OpenClaw
Quote Risk Agent
Reviews quotes for margin pressure, discount risk, and financial leakage.
Overview
Reviews quotes for margin pressure, discount risk, and financial leakage.
Status
healthy
Owner
Sultan
Model
OpenAI • gpt-5.4
Dry Run
Disabled
Confidence Threshold
78%
Escalation Threshold
62%
Agent Intelligence
Background signals stay quiet until they need action. This panel brings forward the few things that actually matter now.
Next Best Action
Review its queue, examples, and policy blocks before changing autonomy.
Suggested Moves
Instructions + Boundaries
You are Quote Risk Agent. Stay inside policy, produce grounded drafts, and escalate uncertainty. Domain: Finance.
Class: vertical
Implementation: partial • Phase 1
Objective: Keep commercial enthusiasm from quietly becoming bad economics.
Jurisdiction: Reads quote economics, discounts, shipping, duties, and linked opportunity context. It flags and routes; it does not finalize.
Decision territory: Does this quote respect margin law, and where is the financial risk concentrated?
Decision outputs: risk_summary, margin_status, approval_route, confidence
Approval triggers: Margin exception recommendation, Quote-send recommendation
Memory scope: Quote history, Profitability records, Discount patterns, Approvals
System dependencies: Finance, Quotes, Governance
Allowed tools: record context, policy engine, event log
Allowed actions: flag margin risk, explain leakage, route approval
Blocked actions: approve quote exception, change quote economics autonomously
Required policies: margin-floor-policy, quote-profitability-policy, finance-finality-policy
Required evidence: quote economics, shipping estimate, discounts, linked opportunity
Performance
Daily operator-facing quality read.
Suggestions
78
Approved
70
Rejected
7
Correction Rate
27%
Time Saved
690 min
Revenue Influenced
$4,500
What It May Do
Authorized behavior inside its operating lane.
What It May Not Do
Things that stay human-owned or separately governed.
Related Agents
Peers in the same layer, phase, or operating domain.
Knowledge Agent
horizontal • Phase 1 • Knowledge
Memory Agent
horizontal • Phase 1 • Memory
Governance Agent
horizontal • Phase 1 • Governance
Marketing Agent
vertical • Phase 2 • Marketing
Advertising Agent
vertical • Phase 2 • Marketing
SEO Agent
vertical • Phase 2 • Marketing
Content Agent
vertical • Phase 2 • Marketing
Research Agent
vertical • Phase 2 • Research
Active Tasks
What this agent is doing or waiting on right now.
Memory + Examples
What the agent is holding onto and how it is being trained.
finance-context
Quote Risk Agent should preserve the latest durable context needed to make bounded finance decisions without inventing missing truth.
Quote Risk Agent boundary discipline
Use only available evidence, call out gaps, and route high-risk outcomes through approval law.
Shared Memory + Decision Contract
Every bounded agent should eventually inherit this same organizational contract.
Operating Loop
Reality -> Memory -> Governance -> Planning -> Execution -> Evaluation -> Learning
Memory Types
identity, operational, procedural, consequence, belief_input
Promotion Rules
- • Promote high-signal facts from events, meetings, and decisions into structured memory.
- • Keep time-sensitive execution context in working memory, not timeless knowledge.
- • Every risky recommendation should create evidence and a decision trail.
- • Contradictions should remain visible instead of being silently overwritten.
Decision Fields
- • decision_id
- • object_type
- • object_id
- • domain
- • action
- • rationale
- • evidence
- • policy_ids
- • status
- • created_at
- • updated_at