# Quote request intake: reference acceptance checklist

RuzinCompany Oy — synthetic reference, not a customer case.
Source: https://ruzincompany.com/automation/insights/reliable-inquiry-intake

These cases use preset extraction and recorded graph runs. They do not measure AI accuracy, live mailbox behavior, persistent recovery or business savings. No external write is performed. Test your own approved examples before production.

## Complete quote request (standard-quote)
- Synthetic input: A known customer requests two products and provides delivery details.
- Policy route: Prepare for approval
- Reason: Validation passed; a person must approve the prepared output.
- Recorded result: Approved preview prepared; no external write.
- [ ] Confirm the expected route on your approved example.
- [ ] Confirm a person can review and stop the request before an important action.
- [ ] Record the result and who owns an exception.

## Missing delivery information (missing-information)
- Synthetic input: Products and quantities are clear, but the delivery address is absent.
- Policy route: Request missing information
- Reason: Required information is missing: delivery address.
- Recorded result: Synthetic reviewer declined; processing stopped.
- [ ] Confirm the expected route on your approved example.
- [ ] Confirm a person can review and stop the request before an important action.
- [ ] Record the result and who owns an exception.

## Possible duplicate request (possible-duplicate)
- Synthetic input: The message closely matches an inquiry received earlier.
- Policy route: Review a possible duplicate
- Reason: A possible duplicate must be reviewed before record creation.
- Recorded result: Synthetic reviewer declined; processing stopped.
- [ ] Confirm the expected route on your approved example.
- [ ] Confirm a person can review and stop the request before an important action.
- [ ] Record the result and who owns an exception.

## Ambiguous attachment (low-confidence-attachment)
- Synthetic input: A synthetic attachment contains a partially readable product code.
- Policy route: Verify extraction manually
- Reason: Fixture confidence is below the 85% review threshold.
- Recorded result: Synthetic reviewer declined; processing stopped.
- [ ] Confirm the expected route on your approved example.
- [ ] Confirm a person can review and stop the request before an important action.
- [ ] Record the result and who owns an exception.

## Destination system unavailable (integration-failure)
- Synthetic input: The request is valid, but the simulated destination write fails.
- Policy route: Queue a retry
- Reason: The destination is unavailable; preserve the payload and queue a retry.
- Recorded result: Approved payload preserved for retry; no external write.
- [ ] Confirm the expected route on your approved example.
- [ ] Confirm a person can review and stop the request before an important action.
- [ ] Record the result and who owns an exception.

## Before connecting a live destination
- [ ] Agree required fields, duplicate identifiers and approval authority.
- [ ] Test permissions, partial updates, reconciliation and safe retry behavior.
- [ ] Name the operator, stop procedure and manual fallback.
- [ ] Measure review effort and maintenance separately from automation time.