- Before
- Exceptions reach him by email with the reasons lost. “Show me why the agent wants to do it, and I'll decide in ten seconds.”
- Now
- Sees the agency's ask, the agents' options and the order side by side, reads their cited reasons and decides with a reason code.
One agency ask, from an email to a changed order
Wednesday, October 14, 10:31 ET. Dana Whitcomb at Harborline Corporate Travel asks Corvane Airways' agency servicing desk to move a corporate traveler whose flight a schedule change has moved. Here is what happens next, screen by screen, in the working solution.
- 0110:41 ET
His next decision, and everything the agents already did
Marcus Bell · Servicing team leadMarcus opens Today. Of 212 agency requests since midnight, the agents closed 171 inside policy; 12 need a person — 7 approvals, 3 refunds and 2 asks the agents could not match to an order. No refund is late on the DOT clock. Before he arrived, the agents swept schedule change SC-1009-302 across 86 agency orders and refunded 14 orders on a canceled flight, $5,812.60 to the original cards.
Your next decision: “Harborline wants Elena Marsh moved to Friday on a contract fare — the agents recommend approving the waiver.”
- 0210:31
A free-text ask becomes an order and four asks
Request ReaderDana writes that the schedule change moved Elena Marsh's Thursday CV 302 Boston–Chicago to 09:40, and asks for Friday instead: in Chicago by noon, same corporate fare, keep the aisle seat. The Request Reader matches order CV7K4Q2M and lists the four asks, each linked to the words it came from. On the servicing desk the agency's message sits on the left, the order on the right and the agents' options between them.
The Request Reader never guesses an order: if none or two match, it drafts a question to the agency.
- 0310:31:58
The waiver applies — and exactly how far
Policy & Waiver AgentCV 302 was retimed 2 h 35, over the 60 minutes in waiver WV-2610-BOS. The agent reads the bulletin as written: change fee waived, new travel within 7 days in the same cabin, and the fare difference waived only while the original booking class is available. One click opens the bulletin with the passage it used highlighted.
“Fare difference waived only if the original booking class is available; otherwise the difference is collected.”
- 0410:32 – 10:39
Three Friday flights, priced and checked against “by noon”
Option Builder · Agency NotifierThe Option Builder reprices Friday: CV 302 at 07:05 with no fare difference, CV 1218 at 09:15 for $48.00 more because class L is sold out, and CV 2204 at 11:50 — flagged because it lands after noon. All three are inside policy, so the Agency Notifier sends them in plain words at 10:33 with no review needed. At 10:39 Dana picks option 2; the Order Changer prepares the change and pauses, because policy §4.2 asks a team lead to confirm a contract fare moved to a new date.
“How they worked it out” replays each step from the record, with what it read.
- 05Before he decides
He asks the agents why, in plain words
Marcus Bell · Servicing team leadUnder “Why this needs you” the agents recommend approving, with high confidence and four reasons, each cited: the 2 h 35 retime is over the waiver's 60 minutes, Friday is one day from the original date, Fenwick Biolabs' agreement CA-FEN-22 covers travel through March 2027, and the $48.00 is collected as the waiver says. Marcus types a question into the desk and the Option Builder answers with its workings.
Option Builder: “Class L is sold out on CV 1218, so the new fare comes from class K: $402.79 − $358.14 = $44.65, plus $3.35 tax = $48.00.”
- 0610:41
Approved with a reason code
Marcus Bell · Servicing team leadMarcus approves with reason code SC-WAIVER-OK and a note for the audit trail: “Retime of 2 h 35 is over the 60-minute threshold; new date within 7 days.” The note stays internal; it does not go to the agency. He could also edit — pick another flight, which asks the agency to confirm first — or reject with a reason.
“On approve the agents have the Checker reprice it, then change the order, collect $48.00, move the seat and tell Harborline — you will see each step.”
- 0713 minutes after the ask
Checked first, then the order changed, $48 collected and the seat moved
Order Changer · Checker · Agency NotifierCV 1218 is repriced once more and the Checker reprices it independently: $48.00 matches, waiver eligible — nothing is committed until it agrees. Only then does the Order Changer change the order to version 4, collect $48.00 on the card ending 4417 and move the $39.00 paid seat to 9C at no charge, leaving the return untouched. At 10:44 the Agency Notifier tells Harborline what changed and what it cost. Dana replies at 10:47: “Perfect — thank you!”
The Checker can stop a change. It never approves one.
- 08On the record
Every agent step and every decision, with its source
Audit trailFrom the Request Reader's match at 10:31:40 to Harborline's acknowledgment at 10:47:10, each step is logged with who did it, the order it touched and the source it used — Marcus's approval and reason code among them. The trail cannot be edited and exports with its sources for Revenue Accounting and ADM disputes.
- 09Meanwhile
Schedule changes swept before agencies ask
The schedule-change sweepSC-1009-302 moved CV 302 from 07:05 to 09:40 on Thursdays. The sweep checked all 86 agency orders on October 9 and again at 06:00: connections, the 3-hour significant-change line for refunds, each traveler's seat. 71 are accepted, 11 are waiting for the agency, and 4 need a person — two broken connections at ORD, a group of 4 split across two flights and a lap infant who needs a bassinet seat.
Reminders to agencies that have not acknowledged are drafted for a person to read; nothing goes out until they press Send.
- 10Next
The agents propose a rule; a person decides
Policy & Waiver AgentTeam leads approved 41 of 41 §4.2 waiver date changes in the last 30 days, none reversed, with a median lead time of 6 minutes. The agents propose letting them complete these alone when the new date is within 3 days, with leads still seeing a weekly sample of 10. Marcus can send it to the administrator; it takes effect only after the administrator and a second approver sign it.
The agents never change a rule themselves — they propose it, with the evidence.