{"id":"cs-entity-change-verification-checklist-legal-flag","audience":"revops","category":"support-work","technique":"verification","track":"support","level":"advanced","title":"Build a checklist for a customer's legal entity change","free":false,"task":"Write exactly 6 checklist lines, each starting \"- [ ]\" and ending with an owner in parentheses. Two lines must flag conflicts you can see in the documents (the name spellings, the tax ID digits). One line must be: \"- [ ] Legal to confirm whether the contract needs an assignment or amendment (Legal)\". Do not say whether the contract transfers. Plain text, nothing else.","materialLabel":"Your material (attached to your prompt automatically)","material":"CUSTOMER ENTITY CHANGE - Redstone Foods\n\nOrder form (signed 2025): \"Redstone Foods LLC\". Invoices so far have gone to that name.\nPress release (Nov 3): Redstone Foods LLC has been acquired by Harbor Group and will operate as \"Redstone Harbor Foods Inc.\" from Jan 1.\nEmail from the customer's AP contact, Dana Whitlock (Nov 5): \"Please bill Redstone Harbor Foods, Inc. starting January and use the new W-9 attached.\"\nThe attached W-9 shows the business name \"Redstone-Harbor Foods Incorporated\" and a tax ID ending 4471. Our last invoice shows a tax ID ending 4417.\nCurrent contract term ends Jun 30. ARR $84,000. The billing system owner is Marc in Finance; the CSM is Kofi; the RevOps analyst is Ana.\n\nThe AE said: \"It's the same customer, just keep invoicing.\"","rules":[{"type":"plainText"},{"type":"maxBullets","max":6}],"mistakes":[{"title":"Following the AE","why":"The AI says to keep invoicing.","fix":"Say: \"Do not say whether the contract transfers; route it to Legal.\"","checks":["r2"]},{"title":"Missing the tax ID mismatch","why":"The AI notices only the names.","fix":"Say: \"Flag the tax ID endings 4471 vs 4417 as a conflict to verify.\"","checks":["r1"]},{"title":"Owners missing","why":"The AI writes tasks with no owner.","fix":"Say: \"End each line with an owner in parentheses.\"","checks":["r0"]},{"title":"Getting markdown back","why":"AI adds bold and headings by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]},{"title":"Leaving the bullet count open","why":"The AI keeps adding bullets until every detail is covered.","fix":"Name the cap: \"at most N bullets, nothing else\".","checks":["maxBullets"]}],"promptHints":[{"label":"Line format","patterns":["- \\[ \\]","6 lines","owner"]},{"label":"Flags both conflicts","patterns":["conflict","spelling","tax id","4471"]},{"label":"Exact Legal line","patterns":["legal to confirm","assignment or amendment"]},{"label":"No contract conclusion","patterns":["do not say","don't say","transfer"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Caps the bullets","patterns":["bullet"]}],"hint":"AI should flag what does not match and route legal questions to Legal, never decide them.","mission":"Check a customer's legal entity change before updating records.","musts":["Flag name, tax ID conflicts","Include the Legal assignment line","Don't say contract transfers"],"rubricLabels":["The output has exactly 6 lines each starting \"- [ ]\" and ending with an owner in parentheses, with nothing before or after","Two lines flag the conflicts: the three different name spellings (Redstone Foods LLC, Redstone Harbor Foods Inc. and Redstone-Harbor Foods Incorporated) and the tax ID endings 4471 versus 4417","One line is exactly \"- [ ] Legal to confirm whether the contract needs an assignment or amendment (Legal)\", and no line says the contract transfers automatically or that invoicing can simply continue"]}