{"id":"cs-arr-mismatch-crm-vs-billing-json","audience":"revops","category":"support-work","technique":"format","track":"support","level":"advanced","title":"List ARR mismatches between CRM and billing as strict JSON","free":false,"task":"Return one code block with a JSON array of the accounts where billing and CRM differ by $1,000 or more (exactly $1,000 counts). Each object has exactly the keys account, crm, billing, diff and cause. diff is billing minus crm (a signed number). cause is \"seat_change_not_in_crm\", \"discount_not_in_crm\" or \"unknown\", and is unknown unless the note supports another. Sort by absolute diff, largest first, one object per line. No more than 6 words outside the block.","materialLabel":"Your material (attached to your prompt automatically)","material":"ARR RECONCILIATION - Nov 2 (annual recurring revenue, USD)\nAlder Foods: CRM 48000, billing 48000.\nBirch Retail: CRM 120000, billing 132000. Note: 10 seats added Sep 1 at $1,200 per seat; billing updated, CRM not.\nCedar Health: CRM 60000, billing 54000. Note: a 10% multi-year discount was applied in billing on Oct 1; the CRM was not changed.\nDune Studio: CRM 30500, billing 30000.\nEmber Labs: CRM 90000, billing 75000. No note.\nFir Works: CRM 80000, billing 81000. No note.\n\nFinance prefers \"unknown\" over a guess. The CRM is the one reported to the board.","rules":[{"type":"codeBlocks","count":1},{"type":"maxCodeLines","max":8},{"type":"maxProseWords","max":6}],"mistakes":[{"title":"Including small differences","why":"The AI includes Dune's $500.","fix":"Say: \"Only differences of $1,000 or more; exactly $1,000 counts.\"","checks":["r1","r2"]},{"title":"Guessing a cause","why":"The AI invents a cause for Ember.","fix":"Say: \"cause is unknown unless the note supports another.\"","checks":["r1"]},{"title":"Wrong sign or sort","why":"The AI computes crm minus billing or sorts by account.","fix":"Say: \"diff = billing minus crm; sort by absolute diff, largest first.\"","checks":["r1"]},{"title":"Skipping the code block","why":"The AI writes prose around the data instead of one block.","fix":"Say \"return exactly one code block\".","checks":["codeBlocks"]},{"title":"Letting the block sprawl","why":"The AI pretty-prints and adds extra lines.","fix":"Say \"keep the block under N lines\".","checks":["maxCodeLines"]},{"title":"Talking around the block","why":"The AI adds an intro and notes outside the block.","fix":"Say \"no words outside the block except ...\".","checks":["maxProseWords"]},{"title":"Leaving a requirement unstated","why":"The AI follows its own defaults unless the prompt spells this out.","fix":"State it plainly in your prompt: the code block is a JSON array of exactly 4 objects with exactly the keys account, crm, billing, diff and cause, one object per line.","checks":["r0"]}],"promptHints":[{"label":"Names the five keys","patterns":["account","crm","billing","diff","cause"]},{"label":"Gives the threshold rule","patterns":["1,000","or more","exactly"]},{"label":"Signed diff and sort","patterns":["signed","billing minus","absolute"]},{"label":"Unknown fallback","patterns":["unknown"]},{"label":"Asks for one code block","patterns":["code block","json","csv"]},{"label":"Keeps the block short","patterns":["lines","one line","compact"]},{"label":"Limits text outside the block","patterns":["no (intro|notes|text|words)","only the","nothing (else|outside)"]}],"hint":"For data rules, give the threshold with its edge case, the sign convention, the allowed values and the sort.","mission":"List accounts where CRM and billing ARR differ by $1,000.","musts":["Exactly $1,000 counts","Diff is billing minus CRM","Largest absolute diff first"],"rubricLabels":["The code block is a JSON array of exactly 4 objects with exactly the keys account, crm, billing, diff and cause, one object per line","The objects in order are Ember (diff -15000, unknown), Birch (12000, seat_change_not_in_crm), Cedar (-6000, discount_not_in_crm), Fir (1000, unknown)","Alder and Dune are not included, diff values are signed numbers (billing minus crm) and numbers are not in quotes"]}