Ingest carrier invoice data (EDI 210, API invoice download, or CSV export) and match each charge line to the original shipment record using tracking number as the join key.
For each shipment, retrieve the carrier-committed service level delivery date/time and compare it to the actual delivered timestamp from the tracking event record.
Flag shipments where actual delivery exceeds the service-level commitment as potentially eligible for a service guarantee refund; filter out exceptions that void the guarantee (weather delays, incorrect address, recipient unavailable, declared hazmat, etc.).
Verify the refund request deadline for each carrier and service level — many carriers require the refund claim to be filed within a short window (often 15-30 days) from the invoice date; claims filed outside this window are denied.
Submit claims through the carrier's automated refund portal or API (where available), or via written dispute on the carrier invoice, citing the tracking number, committed delivery date, and actual delivery date.
Track claim outcomes and measure recovery rate by carrier and service type; use findings to inform carrier selection and SLA negotiation.
Known gotchas
Carriers define 'on time' relative to the delivery commitment date printed on the label at purchase time, not a retrospective calculation — if the commitment date was already adjusted at label creation (e.g., due to a weekend), the comparison must use that adjusted date.
Carrier money-back guarantee programs have extensive exception lists; weather exclusions, in particular, are broadly applied and override the guarantee even when your local conditions were clear — review the specific exclusion applied to each denied claim.
Systematic refund auditing at scale requires automation; manual review of high-volume invoice files misses a significant fraction of eligible claims due to the volume of shipments and the short filing window.
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claude mcp add --transport http waymark https://mcp.waymark.network/mcp