Academy
How-to

Clearing Customs on a Shipment

File, validate and clear customs directly from the Shipment Twin.

Customs Broker · Ops Coordinator 3 min read
Workspaces

Overview

Customs is RBAC-restricted. Only Customs Broker, Ops Director and Executive roles see the workspace. The workflow starts from either the Customs workspace or the customs panel on a Shipment Digital Twin.

Business Value

AI Validation catches missing HS codes and declaration errors before filing.

Pre-clearance shortens the AOG cycle by hours.

Every action lands in the audit trail — critical for post-clearance audits.

How It Works

Open the shipment in the Customs workspace, run AI Validation, resolve any flags, then file. Filed declarations attach back to the Shipment Digital Twin with their status chip.

Workflow

  1. 1

    Open the shipment

    From Customs → Pending, click the shipment to open the customs panel.

  2. 2

    Run AI Validation

    Click AI Validate. The Copilot cross-checks HS codes, values, DGD and origin against the declaration draft.

  3. 3

    Resolve flags

    Fix any flagged fields. Re-run validation until clean.

  4. 4

    File the declaration

    Click File. Status flips to Filed and the Twin's customs chip turns amber → green on clearance.

  5. 5

    Handle holds

    If a hold is raised, escalate from the customs panel — the AI drafts the broker's response with citations.

Key Components

Customs Queue
Pending declarations ranked by SLA time-to-file.
AI Validation
Grounded pre-file check with citations to the source fields.
Declaration Status Chip
Displayed on every Shipment Twin: Draft / Filed / Cleared / Hold.

Best Practices

  • Always run AI Validation before filing — it prevents 90% of hold events.
  • For AOG shipments, pre-clear as soon as the routing is confirmed, not after landing.

AI Insights

Grounded validation

AI Validation cites the exact declaration field it flagged — click the citation to jump to the source.

Frequently Asked Questions

Who can file customs declarations?

Customs Broker role only. Ops Director can view; Finance cannot.

Related Features