Published

Offer / Quote

vr.wm-eco-021 · wm-eco-021-offer-quote

Represent one governed, versioned pre-contract commercial proposal so agents can understand who proposes what, to whom, for which price and terms, during which validity, with what evidence and response state, without confusing the proposal with a product master, negotiation, order, contract or legal formation decision.

World Models Society, people and institutions SOC.ECO.OFR

Bundle → Layer → Finding → Questions Classifiers What it is Why it exists Distinguishing features What robots and AI may and may not do Moral aspects Owners Links to other meta-models Identity and identifiers Direct properties Recognition Capabilities and actions Hazards and failure modes Standards and interfaces Context of use Sources

Bundle → Layer → Finding → Questions Filled

6 bundles · 12 layers · 24 findings · 72 questions

Identity, classification and legal boundary Groups governed offer and quotation context for identity, classification and legal boundary.

Proposal root identity, version, profile and status

Groups source-qualified proposal context for proposal root identity, version, profile and status.

Proposal ID, version, head, title, type, language, purpose and status

Records proposal id, version, head, title, type, language, purpose and status as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish proposal id, version, head, title, type, language, purpose and status? identity
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on proposal id, version, head, title, type, language, purpose and status, for which purpose and under what authority? authority
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify proposal id, version, head, title, type, language, purpose and status? security

Legal offer, quotation, estimate, proposal, tender, order, contract and invitation boundary

Records legal offer, quotation, estimate, proposal, tender, order, contract and invitation boundary as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish legal offer, quotation, estimate, proposal, tender, order, contract and invitation boundary? classification
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on legal offer, quotation, estimate, proposal, tender, order, contract and invitation boundary, for which purpose and under what authority? requirement
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify legal offer, quotation, estimate, proposal, tender, order, contract and invitation boundary? privacy

Participants, authority, addressing and communication

Groups source-qualified proposal context for participants, authority, addressing and communication.

Issuer, offeror, seller, offeree, buyer, customer, agent and beneficiary roles

Records issuer, offeror, seller, offeree, buyer, customer, agent and beneficiary roles as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish issuer, offeror, seller, offeree, buyer, customer, agent and beneficiary roles? relationship
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on issuer, offeror, seller, offeree, buyer, customer, agent and beneficiary roles, for which purpose and under what authority? constraint
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify issuer, offeror, seller, offeree, buyer, customer, agent and beneficiary roles? retention

Mandate, signing and pricing authority, address, channel, delivery, receipt and acknowledgement

Records mandate, signing and pricing authority, address, channel, delivery, receipt and acknowledgement as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish mandate, signing and pricing authority, address, channel, delivery, receipt and acknowledgement? authority
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on mandate, signing and pricing authority, address, channel, delivery, receipt and acknowledgement, for which purpose and under what authority? process
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify mandate, signing and pricing authority, address, channel, delivery, receipt and acknowledgement? access

Offered subject, composition and eligibility Groups governed offer and quotation context for offered subject, composition and eligibility.

Subject lines, lots, bundles, options and dependencies

Groups source-qualified proposal context for subject lines, lots, bundles, options and dependencies.

Product, service, right, resource, SKU, GTIN, description, classification and master reference

Records product, service, right, resource, sku, gtin, description, classification and master reference as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish product, service, right, resource, sku, gtin, description, classification and master reference? relationship
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on product, service, right, resource, sku, gtin, description, classification and master reference, for which purpose and under what authority? event
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify product, service, right, resource, sku, gtin, description, classification and master reference? exception

Line, lot, package, bundle, option, alternative, substitution, dependency, partial and all-or-none rule

Records line, lot, package, bundle, option, alternative, substitution, dependency, partial and all-or-none rule as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish line, lot, package, bundle, option, alternative, substitution, dependency, partial and all-or-none rule? composition
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on line, lot, package, bundle, option, alternative, substitution, dependency, partial and all-or-none rule, for which purpose and under what authority? measurement
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify line, lot, package, bundle, option, alternative, substitution, dependency, partial and all-or-none rule? interoperability

Quantity, recipient, region, channel and prerequisites

Groups source-qualified proposal context for quantity, recipient, region, channel and prerequisites.

Quantity, unit, minimum, maximum, multiple, breakpoint, capacity and availability

Records quantity, unit, minimum, maximum, multiple, breakpoint, capacity and availability as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish quantity, unit, minimum, maximum, multiple, breakpoint, capacity and availability? measurement
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on quantity, unit, minimum, maximum, multiple, breakpoint, capacity and availability, for which purpose and under what authority? evidence
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify quantity, unit, minimum, maximum, multiple, breakpoint, capacity and availability? decision

Eligible recipient, customer segment, region, channel, transaction volume and precondition

Records eligible recipient, customer segment, region, channel, transaction volume and precondition as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish eligible recipient, customer segment, region, channel, transaction volume and precondition? constraint
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on eligible recipient, customer segment, region, channel, transaction volume and precondition, for which purpose and under what authority? quality
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify eligible recipient, customer segment, region, channel, transaction volume and precondition? identity

Pricing, taxes, totals and commercial terms Groups governed offer and quotation context for pricing, taxes, totals and commercial terms.

Price components, currency, basis and calculation

Groups source-qualified proposal context for price components, currency, basis and calculation.

Unit, list, base, net, fixed, estimated, ranged, tiered, recurring, usage and formula price

Records unit, list, base, net, fixed, estimated, ranged, tiered, recurring, usage and formula price as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish unit, list, base, net, fixed, estimated, ranged, tiered, recurring, usage and formula price? measurement
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on unit, list, base, net, fixed, estimated, ranged, tiered, recurring, usage and formula price, for which purpose and under what authority? validation
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify unit, list, base, net, fixed, estimated, ranged, tiered, recurring, usage and formula price? classification

Currency, minor unit, exchange rate, rounding, precision, quantity basis and price validity

Records currency, minor unit, exchange rate, rounding, precision, quantity basis and price validity as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish currency, minor unit, exchange rate, rounding, precision, quantity basis and price validity? measurement
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on currency, minor unit, exchange rate, rounding, precision, quantity basis and price validity, for which purpose and under what authority? security
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify currency, minor unit, exchange rate, rounding, precision, quantity basis and price validity? composition

Tax, allowance, charge, total and payment terms

Groups source-qualified proposal context for tax, allowance, charge, total and payment terms.

Tax category, rate, jurisdiction, exemption, inclusion, exclusion and evidence

Records tax category, rate, jurisdiction, exemption, inclusion, exclusion and evidence as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish tax category, rate, jurisdiction, exemption, inclusion, exclusion and evidence? requirement
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on tax category, rate, jurisdiction, exemption, inclusion, exclusion and evidence, for which purpose and under what authority? privacy
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify tax category, rate, jurisdiction, exemption, inclusion, exclusion and evidence? relationship

Discount, allowance, surcharge, freight, subtotal, tax total, payable, deposit and payment schedule

Records discount, allowance, surcharge, freight, subtotal, tax total, payable, deposit and payment schedule as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish discount, allowance, surcharge, freight, subtotal, tax total, payable, deposit and payment schedule? composition
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on discount, allowance, surcharge, freight, subtotal, tax total, payable, deposit and payment schedule, for which purpose and under what authority? retention
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify discount, allowance, surcharge, freight, subtotal, tax total, payable, deposit and payment schedule? state

Fulfilment, risk, conditions and evidence Groups governed offer and quotation context for fulfilment, risk, conditions and evidence.

Delivery, performance, quality, warranty and returns

Groups source-qualified proposal context for delivery, performance, quality, warranty and returns.

Delivery place, method, window, lead time, Incoterm, shipment, service location and responsibility

Records delivery place, method, window, lead time, incoterm, shipment, service location and responsibility as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish delivery place, method, window, lead time, incoterm, shipment, service location and responsibility? process
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on delivery place, method, window, lead time, incoterm, shipment, service location and responsibility, for which purpose and under what authority? access
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify delivery place, method, window, lead time, incoterm, shipment, service location and responsibility? lifecycle

Quality, acceptance criterion, service level, warranty, support, return, cancellation and remedy

Records quality, acceptance criterion, service level, warranty, support, return, cancellation and remedy as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish quality, acceptance criterion, service level, warranty, support, return, cancellation and remedy? requirement
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on quality, acceptance criterion, service level, warranty, support, return, cancellation and remedy, for which purpose and under what authority? exception
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify quality, acceptance criterion, service level, warranty, support, return, cancellation and remedy? temporal

Assumptions, exclusions, contingencies, rights and confidentiality

Groups source-qualified proposal context for assumptions, exclusions, contingencies, rights and confidentiality.

Assumption, exclusion, dependency, customer input, contingency, risk, change trigger and limitation

Records assumption, exclusion, dependency, customer input, contingency, risk, change trigger and limitation as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish assumption, exclusion, dependency, customer input, contingency, risk, change trigger and limitation? constraint
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on assumption, exclusion, dependency, customer input, contingency, risk, change trigger and limitation, for which purpose and under what authority? interoperability
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify assumption, exclusion, dependency, customer input, contingency, risk, change trigger and limitation? provenance

Permission, prohibition, duty, license, usage right, confidentiality, publicity and data term

Records permission, prohibition, duty, license, usage right, confidentiality, publicity and data term as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish permission, prohibition, duty, license, usage right, confidentiality, publicity and data term? access
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on permission, prohibition, duty, license, usage right, confidentiality, publicity and data term, for which purpose and under what authority? decision
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify permission, prohibition, duty, license, usage right, confidentiality, publicity and data term? ownership

Lifecycle, response and time Groups governed offer and quotation context for lifecycle, response and time.

Draft, issue, effectiveness, receipt, validity and expiry

Groups source-qualified proposal context for draft, issue, effectiveness, receipt, validity and expiry.

Draft, reviewed, approved, issued, sent, delivered, received, effective, open, expired, lapsed and closed

Records draft, reviewed, approved, issued, sent, delivered, received, effective, open, expired, lapsed and closed as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish draft, reviewed, approved, issued, sent, delivered, received, effective, open, expired, lapsed and closed? lifecycle
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on draft, reviewed, approved, issued, sent, delivered, received, effective, open, expired, lapsed and closed, for which purpose and under what authority? identity
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify draft, reviewed, approved, issued, sent, delivered, received, effective, open, expired, lapsed and closed? authority

Issue, effective-from, valid-until, delivery-window, response deadline, expiry, observation, ingestion and knowledge time

Records issue, effective-from, valid-until, delivery-window, response deadline, expiry, observation, ingestion and knowledge time as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish issue, effective-from, valid-until, delivery-window, response deadline, expiry, observation, ingestion and knowledge time? temporal
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on issue, effective-from, valid-until, delivery-window, response deadline, expiry, observation, ingestion and knowledge time, for which purpose and under what authority? classification
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify issue, effective-from, valid-until, delivery-window, response deadline, expiry, observation, ingestion and knowledge time? requirement

Withdrawal, revocation, rejection, counter-offer, acceptance and amendment

Groups source-qualified proposal context for withdrawal, revocation, rejection, counter-offer, acceptance and amendment.

Withdrawal, revocation, rejection, counter-offer, acceptance, conduct, silence and response evidence

Records withdrawal, revocation, rejection, counter-offer, acceptance, conduct, silence and response evidence as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish withdrawal, revocation, rejection, counter-offer, acceptance, conduct, silence and response evidence? event
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on withdrawal, revocation, rejection, counter-offer, acceptance, conduct, silence and response evidence, for which purpose and under what authority? composition
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify withdrawal, revocation, rejection, counter-offer, acceptance, conduct, silence and response evidence? constraint

Amendment, revision, renewal, extension, supersession, correction, version lineage and comparison

Records amendment, revision, renewal, extension, supersession, correction, version lineage and comparison as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish amendment, revision, renewal, extension, supersession, correction, version lineage and comparison? lifecycle
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on amendment, revision, renewal, extension, supersession, correction, version lineage and comparison, for which purpose and under what authority? relationship
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify amendment, revision, renewal, extension, supersession, correction, version lineage and comparison? process

Governance, validation and interoperability Groups governed offer and quotation context for governance, validation and interoperability.

Source, approval, provenance, access and retention

Groups source-qualified proposal context for source, approval, provenance, access and retention.

Catalogue, price list, cost input, calculation rule, approver, source system, derivation and confidence

Records catalogue, price list, cost input, calculation rule, approver, source system, derivation and confidence as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish catalogue, price list, cost input, calculation rule, approver, source system, derivation and confidence? provenance
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on catalogue, price list, cost input, calculation rule, approver, source system, derivation and confidence, for which purpose and under what authority? state
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify catalogue, price list, cost input, calculation rule, approver, source system, derivation and confidence? event

Confidentiality, access, purpose, privacy, disclosure, retention, legal hold, tombstone and audit

Records confidentiality, access, purpose, privacy, disclosure, retention, legal hold, tombstone and audit as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish confidentiality, access, purpose, privacy, disclosure, retention, legal hold, tombstone and audit? privacy
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on confidentiality, access, purpose, privacy, disclosure, retention, legal hold, tombstone and audit, for which purpose and under what authority? lifecycle
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify confidentiality, access, purpose, privacy, disclosure, retention, legal hold, tombstone and audit? measurement

Validation, projection, mapping and conformance

Groups source-qualified proposal context for validation, projection, mapping and conformance.

Identity, cardinality, arithmetic, total, tax, date, eligibility, authority and jurisdiction validation

Records identity, cardinality, arithmetic, total, tax, date, eligibility, authority and jurisdiction validation as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish identity, cardinality, arithmetic, total, tax, date, eligibility, authority and jurisdiction validation? validation
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on identity, cardinality, arithmetic, total, tax, date, eligibility, authority and jurisdiction validation, for which purpose and under what authority? temporal
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify identity, cardinality, arithmetic, total, tax, date, eligibility, authority and jurisdiction validation? evidence

Human, PDF, HTML, JSON, YAML, API, UBL, schema.org, GS1, ODRL, PROV and loss-declaring projection

Records human, pdf, html, json, yaml, api, ubl, schema.org, gs1, odrl, prov and loss-declaring projection as source-qualified proposal context while parties, product and service masters, negotiation, request, tender, contract, order, invoice, payment, fulfilment, response events and legal formation determinations remain independently identifiable.

What stable proposal, version, line, party, subject, term and external-master identities plus explicit profile and unknown state establish human, pdf, html, json, yaml, api, ubl, schema.org, gs1, odrl, prov and loss-declaring projection? interoperability
Who creates, owns, prices, asserts, reviews, approves, communicates, receives, responds to or may rely on human, pdf, html, json, yaml, api, ubl, schema.org, gs1, odrl, prov and loss-declaring projection, for which purpose and under what authority? provenance
Which issue, effective, receipt, validity, response, withdrawal, revocation, rejection, acceptance, expiry, observation, ingestion and knowledge times, sources and evidence qualify human, pdf, html, json, yaml, api, ubl, schema.org, gs1, odrl, prov and loss-declaring projection? quality

Classifiers Filled

Family: World Models
Category: Society, people and institutions
Entry kind: aggregate
Navigation path: NAV.SOC.ECO.OFR
Domain: SOC.ECO.OFR
Industry: Cross-industry
Tags: offerquotesoc.eco.ofr

What it is Filled

Owns proposal identity, version, declared offer, quotation, estimate or informational profile; issuer and addressed-recipient roles; external product, service, right and resource references; lines, lots, bundles, options, alternatives and dependencies; quantities, units and eligibility; prices, currencies, formulas, tiers, recurring and usage terms; taxes, allowances, charges and totals; delivery, payment, quality, warranty, return, service-level, assumption, exclusion, rights and confidentiality terms; issue, effective, receipt, validity, response, expiry and knowledge times; attributable withdrawal, revocation, rejection, counter-offer and acceptance references; amendments, source, approval, quality, access, retention and loss-aware projections. Party, subject, catalogue, RFQ, negotiation, tender, contract, order, invoice, payment, fulfilment, response-event and legal-determination masters remain authoritative.

In scope

Proposal identity, versions, profiles, parties by reference, offered subjects, lines, lots, bundles, quantities, eligibility, pricing, taxes, totals and commercial terms
Fulfilment conditions, validity, lifecycle, response references, amendments, evidence, provenance, validation, access, retention and interoperable projections

Out of scope

Owning Party, Product, Service, Right, Catalogue, Price List, RFQ, Negotiation, Tender, Contract, Order, Invoice, Payment, Shipment, Performance, Response Event, Legal Decision or Records masters
Treating a quotation, estimate, acknowledgement, click, conduct or technical status as universal proof of legal offer, acceptance, formation or enforceability
Autonomous pricing approval, tax or legal determination, acceptance, signature, dispatch, publication, access widening or physical records disposition

Why it exists Filled

Distinguishing features Filled

A pre-contract commercial proposal with a validity period, not an order or contract.
Uses explicit profiles: offer, quotation, estimate or informational.
Keeps issue, receipt, validity, response, expiry and formation as separate assertions.
Differs from a price list, which is a general catalogue not addressed to a recipient.

What robots and AI may and may not do Filled

Must not

Approve pricing or discounts.
Issue, accept or sign an offer.
Determine tax or legal effect.
Change terms of an issued version.
Disclose one customer's prices to another.

Only with a human decision

Approving and issuing an offer.
Accepting an offer.
Granting exceptional pricing.

May

Draft quotation lines from catalogue and price data.
Validate totals, taxes and validity dates.
Track responses and expiry.
Compare alternatives for the buyer or seller.

Moral aspects Filled

Offers must be clear and not misleading to consumers.
Price discrimination based on personal data can be unfair.
Commercially sensitive prices must stay confidential.

Who is affected

Customers
Sellers and sales staff
Competitors in public tenders

Owners Filled

Steward

Dimension owner, namespace authority, accountable commercial owner and delegated pricing and legal authorities

Roles

Proposal owner: Own purpose, scope, profile, lifecycle, compatibility and accountable use.
Commercial and pricing owner: Own subjects, quantities, price inputs, formulas, discounts, charges, totals and approval evidence.
Tax and legal authority: Own jurisdictional tax treatment, legal profile, required disclosures, formation interpretation and limitations.
Sales or procurement operator: Own party, RFQ, communication, delivery, receipt, response and amendment coordination.
Reviewer and approving authority: Own validation, exceptions, segregation of duties and authorization to issue.
Access and records authority: Own confidentiality, privacy, disclosure, retention, legal hold and disposition policy.
Interoperability steward: Own UBL, schema.org, GS1, ODRL, PROV, JSON, API mappings, conformance evidence and declared loss.

Links to other meta-models Filled

references

WM-OBJ-003 - Resolve generic object context without granting ownership, mutation or cascade authority.
Party, Product, Service, Right, Catalogue, Price List, RFQ, Negotiation, Tender, Contract, Order, Invoice, Payment, Fulfilment, Event and Records models - Resolve authoritative external identities, processes, events and evidence without duplicating their lifecycles.

aligned

CISG, UNIDROIT Principles, EU Consumer Rights, UBL 2.3, schema.org, GS1 Web Vocabulary, UN Recommendation 20, ISO 4217, ODRL 2.2, PROV-O, DQV, RFC 3339, JSON Schema 2020-12 and OpenAPI 3.1.1 - Project version-pinned legal, commerce, discovery, policy, provenance, quality, time, validation and API views with declared information loss.

neighbor

WM-OBJ-003 parent signal - The unfrozen object parent may supply generic object context but grants no ownership, mutation or cascade authority.
RFQ, negotiation, tender, order and contract - A request asks for a proposal, negotiation exchanges positions, a tender follows procurement rules, an order requests performance and a contract records obligations. The proposal references but does not absorb them.
Party, product, service, catalogue and price list - These masters supply identities and source terms; the proposal owns only version-specific commercial assertions and references.
Acceptance event and contract-formation determination - The proposal records attributable evidence and observed state but does not decide whether acceptance was effective or a contract formed under governing law.
UBL, schema.org, GS1, ODRL, PROV, JSON Schema and OpenAPI - Each representation has different semantics and coverage; mappings are version-pinned and loss-declaring.

parent

WM-OBJ-003

What else AI and robots need to interact with it Filled

Sources Filled

United Nations Convention on Contracts for the International Sale of Goods - United Nations Commission on International Trade Law
UNIDROIT Principles of International Commercial Contracts 2016 - UNIDROIT
Directive 2011/83/EU on consumer rights - European Union
Universal Business Language Version 2.3 - OASIS Open
UBL 2.3 Quotation data model - OASIS Open
UBL 2.3 Request For Quotation data model - OASIS Open
Offer - Schema.org Community Group
PriceSpecification - Schema.org Community Group
GS1 Web Vocabulary - GS1
Recommendation No. 20: Codes for Units of Measure Used in International Trade - United Nations Economic Commission for Europe
Global Financial Data Standards: ISO 4217 Currency Codes - SIX Financial Information
ODRL Information Model 2.2 - World Wide Web Consortium
PROV-O: The PROV Ontology - World Wide Web Consortium
Data on the Web Best Practices: Data Quality Vocabulary - World Wide Web Consortium
Date and Time on the Internet: Timestamps - Internet Engineering Task Force
JSON Schema Draft 2020-12 - JSON Schema organization
OpenAPI Specification 3.1.1 - OpenAPI Initiative

Open questions

Canonically approve the WM-OBJ-003 relation and register Party, Product, Service, Catalogue, Price List, RFQ, Negotiation, Tender, Contract, Order, Invoice, Payment, Fulfilment, Event and Records edges.
Create public procurement, securities, insurance, healthcare, utilities, travel, telecom, software subscription, construction and jurisdiction-specific profiles.
Conformance-test lines, dependencies, quantities, units, prices, taxes, totals, validity, amendments and projections against concrete UBL and commerce examples.
Validate organization-specific pricing, discount, tax, approval, signing, dispatch, publication, access, retention and disposition policies.
Obtain authorized legal and tax review before making jurisdiction-specific formation, enforceability, disclosure or tax claims.
Obtain independent external research review before promoting beyond reviewable-draft assurance.
Claude and Grok each timed out on one bounded attempt; no independent external result was admitted.
The WM-OBJ-003 parent signal has no frozen approved relation and grants no cascade authority.
Public procurement, securities, insurance, healthcare, utilities, travel, telecom, software subscription, construction and other sector profiles need separate rules.
National contract, tax, consumer, electronic-signature, records and privacy rules require jurisdiction profiles and authorized legal review.
Schema.org is a discovery vocabulary and does not establish legal effect or full transactional conformance.

Machine files

Card as JSON Specification AGENTS.md Source Card backlog vercy.card/1

Provenance

world-models research · reviewable-draft

Built from: models/wm-eco-021-offer-quote/spec.yaml, ver-cy/world-models/card-supplements/wm-eco-021-offer-quote.json