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AI agent for customs brokers

Post-Summary Correction Agent

Find post-entry errors early and file accurate corrections within the allowed window.

ComplianceAdministrationOperations
See how it worksGet access
Post-Summary Correction Agent: what goes in, what the agent does and what you get

What it does

A broker notices three weeks later that an entry used a wrong tariff number or understated the value, and the window to correct it without a penalty is closing. The agent compares filed entries with later invoices, payment records and classification reviews, and lists differences in value, quantity, tariff number and origin. For each difference, it calculates the duty impact, up or down, and the deadline for correction. It drafts a correction with the supporting documents. If the recalculated duty does not tie to the payment record, it re-reads the source documents before drafting. The broker approves filing. After filing, it checks the correction was accepted and any refund or payment was received. Edge case: a difference that comes from a currency conversion date. The agent checks the rate source.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Weekly review starts 2 USES A TOOL Read recent entries and the matching invoices andpayments 3 DOES Compare value, quantity, tariff number and origin 4 DOES Calculate the duty impact and the correctiondeadline 5 CHECKS THE RESULT Does the recalculated duty tie to the paymentrecord? If not: re-read the source documents and the ratesources, then recalculate. Back to step 2. 6 DOES Draft the correction with supporting documents 7 YOU APPROVE Broker approves filing 8 USES A TOOL File the correction through the filing system 9 USES A TOOL Check the acceptance and the refund or bill 10 CHECKS THE RESULT Was the correction accepted and the payment orrefund settled? If not: fix the rejection reason and prepare a newdraft. Back to step 6. 11 RESULT Case closed in the log
Read the steps as a list
  1. Weekly review starts
  2. Read recent entries and the matching invoices and payments
  3. Compare value, quantity, tariff number and origin
  4. Calculate the duty impact and the correction deadline
  5. Does the recalculated duty tie to the payment record?If not: re-read the source documents and the rate sources, then recalculate. Back to step 2.
  6. Draft the correction with supporting documents
  7. Broker approves filingThe agent waits here for your OK.
  8. File the correction through the filing system
  9. Check the acceptance and the refund or bill
  10. Was the correction accepted and the payment or refund settled?If not: fix the rejection reason and prepare a new draft. Back to step 6.
  11. Case closed in the log

How it decides

A discrepancy is real when the source document differs from the entry on a duty-bearing field. The correction is drafted only when the recalculated duty ties to the payment record.

  • Treat differences in value, tariff number, origin and quantity as duty-bearing
  • Prioritize corrections with a deadline under 30 days
  • Check the exchange rate source for value differences
  • Do not draft until the duty ties to the payment record

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Review window
  • Fields compared
  • Deadline alert (default 30 days)
  • Rate source
  • Clients included

What keeps you in control

It always asks you first

  • Broker approves each correction before filing
  • Broker approves contacting the client

Hard limits

  • Never file a correction itself
  • Do not send corrections without the supporting documents

It stops when

  • Done: correction accepted and settled
  • Stop: documents conflict, ask the client for the right invoice

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAn entry declared $48,200 and 12 percent duty. The final invoice shows $51,400. The agent calculates $384 more duty. The first calculation does not tie to the payment because the entry used a different rate date. It re-reads the documents, fixes the rate and drafts the correction. The broker approves. It is accepted in 5 days.

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