Preview and publish

See exactly what changes, which situations move, and what happens to existing offers. Publishing creates an immutable Book version that every permitted surface uses to quote.

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Before you start

• All material Statements have been verified
• No required clarifications remain open
• Calibration cases have been resolved
• The draft compiles without blocking issues

The page shows Ready to publish when these conditions are met, or Not ready with the specific blockers listed.

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What the Preview and publish page shows

The page has three sections:

1. Version — the next version number, readiness status, existing-offer treatment, and the publish button.
2. Changed rules — every material Statement that changes, with before and after sentences.
3. Scenario replay — representative and historical cases replayed against the candidate version, showing only changed outcomes.

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Version

The version section shows:

• The next version number (for example, Version 1 for a first publication, or Version 2 when replacing a Live version)
• A Ready to publish or Not ready chip
• Whether this is the first published version or replaces a previous Live version for new quotes
• How existing offers are treated

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Existing-offer treatment

When you publish a new version, existing offers (Quotes already sent or in progress) remain pinned to the version that produced them. The page tells you how many outstanding offers remain pinned to the current version. New quotes use the newly published version.

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Readiness failures

If the Book is not ready to publish, each blocking issue appears with a Blocked chip and an explanation. You must resolve each blocker before the publish button appears.

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Changed rules

Every material Statement that changes appears here. For each change:

• A chip shows the kind: added, removed, or changed
• The stable key identifies the rule
• If the rule existed before, the previous sentence appears with strikethrough
• The new sentence appears below it

The section also lists affected services by name. If this is the first publication, all rules appear as added.

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Scenario replay

Representative cases and recent historical scenarios replay against the candidate version. The section shows:

• The total number of scenarios replayed
• Only changed outcomes — scenarios where the result differs between the current version and the candidate

For each changed scenario:

• The label and source (representative case or recent historical quote)
• The before result and the after result, separated by an arrow

If no outcomes changed, the section reads: “No tested outcome changes. The cases still replayed and passed against the candidate artifact.”

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Publishing

When the Book is ready, a Publish version N button appears. Publishing:

1. Creates an immutable Book version
2. Makes it the Live version for new quotes
3. Preserves existing offers pinned to their original version
4. Returns a link to the published Book

After publishing, the page shows “Version N is Live” with a link to open the published Book. The Book overview state changes to Live.

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Immutable versions

A published Book version is immutable. It cannot be edited, patched, or selectively modified. To change a Live Book, you propose a change, preview its impact, and publish a new version. See Update a Live Book.

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Role requirements

Publishing requires administrator access. If you do not have the required role, the page shows a permission message. Ask a workspace administrator to complete this step.

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If it does not work

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