{"id":"acct-je-approval-routing-delegate","audience":"accounting","category":"finance-work","track":"finance","technique":"constraints","level":"advanced","title":"Route journal entries to approvers using the matrix and a delegation","free":false,"task":"You're routing journal entries for approval the week the Controller is on leave. Write a prompt for exactly 5 numbered lines formatted \"1. JE-1 - $amount - approver\", one per entry. Use the authority matrix and the delegation memo. An amount exactly at a limit belongs to the lower tier. Don't mention anyone's availability preferences. Plain text, under 90 words.","materialLabel":"Authority matrix, delegation memo and entries (attached to your prompt automatically)","material":"JOURNAL ENTRY APPROVAL MATRIX (rev. 2026)\n- Up to and including $5,000: Supervisor\n- $5,001 to $25,000: Controller\n- Over $25,000: CFO\n\nDELEGATION MEMO (Oct 30): the Controller is on leave Nov 9 to Nov 13, 2026. For entries dated in that period, the Assistant Controller approves in the Controller's place. No other approver is changed.\n\nENTRIES AWAITING APPROVAL\nJE-1  $3,200   dated Nov 10\nJE-2  $12,000  dated Nov 10\nJE-3  $30,000  dated Nov 11\nJE-4  $5,000   dated Nov 9\nJE-5  $18,000  dated Nov 16\n\nNote: the Supervisor asked that JE-2 be sent to the CFO 'because the Assistant Controller is new'. The matrix and memo decide; preferences don't.","rules":[{"type":"plainText"},{"type":"numberedItems","count":5},{"type":"maxWords","max":90}],"promptHints":[{"label":"Shows the line format","patterns":["jE-1 - \\$","approver"]},{"label":"Gives the tiers","patterns":["\\$5,000","\\$25,000"]},{"label":"Applies the delegation","patterns":["assistant controller","leave"]},{"label":"Bans preferences","patterns":["(do not|don'?t).*(preference|request)"]},{"label":"Sets the count","patterns":["exactly 5"]}],"mistakes":[{"title":"Missing the delegation","why":"The AI sends JE-2 to the Controller on leave.","fix":"Add: \"Entries dated Nov 9 to Nov 13 that belong to the Controller go to the Assistant Controller.\"","checks":["r0"]},{"title":"Wrong tier at the limit","why":"The AI sends the $5,000 JE-4 to the Controller.","fix":"Say: \"Exactly $5,000 is the Supervisor tier.\"","checks":["r0"]},{"title":"Following the Supervisor's request","why":"The AI sends JE-2 to the CFO.","fix":"Add: \"Do not mention preferences or requests.\"","checks":["r2"]},{"title":"Wrong format","why":"The AI uses a table and bold.","fix":"Say: \"Exactly 5 numbered lines starting with 1.\"","checks":["r1","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":"Routing uses a matrix, an edge case and a dated delegation. Give each rule and ban preferences.","rubricLabels":["Has exactly 5 numbered lines: JE-1 Supervisor, JE-2 Assistant Controller (Controller on leave), JE-3 CFO, JE-4 Supervisor (exactly $5,000 is the lower tier) and JE-5 Controller (dated Nov 16, after the leave)","Each line follows the form JE-# - $amount - approver","The output never sends JE-2 to the CFO and never mentions the Supervisor's request or anyone's preferences"]}