{"id":"acct-revrec-fact-pack-questions","audience":"accounting","category":"finance-work","track":"finance","technique":"constraints","level":"advanced","title":"Pull rev-rec facts from a contract and list questions","free":false,"task":"You're a revenue accountant preparing a fact pack on a new contract. Write a prompt for a plain-text note with exactly three labeled lines: \"Facts:\", \"Amounts:\" and \"Questions:\". Quote clause numbers. Do not conclude how or when revenue should be recognized, and don't say whether items are distinct. The Questions line has exactly three questions for the controller. Under 150 words.","materialLabel":"Contract excerpt (attached to your prompt automatically)","material":"MASTER SERVICES AGREEMENT - Order Form 2, Cobalt Freight Ltd and Quillbee Software Inc.\n\n3.1 Term. 24 months from the Effective Date, Jan 1, 2027.\n3.2 Fees. Subscription fees of $90,000 for the full term, invoiced $45,000 on Jan 1, 2027 and $45,000 on Jan 1, 2028. Net 30.\n3.3 Onboarding. Quillbee will provide onboarding for a one-time fee of $8,000, invoiced on signing, with services delivered in Q1 2027.\n4.2 Usage overage. Usage above 500,000 transactions per year is billed at $0.02 per transaction, in arrears after each contract year.\n9.2 Termination for convenience. Customer may terminate after month 12 with 90 days' written notice. Fees for the period after termination are refunded on a pro-rata basis for amounts prepaid.\n11.1 Service credits. If uptime is below 99.5% in a month, customer receives a credit of 5% of that month's pro-rata subscription fee.\n\nSales note: customer signed Oct 28, 2026. Rep says the 90-day notice clause was a late ask and was not in the first draft.","rules":[{"type":"plainText"},{"type":"maxWords","max":200}],"promptHints":[{"label":"Lists the labels","patterns":["facts","amounts","questions"]},{"label":"Cites clause numbers","patterns":["clause","section","numbers"]},{"label":"Blocks conclusions","patterns":["(do not|don'?t|no).*(conclude|recogni)"]},{"label":"Asks for exactly 3 questions","patterns":["3 questions","three questions"]},{"label":"Sets length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Concluding rev-rec treatment","why":"The AI says the onboarding is distinct or revenue is ratable.","fix":"Say: \"Do not conclude how or when revenue is recognized.\"","checks":["r2"]},{"title":"No clause references","why":"The AI paraphrases without clause numbers, so the controller can't find the text.","fix":"Ask: \"Quote clause numbers for each fact.\"","checks":["r0"]},{"title":"Missing the amounts math","why":"The AI lists totals without the 24-month arithmetic or overage rate.","fix":"Add: \"Show $90,000 / 24 months as arithmetic only.\"","checks":["r1"]},{"title":"Too many questions","why":"The AI writes a long open-ended list.","fix":"Say: \"Exactly three numbered questions.\"","checks":["r2","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":"The AI will want to conclude on revenue treatment. Ask for facts, arithmetic and exactly three questions, and say not to conclude.","rubricLabels":["Has the three labeled lines Facts:, Amounts: and Questions: and quotes clause numbers (such as 3.1, 3.2, 3.3, 4.2, 9.2, 11.1)","Amounts line gives $90,000 over 24 months = $3,750 per month if the fee is spread evenly (offered only as arithmetic), plus the $45,000 + $45,000 invoicing, the $8,000 onboarding fee and the $0.02 overage rate","Asks exactly three questions for the controller (such as whether the onboarding is distinct, how the clause 9.2 refund right affects the term, and how to treat overage and service credits) and does not conclude when or how revenue is recognized"]}