AI-Powered Discount Approval Enforcement

Sales teams need to approve discounts while maintaining margin guardrails and preventing unauthorized offers that violate pricing policies.

The problem

When a sales rep or AI agent proposes a discount, Corules evaluates it against customer tier limits, margin floors, and product category rules before the CRM record is written. Non-compliant discounts are blocked immediately. Edge cases escalate to the deal desk with full context.

Without deterministic enforcement, AI agents either block every edge case (adding manual overhead) or silently approve decisions that violate policy — with no audit trail to show auditors or regulators.

How Corules solves it

Corules sits between your AI agent and the action it wants to take. When the agent proposes a decision, Corules evaluates the full context against your compiled policy set in a single deterministic pass — no LLM, no ambiguity.

The result is a structured outcome: BLOCKDiscount of 35% exceeds max_discount_by_tier['standard'] = 25%.

Decision outcome: BLOCK

Discount of 35% exceeds max_discount_by_tier['standard'] = 25%.

Policy example

Corules policies are written in CEL (Common Expression Language). They are compiled once at publish time and evaluated deterministically at request time — no LLM, no variability.

// Discount approval policy (CEL)
discount_pct <= params.max_discount_by_tier[context.customer_tier]
  && (context.deal_value * (1 - discount_pct)) >= params.margin_floor
  && context.product_category in params.discountable_categories

This expression is evaluated against the structured context your agent sends in the /v1/validate request.

Integration options

Corules integrates with the tools your teams already use. All integrations call the same REST API or MCP server — your policy logic stays in one place.

SalesforceMicrosoft Power PlatformREST API

Frequently Asked Questions

Can the policy distinguish between customer tiers?

Yes. CEL expressions reference `params.*` for tenant-specific values like tier-based discount caps, so each customer segment can have different limits without changing the policy logic.

What happens when a rep requests a discount above the limit?

The decision is BLOCKED before it reaches the CRM. The system returns the specific rule violated and the allowed discount range for that customer tier.

Is every discount decision logged?

Yes. Each evaluation produces an audit entry with policy version, input hash, actor identity, and outcome. Audit entries are replayable.

How does this integrate with Salesforce?

A Salesforce Flow calls the Corules Policy API via an HTTP callout before any Opportunity update. The flow only proceeds on ALLOW; it routes to an approval process on ESCALATE.

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