Case Study · Manufacturing

AI-Powered Dealer Credit Validation for Smarter Pricing Decisions

Global Construction Equipment OEM

An AI-powered platform streamlined dealer credit verification, supply chain pricing validation, and approval decisions for a global construction equipment manufacturer.

Problem

The client relied on email, S3 repositories, dealer worksheets, invoices, Snowflake pricing data, and ERP & Dealer management systems to validate dealer credit requests and pricing claims. Manual extraction, pricing reconciliation, and eligibility checks slowed approvals, increased operational effort, and created risks around pricing accuracy, policy compliance, and inconsistent decisions.

Approach

Intellectyx built an AI-powered Dealer Credit & Pricing Intelligence platform that connected dealer transactions, supply chain pricing data, product information, and business rules into an automated verification workflow. Multi-agent AI reconciled invoice, dealer worksheet, and Snowflake data, validated pricing and margin rules, and surfaced exceptions for human review and approval with complete decision evidence.

Our Solution

Agents We Created

Specialized AI agents engineered to automate and optimize dealer credit and pricing operations.

Dealer Verification Agent
Invoice & Worksheet Extraction Agent
Snowflake Pricing Validation Agent
Dealer Cost Price Validation Agent
Sale Price & Margin Validation Agent
Decision & Exception Management Agent
The Platform

See It In Action

A look inside the Dealer Credit & Pricing Intelligence platform our multi-agent AI workflow powers.

platform.intellectyx.com/claims
Claims Inventory dashboard listing every dealer claim with status and value Claim Detail view for a single dealer claim Line-by-line verification and reconciliation detail Automated approval decision with full financial breakdown
Technology Stack

Tools Used

Technologies powering secure, agentic workflow automation and intelligent pricing decisioning.

LangChain LangChain
LangGraph LangGraph
OpenAI OpenAI
AWS Lambda AWS Lambda
AWS S3 AWS S3
Snowflake Snowflake
PostgreSQL PostgreSQL
pgvector
React React
Python Python
Results That Matter

Outcome Metrics

Measurable impact delivered through intelligent dealer credit and pricing automation.

80%

Reduction in manual validation and reconciliation effort

Faster

Dealer credit approvals and pricing claim processing

Improved

Pricing accuracy and policy compliance

Reduced

Pricing errors and revenue leakage through automated validation

Centralized

Pricing, decision evidence, auditability, and operational visibility

Enhanced

Dealer operations with faster and more consistent pricing decisions

One Story Among Many

More Ways We're Putting AI to Work

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