{"id":"acct-ar-call-list-priority","audience":"accounting","category":"finance-work","track":"finance","technique":"constraints","level":"intermediate","title":"Build this week's AR call list in priority order, leaving out disputes","free":false,"task":"You're building Monday's collection call list as of Nov 6, 2026. Write a prompt for exactly 3 numbered lines formatted \"1. Customer - $amount - N days past due\" in priority order (most days past due first), then a last line starting \"Excluded:\" naming each customer left off and why. Customers in an open dispute or not yet due are excluded. Plain text, under 90 words. Do not mention the sales rep or his request.","materialLabel":"AR list with dispute and due-date information (attached to your prompt automatically)","material":"AR CALL LIST INPUTS - as of Nov 6, 2026\n\nCustomer | Open amount | Days past due | Notes\nSable Law Group | $5,000 | 93 | no payment since June\nDelmar Auto Repair | $2,300 | 78 | two voicemails in September\nBrightwell Dental | $4,200 | 42 | open dispute on a $500 line item; credit manager reviewing\nOak & Ivy Florists | $1,850 | 3 | said a check is in the mail\nPine Ridge Dental | $960 | 0 (not yet due) | new customer\n\nPolicy: collectors call customers in order of days past due, most first. Customers with an open dispute are not called until the credit manager rules. Invoices not yet due are not called.\n\nNote: the sales rep asks that Brightwell be called first because it is the largest balance after Sable Law.","rules":[{"type":"plainText"},{"type":"numberedItems","count":3},{"type":"maxWords","max":90}],"promptHints":[{"label":"Shows the line format","patterns":["1\\. customer - \\$amount","days past due"]},{"label":"Sets the priority","patterns":["most days past due first"]},{"label":"Excludes disputes and not-due","patterns":["dispute","not yet due"]},{"label":"Asks for the Excluded line","patterns":["excluded:"]},{"label":"Ignores the rep","patterns":["ignore.*rep"]}],"mistakes":[{"title":"Calling the disputed account","why":"The AI puts Brightwell on the list because it has the largest balance.","fix":"Add: \"Leave out customers in an open dispute.\"","checks":["r2"]},{"title":"Sorting by amount","why":"The AI ranks by balance, not days past due.","fix":"Say: \"Priority: most days past due first.\"","checks":["r0"]},{"title":"Missing the Excluded line","why":"The AI drops Brightwell and Pine Ridge silently.","fix":"Add: 'A last line \"Excluded:\" naming each customer and the reason.'","checks":["r1"]},{"title":"Wrong shape","why":"The AI writes a table with bold.","fix":"Say: \"Exactly 3 numbered lines starting with 1.\"","checks":["numberedItems","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 line short.","checks":["maxWords"]}],"hint":"A call list follows a policy order and exclusions. State the order, the exclusions and the closing line.","rubricLabels":["Has exactly 3 numbered lines in the order Sable Law Group $5,000 93 days, Delmar Auto Repair $2,300 78 days and Oak & Ivy Florists $1,850 3 days","The last line starts \"Excluded:\" and names Brightwell Dental (open dispute) and Pine Ridge Dental (not yet due)","Brightwell isn't on the call list despite the sales rep's request, and each line follows the form Customer - $amount - N days past due, and the output never mentions the sales rep"]}