Agentic AI Capability

State the intent; review the plan Juno drafts.

The Juno Planner Agent turns a policy written in plain language into a reviewable planning table.

DESIGN TIME: FROM ONE SENTENCE TO A PUBLISHED RULE VERSION01State theintenta planner writes thepolicy as a sentencein plain language02One clarifyingquestionJuno asks whenthe sentence leavesa choice open03A plan in atabletask, procedure,data to fetch, ruleto evaluate04Review andadjustadopt rows one byone or together, andedit any of them05Simulate onhistorysee what the planwould have done lastquarter06Publish aversionthe planning tableenters the versionedrule storea changed intent starts the next version; earlier versions stay readable
Design time runs in six steps and ends in a version. The dashed line is the next revision. Product.
6
steps from a stated intent to a published rule version
product
4
columns in every drafted row: task, procedure, data to fetch, rule to evaluate
product
184
lines the showcase policy matched when it was simulated on last quarter
showcase estate
A2
the level the showcase policy was released at, with a named approver
showcase estate
Where this sits

Stage 5 of six: act

Step by step

From a sentence a planner writes to a rule version the engine runs

The language model drafts and explains; the published table is what runs.

WHAT THE PLANNER AGENT DOES WITH YOUR SENTENCE01Read the sentencethe intent, the objects itnames and the thresholdsit carries02Map it to theontology“open purchase orderline”, “weeks of demand”,“cancellation window”03Draft from theaction vocabularyonly actions Junosupports for those objects04Attach the data tofetchthe mapped tables each rowreads, and the access itruns under05Hand over forreviewrows a person adopts,edits or replaces
The draft is a proposal. Every row waits for a person before it means anything.

A planner writes what the policy should do, in the words the team already uses. The Planner Agent reads that sentence through the language-model gateway, which calls a cloud model of your choice. The sentence, the ontology terms and your vocabulary cross that boundary; the order rows stay inside your estate.

The agent recognises the business objects in the sentence and the thresholds attached to them. Where a threshold is stated loosely, it asks one clarifying question, and it asks once. A planner answers in a line and the drafting carries on.

What comes back is a table. Each row names the task, the procedure that performs it, the data it fetches and the rule it evaluates. The rows use a constrained action vocabulary: the set of actions Juno supports against your mapped objects.

Your team adopts rows one at a time or together, edits the wording or the numbers, adds a row by hand, and simulates the whole plan on past data. Publishing writes the planning table to the versioned rule store, where the Lima Rules Engine reads it.

The sentence and its table

One policy, written once, compiled into rows anyone can read

The policy sentence and the planning table are two views of one published version.

PO cancellation policyA2 Supervisedshowcase estate
Cancel open purchase order lines where projected excess is above eight weeks of demand, the line is inside its cancellation window, the line value is under $25,000 and the supplier class is standard. For lines of $25,000 and above, draft the cancellation and ask the buyer.
What it compiles to: the planning table
RowFieldTestValueThen
01Projected excessabove8 weeks of demandcarry on
02Cancellation windowopen onthe run datecarry on
03Supplier classequalsstandardcarry on
04Line valueunder$25,000cancel the line
05Line valueat or above$25,000draft and ask the buyer
Rule version 3Owner: L. TanReleased by J. RidleySimulated on last quarterApprover: D. Okafor

The highlights mark the conditions, the values and the action. Showcase estate.

The sentence above is the whole policy, as L. Tan wrote it. The table below it is what the rules engine runs. Both stay on the same screen and stay in step: editing a row updates the sentence, and editing the sentence redrafts the rows.

The table is the handoff contract between design time and run time. It is also the object your auditors read: every write-back traces to one of these rows, in one numbered version, with the person who published it.

The clarifying question and the review

Seven exchanges from a stated intent to a published version

The exchange is short by design: one question, a table, a simulation, a version.

1
L. Tan states the intent · Fri 09:00Her objective, cancel purchase order lines that stand above the need inside their cancellation window, stated as the policy sentence with its two thresholds.
read
2
Juno asks one questionProjected excess compares supply with demand: should demand be the forecast alone, or the forecast plus open sales orders?
waiting
3
L. Tan answersThe forecast plus open sales orders, per material and plant.
answered
4
Juno drafts the plan · 09:40Five rows: three checks, one action and one limit, each with the data it reads: version 1.
drafted
5
L. Tan adopts four rows and edits one · 10:10The excess check, in her own words: version 2.
edited
6
Juno simulates the planLast quarter replayed: 184 lines matched, $1.9M of open value, 31 lines routed to the buyer.
simulated
7
J. Ridley publishes version 3The planning table enters the rule store at A2 supervised, with D. Okafor as approver.
published

Juno asks a clarifying question where the intent leaves a real choice open, such as a threshold that carries the whole policy. It asks one question, offers the values it can see in your data, and carries on with the answer it receives.

The drafted rows arrive with a suggested value and the reason for it. A reviewer adopts a row as drafted, edits it, replaces it or adds a row of their own. The exclusion for allocation-bound suppliers in the trace above began as a hand-written row.

Simulation replays the plan against the period you choose. It reports how many lines matched, the value they carry, how many actions would have executed and how many would have waited for a person. A plan that behaves oddly on history is edited before anyone sees it in production.

Publishing takes a named owner. The version number, the owner, the approver and the level are written together, so the record answers who allowed what, and when.

The plan in four columns

What a drafted row holds, and what the agent may do

A row states what to do, how, on which data and under which test; the action comes from a fixed list.

TaskProcedureData to fetchRule to evaluate
Find candidate linesRead open purchase order lines for the plants in scopePurchase order, line, schedule line, plant, supplierThe line is open and carries a quantity still to deliver
Measure the excessCompare coverage with forward demand per material and plantStock on hand, stock on order, forecast, sales ordersProjected excess is above eight weeks of demand
Check the windowRead the cancellation window agreed with the supplierCancellation window in days, order date, supplier termsThe window is open on the run date
Classify the supplierRead the supplier class from the supplier recordSupplier, supplier class, allocation flagThe class is standard
Decide the actionApply the value threshold to choose execute or draftLine value, currency, daily action budgetUnder $25,000 cancel the line; at or above, draft for the buyer
Action in the vocabularyWhat it changesWhere it landsRoles that would draw on it
Cancel a purchase order lineCloses the open quantity on the linePurchasingPO cancellation
Change a delivery dateMoves a schedule line earlier or laterPurchasing schedule linesExpedite · De-expedite
Change an open quantityRaises or lowers what is still to deliverPurchasingExcess stock
Update a planning parameterWrites safety stock, lot size or planned delivery timeMaterial master at plant levelSafety stock · Lead time drift
Request a stock transferAsks for stock to move between sitesSupply orchestrationStock rebalance
Confirm an allocationWrites the agreed split back to the orderOrder managementAllocation
Raise a task for a personOpens a queue item with its evidence attachedApproval queues in SmartAppsAll ten roles
Send a noticePublishes an alert or a digest to a named roleAlerts and channelsAll ten roles

The vocabulary is fixed per object, so a drafted plan stays inside what Juno can carry out and audit. The PO cancellation agent draws on it today; the other roles named are designed in the agent blueprint, yet to be built. Product. blueprint

The boundary

What crosses to the cloud model while a plan is drafted

Metadata and intent may cross at design time; transaction rows stay where they are.

INSIDE YOUR ESTATEEXTERNAL MODELWHAT STAYSOrder rows and quantitiesPrices and line valuesSupplier and customer namesStock and demand figuresWHAT MAY CROSSTable and column namesYour ontology termsYour vocabulary and acronymsThe planner’s stated intentBOUNDARYA cloud model of yourchoiceGemini, Claude, OpenAI,LlamaDesign time onlytoken cost applies hereDrafting helpthe rules engine decides atrun timeproduct · the boundary is a setting on the model link, checked by a live handshake before the link serves
Design time is the one place a cloud model is called. Run time uses the model that runs inside your estate.

The gateway sends the external model what it needs to draft: the names of tables and columns, the ontology terms, your vocabulary and the sentence the planner wrote. Order rows, prices, supplier names and stock figures stay inside your estate.

A model link serves only after a live handshake confirms the model, the key held as a vault reference and the boundary rule. The token manager budgets and meters every call at design time, and model choice covers swapping one model for another.

The running example

Friday 09:00: one sentence, five rows, one version

Showcase estate.

The running example

L. Tan stated the cancellation policy as one sentence at 09:00 on Friday 18 September. Juno asked a single question, about what counts as demand, drafted five rows by 09:40, and attached the tables each row reads: version 1.

At 10:10 she adopted four rows and edited one, the excess check: version 2. The limits and the level were set at 11:00, the plan was simulated on last quarter at 11:30, and 184 matching lines worth $1.9M came back, with 31 routed to the buyer. J. Ridley published version 3 at 13:30 at A2 supervised, with D. Okafor named as approver. The 06:00 run on the Monday picked it up from the rule store.

Next capability

The Lima Rules Engine

How the published planning table is executed: the fact base, the rule builder, validation while authoring, and one run end to end.

Terms on this page
Planner AgentThe part of Juno that turns a stated intent into a reviewable planning table.
Planning tableThe rows a policy compiles to: task, procedure, data to fetch and rule to evaluate.
Action vocabularyThe fixed set of actions Juno supports against your mapped business objects.
SimulationA replay of a plan against a past period, reporting what it would have done.
Rule storeThe versioned home of published plans, with owner, approver and level on each version.
Model linkThe configured connection to a language model, with its key reference and boundary rule.
Questions
Does the language model decide anything?

It drafts and it explains. The published planning table decides, and the rules engine executes it. Identical facts and one rule version give one result.

What happens when our intent is genuinely ambiguous?

Juno asks one clarifying question and offers the values it can see in your data. If the draft still misses the point, your team edits the rows or writes them by hand.

Can we write rules by hand and skip the intent?

Yes. Rows can be written and edited directly in the rule builder, and a plan can start from a copy of an existing version.

How long does a first policy take?

In the showcase estate the sentence was stated at 09:00 and the five rows were drafted by 09:40; the review, the limits, the simulation and the release took until 13:30. Policies with more conditions take longer to review.

In the platform

Where Juno sits among the four capabilities

Each one builds on the one before it.

One shared foundationCatalogLineageAccess policyWrite path

See Juno answer and act on your own data

Bring two systems and one decision your planners make every week. In the first week we register the data, confirm the mapping with your team, answer your questions in ChatLima and run the first agent at the level you choose.