{"id":"proc-supplier-financial-snapshot-flags","audience":"procurement","category":"operations-work","track":"operations","technique":"grounding","level":"advanced","title":"Summarize a supplier's financial snapshot into facts, flags and asks","free":false,"task":"Procurement is deciding whether to give a supplier a larger contract. Write a prompt for plain text with exactly four lines: \"Facts:\", \"Flags:\", \"Ask the supplier:\" and \"Decision owner:\". Show the revenue change as math. Report what the snapshot says and flag it; do not predict whether the supplier will fail and do not give a credit opinion. Under 110 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"SUPPLIER SNAPSHOT - Norwood Castings (self-reported, unaudited)\n\nRevenue this year: $8.4M. Prior year: $10.5M.\nCurrent ratio (current assets / current liabilities): 0.9.\nLargest customer: 55% of revenue.\nAverage days they take to pay their own suppliers: 75 days (their stated terms with suppliers are 45 days).\nBank credit line: renewed through December 31.\nInsurance: general liability certificate not provided yet.\nOn-time delivery to us over the last 12 months: 96%.\nQuality rejects on our receipts: 0.4%.\n\nContext: We are considering moving 30% of our casting spend to Norwood. Finance and the procurement director decide; Procurement is doing a first review.\nA buyer wrote, \"They have a great delivery record, so the finances are probably fine.\"","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"promptHints":[{"label":"Quotes the four labels","patterns":["facts:","flags:","ask the supplier:","decision owner:"]},{"label":"Asks for the revenue math","patterns":["8\\.4","revenue","math","-20"]},{"label":"Notes unaudited data","patterns":["unaudited","self-reported"]},{"label":"Bans predictions","patterns":["do not predict","credit opinion","failure"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]}],"mistakes":[{"title":"Predicting trouble or safety","why":"The AI says the supplier is at risk of failing or looks fine.","fix":"Say: \"Do not predict failure or give a credit opinion.\"","checks":["r2"]},{"title":"Believing the delivery record","why":"The AI says finances are probably fine because delivery is good.","fix":"Say: \"Flag financial items on their own; delivery record is separate.\"","checks":["r2"]},{"title":"Revenue change without math","why":"The AI says revenue 'declined'.","fix":"Say: \"Show the revenue change as math: 8.4 - 10.5 = -2.1 = -20.0%.\"","checks":["r1"]},{"title":"Wrong lines","why":"The AI writes a risk report.","fix":"Quote the four labels.","checks":["r0"]},{"title":"Markdown extras and long output","why":"AI adds bold, headings and bullets by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings\" and cap each line, for example \"each line under 15 words\".","checks":["plainText","maxWords"]}],"hint":"Name the four lines, ask for the revenue math and rule out predictions and opinions.","mission":"Summarize a supplier's financial snapshot before a bigger contract.","musts":["Show revenue change math","No failure prediction","No credit opinion"],"rubricLabels":["There are four lines starting Facts:, Flags:, Ask the supplier: and Decision owner: in that order","Facts shows the revenue change as math (8.4 - 10.5 = -2.1, which is -20.0%) and the current ratio of 0.9, and notes the figures are self-reported and unaudited","Flags covers at least the revenue decline, current ratio under 1.0, the 55% customer concentration and the 75-day payment habit or missing insurance certificate, Ask the supplier requests the missing insurance certificate or audited figures, Decision owner names Finance and the procurement director, and nothing predicts failure or gives a credit opinion"]}