATION
- GENERATE, REMIND, TRANSFER. Generates documents and moves status or evidence without replacing relationships or judgment.
- HUMAN
- RELATE / NEGOTIATE, JUDGE RISK, COMMIT. Owns commercial and credit judgment, market risk, locks, complaints, ambiguous exceptions, and final commitments.