{"id":"fpa-board-pack-consistency-checks","audience":"fpa","category":"finance-work","track":"finance","technique":"verification","level":"intermediate","title":"Find inconsistencies across pages of a board pack","free":false,"task":"You're doing a final consistency read of a board pack before it goes out. Write a prompt for exactly 3 checklist lines starting \"- [ ]\", one per inconsistency, each naming the pages and both figures, then a last line starting \"Consistent:\" naming what does agree. Flag; do not decide which number is right. Plain text, under 110 words.","materialLabel":"Extracts from four pages of the board pack (attached to your prompt automatically)","material":"BOARD PACK EXTRACTS - Q3 2026, Fieldstone Software (draft v4)\n\nPage 2, Highlights: Revenue $12.0M. Gross margin 60%. Cash $22.0M.\n\nPage 3, Results table headed 'FY26 Actual': Revenue $11.1M; Gross margin 61%. A note from the analyst in the file says: 'these figures were pasted from the FY25 column of the model'.\n\nPage 4, Margin discussion: 'Gross margin was 62% in the quarter.'\n\nPage 5, Revenue by segment: Enterprise $7.2M, Mid-market $3.0M, SMB $1.8M. Total shown: $12.4M.\n\nPage 6, Balance sheet summary: Cash $22.0M.\n\nThe model workbook isn't attached, so no one can tell yet which gross margin is correct.","rules":[{"type":"plainText"},{"type":"maxWords","max":110},{"type":"maxBullets","max":3}],"promptHints":[{"label":"Gives the line shape","patterns":["- \\[ \\]","exactly 3"]},{"label":"Asks for pages and figures","patterns":["pages","both figures"]},{"label":"Checks totals","patterns":["add","total"]},{"label":"Bans deciding","patterns":["(do not|don'?t).*(say|decide)"]},{"label":"Asks for the Consistent line","patterns":["consistent:"]}],"mistakes":[{"title":"Missing the footing error","why":"The AI doesn't add the segments and misses the $12.0M vs $12.4M.","fix":"Add: \"Check totals by adding the segments.\"","checks":["r0"]},{"title":"Picking a margin","why":"The AI says 62% is right.","fix":"Add: \"Flag only; do not say which number is right.\"","checks":["r1","r2"]},{"title":"No Consistent line","why":"The AI lists only problems.","fix":"Add: 'Last line starting \"Consistent:\".'","checks":["r2"]},{"title":"Markdown extras","why":"The AI adds bold labels, headings and a closing note.","fix":"Say: \"Plain text, no bold. Output only the lines asked for.\"","checks":["plainText","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":"Review means checking totals across pages. Ask for three flags, both figures and what agrees, without picking winners.","rubricLabels":["One checklist line flags page 5: segments add to $12.0M ($7.2M + $3.0M + $1.8M) but the total shows $12.4M, and notes page 2 shows $12.0M","One line flags gross margin across pages 2, 3 and 4 (60%, 61%, 62%), saying the model is needed to decide; another line flags that page 3 is headed FY26 Actual while the analyst note says the figures are FY25","The last line starts \"Consistent:\" and names cash of $22.0M on pages 2 and 6, and no line decides which number is right"]}