{"id":"acct-purchase-card-limit-table","audience":"accounting","category":"finance-work","track":"finance","technique":"format","level":"intermediate","title":"Check cardholder spending against single and monthly limits","free":false,"task":"You're reviewing October purchase card activity. Write a prompt for a markdown table with columns Holder | Total | Over $2,000 monthly limit | Over $500 single limit, one row per holder. The third column says Yes or No; the fourth gives the count of transactions over $500 (exactly $500 is not over). Then one line starting \"Total spend:\" with the addition. Don't comment on intent or justify any purchase. No commentary. Under 90 words.","materialLabel":"Purchase card transactions by holder (attached to your prompt automatically)","material":"PURCHASE CARD ACTIVITY - October 2026\n\nLimits: $500 per single transaction, $2,000 per holder per month. Transactions over a limit are exceptions to be reviewed by the card program manager.\n\nKim Alvarez: $120, $340, $180, $760\nRavi Menon: $450, $500, $600, $700\n\nNotes: Ravi says the $600 and $700 purchases were 'for urgent client orders'. Kim says the $760 was a 'one-off'. These explanations aren't part of the exception report. A transaction of exactly $500 is within the limit.\n\nBackground: the purchase card program started in July for small supply purchases. Each holder gets a statement on the 1st, and the program manager reviews exceptions by the 10th. Cardholders must keep receipts for every transaction. Kim holds the marketing card and Ravi holds the operations card.","rules":[{"type":"maxWords","max":90},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the columns","patterns":["holder.*total.*monthly limit.*single limit","columns"]},{"label":"States the $500 edge case","patterns":["exactly \\$500"]},{"label":"Asks for the total line","patterns":["total spend"]},{"label":"Bans explanations","patterns":["(do not|don'?t).*(explanation|intent)"]},{"label":"Limits output","patterns":["no commentary"]}],"mistakes":[{"title":"Counting the $500 transaction","why":"The AI counts Ravi's $500 purchase as over the limit and gets 3.","fix":"Add: \"Exactly $500 is not over.\"","checks":["r1"]},{"title":"Wrong totals","why":"The AI mis-adds a holder's transactions.","fix":"Say: \"Total = the holder's transactions added.\"","checks":["r1"]},{"title":"Repeating explanations","why":"The AI includes 'urgent client orders'.","fix":"Add: \"Do not mention the holders' explanations or intent.\"","checks":["r2"]},{"title":"Wrong columns","why":"The AI drops the count and uses Yes/No for both.","fix":"Say: \"Monthly column Yes or No; single-limit column a count.\"","checks":["r0","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":"Limits have an edge case and exceptions don't need excuses. Give the columns, the edge case and the ban.","rubricLabels":["Table has the columns Holder | Total | Over $2,000 monthly limit | Over $500 single limit with rows for Kim and Ravi","Kim's total is $1,400, monthly limit No, and 1 transaction over $500 ($760); Ravi's total is $2,250, monthly limit Yes, and 2 transactions over $500 ($600 and $700; the $500 transaction is not over)","The line starting \"Total spend:\" shows $1,400 + $2,250 = $3,650 and the output never mentions the holders' explanations"]}