{"id":"acct-open-items-priority-rule-ranking","audience":"accounting","category":"finance-work","track":"finance","technique":"constraints","level":"advanced","title":"Rank five open close items by a size-then-age rule","free":false,"task":"You're ranking open close items for the controller. Write a prompt for plain text with exactly 5 numbered lines in the form \"1. Item - $amount - N days - reason\", where reason is under 8 words. Rank items of $25,000 or more first, oldest first within that group; then the remaining items, oldest first. Do not decide how to resolve any item. Under 90 words.","materialLabel":"Source material (attached to your prompt automatically)","material":"OPEN ITEMS AT NOV 4, 2026 - month-end close\n\nA. Unreconciled wire, $40,000, open 10 days\nB. Unapplied cash, $12,000, open 45 days\nC. Intercompany difference, $30,000, open 70 days\nD. Stale uncleared check, $8,000, open 90 days\nE. Suspense account balance, $27,000, open 5 days\n\nNotes: the staff accountant would rank by age alone, which would put the oldest item first. The controller's rule for the close meeting is different: bigger items come before smaller ones, then age breaks ties within each size group. A \"size group\" is $25,000 or more versus under $25,000. The meeting is on Nov 5 and there is time to discuss about five items. Resolutions are decided in the meeting by the controller and the item owners, not by the person preparing this list. Days are as shown.","rules":[{"type":"numberedItems","count":5},{"type":"plainText"}],"promptHints":[{"label":"Shows the line format","patterns":["1\\.","item - \\$amount","days - reason"]},{"label":"States the ranking rule","patterns":["25,000","oldest first"]},{"label":"Sets the reason length","patterns":["8 words","under 8"]},{"label":"Bans resolving","patterns":["do not decide","resolve"]}],"mistakes":[{"title":"Ranking by age only","why":"The AI puts the 90-day stale check first.","fix":"Say: \"$25,000 or more first, oldest first within the group.\"","checks":["r1"]},{"title":"Resolving items","why":"The AI recommends write-offs or fixes.","fix":"Add: \"Do not decide how to resolve any item.\"","checks":["r2"]},{"title":"Wrong list shape","why":"The AI uses a table or bullets.","fix":"Add: \"Exactly 5 numbered lines like: 1. Item - $amount - N days - reason.\"","checks":["numberedItems","r0"]},{"title":"Long reasons","why":"The AI writes full sentences.","fix":"Add: \"Reason under 8 words.\"","checks":["plainText","r2"]}],"hint":"Give the two-level sort rule and the exact line shape. Keep resolution out of the list.","rubricLabels":["Exactly five numbered lines in the form \"N. Item - $amount - N days - reason\"","The order is C (intercompany, 70 days), A (wire, 10 days), E (suspense, 5 days), D (stale check, 90 days), B (unapplied cash, 45 days)","Each reason is under 8 words and explains the ranking (size group or age) without saying how to resolve the item"]}