Pilot Module

Completeness & Risk Review

Check each request for missing, conflicting, or risk-sensitive information before pricing begins.

YEAR2026
MODULE TYPEPILOT MODULE
SERVICES
  • Completeness Rules
  • Conflict Detection
  • Human Approval Gates
PILOT SYSTEM DESIGNMODULE 02
COMPLETENESS CHECK6 required fields
  • IncotermFCAComplete
  • Ready date—Missing
  • CommodityMachine partsComplete
  • Dangerous goodsConflictingReview
  • TemperatureAmbientComplete
HUMAN APPROVAL GATE2 exceptions require review

No clarification or external action is sent automatically.

Reviewer required
Completeness and Risk ReviewIllustrative pilot system design — not customer results
“A request can look complete while still missing an incoterm, ready date, commodity detail, dangerous-goods status, temperature requirement, or supporting document.”

Making Missing Information Visible

Together we define the required fields and exceptions for one team or transport mode. Deterministic checks handle clear rules; a constrained language-model step helps interpret free text and varied documents.

Customer communication, dangerous goods, temperature-controlled cargo, conflicting values, and other agreed risks remain approval-gated.

PILOT SYSTEM DESIGNMODULE 02
RULES MATRIXClear rules first, exceptions to people
Approval gated
CHECKRULESTATE
IncotermRequiredComplete
Ready dateRequiredMissing
DG statusMust agreeConflict
TemperatureIf controlledComplete
DocumentsMode-specificReview
DETERMINISTIC CHECKCONSTRAINED INTERPRETATIONHUMAN DECISION
Completeness and Risk ReviewIllustrative pilot system design — not customer results
PILOT SYSTEM DESIGNMODULE 02
EXCEPTION QUEUEReview what needs attention
NO AUTOMATIC RATE DECISION
01
Ready date missing

Not present in email or attachments

Clarify
02
Dangerous-goods conflict

Email says no · document shows UN code

Human review
EXTERNAL ACTIONBlocked until reviewer approvalApproval required
Completeness and Risk ReviewIllustrative pilot system design — not customer results

Clear Exceptions, Not Autonomous Decisions

Reviewers see what is complete, what needs clarification, and why the request was flagged. The pilot does not calculate rates or make commercial decisions.

0%EXTERNAL ACTIONS APPROVAL-GATED
0AUTOMATIC RATE DECISIONS

More Pilot Modules

PILOT SYSTEM DESIGNMODULE 01
01EMAIL + FILES
02EXTRACT
03SHIPMENT RECORD
Quote Request ExtractionIllustrative pilot system design — not customer results
2026PILOT MODULEQuote Request ExtractionTurn emails, PDFs, documents, and spreadsheets from one shared quote inbox into a structured shipment record.Explore This Module
PILOT SYSTEM DESIGNMODULE 03
01INTAKE
02ASSIGN
03PRICING TASK
Pricing Task Routing and Audit TrailIllustrative pilot system design — not customer results
2026PILOT MODULEPricing Task Routing & Audit TrailCreate an assigned internal pricing task with its source, status, review history, and proposed next action.Explore This Module
NEXT STEPBook a 15-Minute Fit CallShare your weekly quote volume and the work required before pricing can begin.

How Many of Your Last Ten Requests Were Ready to Price?

If several needed clarification or internal sorting, share your current intake process and weekly quote volume.