{"id":"acct-audit-pbc-status-lines","audience":"accounting","category":"finance-work","track":"finance","technique":"grounding","level":"intermediate","title":"Answer an auditor's PBC list with honest status lines","free":false,"task":"Your auditors sent a PBC (prepared by client) list and want status today. Write a prompt for exactly 5 numbered lines, one per request, formatted \"1. PBC-01 - Status - detail\", where the status is exactly Provided, Partial or Other team. Partial lines say what's missing. Nothing may be claimed as provided unless your notes say it was uploaded, and legal matters go to the GC without describing them. Plain text, under 160 words.","materialLabel":"PBC list and your status notes (attached to your prompt automatically)","material":"PBC list from Larkin & Shaw LLP (FY2026 audit, Halvorsen Logistics), received Nov 2\nPBC-01 Year-end bank statements, all accounts\nPBC-02 Bank confirmation replies\nPBC-03 Fixed asset rollforward, with support for additions over $10,000\nPBC-04 Board minutes, Jan-Oct 2026\nPBC-05 Legal letters / list of open litigation\n\nYour status notes (Ola, senior accountant):\n- Bank statements: all 4 accounts uploaded to portal folder 01 on Nov 3.\n- Confirms: sent to all 3 banks Oct 20. Replies back from First Prairie and Ridge Credit Union. Still waiting on Clearwater Bank, followed up Nov 4.\n- FA rollforward: done and uploaded. Support for the two forklift additions ($38,000 and $41,500) uploaded too. Missing the invoice for the racking addition ($12,200); asked facilities.\n- Board minutes: Jan-Sep uploaded. October minutes won't be approved until the Nov 18 board meeting.\n- Legal: we don't handle this. Priscilla Ng (General Counsel) handles attorney letters directly with the auditors.","rules":[{"type":"numberedItems","count":5},{"type":"plainText"},{"type":"maxWords","max":160}],"promptHints":[{"label":"Gives the status labels","patterns":["provided","partial","other team"]},{"label":"Shows the line format","patterns":["pbc-01 -","1\\.\\s*pbc","numbered"]},{"label":"Says what's missing","patterns":["missing","what'?s left","outstanding"]},{"label":"Routes legal","patterns":["general counsel","priscilla","legal"]},{"label":"Sets length","patterns":["\\d+\\s*words","under"]}],"mistakes":[{"title":"Rounding up to 'done'","why":"The AI reads 'confirms sent' or 'rollforward done' and marks the whole request provided.","fix":"Say: \"Provided only if every item is uploaded; otherwise Partial and say what's missing.\"","checks":["r1"]},{"title":"Free-form status","why":"The AI writes 'in progress' or 'mostly done', which the auditor can't track.","fix":"Give the labels: \"Status is exactly Provided, Partial or Other team.\"","checks":["r0"]},{"title":"Speaking for legal","why":"The AI says there's no open litigation or describes legal matters itself.","fix":"Add: \"For legal, say Other team and name the GC. Don't describe any legal matter.\"","checks":["r2"]},{"title":"A memo, not status lines","why":"The AI writes a letter with headings and paragraphs.","fix":"Show the line: \"1. PBC-01 - Provided - detail\", exactly 5 numbered lines, plain text.","checks":["numberedItems","plainText"]},{"title":"Trusting the AI to count words","why":"Status replies run long with intros and closings.","fix":"Cap each line at 25 words and say no intro.","checks":["maxWords"]}],"hint":"Some notes sound finished but aren't. Tell the AI the exact labels, when something counts as provided, and who answers the legal request.","rubricLabels":["Each line is formatted like \"PBC-0X - Status - detail\" with the status exactly one of Provided, Partial or Other team","PBC-01 is Provided, and PBC-02, PBC-03 and PBC-04 are Partial, each naming what's missing (the Clearwater Bank reply, the $12,200 racking invoice, the October minutes after the Nov 18 meeting)","PBC-05 is Other team and points to Priscilla Ng (General Counsel), without saying whether there is any litigation"]}