{"id":"acct-rev-rec-order-form-memo","audience":"accounting","category":"finance-work","track":"finance","technique":"grounding","level":"advanced","title":"Summarize a contract's revenue terms for the controller","free":false,"task":"The controller will decide the revenue treatment of a new order form; your job is a fact summary, not a conclusion. Write a prompt for a memo with exactly four headings in order: Promises, Price and payment, Timing terms, Open questions for the controller. Use only what the signed order form says, flag anything outside it, and don't conclude how or when revenue is recognized. Under 260 words.","materialLabel":"Signed order form and a sales email (attached to your prompt automatically)","material":"Order Form OF-2026-118 between Quillfeather Analytics, Inc. (\"Provider\") and Marlow County Credit Union (\"Customer\")\nEffective date: Oct 1, 2026\n\n1. Subscription: Quillfeather Insights platform, up to 150 users. Term: 24 months from the Effective Date. Fee: $48,000 per year, invoiced annually in advance.\n2. Implementation services: data migration and configuration. Fixed fee $12,000, invoiced on Go-Live. Target Go-Live: Dec 15, 2026.\n3. Training: up to 5 live remote sessions during the first 6 months. Included; no separate fee.\n4. Termination: Customer may terminate for convenience at the end of month 12 with 60 days' written notice. Fees paid are non-refundable.\n5. Acceptance: Implementation is accepted when Customer signs the Go-Live checklist or 10 business days after Go-Live, whichever comes first.\n6. Payment terms: net 30.\nSigned: R. Iyer (Provider) and D. Kowalczyk (Customer), Sept 28, 2026.\n\nEmail from sales rep T. Benning to the customer, Sept 27:\n\"If go-live slips past January, we'll throw in 3 free months at the end, don't worry about it.\"","rules":[{"type":"maxWords","max":260}],"promptHints":[{"label":"Gives the headings","patterns":["promises","price and payment","timing terms","open questions"]},{"label":"Stays inside the contract","patterns":["only (what|the) (signed|order form|contract)","signed order form","grounded"]},{"label":"Flags outside promises","patterns":["email","side (letter|promise|agreement)","outside"]},{"label":"Leaves the conclusion to the controller","patterns":["don'?t conclude","no conclusion","controller (decides|will decide)","questions? for the controller"]},{"label":"Sets length","patterns":["\\d+\\s*words"]}],"mistakes":[{"title":"Making the accounting call","why":"Asked about revenue, the AI concludes the treatment, splitting the price and picking dates on its own.","fix":"Say: \"Don't conclude how or when revenue is recognized. Put those as questions for the controller.\"","checks":["r2"]},{"title":"Treating the sales email as the deal","why":"The AI folds the free-months promise into the terms as if it were signed.","fix":"Add: \"Use only the signed order form; flag anything outside it, like the Sept 27 email.\"","checks":["r2"]},{"title":"No set structure","why":"The AI picks its own headings, so the controller can't scan it the same way each time.","fix":"Give the four headings word for word, in order.","checks":["r0"]},{"title":"Dropping terms that matter","why":"Summaries skip the training or the month-12 exit, which change the analysis.","fix":"Ask: \"List every promise, price, and the termination and acceptance terms.\"","checks":["r1"]},{"title":"Trusting the AI to count words","why":"Contract memos sprawl past any limit.","fix":"Say: \"Each bullet under 18 words, at most 4 bullets per heading.\"","checks":["maxWords"]}],"hint":"The AI will happily do the revenue accounting for you. Tell it to report only what the signed document says, flag the side promise, and turn every judgment into a question.","rubricLabels":["Uses exactly these four headings in this order: Promises, Price and payment, Timing terms, Open questions for the controller","States the order form's terms correctly: subscription $48,000 per year for 24 months invoiced annually in advance, implementation $12,000 fixed fee invoiced on Go-Live, training up to 5 sessions with no separate fee, and termination for convenience at month 12","Flags the sales rep's 3-free-months email as not in the signed order form, and nowhere concludes how or when revenue is recognized (for example no 'recognize ratably', 'recognized at a point in time' or 'is a distinct performance obligation' stated as fact); such points appear only as questions"]}