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AI Decision Intelligence Case Study

AI-Powered Freight Operations IntelligenceInvoice-to-OTM shipment-cost automation for Transworld

SDLC Corp built an AI system that reads freight documents, connects them with operational data, supports human decisions, pushes approved shipment cost lines into Oracle Transportation Management, and learns from every validated outcome.

Azure Document Intelligence Oracle OTM Human in the loop
SDLC Corp rated 4.9 out of 5 on GoodFirms SDLC Corp rated 4.9 out of 5 on AppFutura SDLC Corp rated 5.0 out of 5 on Clutch
DOCUMENT → DECISION → ACTION LIVE IN PROD Invoice received Email & attachment picked from mailbox PARSED AI understands & matches Extraction, shipment & vendor match MATCHED Validate & human approve Rules check, reviewer confirms HUMAN Push to OTM & learn Cost line posted, knowledge retained POSTED
Project at a Glance

Built for Transworld Freight Operations

An AI system that reads freight invoices, matches them to the right shipment and vendor, validates every charge, and posts approved shipment cost lines into Oracle OTM, with human approval on the exceptions.

Industry
Freight & Logistics
Primary Use Case
Freight document & shipment cost processing
Enterprise Platform
Oracle Transportation Management
Engagement
AI development, workflow automation, continuous learning & enterprise integration
Overview

From Manual Work to AI Decisions

Freight operations depend on information spread across emails, invoices, shipment records, vendor data, charge details, and transportation systems. Before invoice information can be added to a shipment, the team must identify the right shipment, verify the service provider, understand the charges, check existing records, and resolve missing or conflicting details.

Building on our earlier AI document processing work for Transworld, SDLC Corp built an AI powered freight operations intelligence system that connects documents, operational data, business knowledge, and human review inside one controlled workflow, then posts approved shipment cost lines into Oracle Transportation Management (OTM) and learns from every validated outcome.

Container ship at a seaport representing Transworld freight and logistics operations
Freight & LogisticsInvoice to Oracle OTM shipment cost automation
Read Documents
Match Operational Data
Validate & Map Charges
Human Approval
Post to OTM
The Challenge

Inconsistent Invoices, Scattered Context

Freight invoices carry critical operational information but rarely follow a consistent structure. Basic extraction can read values from a document, yet it cannot understand the complete operational context, and static rules break when vendors use new formats, unfamiliar descriptions, or incomplete references.

Vendors vary in every way

Different invoice layouts & line item formats
Different shipment references
Charge descriptions & abbreviations that differ per vendor
Supporting documents attached inconsistently
Context scattered across email, invoice & OTM

Every case forced the team to decide

Which shipment the document belongs to
Whether the vendor matches the service provider
How each charge should be categorized
Whether a similar charge already exists
Whether the information is complete and reliable
Whether the case can proceed or needs review
What Transworld needed: a system that connects documents with business data, supports operational decisions, and learns from approved human input, instead of treating every invoice as an isolated file.
The Solution · Architecture

Invoice-to-OTM, End to End

How the system identifies, decides, validates, and pushes the right shipment cost lines, with a knowledge hub and human control built in.

End to end processing pipeline Confidence scored matching, e.g. 0.86
CONTINUES INTO DECISION & LEARNING 1 Invoice Received Configured mailboxes aremonitored; rules pick relevantinvoice emails and attachments. 2 AI Extraction Layer Azure Document Intelligence readsheader and line items: vendor,B/L, charge codes, amount,currency, total. 3 Smart Matching Engine Finds the correct shipment usingmultiple references: BL, bookingno, MBL_NUMBER, JOB_ID. 4 OTM Knowledge Sync Accessorial codes, serviceproviders, reference patterns,approved and historical mappings,synced with live lookup. 5 AI Charge Mapping Approved rules, vector similarityand GPT reasoning suggest theright OTM charge; rules validateit. 6 Validation & Policy Shipment found, provider matched,no duplicate cost, currency andamount valid, confidence abovethreshold. 7 Push Cost to OTM Only shipment cost line items areposted to the existing shipmentvia OTM Buy Shipment APIs. 8 Learning Loop & Audit Approved mappings, exceptionreasons and AI decision logs aresaved so future invoices auto mapfaster.
Example decision path
1 THL charge Terminal HandlingCharge (L) 2 Find shipment by BL CCUG10186300or ONEYCCUG10186300 3 Match provider service provider = ONE 4 Choose mapping TW.RTHCEXP 5 Push to OTM shipment cost lineposted

Invoice is already created in OTM, so only shipment cost line items are pushed (Buy Shipment › Financials › Costs).

How the system works

Six Stages, One Controlled Workflow

Routine cases follow a structured path; uncertain or exceptional cases are routed to an authorized user. Every stage builds context for the next decision.

01

Receive

Monitors configured mailboxes and identifies relevant invoice emails and attachments. Rules decide what enters the workflow and what is ignored, flagged, or reviewed.

02

Understand

AI identifies the business information the workflow needs: invoice details, vendor, shipment references, charge descriptions, amounts, currency, total. It focuses on meaning, not just text.

03

Connect

Extracted information is compared with shipment, vendor, service provider, and charge records, turning isolated document values into meaningful business context.

04

Validate

Checks shipment and vendor relationships, charge mappings, existing costs, duplicates, amount reconciliation, and missing or conflicting data. Confident cases move forward; uncertain ones are routed.

05

Act

The reviewer sees detected information and the proposed action, confirms or corrects it, and approved shipment cost information is added to the shipment in OTM, with full history recorded.

06

Learn

Approved corrections, confirmed mappings, and final outcomes are retained in the Knowledge Hub and reused when similar vendors, documents, or charge descriptions appear again.

Key Capabilities

More Than Document Automation

Eight capabilities that turn fragmented freight documents into clear, traceable, controlled operational actions.

Intelligent Document Understanding

Reads varied invoice formats and identifies the information operations needs, reducing dependence on fixed templates.

Operational Data Matching

Connects document information with shipments, vendors, service providers, and charge records to evaluate an invoice in real freight context.

Knowledge Based Charge Mapping

Compares vendor charge descriptions with approved mappings, historical relationships, and operational knowledge to recommend the right OTM code.

AI Assisted Validation

Goes beyond extraction and checks whether shipment, vendor, charge, and cost relationships make sense before recommending an action.

Human Guided Decisions

Uncertain, incomplete, or inconsistent cases are routed to an authorized reviewer, keeping operational control with Transworld.

Continuous Learning

Confirmed matches, vendor relationships, charge mappings, and reviewer corrections are retained and reused during future processing.

Enterprise Integration

Approved information is posted to existing shipments in OTM, working with the current logistics environment rather than replacing it.

Processing History

Each case records the information identified, checks performed, decisions made, corrections received, and final action taken.

Human control by design

Automation With Human Judgment

The goal was never to remove people from every decision. The system reduces repetitive interpretation while keeping experienced users involved when a case truly needs judgment. Human review may be required when:

  • A shipment cannot be identified reliably
  • Multiple possible matches are found
  • The invoice vendor does not match the service provider
  • A charge cannot be categorized confidently
  • A possible duplicate is detected or amounts do not reconcile
  • Required information is missing
Routing logic
AI validates confidence check Confident & complete? YES Structured path post to OTM NO / UNSURE Human review confirm / correct correction feeds Knowledge Hub
Technology Stack

Built on a Proven Stack

The stack supports the workflow, but the value comes from how documents, business knowledge, human decisions, learning, and operational actions combine.

Azure Document Intelligence

Document understanding and attribute detection across varied invoice layouts. Learn about Azure AI Document Intelligence.

React

Interface for review, administration, and workflow visibility.

Node.js

Application logic, email workflow, validation, and enterprise integrations.

PostgreSQL

Operational records, processing history, mappings, and Knowledge Hub data.

Vector Search

Knowledge retrieval and similarity based matching of charges and patterns.

Oracle OTM APIs

Connect the intelligence system with existing shipment and cost records. Learn about Oracle Transportation Management.

Business Value

From Document to Validated Action

Structured processing for the routine, human control for the exceptions, and knowledge that compounds over time.

Less Manual Interpretation

The AI prepares the relevant information and business context, so teams no longer start every case by reviewing whole documents across systems.

More Consistent Processing

Shipment, vendor, charge, and cost information runs through a defined workflow, reducing differences in how similar cases are handled.

Faster Exception Review

Reviewers receive detected information, proposed mappings, and validation results together, making exceptions easier to resolve.

Reduced Duplicate Risk

Existing shipment cost records are checked before new information is added, helping prevent duplicate charge entries.

Better Operational Control

Only validated, approved information reaches OTM; uncertain cases stay under human control.

Improved Traceability

Each case records what information was used, what changed, and what final action was taken.

The OutcomeSDLC Corp AI engineering team building the freight operations intelligence system
Engineered by SDLC CorpAI, automation, and enterprise integration · Updated July 2026
Results

The Outcome

SDLC Corp helped Transworld build an AI-powered freight operations intelligence system that connects documents, shipment data, business knowledge, human decisions, and operational workflows.

Instead of treating invoices as isolated files, the system evaluates them within the context of the related shipment, vendor, service provider, charge information, and approval requirements.

Routine cases follow a structured process, while uncertain cases are directed to the appropriate reviewer.

By retaining validated decisions and approved mappings, the system can also improve how similar cases are handled over time.

The result is a more controlled, traceable, and intelligent way to turn freight documents into validated operational actions.

Get Started

Build Intelligence Into Your Operations

SDLC Corp builds AI decision intelligence systems that combine document understanding, enterprise data, business rules, human control, continuous learning, and operational integrations, for freight and beyond.

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