Routing Logic Directives (RLD) built into EPISHIP control shipments through the rate and label manifest processes of the supply chain.
The purpose of this article is to detail the Trailing Window Maximums Rule, a specific Account Holder Rule type, that targets the restriction of shipment label volumes generated over predefined rolling time intervals.
A rate or label request initiates the creation of a shipment within the platform. Sometimes, to prevent fraud, manage API quotas, or enforce contractual account limits, an Account Holder must be restricted from processing too many shipments within a specific timeframe, according to business rules. This is where the Trailing Window Maximums Rule comes in. The Trailing Window Maximums Rule evaluates the request against historical volume to explicitly limit the maximum amount of shipments that can be sent by an Account Holder across rolling 60-minute, 24-hour, 7-day, and 30-day windows. The Trailing Window Maximums Rule is one rule type applied at the Account Holder level.
Any number of Trailing Window Maximums Rules can be built to match business objectives. Each rule includes the following components.
Match conditions of criteria operators include the following types: All (AND), Any (OR), None (Not).
Sender fields available for match criteria include the follow properties:
Receiver fields available for match criteria include the follow properties:
Package fields available for match criteria include the follow properties:
Line Items fields available for match criteria include the follow properties:
Options fields available for match criteria include the follow properties:
References fields available for match criteria include the follow properties:
Rate fields available for match criteria include the follow properties:
Time fields available for match criteria include the follow properties:
The match criteria types listed above are used within individual rules or can be combined into a single rule to target specific conditions that include several match criteria.
The shipment request is evaluated according to the rules defined within the Trailing Window Maximums Rule matched within the account configuration. The functionality available to be included is as follows.
This configuration dictates the maximum allowable shipments an Account Holder can manifest over specific rolling timeframes. Users can specify distinct maximum thresholds for any of the following trailing windows:
60 Minutes: (e.g., Max 100 shipments per hour)
24 Hours: (e.g., Max 1,000 shipments per day)
7 Days: (e.g., Max 5,000 shipments per week)
30 Days: (e.g., Max 20,000 shipments per month)
Once the match criteria are met, the system verifies the Account Holder’s recent shipment history. If the requested shipment causes the account to exceed the specified threshold in any of the defined active time intervals, the request is blocked before a label is generated.
Usual use cases for Trailing Window Maximums Rules are numerous. Some common use cases include the following:
