TrailheadTrips & CISContinuity & Traceability
CT-01Passenger continuityNo assistant eval · Coverage unknown

Find and Add a Returning Client

Search accepted client history, confirm the correct person, and prefill only stable details for the new trip.

Track

Continuity & Traceability

Phase

Passenger continuity

Starts with

Passenger not yet linked

Ends with

Canonical client linked and current-trip details reviewed

Use this playbook to complete find and add a returning client with safe sample trip details.

Act as

Operations

Starting state

Passenger not yet linked

Sample data

A safe existing client with accepted history or an eligible projected customer

Run the scenario

  1. OperationsTrailhead · CIS · Passengers

    1. Search by name, email, or passport.

    The CIS keeps the new detail visible for review.

  2. OperationsTrailhead · CIS · Passengers

    2. Select the correct accepted client result.

    The CIS keeps the new detail visible for review.

  3. SystemTrailhead · CIS · Passengers

    3. Link the canonical client and prefill stable details.

    The CIS keeps the new detail visible for review.

  4. OperationsTrailhead · CIS · Passengers

    4. Review and complete the current trip-specific fields.

    Canonical client linked and current-trip details reviewed

If it does not match

  • • If identity or returning status is uncertain, correct the reusable profile or create a new client; never force a match.