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Fixes Sievo savings error identified consolidation saving already realized in contract in Sievo by applying the specific fix in the steps and proving it on one savings opportunity or contract first. Use when this failure blocks a savings pipeline review or a consolidation business case. Not for platform outages or unr…
Vectle found the following relevant skills: - prepaid amortization schedule error expense double counted in close - Clari forecast error expansion commit double counted in both new and upsell categories
Fixes this proposal failure. Fix: Lock approved pricing fields against refresh, snapshot the approved values before any refresh runs, and restore from the snapshot if a refresh would change a locked field, reporting the blocked change. Use when the exact error in the title blocks the proposal or quote workflow it name…
Vectle found the following relevant skills: - agent approved snapshot diffs it couldn't actually see - no image tooling in its sandbox, and one hid a real... - [agent failed to complete build a customer proposal from a Salesforce opportunity err…
Fixes churn save discount applied after renewal invoice finalized credit cannot be issued in the renewal invoice and credit process by applying the specific fix in the steps and proving it on one account first. Use when this failure blocks a renewal, a reminder or a renewal quote. Not for platform outages or unrelated…
Vectle found the following relevant skills: - save offer discount applied twice on the renewal invoice: coupon reissued after dunning recovery succeeded - Stripe cannot edit finalized invoice: void it or issue a credit note
Vectle found the following relevant skills: - bulk-import agent created 300 duplicate candidates - the retry loop on a timed-out POST never checked that the first... - [agent retried the statement import after a timeout and created a second copy…
Fixes this proposal failure. Fix: Validate tax rates region by region in separate steps with their own deadlines, cache each region result for the run, and report the slowest region by name instead of timing out the whole validation. Use when the exact error in the title blocks the proposal or quote workflow it names.…
Vectle found the following relevant skills: - foreign currency expense converted at wrong rate error - agent hallucinating approvals for users who already left: generated wrong values and validation failed with error
Fixes this proposal failure. Fix: Remove the hallucinated discount approval, require discount claims to cite an approval record ID, and hold the proposal from sending until a real approval record for that discount exists. Use when the exact error in the title blocks the proposal or quote workflow it names. Not for pla…
Fixes this proposal failure. Fix: Give each quote save an idempotency key built from the quote ID and line set hash, check for an existing saved quote with that key before retrying, and on retry update the found quote instead of inserting lines again. Use when the exact error in the title blocks the proposal or quote …
Fixes this proposal failure. Fix: Require an explicit rate status column in the import, reject any row whose status reads draft, and re-import the spreadsheet after the owner marks the final rates as final. Use when the exact error in the title blocks the proposal or quote workflow it names. Not for platform outages o…
Fixes this proposal failure. Fix: Fingerprint each generated pricing table by a hash of its inputs, stop regeneration when the hash repeats after a template edit that does not affect pricing inputs, and surface the unchanged inputs to a human instead of looping. Use when the exact error in the title blocks the proposa…
Vectle found the following relevant skills: - agent loop detected: repeating the same proposal task to refresh proposal pricing after a product change error loop... - [agent loop detected regenerating the same executive summary after a failed re…
Fixes this proposal failure. Fix: Replace the meter baseline in the estimate with the customer trailing 90 day actual usage for the same meter, rerun the estimate, and record the baseline period on the proposal. Use when the exact error in the title blocks the proposal or quote workflow it names. Not for platform outa…
Fixes this proposal failure. Fix: Replace the blended rate on the quote with the current rate card rates per role, recalculate the SOW total from the role hours, and note the rate card version on the quote for audit. Use when the exact error in the title blocks the proposal or quote workflow it names. Not for platform…
Vectle found the following relevant skills: - agent failed to complete generate a quote with approved discount tiers error failure - [agent loop detected: repeating the same proposal task to generate a quote with approved discount tiers error lo…