Milestone 1 · Phase 1A

CASEAN T-TOS: a guided way to agree terms

Walkthrough of the Phase 1A package. Canada to ASEAN agrifood. Interactive prototype with sample data.

Presenter notes: ~5 to 7 minutes of live demo (after the Assist principles slide). Everything else is context. Package index: docs/milestone-1/README.md

The problem

Deals live in WhatsApp. The forms nobody opens do not.

The risk is not missing features. It is delivering a form zoo that buyers and suppliers walk away from.

What happens today

Price, volume and terms are agreed in chat and email
Details go missing or get re-typed
CASEAN sees none of it until something goes wrong

The anti-pattern we avoid

Many empty advanced screens
Mandatory early fields (freight, HS, vessel)
Workflows that only work once all the data exists

Test: if a normal buyer or seller would bounce back to WhatsApp, the product is too complex.

Principles · IA D11 / D12 · ADR-0006 / ADR-0007

Guide first. AI second. Sparse by default.

1 · Guide first (D11)

One next best action beats a dashboard of equal tabs. Home and Deal Overview show one primary button and a short stage checklist.

2 · AI second (D12, ADR-0006)

The assistant drafts and explains. A person accepts. It never signs or locks. A confirmed price/Incoterm moves INQUIRY→NEGOTIATING like a manual edit — Assist never advances milestones by itself.

3 · Sparse by default (ADR-0007)

Price, Incoterm, vessel and containers can stay [PENDING]. We do not invent fields that a forwarder or broker owns.

Valid exits at any blocker

Complete the step, mark it PENDING, or Ask CASEAN.

What you are accepting

Milestone 1 is one short path

RFQ → supplier response → agreed terms (TERMS_AGREED). We stop there.

In acceptance

Guided RFQ → terms → TERMS_AGREED
Ask CASEAN at any blocker
Sparse data: price optional on a response
HITL Assist (concept): paste terms, review, accept

Out of acceptance

Landed Cost calculator (Phase 1C)
HS code and freight theatre
Full dossier admin
Trade Sheet lock as a required step

Success test: a new buyer reaches TERMS_AGREED without opening Landed Cost, Dossier admin or Reference Data, and without filling vessel, HS or freight.

Assist · concept, scripted, no LLM · before the live demo

The assistant proposes. A person decides.

Allowed (propose, then Accept)

"What should I do next?"
Draft terms from a pasted chat or email
Plain-language Incoterm explainers

Not allowed early

Auto-sign or auto-lock
Inventing freight, duty, HS or insurance numbers
Silent tier changes; Assist never advances a milestone by itself (a confirmed price/Incoterm moves INQUIRY→NEGOTIATING like a manual edit)

Every draft is labelled PROPOSED / AI draft. Accept asks for confirmation and writes an Activity line. Dismiss changes nothing.

Live demo · about 5–7 minutes · full checklist in walkthrough-script.md

Demo: one path, no tab tour

Time	Who	Step
0:00	Buyer	Home: the Next step card names the one thing to do
0:45	Buyer	RFQ: only starred fields required; optional ones are behind a disclosure. Publish.
1:45	Supplier	Respond: leave price blank. Deal opens at INQUIRY.
2:45	Supplier	Guide CTA on Overview. Show I don't know: ask CASEAN.
4:00	Supplier	Assist: paste terms. Review the AI draft. Freight is ignored. Accept.
4:45	Both	Mutual accept: each side accepts. Stop at TERMS_AGREED.

Paste text: Hi, 600 MT at USD 780/MT CIF, L/C at sight. Freight TBD.

Concierge · one slide

Ask CASEAN is a first-class action

"I don't know" is a valid answer, not a failure.

Ask CASEAN

Available at every blocker on the Deal Overview
Logged on Activity (prototype writes a stub; no real queue yet)

Proxy mode

CASEAN support can act on behalf of an organisation, with a reason
Amber banner; every proxy write is stamped and visible to both sides
Concierge never accepts terms, signs, locks, or confirms SETTLED (D2)

Optional peek · only if asked

Landed Cost and Trade Sheet: concept labels only

These are not part of the demo and not required for acceptance. Both are Phase 1C.

Landed Cost shows who pays what under the chosen Incoterm. Every cost line is ESTIMATE_PENDING; total: "Not calculated".
Trade Sheet shows a draft marked "CONCEPT — NOT SIGNED — NOT FOR BANK SUBMISSION".

If you open them, return to the Overview straight after. Do not freeze, sign or lock.

What you are reviewing

Deliverable inventory

Item	Where
Package index	docs/milestone-1/README.md
Interactive prototype	docs/ia/prototype/index.html (open from file or local server)
Architecture decisions	ADR-0001 to 0007, all accepted
Specs	Phase 1B: deal-control-room, identity-and-rbac, platform-infrastructure, quality-compliance-vault, trade-intelligence-dossier. Phase 1C: landed-cost-engine, trade-sheet-protocol, transaction-performance-ledger. All draft.
IA and roles	Information architecture (§8 D1 to D12), user role matrix, guided-and-assist principle
Walkthrough	This deck and walkthrough-script.md

Open questions and next

For your decision

Does the guided path (RFQ to TERMS_AGREED) match what you expect Milestone 1 to prove?
Is the out-of-acceptance list right: Landed Cost, HS and freight, dossier admin, Trade Sheet lock?
Should Ask CASEAN be private to the requesting organisation and CASEAN? The prototype writes a short shared Activity stub; product intent is private.
Corporate identity papers have no Vault category today. Product should decide.

Next: formal submission (#84). Prototype limits: single browser, simulated uploads, scripted Assist, tested in headless Chrome only.