AI Technical Submittal Package Agent for Industrial Sealing Products

How Cassidy automates submittals and compliance using AI

Step 1: Ingest RFQ and project specifications

The Workflow triggers when a new RFQ arrives, automatically parsing client specs, piping classes, equipment datasheets, and service conditions to build a requirements matrix mapped against API 682, ASME PCC-1, and project-specific standards.

Step 2: Run seal selection and engineering calculations

Cassidy applies API 682 logic to determine the optimal arrangement, type, category, and piping plan set based on duty conditions. For flanged joints, it computes target gasket stress and bolt torque per PCC-1 tables.

Step 3: Generate compliance matrix and flag deviations

The Workflow auto-generates a clause-by-clause compliance matrix against API 682 and project specs, identifying gaps, proposing compliant alternatives, and preparing clarification responses.

Step 4: Populate submittal documents

Cassidy fills API 682 datasheets with service and selection data, generates plan P&IDs from selected plan codes, produces GA/section drawings, and creates IOM checklists—all formatted to client SDRL requirements.

Step 5: Compile and validate the submittal package

The Workflow assembles the complete package—drawings, datasheets, ITP/QCP, certificates, and PCC-1 assembly procedures—validating completeness against the SDRL index before generating a transmittal-ready PDF set.

Step 6: Manage review cycles and revisions

As client comments arrive, Cassidy tracks dispositions, propagates changes across drawings and BoMs, updates the document register, and maintains full revision history through approval.

Step 7: Build final MRB/databook for turnover

Once approved, the Workflow compiles the as-built databook with signed ITPs, test records, MTRs, certificates, and completed FJARs—bookmarked, cross-referenced, and validated for completeness before release.