{"id":"dat-fin-expense-report-policy-check","audience":"finance","category":"data","technique":"grounding","title":"Check an expense report line by line against policy limits","free":false,"task":"You're reviewing a sales rep's conference expense report against travel policy. Write exactly 6 numbered lines, one per expense, each as Item: $amount vs $limit = OK or OVER by $X. Apply the approvals and policy details in the notes, then one unnumbered last line: Total over policy: $X. Plain text, under 110 words, nothing else.","materialLabel":"Expense report and policy (attached to your prompt automatically)","material":"EXPENSE REPORT - Jordan Fitch, Retail Expo (Mar 3-5)\n\n1. Hotel, night of Mar 3 | $289\n2. Dinner, Mar 3 | $68\n3. Dinner, Mar 4 (with client, 2 people) | $112\n4. Rideshare, airport to hotel | $46\n5. Hotel, night of Mar 4 | $289\n6. Airport parking, 3 days | $84\n\nTRAVEL POLICY (excerpt)\n- Hotel: $250 per night.\n- Meals: $75 per person per meal. Client meals count each attendee.\n- Ground transport: actual cost, no limit.\n- Airport parking: $25 per day.\n\nNotes:\n- VP Sales pre-approved the Expo hotel rate for the night of Mar 4 only (conference night). Mar 3 was an early arrival Jordan chose.\n- Jordan says \"everyone goes over on hotels at expos.\" Not an approval.\n- Receipts are all attached.","rules":[{"type":"numberedItems","count":6},{"type":"plainText"},{"type":"maxWords","max":110}],"mistakes":[{"title":"Ignoring the approval","why":"The AI flags both $289 hotel nights, though one was pre-approved.","fix":"Add: \"The Mar 4 hotel was pre-approved, so it's OK. Mar 3 was not.\"","checks":["r1"]},{"title":"Using the wrong limit","why":"The AI checks the client dinner against $75, not $75 per person.","fix":"Add: \"Meal limits are per person; the client dinner had 2 people.\"","checks":["r1"]},{"title":"Not showing the limit","why":"Without the limit next to the amount, you can't check the verdict.","fix":"Add a line to copy: \"1. Hotel Mar 3: $289 vs $250 = OVER by $39\"","checks":["r0","numberedItems"]},{"title":"Skipping the total","why":"The AI flags items but never adds up what to recover.","fix":"Add: \"End with: Total over policy: $X.\"","checks":["r2"]},{"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 line: \"each line under 14 words.\"","checks":["maxWords"]},{"title":"Forgetting where it goes","why":"AI loves markdown tables and bold, which show up as clutter in an expense system comment.","fix":"Add: \"Plain text, no bold, headings or tables.\"","checks":["plainText"]}],"promptHints":[{"label":"Applies the approval","patterns":["pre-?approv","approv","mar(ch)? 4"]},{"label":"Handles per-person limits","patterns":["per person","2 people|two people","\\$150"]},{"label":"Asks for a verdict per line","patterns":["ok or over","over by","verdict"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no (headings|tables)"]}],"hint":"Two expenses look over but aren't once you read the notes and policy closely. Tell the AI what's approved and how limits work, and ask for a line per expense.","rubricLabels":["Marks the Mar 3 hotel OVER by $39 and airport parking OVER by $9 ($84 vs 3 x $25 = $75)","Marks the client dinner OK (limit $150 for 2 people) and the Mar 4 hotel OK because it was pre-approved","The last line gives Total over policy: $48, and there is no intro or closing commentary"]}