{"id":"fpa-budget-transfer-three-tests","audience":"fpa","category":"finance-work","track":"finance","technique":"constraints","level":"beginner","title":"Test a budget transfer request against three rules and route it","free":false,"task":"You're screening a transfer request from a department head. Write a prompt for plain text with lines starting \"Net zero:\", \"Same cost center:\", \"Within 10% of source line:\" and \"Routing:\". Each test line says Yes or No with the numbers. If any test is No, the routing is CFO approval; otherwise Finance partner approval. Ignore any verbal approvals mentioned. Under 70 words. No bullets or numbering.","materialLabel":"Transfer policy and request (attached to your prompt automatically)","material":"BUDGET TRANSFER POLICY (rev. Jan 2026)\nA transfer within a department needs only Finance partner approval if ALL are true:\n1. It nets to zero (money moves from one line to another, total unchanged).\n2. Both lines are in the same cost center.\n3. The amount is no more than 10% of the source line's annual budget.\nOtherwise it needs CFO approval.\n\nREQUEST from Kim Alvarez, Marketing (cost center 4100)\nMove $15,000 from line 6510 Travel (annual budget $120,000, cost center 4100) to line 6310 Software (annual budget $40,000, cost center 4100).\nReason: the team's design tool renewal came in higher than budgeted.\n\nKim's note: \"The VP told me in the hallway that this is fine, so I'm sure it's approved.\"","rules":[{"type":"plainText"},{"type":"maxWords","max":70},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the four lines","patterns":["net zero","same cost center","within 10%","routing"]},{"label":"Asks for Yes or No","patterns":["yes or no"]},{"label":"Shows 10% math","patterns":["10% x","12,000"]},{"label":"States routing rule","patterns":["cfo approval","any test"]},{"label":"Ignores verbal approval","patterns":["verbal"]}],"mistakes":[{"title":"Skipping the 10% math","why":"The AI says the amount seems reasonable.","fix":"Say: \"Show 10% x the source line budget and compare it to the request.\"","checks":["r1"]},{"title":"Accepting the hallway approval","why":"The AI routes it as approved by the VP.","fix":"Add: \"Verbal approvals don't count.\"","checks":["r2"]},{"title":"Wrong routing","why":"The AI picks Finance partner approval though a test fails.","fix":"Add: \"Routing is CFO approval if any test is No.\"","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","r0"]},{"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":"The policy has three tests and a routing rule. Spell out each line and what doesn't count as approval.","rubricLabels":["Net zero line says Yes ($15,000 out of Travel, $15,000 into Software) and Same cost center says Yes (both 4100)","Within 10% line says No: $15,000 is more than 10% of $120,000, which is $12,000","The line starting \"Routing:\" says CFO approval, and the output never mentions the VP, the hallway conversation or verbal approval"]}