{"id":"acct-aging-rollup-table","audience":"accounting","category":"finance-work","track":"finance","technique":"format","level":"intermediate","title":"Roll up two months of AR aging with change and share of total","free":false,"task":"You're summarizing AR aging for the CFO. Write a prompt for a markdown table with columns Bucket | Sep | Oct | Change | % of Oct total, one row per bucket (Current, 1-30, 31-60, 61-90, 90+) and a Total row, then a line starting \"Over 60 days:\" with the October dollars and percent of the October total. Figures are in $K. Percents to one decimal. No commentary. Under 100 words.","materialLabel":"AR aging by bucket, September and October (attached to your prompt automatically)","material":"AR AGING SUMMARY - Kestrel Home Goods ($ thousands)\n\nBucket | Sep 30 | Oct 31\nCurrent | 120 | 130\n1-30 days past due | 40 | 38\n31-60 | 20 | 26\n61-90 | 8 | 12\n90+ | 5 | 9\nTotal | 193 | 215\n\nCollector comments: 'Most of the 61-90 and 90+ balances are from two customers who always pay eventually.' That comment is not a reserve estimate and is not part of this summary.\nNote: totals shown above are verified to the general ledger.","rules":[{"type":"maxWords","max":100},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the columns","patterns":["bucket.*sep.*oct.*change","columns"]},{"label":"Gives the percent base","patterns":["215","oct total"]},{"label":"Asks for the over-60 line","patterns":["over 60 days"]},{"label":"Bans the comment","patterns":["(do not|don'?t).*(collector|mention)"]},{"label":"Limits output","patterns":["no commentary","only the table"]}],"mistakes":[{"title":"Percent of the wrong total","why":"The AI divides by the September total.","fix":"Say: \"% of Oct total = bucket / 215.\"","checks":["r1"]},{"title":"Echoing the collector","why":"The AI says the old balances will be paid eventually.","fix":"Add: \"Do not mention the collector's comment.\"","checks":["r2"]},{"title":"Missing the over-60 line","why":"The AI ends after the table.","fix":"Add: 'A line starting \"Over 60 days:\" with the addition and percent.'","checks":["r2"]},{"title":"Wrong columns","why":"The AI drops the Change column.","fix":"Say: \"Columns exactly: Bucket | Sep | Oct | Change | % of Oct total.\"","checks":["r0","maxBullets"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Ask for fewer words than the real cap and keep each line short.","checks":["maxWords"]}],"hint":"A roll-up needs signed changes, a share-of-total base and an over-60 line. Name them and ban the comment.","rubricLabels":["Table has the columns Bucket | Sep | Oct | Change | % of Oct total with rows Current, 1-30, 31-60, 61-90, 90+ and Total","Changes are +10, -2, +6, +4, +4 and +22, and percents of the October total are 60.5%, 17.7%, 12.1%, 5.6% and 4.2%","The line starting \"Over 60 days:\" shows 12 + 9 = $21K, 9.8% of $215K, and the output never mentions the collector's comment"]}