{"id":"acct-writeoff-request-routing","audience":"accounting","category":"finance-work","track":"finance","technique":"constraints","level":"advanced","title":"Route three write-off requests to the right approver","free":false,"task":"You're preparing write-off requests for approval. Write a prompt for a markdown table with columns Customer | Balance | Net of pending cash | Approver, one row per customer, then a line starting \"Totals by approver:\" with the sums. Approver follows the policy on the net amount. These are requests for approval only; whether a balance is collectible is the approver's judgment. No commentary. Under 100 words.","materialLabel":"Write-off candidates and policy (attached to your prompt automatically)","material":"WRITE-OFF CANDIDATES - Nov 6, 2026\n\nPolicy: write-off approval by net amount: up to $500 - AR manager; $501 to $2,500 - Controller; over $2,500 - CFO.\n\nCustomers:\n1. Sable Law Group - balance $320 - collection attempts ended Oct 30\n2. Brightwell Dental - balance $1,800 - customer closed the practice; mail returned\n3. Pine Ridge Dental - balance $2,700 - a $200 payment arrived yesterday and is not yet applied; the remaining balance is disputed\n\nNotes: the collector wrote that Pine Ridge 'will never pay the rest'. Whether to write off is for the approvers to decide, not the preparer. 'Net of pending cash' means the balance minus any received payment not yet applied.","rules":[{"type":"maxWords","max":100},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the columns","patterns":["customer.*balance.*net of pending cash.*approver","columns"]},{"label":"Gives the approver ranges","patterns":["\\$500","\\$2,500"]},{"label":"Asks for totals by approver","patterns":["totals by approver"]},{"label":"Bans collectibility comments","patterns":["(do not|don'?t).*(uncollectible|collectible)"]},{"label":"Limits output","patterns":["no other commentary","only"]}],"mistakes":[{"title":"Routing on the gross balance","why":"The AI sends Pine Ridge to the CFO because $2,700 is over $2,500.","fix":"Say: \"Route by the net-of-pending-cash amount.\"","checks":["r1"]},{"title":"Commenting on collectibility","why":"The AI says Pine Ridge will never pay.","fix":"Add: \"Do not say any balance is uncollectible.\"","checks":["r2"]},{"title":"Missing totals","why":"The AI skips the totals line or the CFO zero.","fix":"Add: \"Totals by approver: AR manager, Controller and CFO sums.\"","checks":["r2"]},{"title":"Wrong table columns","why":"The AI drops the net column.","fix":"Say: \"Columns exactly: Customer | Balance | Net of pending cash | Approver.\"","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":"The routing depends on the net amount and a boundary. Give the ranges, the net definition and a ban on judging collectibility.","rubricLabels":["Table has the columns Customer | Balance | Net of pending cash | Approver with Sable Law $320 AR manager, Brightwell Dental $1,800 Controller","Pine Ridge Dental shows $2,700 balance, $2,500 net ($2,700 - $200), and the Controller as approver (not the CFO, because $2,500 is not over $2,500)","The line starting \"Totals by approver:\" shows AR manager $320, Controller $4,300 ($1,800 + $2,500) and CFO $0, and no note says a balance is uncollectible"]}