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Agents Proposal Approval Data Integrity Agent
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Proposal Approval Data Integrity Agent

Ensures accurate, complete, and compliant proposal submissions by validating data, standardizing formats, and reconciling information across all proposal files.lity, and standardizing formats.

Proposal approval workflows often suffer from inconsistent document formats, incomplete fields, and discrepancies across attachments such as forms, certificates, and client-provided documents. These issues force teams to spend time manually checking inputs, reconciling conflicting information, and correcting formatting, resulting in approval delays and increased compliance risk.

The Proposal Approval Data Integrity Agent streamlines this process by ingesting proposal files and all related attachments—including submission forms, client documents, compliance certificates, pricing sheets, and internal policy references. It uses structured and unstructured data extraction to identify key fields, validate required information, and detect any missing, conflicting, or mismatched entries. The agent standardizes formats, aligns terminology with corporate templates, and ensures that all extracted data is compatible with downstream approval and compliance systems. It also consolidates information from multiple sources into a consistent, unified data set that can be reviewed without manual reconciliation.

By automating data validation, normalization, and cross-checking, the Proposal Approval Data Integrity Agent reduces manual workload, minimizes the risk of approval delays, and ensures clean, compliant submissions across high-volume proposal environments. Teams benefit from fewer rework cycles, more predictable approval timelines, and greater confidence in the quality and accuracy of the information being submitted.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Proposal Approval Data Integrity Agent:

Proposal Submission Form


Proposal ID: IC-2024-03-441
Submitting Employee: John Sato
Client Name: InnovateCorp
Project Name: Project Odyssey - Global Logistics Platform
Estimated Deal Value (USD): 2,250,000
Client POC: Maria Garcia
Client Email: m.garcia@innovatecorp.net
Client Phone: 444-555-6666
Target Start Date: 
Target Completion Date: 2024-12-31




Executive Summary


This proposal outlines a phased implementation of the "Helios" logistics platform for InnovateCorp, codenamed Project Odyssey. The initiative will be led by our lead solutions architect, Mark Chen. Phase 1 focuses on North American operations, with subsequent phases expanding to EU and APAC regions. The proposed solution is designed to integrate seamlessly with InnovateCorp's existing SAP S/4HANA environment.




Attached Documents


    

  1. InnovateCorp_Odyssey_Technical_Architecture.pdf
    2. 

  2. Helios_Platform_SOC2_Report.pdf
    3. 

  3. Financial_Model_Odyssey.xlsx
    4.

Deliverable Example

Sample output delivered by the Proposal Approval Data Integrity Agent:

Proposal Data Integrity Report: IC-2024-03-441


Overall Status: INCOMPLETE - ACTION REQUIRED


This submission has been processed, but contains critical errors that must be resolved before it can proceed to the approval stage.




1. Extracted & Standardized Data


The following key data points have been extracted and standardized from the submission form and executive summary.






Field
Extracted Value
Source






Proposal ID
IC-2024-03-441
Submission Form




Client Name
InnovateCorp
Submission Form




Project Name
Project Odyssey
Submission Form




Estimated Value
$2,250,000.00 USD
Submission Form




Key Internal Personnel
Mark Chen (Lead Solutions Architect)
Executive Summary




Key Technology
Helios Logistics Platform
Executive Summary




System Integration
SAP S/4HANA
Executive Summary






2. Data Quality & Validation Checks


The agent has identified the following issues requiring attention:






Status
Issue Type
Field
Description






FAIL
Missing Data
Target Start Date
This is a mandatory field and must be provided.




FAIL
Invalid Format
Client Phone
Phone number must be in E.164 format (e.g., +14445556666).






3. Attachment Verification


This check validates the presence of required documents based on internal deal policies.


    

  • [X] Technical Architecture: InnovateCorp_Odyssey_Technical_Architecture.pdf (Found)
    • 

  • [X] Third-Party Compliance: Helios_Platform_SOC2_Report.pdf (Found)
    • 

  • [X] Financial Model: Financial_Model_Odyssey.xlsx (Found)
    • 

  • [ ] Statement of Work (SOW): MISSING. A draft SOW is required for all deals exceeding $500,000.
    • 



4. Recommended Next Steps


    

  1. Update Form: Edit the submission to include the Target Start Date.
    2. 

  2. Correct Format: Re-enter the Client Phone number using the correct E.164 international format.
    3. 

  3. Upload Document: Attach the required Statement of Work document.
    4. 

  4. Resubmit: Once all actions are complete, please resubmit the proposal for processing.
    5.

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