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Agents Pricing Exception Remediation Agent
Pricing Exception Remediation Agent Icon

Pricing Exception Remediation Agent

Identifies pricing exceptions, explains their underlying causes, and directs them for timely resolution using prioritized recommendations.

Pricing exceptions frequently slow deal cycles due to dispersed information, incomplete root-cause visibility, and reliance on manual review. Without a structured way to interpret exception drivers or prioritize critical cases, pricing teams face delays, increased operational risk, and difficulty maintaining consistent pricing governance across deals and product lines.

The Pricing Exception Remediation Agent consolidates exception signals from a targeted set of internal and external sources, such as pricing decision history, exception logs, market conditions, and regulatory considerations. It analyzes these inputs to detect exception triggers, evaluate potential financial or compliance impact, and provide clear, explainable insights behind each flagged case. Drawing on historical resolution patterns and contextual deal data, the agent produces actionable recommendations tailored to each scenario and routes the most urgent exceptions to the appropriate stakeholders for review.

By streamlining detection, analysis, prioritization, and routing, this agent improves process productivity and reduces the manual workload on pricing and commercial teams. It enhances exception transparency, ensures that high-impact cases receive prompt attention, and supports more consistent and confident pricing decisions. The result is a more efficient, predictable exception-handling workflow that accelerates deal momentum and strengthens overall pricing discipline.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Pricing Exception Remediation Agent:

Pricing Exception Alert - Manual Entry


    

  • Timestamp: 2023-10-26 14:35:00 UTC
    • 

  • Deal ID: QDE45-23
    • 

  • Customer Name: InnovateCorp
    • 

  • Product/Service: FusionFlow AI - Enterprise License (5000 Seats)
    • 

  • Sales Representative: Sarah Jenkins
    • 

  • Region: North America
    • 





Exception Details:


    

  • List Price per Seat: $250.00
    • 

  • Proposed Price per Seat: $200.00
    • 

  • Standard Discount Max: 15% ($212.50 per seat)
    • 

  • Proposed Discount: 20%
    • 

  • Exception Type: Discount Threshold Exceeded
    • 

  • Deviation: 5% above maximum standard discount
    • 





Notes:


InnovateCorp is a strategic target account. Their procurement lead has cited a new, aggressive pricing offer from our competitor, Apex Solutions, for a similar product. Proposing a 20% discount is critical to remain competitive and secure this landmark deal. believe the long-term value and potential for future up-sell justify this exception. Requesting expedited review.

Deliverable Example

Sample output delivered by the Pricing Exception Remediation Agent:

Pricing Exception Analysis & Remediation Report


Date: 2023-10-26
Deal ID: QDE45-23
Customer: InnovateCorp




1. Exception Summary






Parameter
Detail
Status






Exception Type
Discount Threshold Exceeded
Flagged




Product
FusionFlow AI - Enterprise License
-




Proposed Discount
20%
Non-Compliant




Policy Violation
5% above the 15% maximum discount allowed under Pricing Policy ID-78B.
Violation Confirmed




Financial Impact
Estimated revenue reduction of $125,000 over contract term vs. standard discount.
High








2. AI Insights


    

  • Policy Conflict: The proposed 20% discount is a direct violation of Corporate Pricing Policy ID-78B, which caps standard discounts for new enterprise clients at 15% without VP-level approval.
    • 

  • Precedent Risk: Analysis of pricing decision history shows that granting exceptions above 18% for this product category has historically led to similar requests from 65% of other clients in the same vertical, creating down-funnel margin erosion.
    • 

  • Market Context: A recent market alert (MA-2023-10-22) confirms that competitor Apex Solutions has launched a promotional campaign. However, our internal data suggests their product has a 12% lower compliance score and lacks key features present in FusionFlow AI. This context weakens the justification for a pure price match.
    • 





3. Risk Prioritization


    

  • Overall Priority: HIGH
    • 

  • Financial Risk Score: 8.5/10 (Significant impact on deal margin and potential for setting a negative pricing precedent).
    • 

  • Compliance Risk Score: 9.0/10 (Direct breach of established internal pricing controls).
    • 

  • Urgency: High - The deal is in an active negotiation phase. A decision is required within 48 hours to maintain deal velocity.
    • 





4. Recommended Actions


Primary Recommendation:


    

  • Action: Deny the 20% discount request. Counter-offer with a revised proposal.
    • 

  • Details: Propose a 15% discount (policy-compliant maximum) and bundle a "Premium Onboarding & Support" package (value of $30,000) at no additional cost.
    • 

  • Rationale: This approach meets the customer's need for added value without violating pricing policy or eroding the product's perceived value. Historical data from similar deals shows a 78% acceptance rate for value-added counter-offers.
    • 



Alternative Recommendation:


    

  • Action: Escalate for Strategic Approval.
    • 

  • Details: If the primary recommendation is rejected by the customer, prepare a formal exception request for the Regional VP of Sales. The request must include a detailed analysis of Long-Term Value (LTV) and a commitment from InnovateCorp for a joint case study upon successful implementation.
    • 





5. Automated Routing


    

  • Notification Sent To: Pricing Desk Review Team (primary review), Sarah Jenkins (Sales Rep), John Carter (Regional Sales Director).
    • 

  • Action Required By: Pricing Desk to approve or reject the Primary Recommendation within 24 hours.
    • 

  • Status: Pending Review.
    •

Opportunity to impact key functional area KPIs

Accelerate Deal Velocity
Reduce Operational Risk
Improve Commercial Productivity

By instantly analyzing, prioritizing, and routing pricing exceptions, the agent eliminates manual bottlenecks and shortens the time from quote to close.

Streamline Exception Triage
  • Automatically consolidates exception signals from multiple data sources.
  • Evaluates the potential financial and compliance impact of each exception.
  • Routes urgent exceptions directly to the appropriate stakeholders for review.
Enable Faster Decision-Making
  • Provides clear, explainable insights behind each flagged pricing case.
  • Generates actionable resolution recommendations based on historical patterns.
  • Delivers contextual deal data alongside each exception analysis.

The agent enforces pricing discipline by providing transparent root-cause analysis and ensuring consistent application of governance rules across all deals.

Enhance Pricing Governance
  • Monitors pricing decisions against established governance rules in real-time.
  • Flags deviations from standard pricing and discount structures automatically.
  • Creates an auditable record of exception justifications and resolution paths.
Increase Exception Transparency
  • Identifies and surfaces the primary drivers behind each pricing exception.
  • Connects external factors like market conditions to specific exceptions.
  • Presents a unified view of exception history and resolution outcomes.

By automating the manual investigation and routing of pricing exceptions, the agent frees up sales and deal teams to focus on high-value activities.

Automate Root-Cause Analysis
  • Analyzes pricing decision history and exception logs to find patterns.
  • Correlates exception triggers with specific deal attributes or product lines.
  • Synthesizes disparate data points into a coherent root-cause narrative.
Prioritize High-Impact Work
  • Ranks exceptions based on their potential revenue or compliance impact.
  • Assigns urgency scores to guide team focus and resource allocation.
  • Filters out low-priority alerts to reduce cognitive load on pricing teams.

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