{"id":"acct-annual-plan-cancel-refund-lines","audience":"accounting","category":"finance-work","track":"finance","technique":"constraints","level":"intermediate","title":"Calculate a refund on a cancelled annual plan using the policy","free":false,"task":"You're answering a refund request from a customer who cancelled an annual plan. Write a prompt for plain text with lines starting \"Months used:\", \"Months unused:\", \"Refund:\", \"Customer asked for:\", \"Difference:\" and \"Approval:\". Use the refund policy exactly, not the customer's method. Show the math. The Approval line names who approves under the policy. Under 100 words.","materialLabel":"Source material (attached to your prompt automatically)","material":"REFUND REQUEST - Pinecrest Studio (annual plan)\n\nPlan: $2,400 for 12 months, billed Jan 1, 2026 (monthly rate $200). Term: Jan 1 to Dec 31, 2026.\nCancellation request received: Jul 20, 2026.\n\nRefund policy: refunds on annual plans cover unused full months only, counted from the month after cancellation. The month in which the customer cancels counts as used in full. Refunds over $500 need the controller's approval; $500 or less need the AR manager's approval.\n\nCustomer email, Jul 20: \"I used the service 6.6 months, so please refund me for the remaining 5.4 months, which is about $1,080. Thanks.\"\n\nNotes: no refund has been issued. The customer has no outstanding invoices. The finance team does not make exceptions to the unused-months rule without controller approval, and none has been requested. Refunds are issued to the original card.","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"promptHints":[{"label":"Names the six lines","patterns":["months used","months unused","refund","customer asked","difference","approval"]},{"label":"States the policy","patterns":["unused full months","counts as used"]},{"label":"Applies the approver rule","patterns":["controller","\\$500"]},{"label":"Asks for the math","patterns":["show the math","x \\$200"]},{"label":"Caps length","patterns":["\\d+\\s*words","under \\d+"]}],"mistakes":[{"title":"Using partial months","why":"The AI follows the customer's 5.4 months.","fix":"Say: \"Months unused are full months after the cancellation month.\"","checks":["r0","r1"]},{"title":"Wrong approver","why":"The AI names the AR manager.","fix":"Add: \"Over $500 = controller; $500 or less = AR manager.\"","checks":["r2"]},{"title":"Skipping the comparison","why":"The AI gives the refund and not the gap.","fix":"Add: \"Show what the customer asked for and the difference.\"","checks":["r1"]},{"title":"Markdown extras","why":"The AI adds bold labels, headings and a closing note.","fix":"Say: \"Plain text, no bold. Output only the lines asked for.\"","checks":["plainText"]},{"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 part short.","checks":["maxWords"]}],"hint":"The policy beats the customer's math. State its two rules and the approval levels.","rubricLabels":["Months used shows 7 (January to July, with July counted in full) and Months unused shows 12 - 7 = 5","Refund shows 5 x $200 = $1,000, Customer asked for shows about $1,080, and Difference shows $1,080 - $1,000 = $80","Approval names the controller because $1,000 is over $500"]}