What trade documents does this agent handle?

Customs entries, broker invoices, bills of lading, packing lists, and trade compliance packs. Same confidence-scored evidence engine as insurance claims, applied to import/export documentation.

How does it reduce compliance exposure?

It screens and reconciles documents before clearance or payment, flagging missing fields, value mismatches, and inconsistent declarations for human review.

Is this a separate product from insurance claims automation?

It runs on the same Claims Processing Automation platform with trade-specific rules and document types. See /products/claims-processing-automation for full module depth.

Can it reconcile declared values to bills of lading?

Yes. Value and quantity mismatches across broker, customs, and shipping documents are surfaced before clearance or payment.

Does it support multiple broker formats?

Yes. Rules adapt to recurring broker and port formats so teams are not re-learning layouts each cycle.

Customer & ATM Operations

Trade & Customs Document Agent

Screen and reconcile trade documents before compliance exposure hits.

Target outcome: Lower compliance exposure

Book a guaranteed assessment View Claims Processing Automation

The business problem

>10% ops efficiency on dispute resolution

Customs and broker documents are checked manually under time pressure. Value mismatches and missing fields surface after clearance or payment.

What we deploy

Trade & Customs Document Agent

Extends the claims evidence engine to customs entries, broker documents, and trade compliance packs using the same confidence-scored, human-in-the-loop pattern.

How this agent runs

Every agent follows the same operating loop on your stack: audit the evidence, decide with confidence scores, execute with human approval, and record results back to your systems.

Audit

Full coverage on the transactions and documents you choose: contracts, invoices, dispatches, disputes.

Decide

Confidence-scored recommendations with counterfactuals, tax feasibility, and policy rules applied first.

Execute

Human-in-the-loop for consequential actions. Agents prepare; your team approves.

Record

Clean results posted back to your ERP, WMS, or operational systems with a full audit trail.

What we need from you

Data and systems

Sample dispute queues with journals, slips, or document bundles
Business rules, SLA tiers, and routing policies per queue
Read-only access or secure file drops from core ops systems

Typical timeline

Evidence automation live on one queue in 8 to 12 weeks. Additional queues and dispute types roll in after baseline proof.

8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout. We agree the baseline and success metric before deployment starts.

Key capabilities

Screen customs entries, broker invoices, and packing lists together

Reconcile declared values against bills of lading and policy limits

Flag compliance gaps before exposure hits finance or legal

How we deploy it

8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout. Same operating model on every agent: scope, deploy, measure, then scale or hand off.

Step 1

Scope

Agree one outcome, baseline KPI, and the exports or systems the agent will read.

Step 2

Deploy

Agent live on your ERP, WMS, or operational files within the engagement window.

Step 3

Measure

Track results against the baseline with named transactions and audit trails.

Step 4

Scale

Expand to adjacent modules or run independently. You own the code from day one.