Rules enforced at decision points inside this engine. Run logs, memos, and review rationales cite these IDs.
Autonomy
- Parts desk
R-MD03Parts-only quotes under the autonomy threshold auto-assemble from the price file; release remains human.
L. Marsh, VP Commercial Operations · FY24–25 win-loss replay · current default $250,000 · session edits apply within a flow run
- Pricing
R-MD08Win-loss history tunes risk adders only; it never lowers price below the corridor.
L. Marsh, VP Commercial Operations · FY24–25 win-loss replay
Routing
- Inquiry intake
R-MD01Every inquiry is classified by proposal type, frame, and difficulty in one pass; anything unclassifiable routes to the chief estimator.
R. Calloway, Chief Estimator, Latham NY · intake standard
- Estimating
R-MD07Any shop scope checks St. Louis loading and places a capacity hold before a promise date is quoted.
P. Okafor, Shop General Manager, St. Louis · shop scheduling standard
Guardrail
- Scope assembly
R-MD02Every scope line carries provenance: template, unit history, or RFQ text. Nothing enters a proposal unsourced.
R. Calloway, Chief Estimator, Latham NY · estimating standard
- Proposal review
R-MD06LD, warranty, or payment-term deviations beyond policy block dispatch until reverted or excepted.
D. Hutchins, Deal Desk Lead · terms policy
- Triage
R-MD09Missing-data inquiries produce an RFI and an assumptions ledger; no firm price is issued on unverified assumptions.
R. Calloway, Chief Estimator, Latham NY · estimating standard
Escalation
- Pricing
R-MD04Pricing below the margin-corridor floor requires a deal-desk exception with a stated reason and signature.
D. Hutchins, Deal Desk Lead · pricing policy
Governance
- Proposal assembly
R-MD05Clarifications and exceptions draw only from the approved clause library; new language routes to contracts review.
S. Vega, Contracts Counsel · proposal QA audit
- Dispatch
R-MD10Every dispatched proposal logs its evidence chain, rule citations, and reviewer decisions to the audit trail.
L. Marsh, VP Commercial Operations · commercial governance