Data Transformer rules in carrier agreements

The purpose of this article is to guide you through the function and components of Data Transformer rules in carrier agreements. This information is intended for any system user with a PDF agreement that needs to be loaded into the Agreement Management System.

Organization of rules

Rules are ordered by class type as follows:

Data Transformer
DIM Divisors
Earner Discounts
Fuel Surcharge Discounts
Service Period Discount by Region
Grace Period Discounts
Minimum Net Charge
Multipiece Minimum Weight Qualifier
Service Discount
Service Discount by Region
Service Net Rates
Surcharge Net Rates
Surcharges Discounts

It’s important to note that rules are executed from top to bottom according to the position of the rule among all other agreement rules. In other words, rules at the bottom are executed after the rules above and can overwrite the rules where overlap exists.

Data Transformer rules

Data Transformer rules adjust key fields, attributes for a given shipment to target values though match conditions. Match and transform fields, operators and values are as follows:

Match type

All, Any and None are the general match types that filter or select cost components available within Data Transformer rule types.

Match rules

Ordered lists of match conditions use fields to perform operations specific to match types defined for the values or types targeted. The list of Fields available for use as combinatorial operations are as follows:

Account Number
Actual Weight
Billing Unit
Charge Description
Dim Divisor
Dimensions
Dimensional Volume
Invoice Number
Master EDI number
Multipiece number
Package Qty
Package Type
Payment Type
Plan number
Receiver Name
Receiver Company
Receiver Address
Receiver City
Receiver State
Receiver Postal Code
Receiver Country
Rated Weight
Receiver Zone
Receiver Address Type
Sender Name
Sender Company
Sender Address
Sender City
Sender State
Sender Postal Code
Sender Country
Service Type (List)
Service Type (CSV)
Shipping Method
Shipment Year
Reference Notes
– of types: reference, package reference, and customer reference types

Operation

Each of the operation types that control transformation of fields:

Begins With
Contains
Ends With
Equals
Matches Wildcards
Is Empty
Doesn’t Begin With
Doesn’t Contain
Doesn’t End With
Doesn’t Equal
Doesn’t Match Wildcards
Isn’t Empty
Is Greater Than
Is Greater or Equal To
Is Less Than
Is Less or Equal To

Values

Field type specific nested lists of various array types.

How to use data transformers

There are many conditional operations to set depending on the analysis targeted. Segmenting according to match sequences built into templates that are applied from agreements as templates remain in effect so long as the rule exists as a rule within an agreement. Such templates relate to tags and are reported within the Reporting Dashboard under the Analytics report section.

Data transformer template types

Ground to Post.

Weight based to Flat Rate.

Inbound consolidation.

Outbound consolidation.

Suggestions on testing

Unit test of simulated shipments where member rows only include select shipments. Cycles are faster to compute and statistically more satisfying.

Updated on May 10, 2025
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