{"id":"pro-fin-expense-claims-policy-check","audience":"finance","category":"planning","technique":"verification","title":"Approve or return expense claims against the policy","free":false,"task":"You review expense claims for your team before payroll. You want exactly 4 numbered lines, one per claim, each as name - Approve or Return - reason under 8 words, under 50 words, plain text. Apply the policy in your notes, including the corrected meal limit. Write a prompt that gets you exactly that.","materialLabel":"Claims and policy (attached to your prompt automatically)","material":"Expense claims - week of Dec 8\n\nPolicy:\n- Meals: up to $55 per day (receipt required over $25)\n- Mileage: $0.67 per mile\n- Hotel: up to $200 per night\n- Claims must be submitted within 30 days of the expense\n\nPolicy correction (Dec 1): \"Meal limit is now $70 per day.\"\n\nClaims:\n1. Ana - client dinner Dec 2 - $64 - receipt attached\n2. Ben - hotel Nov 30 - $189/night, 1 night - receipt attached\n3. Cleo - meals Oct 28 - $40 - receipt attached\n4. Dev - lunch Dec 5 - $38 - no receipt\n\nNote: payroll cutoff is Dec 12.","rules":[{"type":"numberedItems","count":4},{"type":"maxWords","max":50},{"type":"plainText"}],"mistakes":[{"title":"Missing the correction","why":"The $55 limit is in the policy list.","fix":"Add: \"The meal limit is now $70.\"","checks":["r0"]},{"title":"Not checking dates","why":"The AI checks amounts but not the 30-day rule.","fix":"Add: \"Check each claim against the 30-day rule.\"","checks":["r1"]},{"title":"Missing the receipt rule","why":"The AI approves Dev's lunch because it's under the limit.","fix":"Add: \"Receipts required over $25.\"","checks":["r2"]},{"title":"Letting the AI pick the layout","why":"The AI makes a table.","fix":"Be exact: \"Exactly 4 numbered lines like '1. Ana - Approve - under $70 meal limit'. Plain text.\"","checks":["numberedItems","plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 50 words\" and it often lands well over.","fix":"Cap each part instead: \"each line under 8 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Says how many lines","patterns":["\\b(4|four)\\b"]},{"label":"Uses the correction","patterns":["\\$?70","correct","meal limit"]},{"label":"Checks the 30-day rule","patterns":["30 days","late","date"]},{"label":"Checks receipts","patterns":["receipt"]},{"label":"Shows the line shape","patterns":["approve or return","reason","like ['\"]"]}],"hint":"Expense review is checking each claim against every rule. Point the AI at the corrected limit and the date and receipt rules.","rubricLabels":["Ana is approved: $64 is under the corrected $70 meal limit (not returned for being over $55)","Ben is approved (hotel under $200), and Cleo is returned (submitted more than 30 days after Oct 28)","Dev is returned for no receipt on a meal over $25, and each line gives a short reason"]}