{"id":"lead-expense-items-policy-labels-table","audience":"managers","category":"leadership-work","track":"leadership","level":"intermediate","technique":"grounding","title":"Label expense items against a policy using three exact labels","free":false,"task":"Check each expense item against the policy excerpt and output a table with the header Item | Label | Policy line. Label is exactly Allowed, Not allowed or Ask Finance (use Ask Finance only when the policy does not cover the item). Policy line quotes the rule in under 10 words, or says \"none\". Plain text, under 110 words. Last line, exactly: Finance makes the final call.","materialLabel":"Policy excerpt and expense items (attached to your prompt automatically)","material":"TRAVEL AND EXPENSE POLICY (excerpt, v4, effective Jan 1)\n1. Meals: up to $40 per person per day while traveling.\n2. Hotels: up to $180 per night.\n3. Alcohol is not reimbursable.\n4. Ground transport: taxis or rideshare to and from the airport are reimbursable.\n5. Receipts are required for any item over $25.\n\nITEMS A TEAM MEMBER SUBMITTED\na. Lunch while traveling, $32.\nb. Hotel in Denver, $205 per night.\nc. A bottle of wine at a client dinner, $45.\nd. Conference registration, $400.\ne. Rideshare from the airport to the hotel, $38.\n\nNote: the traveler says the hotel was \"the only one with rooms\". That is not in the policy.","rules":[{"type":"maxWords","max":110},{"type":"plainText"}],"mistakes":[{"title":"Excusing the hotel","why":"The AI approves it because there were no other rooms.","fix":"Say: \"Judge only against the policy text.\"","checks":["r1"]},{"title":"Guessing on uncovered items","why":"The AI labels the registration Allowed.","fix":"Say: \"Ask Finance only when the policy does not cover the item.\"","checks":["r2"]},{"title":"Inventing labels","why":"The AI uses Partly allowed or Maybe.","fix":"Say: \"Label exactly Allowed, Not allowed or Ask Finance.\"","checks":["r0"]},{"title":"Missing the last line","why":"The AI adds commentary.","fix":"Say: \"End with the exact line.\"","checks":["r2"]},{"title":"Markdown","why":"The AI bolds labels.","fix":"Say: \"Plain text.\"","checks":["plainText"]},{"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 part instead, for example: \"each line under 15 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Gives the header","patterns":["item \\|","label","policy line"]},{"label":"Exact labels","patterns":["allowed","not allowed","ask finance"]},{"label":"When to ask Finance","patterns":["does not cover","only when"]},{"label":"Short policy quotes","patterns":["under 10 words"]},{"label":"Closing line","patterns":["finance makes the final call"]}],"hint":"Give the header, the three exact labels and when to use Ask Finance, and the closing line.","rubricLabels":["Has the header Item | Label | Policy line and exactly five rows for items a to e","Lunch and the airport rideshare are Allowed, the hotel at $205 is Not allowed (over the $180 limit) and the wine is Not allowed (alcohol is not reimbursable)","Conference registration is Ask Finance with the policy line \"none\", and the last line is exactly \"Finance makes the final call.\""]}