Ingest carrier invoice data (EDI 210 or carrier API invoice downloads for UPS and FedEx) into your audit system; normalize charge records to extract tracking number, service level, billed amount, and shipment date.
Query carrier tracking data for each shipment to retrieve the actual delivery timestamp; compare against the service commitment time for the service level purchased.
Filter for services with active money-back guarantees: as of 2026, FedEx covers Priority Overnight, Standard Overnight, First Overnight, and 2Day AM; UPS covers Next Day Air, Next Day Air Saver, Next Day Air Early, and 2nd Day Air A.M. Ground services for both carriers carry no service guarantee.
Identify late deliveries where actual delivery time exceeds the service commitment; check for exclusions (weather delays, incorrect addresses, customs holds) that void the guarantee.
File refund claims within the carrier's claim window — typically 15 calendar days from the invoice date for both UPS and FedEx — via the carrier's online claim portal or API claim submission endpoint.
Track claim status and apply approved refund credits against future invoices; report on refund recovery rate and late-delivery rate by service level to surface carrier performance trends.
Known gotchas
Ground services (UPS Ground, FedEx Ground, FedEx Home Delivery) carry no money-back guarantee regardless of how late the delivery is — do not file claims for these services.
The filing window is narrow (approximately 15 days from invoice date); automate claim submission to avoid missing deadlines, especially during high-volume periods when manual review is slow.
Carrier invoice accuracy has improved significantly in recent years; the largest refund opportunities in 2026 typically come from accessorial surcharge errors (residential, DAS, oversize) and contract compliance gaps, not purely late-delivery claims.
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claude mcp add --transport http waymark https://mcp.waymark.network/mcp