When you remove the UI, you remove the visual safety nets. The risk of LLM hallucination requires a strict, node-based governance model. The 12-Phase Traceability Ledger tracks the continuous lifecycle of a single conversational intent, proving that what the human asked for is exactly what hits the downstream financial ledger.
Every automated transaction must successfully pass through these 12 validation nodes without data degradation or scope creep.
| Phase | Execution Node | The Traceability Check (What we audit) |
|---|---|---|
| Stage 1: Intent & Grounding (The AI Layer) | ||
| 1 | Intent Extraction | Did the LLM accurately isolate the Discrete Intent (e.g., "Upgrade") from the natural language prompt? |
| 2 | Parameter Isolation | Did the LLM correctly extract the required variables (Quantity, Dates, Products) without hallucinating missing data? |
| 3 | Matrix Grounding | Did the LLM successfully query the Commercial Matrix and apply the deterministic business rules (e.g., margin floors)? |
| Stage 2: Orchestration & Payload (The API Layer) | ||
| 4 | Archetype Selection | Did the Agent select the correct Action/Archetype pathway based on the Intent Cluster? |
| 5 | Payload Assembly | Is the constructed JSON strictly compliant with the OmniStudio input schema? |
| 6 | IP Execution Hand-off | Did the OmniStudio Integration Procedure accept the payload without throwing validation errors? |
| Stage 3: RLM Execution (The Salesforce Layer) | ||
| 7 | Pricing Procedure | Did the RLM engine calculate the Gross-to-Net waterfall correctly based on the payload parameters? |
| 8 | Quote Generation | Was the headless Quote record generated with perfect line-item relational mapping? |
| 9 | Approval Routing | If the Matrix flagged a boundary violation (e.g., deep discount), was the payload successfully paused for human review? |
| Stage 4: Subledger & Compliance (The ERP Layer) | ||
| 10 | Order Conversion | Did the Quote lines map flawlessly into the Sales Order and Order Products? |
| 11 | Assetization | Were the recurring products converted into AssetStatePeriods to baseline future AI amendments? |
| 12 | ERP Ledger Sync | Did the final data hit SAP FICO / the financial subledger with correct revenue recognition schedules? |