{"id":"acct-order-credit-limit-hold","audience":"accounting","category":"finance-work","track":"finance","technique":"constraints","level":"beginner","title":"Check a new order against a credit limit and past-due rule","free":false,"task":"You're screening a new customer order. Write a prompt for plain text with lines starting \"Exposure:\", \"Limit:\", \"Over limit by:\", \"Past due over 60 days:\" and \"Routing:\". Exposure is open receivables plus the new order. Routing is \"Hold for credit review\" if exposure is over the limit or any invoice is more than 60 days past due, otherwise \"Release\". The decision belongs to a person. Under 70 words. No bullets or numbering.","materialLabel":"Customer account and credit policy (attached to your prompt automatically)","material":"CREDIT CHECK - Delmar Auto Repair, new order SO-5530 for $3,500.00 (Nov 6, 2026)\n\nCredit limit on file: $10,000.00\nOpen receivables: $7,200.00, made up of:\n  INV-2189  $1,500.00  due Sep 1  (66 days past due)\n  INV-2260  $2,900.00  due Nov 20\n  INV-2271  $2,800.00  due Dec 4\n\nCredit policy: an order is held for credit review if open receivables plus the new order exceed the credit limit, or if any invoice is more than 60 days past due. Held orders are reviewed by the credit manager. Sales may not release a held order.\n\nNote from the sales rep: 'Tony is a six-year customer and says the check is in the mail. Please just ship.'","rules":[{"type":"plainText"},{"type":"maxWords","max":70},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the five lines","patterns":["exposure:","limit:","over limit by","past due over 60","routing"]},{"label":"States the hold rule","patterns":["hold for credit review","either test"]},{"label":"Asks for the sum","patterns":["addition","open receivables \\+"]},{"label":"Ignores the rep","patterns":["ignore.*rep"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Releasing on the rep's word","why":"The AI releases the order because the customer is long-standing.","fix":"Add: \"Ignore the sales rep's request; apply the policy.\"","checks":["r2"]},{"title":"Missing the past-due test","why":"The AI checks only the limit.","fix":"Add: \"Hold if exposure is over the limit OR any invoice is over 60 days past due.\"","checks":["r1"]},{"title":"Wrong exposure","why":"The AI compares open receivables alone to the limit and finds no breach.","fix":"Say: \"Exposure = open receivables + the new order.\"","checks":["r0"]},{"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","maxBullets"]},{"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 credit hold has two tests. State both, the exposure formula and the exact routing words.","rubricLabels":["The line starting \"Exposure:\" shows $7,200 + $3,500 = $10,700 and the line starting \"Limit:\" shows $10,000","The line starting \"Over limit by:\" shows $10,700 - $10,000 = $700 and the line starting \"Past due over 60 days:\" shows INV-2189 $1,500 (66 days)","The line starting \"Routing:\" says Hold for credit review, and the rep's request to ship isn't treated as a reason to release"]}