{"id":"comp-compliance-calendar-from-obligations","audience":"compliance","category":"legal-compliance","track":"legal","level":"intermediate","technique":"constraints","title":"Build a dated compliance calendar for the next four months","free":false,"task":"Build a compliance calendar from the obligations sheet. Reply with only a markdown table with the columns Due date | Obligation | Owner. Include only obligations due from Dec 1, 2026 to Mar 31, 2027. Write dates as YYYY-MM-DD, earliest first. Work out relative dates from the rule given. If an obligation has no exact date, write Date to confirm and put it last. Under 130 words.","materialLabel":"Obligations sheet (attached to your prompt automatically)","material":"OBLIGATIONS SHEET (Halden Credit Union, prepared Nov 7, 2026)\n- Vendor due diligence refresh, critical vendors: Nov 30, 2026. Owner: Ravi Menon\n- Annual conduct training attestation: Dec 12, 2026. Owner: Cass Moreno (HR)\n- Quarterly gifts log certification: due 15 days after each quarter end. Owner: Priya Nair. (Next quarter end: Dec 31, 2026)\n- Whistleblower Policy annual review: due in Q1 2027, date not set. Owner: Legal Ops\n- Regulator return Form H-9: Feb 28, 2027. Owner: Ben Achterberg\n- Board compliance report: Mar 18, 2027. Owner: CCO Office\n- Annual risk assessment kickoff: Apr 5, 2027. Owner: Sofia Lund","rules":[{"type":"maxWords","max":130}],"mistakes":[{"title":"Wrong relative date","why":"The AI guesses or skips the 15-days-after-quarter-end rule.","fix":"Say: \"Work out relative dates from the rule (15 days after Dec 31).\"","checks":["r1"]},{"title":"Out-of-window items","why":"The AI lists everything on the sheet.","fix":"Say: \"Only obligations due Dec 1, 2026 to Mar 31, 2027.\"","checks":["r2"]},{"title":"Guessing a date","why":"The AI invents a date for the Whistleblower review.","fix":"Say: \"If there is no exact date write Date to confirm, last.\"","checks":["r0"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each part instead, for example: \"each line under 15 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Columns","patterns":["due date","obligation","owner"]},{"label":"Date format","patterns":["yyyy-mm-dd"]},{"label":"Window","patterns":["dec 1, 2026","mar 31, 2027","2026-12-01"]},{"label":"Date to confirm","patterns":["date to confirm"]},{"label":"Earliest first","patterns":["earliest","sorted","chronolog"]}],"hint":"State the date window, the date format, the sort order and what to write when no date is set.","mission":"Turn an obligations sheet into a four-month calendar.","musts":["Only the date window","Work out relative dates","Date to confirm if unset"],"rubricLabels":["The table has the columns Due date | Obligation | Owner and contains exactly five rows","The rows run in this order: 2026-12-12 training attestation, 2027-01-15 gifts log certification, 2027-02-28 Form H-9, 2027-03-18 board report, then the Whistleblower Policy review with Date to confirm","The Nov 30 vendor refresh and the Apr 5 risk assessment kickoff are left out, and dates are in YYYY-MM-DD format"]}