build_input_jsonl.py

# build_instructions_jsonl.py
import json
from pathlib import Path

import instructions_registry as reg

OUT_PATH = Path("input/instructions.jsonl")
OUT_PATH.parent.mkdir(parents=True, exist_ok=True)


def _canon(iid: str) -> str:
    cid = reg.canonical_id(iid)
    if cid not in reg.CANONICAL:
        raise KeyError(f"Unknown instruction id: {iid} -> {cid}")
    return cid


def make_entry(key, iid, base, instruction, kwargs=None):
    """
    NOTE: We DO NOT canonicalize here anymore.
    We keep the raw iid and canonicalize only after filtering,
    so excluded items never touch the registry.
    """
    prompt = base.strip() + "\n" + instruction.strip()
    return {
        "key": key,
        "instruction_id_list": [iid],  # <-- raw iid; canonicalize later
        "prompt": prompt,
        "kwargs": [kwargs or {}],
    }


# =============================================================================
# YOUR EXISTING ITEMS SECTION — KEEP EXACTLY AS-IS (no text/id changes).
# =============================================================================

items = []

# 1
items.append(
    make_entry(
        1,
        "fin:equities_bold_intro_italic_risk",
        """
Write about 250 words on Meta’s Q3 setup using only the facts below. Include upside levers (Reels RPM, tighter opex) and downside watch items (foreign exchange drag, ads macro). Do not invent data.
 Facts: revenue $36.8 billion; EBIT margin 39%.
""",
        """
Begin with one sentence in bold stating your overall call. Add the heading "Upside Watch" followed by exactly three bullets, then the heading "Downside Watch" followed by exactly three bullets; each bullet must begin with one of these tokens : Increase, Tighten, Improve, Monitor, Reduce, Shift, Manage. If your opening bold sentence contains the word "probably".Insert a single bold line that reads "Confidence: Low." immediately before the final line. Finish with one italic line "Downside risk: FX drag; ads macro.".
""",
    )
)

# 2
items.append(
    make_entry(
        2,
        "fin:credit_table_spread_vs_carry",
        """
Summarize yesterday’s move in BBB U.S. energy bonds using the figures below. Do not invent data.
 Movers: Exxon Mobil 3.10% 2033s +27 bp; Chevron 2.90% 2030s +12 bp; ConocoPhillips 3.40% 2034s +18 bp.
 Pre-move one-month carry/rolldown was about +14 bp (carry change ~= -1 * DeltaSpread * 6.2-year duration).
""",
        """
Start with a single bold one-line summary placed immediately above a Markdown table titled "Spread Change vs Carry Impact" (plain text title line, not bold). Use a header row that reads exactly "Issuer | Delta Spread (bp) | Expected Carry Delta (bps)". Provide exactly three data rows, one per issuer above, sorted by descending absolute Delta Spread. After the table, include an italic footnote that is exactly "Note: Delta denotes change since prior close." and then end with a plain line that reads "Roll wiped: Yes". Do not bold the title, header, or any table cell.
""",
    )
)

# 3
items.append(
    make_entry(
        3,
        "fin:fx_calc_codeblock_limit",
        """
Draft a plain-English email for the client about the USD/JPY move from 160.0 to 157.0 (-1.88%). Twenty percent of the portfolio is passively un-hedged. Use only the numbers given. Do not add data.
""",
        """
Begin with "Subject: USD/JPY move - portfolio impact" on the first line, then leave one blank line before the body. Keep the body under 180 words. Include one fenced code block containing a plain-text calculation that includes both 157 and 160 and shows a percent result. Somewhere in the body, outside the code block, bold the percent figure once. End with a single italic line that is exactly "This is not investment advice.". Include a short "Next steps" mini-list of exactly three items, each prefixed "[ ] ".
""",
    )
)

# 4
items.append(
    make_entry(
        4,
        "fin:compliance_rule10b5_numbered",
        """
Write an internal advisory for junior sales on what counts as MNPI during tomorrow’s virtual fireside chat with MedTechCo’s CEO. Do not add facts beyond what is here.
""",
        """
Begin with the H2 heading "MNPI Advisory". On the next line, include a one-line blockquote containing this exact string with straight quotes:
 "Rule 10b-5: It is unlawful to make any untrue statement of a material fact or to omit a material fact necessary to make statements not misleading."
 Then provide exactly four numbered policy points. End with one italic line that is exactly "Coordinate with Legal for any follow-ups.".
""",
    )
)

# 5
items.append(
    make_entry(
        5,
        "fin:ops_settlement_checklist",
        """
We are settling EnergyCo’s new EUR 750 million five-year senior unsecured notes (ISIN XS2570123456). Allocations: Euroclear 40%, Clearstream 35%, DTC 20%, CDS 5%. Closing is T+5; value date is 2025-07-28. Provide an ultra-granular step-by-step operations checklist (matching, standing-settlement-instruction checks, depot codes, wire deadlines).
""",
        """
Use four H2 subheadings in this exact order: " Euroclear", "Clearstream", "DTC", "CDS". Under each subheading, include at least two checklist items, each prefixed "[ ] ". Under each subheading, add a "Cutoffs" subheading followed by exactly two checklist items that begin with "15:00 UTC" and "17:00 UTC" in that order (for example, "[ ] 15:00 UTC - SSI re-validation deadline"). Do not include any preamble or concluding paragraph outside these sections.
""",
    )
)

# 6
items.append(
    make_entry(
        6,
        "fin:ir_six_bullets_verb_buyback",
        """
The CFO’s Q2 rehearsal starts in an hour. He wants exactly six sharp talking points on free-cash-flow trajectory and the brand-new $2 billion buyback. No fluff, verbs up front, and you can skip exact FCF figures; focus on drivers and timing.
""",
        """
Write exactly six dash bullets. The first three bullets must refer to FCF drivers/timing (include the word Free Cash Flow or FCF) and the last three to the buyback (include the word buyback). Every bullet must start with an action verb from this set: Increase, Decrease, Tighten, Extend, Accelerate, Defer, Reprice, Reallocate, Maintain,Optimize,Prioritize,Scale,Streamline,Pivot,Consolidate,Initiate,Suspend,Resume. In the fourth bullet, include the exact phrase “$2 billion buyback” in bold. Do not bold any other dollar amount. If any bullet uses the word “accelerate” (case-insensitive), add a single bold line “Execution mode: accelerated.” after the bullets.
""",
    )
)

# 7
items.append(
    make_entry(
        7,
        "fin:treasury_liquidity_risk_section",
        """
The Treasury has $500 million we won’t need for 90 days. Option A: three-month Treasury bill yielding 5.30 percent. Option B: 60-day term repo at 5.40 percent with a 2 percent haircut. Write weighing the two choices, then close with a section titled “Liquidity Risk Check” containing three single-sentence bullets. No other instruments, please.
""",
        """
Keep the memo between 280 and 300 words. Include exactly one bold sentence that begins with “Recommendation:” somewhere before the final section. End with an H2 heading “Liquidity Risk Check” followed by exactly three dash bullets; each bullet must be a single sentence.
""",
    )
)

# 8
items.append(
    make_entry(
        8,
        "fin:deriv_black76_latex_sigma",
        """
One of our energy traders just noticed Brent Aug-25 futures at $85 per barrel and Nov-25 at $75, a $10 backwardation. She is short a three-month $10-wide call-spread on those contracts. Give her a nerdy yet readable explainer of how yesterday’s pop affects the position; include the Black-76 formula and use the symbol σ for volatility without assigning it a value.
""",
        """
Include one fenced code block containing the Black-76 call formula and the definitions of d1 and d2 in single LaTeX block. Outside the code block, include the symbol σ in bold exactly once. Do not assign a value to σ anywhere.
""",
    )
)

# 9
items.append(
    make_entry(
        9,
        "fin:risk_var_numbered_boldusd",
        """
Risk call at noon: the CIO wants a sanity check on value-at-risk. Portfolio mark-to-market is $1 billion in global equities, annualised volatility 18 percent. Walk through the 99 percent one-day VaR maths (use square-root-of-time with 252 trading days). Make it idiot-proof and show your work.
""",
        """
Show the calculation as a numbered list of at least four steps that explicitly uses 252 trading days. Include “99%” and the z-score (2.33 or 2.326) in the steps. Finish with a single bold line that contains “USD” and “$” with the final VaR figure.
""",
    )
)

# 10
items.append(
    make_entry(
        10,
        "fin:pe_subheaders_dashes",
        """
Limited partners will grill us on Fund VII terms tomorrow. Summarise the essentials without prose:
 Economics: 2 percent management fee, 20 percent carry over an 8 percent preferred return, full GP catch-up.
 Governance: 80 percent LP vote can remove the GP for cause, key-man trigger is loss of two named principals, and a no-fault divorce requires 90 percent LP approval.
""",
        """
Use the H2 sub-headers “Economics” and “Governance”. Under each, list at least two dash bullets and nothing else. In “Economics”, ensure the bullets collectively mention management fee, carry, preferred return, and catch-up. In “Governance”, ensure they collectively mention removing the GP, key-man, and no-fault divorce. Do not include any non-bullet text between or after sections.
""",
    )
)

# 11
items.append(
    make_entry(
        11,
        "fin:quant_pseudocode_comments",
        """
The quant desk needs a starter script to pull the most recent 10-Q for a list of companies, then grab the line item “Total Revenue.” Assume an array cik_list already exists and that filings live at https://www.sec.gov/Archives/edgar/data/{CIK}/index.json. Where CIK stands for ‘Central Index Key’. Sketch the workflow in lightly-commented pseudocode: loop through CIKs from the cik_list, fetch filings, parse HTML with BeautifulSoup, extract the Total Revenue collects the results in rows of [CIK, Total Revenue], and finally writes all rows to a CSV file.
""",
        "# Comment every line with # and keep the code block to 50 lines or fewer.",
    )
)

# 12
items.append(
    make_entry(
        12,
        "fin:crypto_recap_percent_italic",
        """
Draft a 200-word end-of-day crypto market recap addressed to a portfolio manager. The tone should remain factual, concise, and professional, avoiding hype or colloquial language. Incorporate the following data points: Bitcoin’s seven-day realised volatility declined from 45% to 32%, and the ether-to-bitcoin spread narrowed to 50 basis points. Discuss likely drivers behind these shifts, as well as key risks and watch-points for the week ahead. Present the information in a way that highlights relevance for portfolio positioning and risk management.
""",
        "Italicise every percentage figure and finish with the line “Past performance is not indicative of future results.”",
    )
)

# 13
items.append(
    make_entry(
        13,
        "fin:abs_table_then_comments",
        """
Prepare a quick cheat-sheet for a 1.2 billion-dollar auto-loan ABS deal, Series 2025-1. Present the tranches in a markdown table with four columns labeled Tranche | Size (USD m) | WAL (yrs) | Credit Enhancement (%) using the following figures:
Class A-1: size 300 million, WAL 0.9 years, credit enhancement 30 percent
Class A-2: size 400 million, WAL 2.1 years, credit enhancement 20 percent
Class B: size 300 million, WAL 4.0 years, credit enhancement 8 percent
Class C: size 200 million, WAL 5.5 years, credit enhancement 2 percent
Generate a markdown table with the four columns Tranche | Size (USD m) | WAL (yrs) | Credit Enhancement (%),and then add two brief sentences of commentary.
""",
        "Provide the table first, then the comments.",
    )
)

# 14
items.append(
    make_entry(
        14,
        "fin:reit_underline_wordlimit",
        """
Draft a concise investment pitch for Singapore-listed logistics real estate investment trust LWSA. The output must be written in two paragraphs with a combined word count under 220 words. The content should clearly state:
A forecast of eight percent growth in funds from operations in fiscal year 2026.
The real estate investment trust’s structural moat, defined as its location network and tenant stickiness.
A target exit yield of 4.9 percent.
The tone should be professional but easy to scan, with minimal jargon, because the intended readers are bankers who will read quickly
""",
        "Underline the ticker every time it appears and stay under the word limit.",
    )
)

# 15
items.append(
    make_entry(
        15,
        "fin:structured_protect_terms",
        """
Write a mini brief for the structured-products team explaining a 95 percent capital-protected note linked to the Euro Stoxx 50. Begin with a headline description in plain language that makes the product immediately understandable to investors. After the headline, provide the key terms and features, which can be presented in bullet points. Include the following details: the underlying index is Euro Stoxx 50, the capital protection level is 95 percent, the tenor is five years, the issuer rating is A, the participation rate is 70 percent, and the payoff at maturity is 95 percent of capital if the index falls and 70 percent of any index gain if it rises.
""",
        "Prefix the capital-guarantee bullet with 🛡️.",
    )
)

# 16
items.append(
    make_entry(
        16,
        "fin:ecb_timestamp_boldrates",
        """
Write a factual recap of today’s European Central Bank press conference for the macro team. Focus only on two items: the expected pace of the balance sheet reduction and the central bank’s guidance on the future deposit rate. Do not invent numbers; summarise the direction qualitatively. For example, you may write “balance sheet run-off expected to slow next quarter” or “deposit rate likely on hold until inflation falls.” Keep the summary concise and strictly factual.
""",
        "Begin with “As of 14:45 CET, YYYY-MM-DD:” and bold any rate figure if mentioned explicitly in the press conference.",
    )
)

# 17
items.append(
    make_entry(
        17,
        "fin:ratings_three_numbered",
        """
Write a three-sentence rationale explaining Moody’s recent upgrade of Ford Motor Company’s senior unsecured rating to investment grade. The rationale must highlight three points: the company’s improving leverage trajectory, the steady durability of its free cash flow, and how Ford’s transition from internal-combustion vehicles to electric vehicles supports the rating outlook. The tone should be balanced, factual, and professional, suitable for inclusion in a credit-morning email, with no promotional language or sales-oriented phrasing.
""",
        "Number the sentences (1)(2)(3).",
    )
)

# 18
items.append(
    make_entry(
        18,
        "fin:pension_table_footnote",
        """
Create a two-row markdown table showing the impact of a plus or minus 50 basis point shift in yields on asset-liability numbers for the Pension Strategy team. The table must have the following column headers: Scenario | Duration Gap (yrs) | Surplus Sensitivity (USD m). Populate the rows with the model output: for the +50 basis point scenario, Duration Gap is 0.8 years and Surplus Sensitivity is –85 million dollars; for the –50 basis point scenario, Duration Gap is 1.2 years and Surplus Sensitivity is +95 million dollars. After the table, include a standard data-source footnote. The output should be concise, professional, and ready for internal circulation.
""",
        "Add footnote [^1] under the table citing the supplied model run.",
    )
)

# 19
items.append(
    make_entry(
        19,
        "fin:margin_im_alert",
        """
Draft a short, directive internal flash message for Margin Operations to send to traders. The message must clearly state that the Chicago Mercantile Exchange is raising the initial margin on West Texas Intermediate futures by twelve percent, effective at the end of the day next Tuesday. Include the current margin per contract (USD 4,500) and the new margin per contract (USD 5,040) as plain dollar figures. The style should be concise, urgent, and easily scannable.
""",
        "The first line must read ❗ IM CHANGE ALERT and include the new dollar requirement in bold.",
    )
)

# 20
items.append(
    make_entry(
        20,
        "fin:etf_timed_checklist",
        """
Create a time-stamped checklist in New York time (Eastern Daylight Time) for Exchange-Traded Fund Operations to handle a one hundred fifty million-dollar primary creation in the SPDR S&P 500 Exchange-Traded Fund tomorrow. Include the following steps with their times spelled out: file upload cut-off at eight thirty in the morning, National Securities Clearing Corporation creation entry at nine o’clock in the morning, cash wire release at three o’clock in the afternoon, and final reconciliation at four thirty in the afternoon. The checklist should be clear, concise, and easy for the operations team to follow.
""",
        "List the steps in order, each line starting with the HH:MM EDT stamp.",
    )
)

# 21
items.append(
    make_entry(
        21,
        "fin:fintech_swot_licence_italic",
        """
Fin-tech research is putting together a landscape memo for the head of EU retail banking. Compare Revolut, N26, and Monzo on market share, pricing tiers, and growth trajectory. Use only the quick facts below, then present each firm in a SWOT format. Remember to point out any bank-licence quirks.
 • Revolut: 35 million EU retail users, standard account €0/month, premium €9.99, revenue up 45 percent year-on-year, e-money licence plus Lithuanian bank licence
 • N26: 8 million users, standard €0, metal €16.90, revenue up 28 percent, full German bank licence
 • Monzo: 9 million users, standard £0, Plus £5, annual revenue growth 30 percent, UK bank licence only (no EEA passport)
""",
        """Give a bullet-point SWOT list for each firm and italicise any regulatory licence mentioned.""",
    )
)

# 22
items.append(
    make_entry(
        22,
        "fin:cet1_formula_block_end",
        """
The capital-planning committee meets at 14:00. Baseline numbers: common-equity tier 1 (CET1) capital $213 billion, risk-weighted assets (RWA) $1.60 trillion, current CET1 ratio 13.3 percent. The firm will issue $5 billion of perpetual preferred stock qualifying as Additional Tier 1 (AT1). Assume proceeds sit in cash, issuance costs are de minimis, and RWA are unchanged. Draft a concise summary that walks through the bridge math step by step: show that the CET1 ratio is unchanged, quantify the Tier 1 capital and Tier 1 ratio uplift in basis points, and note any conditions that would alter the conclusion (e.g., RWA changes or CET1 actions).
""",
        """End with a fenced formula block that derives the new CET1 ratio line by line.""",
    )
)

# 23
items.append(
    make_entry(
        23,
        "fin:ma_synergies_arrows",
        """
IB coverage needs headline synergies for Broadcom’s proposed purchase of CloudCo. Use ONLY the estimates below, don’t add new figures, and keep it slide-ready:
Revenue upside from cross-selling CloudCo services to enterprise chip clients: $1.1 billion (year 3 run-rate)
Revenue upside from packaging Broadcom accelerators inside CloudCo data-centre contracts: $450 million
Cost savings from shutting duplicate data centres: $380 million
Cost savings on overlapping SG&A: $220 million
Give six bullets total and mark revenue items with ↑, cost items with ↓.
""",
        """
Each of the six bullets MUST begin with ↑ (revenue) or ↓ (cost). Do NOT include totals, sums, or any extra numbers beyond the four figures provided.
""",
    )
)

# 24
items.append(
    make_entry(
        24,
        "fin:esg_scopes_bold",
        """
Our sustainability practice is updating coverage on a global apparel company. Draft the supply-chain-emissions oversight section, organised under three headers, Scope 1, Scope 2, Scope 3. Under each, state the current emissions-intensity figure we can benchmark later: Scope 1 0.18 tCO₂e per $m revenue, Scope 2 0.42, Scope 3 5.9.
""",
        """Create the three section headers exactly as named and bold each intensity number.""",
    )
)

# 25
items.append(
    make_entry(
        25,
        "fin:tax_carried_interest",
        """
The tax desk needs a 180-word briefing on the carried-interest deferral bill now before the Senate Finance Committee. Key facts you may reference, do not introduce others:
Threshold for deferral rises from $1 million to $2.5 million.
Minimum holding period extends from three to five years.
Proposed effective date: 1 January 2026.
Treasury estimates the change would raise $6.8 billion over ten years.
Cite the following paper once as your authority: Smith, J., & Doe, R. (2025). Carried-Interest Reform and Deferred Taxation. Journal of Tax Policy, 78(2), 113-130.
""",
        """Keep the note within 180 words, italicise every dollar figure, and include the citation as footnote [^1].""",
    )
)

# 26
items.append(
    make_entry(
        26,
        "fin:ifrs17_callout_two",
        """
Insurance research keeps getting asked about IFRS 17 timing. Write a one-page explainer on how the standard changes profit-release patterns and highlight the transition adjustment.
""",
        """Include a call-out box labelled “Key Transition Adjustment” containing exactly two bullet points.""",
    )
)

# 27
items.append(
    make_entry(
        27,
        "fin:retail_liquidity_underline",
        """
Retail advisers are fielding client questions about wider bid–ask spreads. Draft a 100-word note they can paste into emails, avoid jargon, reassure without promising, and remind readers what “market liquidity” really means.
""",
        """Underline the phrase “market liquidity” every time it appears and stay within 100 words.""",
    )
)

# 28
items.append(
    make_entry(
        28,
        "fin:embond_yield_boldprice",
        """
The emerging-markets desk needs a quick paragraph on Turkey’s 2035 U.S.-dollar bond after a 45-basis-point rally this month. State the old price 87.50, the new price 89.75, and the current yield 7.80 percent. Put the move in context of wider risk sentiment.
""",
        """Italicise the yield figure and show the new price in bold.""",
    )
)

# 29
items.append(
    make_entry(
        29,
        "fin:rrp_drivers_subs_bold",
        """
Fed reverse-repo usage fell $350 billion yesterday, down $40 billion from the prior day. Draft a bullet-tight note outlining why: funding-mix shifts, Treasury-bill supply, and dealer balance-sheet room.
""",
        """Include a bullet titled “Drivers” with exactly three sub-points and bold the largest number mentioned.""",
    )
)

# 30
items.append(
    make_entry(
        30,
        "fin:climate_grid_critical",
        """
The climate-risk unit is aggregating stress-test results. Build a 3 × 3 markdown grid with Severity (Low, Medium, High) on one axis and Horizon (Short, Medium, Long) on the other. Use the word CRITICAL in any cell that is High severity and Long horizon.
""",
        """Ensure the grid is clear and bold the word CRITICAL wherever it appears.""",
    )
)
# 31
items.append(
    make_entry(
        31,
        "fin:syndicate_table_boldcover",
        """
Write a one-page recap for the syndicate desk on yesterday’s four billion-dollar dual-tranche corporate bond offering made up of a five-year tranche and a ten-year tranche. Use the following statistics exactly as given: the five-year tranche had initial pricing talk of plus one hundred eighty-five basis points, a final spread of plus one hundred sixty-five basis points, and a book cover of six point two times. The ten-year tranche had initial pricing talk of plus two hundred ten basis points, a final spread of plus one hundred ninety basis points, and a book cover of four point eight times. The recap should also state the tranches that drew more than five times cover.
""",
        "Add a markdown table headed “Order Book vs Final Spread” with columns Tranche | IPT | Final Spread | Book Cover ×, and bold any cover multiple above 5×.",
    )
)

# 32
items.append(
    make_entry(
        32,
        "fin:aml_numbered_high",
        """
Draft two concise paragraphs for Compliance summarizing the updated anti-money-laundering procedures in light of the June 2025 Financial Action Task Force crypto guidance. The first paragraph must list the new expectations, which are enforcement of the travel rule, wallet screening, and risk scoring for mixers. The second paragraph must flag the most urgent actions that need to be taken in response to this guidance.
""",
        "Number each recommendation and prefix high-priority items with [HIGH].",
    )
)

# 33
items.append(
    make_entry(
        33,
        "fin:xccy_basis_tldr_latex",
        """
Rates quants want a 150-word explainer of how the SOFR–TONA basis feeds into cross-currency-swap valuation. TL;DR: the basis spread is added to one leg so both discount curves align before fair-value logic is applied. Close with the adjustment formula.
""",
        "Begin with exact italicised TL;DR sentence above and end with a fenced LaTeX formula block showing the basis-spread adjustment.",
    )
)

# 34
items.append(
    make_entry(
        34,
        "fin:clearpar_groups_signoff",
        """
Create a detailed checklist for the loan-closing team, covering the settlement of a seven hundred fifty million-dollar leveraged-loan allocation scheduled for tomorrow on ClearPar. The checklist must be grouped into three sections: Booking, Know Your Customer (KYC), and Cash Settlement. Each step within the checklist should be preceded by an empty tick box written as [ ]. After the checklist, add the sign-off line:
Ops Lead: ______
""",
        "Follow the group headings exactly and append the sign-off line.",
    )
)

# 35
items.append(
    make_entry(
        35,
        "fin:modelrisk_deadline",
        """
Summarize the three deficiencies identified by the model-risk audit in mortgage prepayment model version 5.2. The deficiencies are: an outdated seasoning curve, a missing macroeconomic linkage for refinancing incentive, and an inadequate back-testing window. Present them clearly and concisely, without adding or inventing any further issues.
""",
        'List the three deficiencies as bullets and end with the remediation deadline <span style="color:red">2025-10-31</span> in bold red text.',
    )
)

# 36
items.append(
    make_entry(
        36,
        "fin:carbon_divergences_two",
        """
Write about two hundred words comparing how carbon-credit intangible assets are recognised and impaired under International Financial Reporting Standards (IFRS) versus United States Generally Accepted Accounting Principles (US GAAP). The main section should be a narrative explanation. After the narrative, insert a call-out box titled Key Divergences that contains two bullet points. The two bullet points must highlight the differences in recognition timing and impairment triggers. """,
        "Include the call-out box with exactly two bullets.",
    )
)

# 37
items.append(
    make_entry(
        37,
        "fin:clo_table_italic_shortest",
        """
CLO analysts want a table of five AAA tranches priced year-to-date. Use only the data below, order rows so the lowest coupon prints first, and italicise the shortest WAL.
 • Atlas 2025-A: coupon SOFR + 137 bp, WAL 5.9 y, manager Atlas, rating AAA/AAA
 • Beacon 2025-1A: SOFR + 140 bp, WAL 6.6 y, manager Beacon, rating AAA/AAA
 • Crown 2025-AA: SOFR + 142 bp, WAL 5.4 y, manager Crown, rating AAA/AAA
 • Delta 2025-A: SOFR + 149 bp, WAL 7.0 y, manager Delta, rating AAA/AAA
 • Echo 2025-1A: SOFR + 152 bp, WAL 6.8 y, manager Echo, rating AAA/AAA
""",
        """
Produce the markdown table ranked by coupon ascending and italicise the single shortest WAL value.
""",
    )
)

# 38
items.append(
    make_entry(
        38,
        "fin:vc_proscons_underline_terms",
        """
The venture-capital group is onboarding a new associate. Provide a side-by-side comparison of SAFEs and convertible notes: pros versus cons.
""",
        """
Supply a two-column “Pros / Cons” markdown table and underline any legal term of art (for example “pari passu,” “liquidation preference,” “maturity date”).
""",
    )
)

# 39
items.append(
    make_entry(
        39,
        "fin:ndf_numbered_bold_vals",
        """
Corporate treasury will hedge $200 million INR exposure for 12 months using an NDF at 74.85. Outline the numbered steps: deal capture, calculating forward points, confirming margin terms, settlement mechanics, and post-trade reconciliation.
""",
        """
Use a numbered list and embed the notional and forward rate in bold.
""",
    )
)

# 40
items.append(
    make_entry(
        40,
        "fin:lch_margin_timestamp_code",
        """
Clearing advisory: London Clearing House will revise its SOFR-futures margin model effective 2025-08-15. Summarise the key change (volatility scaling factor increases to 1.25) and include the updated formula.
""",
        """
Start with “Effective 2025-08-15:” and include a fenced code block that shows the new margin formula.
""",
    )
)

# 41
items.append(
    make_entry(
        41,
        "fin:marketing_irr_threehashtags",
        """
Marketing needs a sub-120-word LinkedIn blurb announcing the first close of our new European infrastructure-debt fund. The vehicle is anchored by two Nordic pension plans and targets 8-10 percent IRR from senior loans to on-shore wind projects already generating power. Tone professional, no emojis, and finish with exactly three hashtags.
""",
        """
Italicise the IRR range and end with exactly three hashtags.
""",
    )
)

# 42
items.append(
    make_entry(
        42,
        "fin:project_keyparties_boldusd",
        """
Project-finance team wants a term-sheet snapshot for the 600 million-dollar “Desierto Verde” solar farm in Chile (18-year tenor, construction completes Q1-26, minimum Debt Service Coverage Ratio (DSCR) 1.30×). Use these parties only—Sponsor SolBright Energy, Lender IFC / BNP Paribas club loan, EPC Trina Solar, Off-taker Codelco under a 20-year PPA priced in USD.
""",
        """
Include a markdown table headed “Key Parties” with columns Sponsor | Lender | EPC | Off-taker and bold the PPA currency.
""",
    )
)

# 43
items.append(
    make_entry(
        43,
        "fin:finops_table_grandtotal_warn",
        """
FinOps review for Q2-25 cloud spend: AWS Compute $650 k, Storage $280 k, Network $90 k, Other $120 k (Total $1.14 m); Azure Compute $540 k, Storage $180 k, Network $60 k, Other $70 k (Total $0.85 m); GCP Compute $720 k, Storage $210 k, Network $70 k, Other $50 k (Total $1.05 m). Build a table by provider and line item, add a Grand Total row, and flag every quarterly cost above $1 million with ⚠.
""",
        """
Show the Grand Total row and mark each cost > $1 m with ⚠.
""",
    )
)

# 44
items.append(
    make_entry(
        44,
        "fin:payments_iso20022_qa_underline",
        """
Payments Operations are counting down to ISO 20022 migration on 2025-11-15 for SWIFT cross-border (Message Type (MT) → Message Exchange (MX)) and CHAPS high-value domestic payments. Draft an internal FAQ with five Q&A pairs covering scope, file-format changes, mandatory fields, fallback to legacy MT until February 2026, and staff training.
""",
        """
Provide five Q&A pairs and underline every appearance of the 2025-11-15 deadline.
""",
    )
)

# 45
items.append(
    make_entry(
        45,
        "fin:munis_tey_footnote_bold",
        """
Municipal strategy note: compare taxable-equivalent yield (TEY) on AA 10-year general-obligation munis (coupon 4.00 %, TEY 5.15 %) to BBB 10-year industrial corporates (yield 6.30 %). Three short paragraphs: market context, after-tax maths, portfolio implication.
""",
        """
Insert footnote [^TEY] with the TEY formula TEY = \\tfrac{\\text{Muni Yield}}{1-\\text{Tax Rate}} and bold the highest yield quoted.
""",
    )
)
# 46
items.append(
    make_entry(
        46,
        "fin:index_rebal_subject_bullets",
        """
Subject for index desk alert must start “REBAL ACTION:”. Tomorrow’s MSCI Quarterly Review trades (c. $850 million notional) include top adds — ARM, RELY, MBLY — and top removes — ALGN, BILI, TCOM. Draft the email body: date stamp, expected market-on-close volumes, and the six bullets.
""",
        "Use the required subject prefix and bullet the three adds and three removes.",
    )
)

# 47
items.append(
    make_entry(
        47,
        "fin:correlations_table_red",
        """
Cross-asset strategy heat-map: latest 60-day correlations are Equity/Credit 0.68, Equity/Rates 0.74, Equity/Commodities 0.42, Credit/Rates 0.72, Credit/Commodities 0.30, Rates/Commodities 0.15.
""",
        "Create a markdown table labelled “Correlation Heat-Map”; tag any value > 0.70 as RED 0.74 or RED 0.72 keep the number , then add one sentence of takeaway under the table.",
    )
)

# 48
items.append(
    make_entry(
        48,
        "fin:scf_redflags_callout_limit",
        """
Working-capital advisory primer: write 250 words explaining how reverse-factoring frees supplier liquidity, its off-balance-sheet treatment, and rating-agency views. Insert a call-out box titled “Red Flags” with two bullets: (i) supplier concentration risk and (ii) hidden effective-discount costs.
""",
        "Include the call-out box and stay within word limit.",
    )
)

# 49
items.append(
    make_entry(
        49,
        "fin:sdr_csv_italic_note",
        """
Provide a fenced CSV block listing IMF SDR allocations:
1970,9.3
1979,12.1
2009,182.6
2021,650.0
Outside the block add one line explaining that the 2021 allocation was the largest on record, aimed at pandemic recovery for low-income members.
""",
        "Italicise that explanatory sentence.",
    )
)

# 50
items.append(
    make_entry(
        50,
        "fin:eqderivs_gamma_table_bold",
        """
Equity-derivatives desk benchmark: at-the-money S&P 500 weeklies average gamma 0.29, monthlies 0.18 for Q2-25. Provide a one-page summary and finish with a markdown table titled “Avg Gamma Exposure” showing Maturity | Gamma, bolding any value > 0.25.
""",
        "Bold 0.29 in the table.",
    )
)

# 51
items.append(
    make_entry(
        51,
        "fin:muni_budget_gap_snapshot",
        """
For tomorrow’s Finance Committee packet we need a crisp snapshot. Use the given numbers exactly: Fiscal Year (FY) 2026 Revenue is $2.50 billion with year-over-year (YoY) change +2.0%; FY 2026 Expenditure is $2.62 billion with +4.1% YoY; the pre-computed Gap (Expenditure minus Revenue) is $0.12 billion. Do not add other figures or narrative-this is a layout exercise the team can drop into the briefing.

""",
        """"Proceed as follows: (1) write a single line explaining what “budget gap” means in plain English without numbers; (2) present a two-row Markdown table with rows Revenue and Expenditure and columns Item | FY2026 Projection | YoY Change (%) | Notes (use TBD in Notes); (3) on the next line show Gap = $0.12bn in bold; (4) add exactly three short bullets naming likely drivers; (5) end with an italic line Source: CAFR, where CAFR is Comprehensive Annual Financial Report.
""",
    )
)

# 52
items.append(
    make_entry(
        52,
        "fin:esg_csrd_checklist",
        """
 We’re turning our preparation notes into a checklist teams can paste into Confluence for the Corporate Sustainability Reporting Directive (CSRD) and its European Sustainability Reporting Standards (ESRS) requirements. Keep the tone natural and operational. Items that must be present as their own checkboxes are: organizational boundary aligns with CSRD/ESRS; full map of Greenhouse Gas Protocol Scope 3 value-chain categories (1–15) with inclusions and exclusions; documented calculation approach (activity-based, spend-based, or hybrid); emission-factor sources named with version and date; supplier coverage percentage with a plan to close gaps; data-quality grading method applied (for example A–D); controls that prevent double counting; and an audit trail covering datasets, transforms, and sign-offs. It’s fine to also include a materiality rationale, reconciliation to Scope 1 and Scope 2, a year-over-year bridge, a short sensitivity note, machine-readable export, and a glossary/owner.
""",
        """ Firstly, organise the output like this: (1) group checkboxes under the headings Governance, Boundary & Categories, Methods & Factors, Data Quality & Controls, and Disclosure Pack; (2) write each line as a Markdown checkbox [ ] and prefix mandatory lines with [M] exactly; (3) close with the sentence “Tick all [M] items before submission.”
""",
    )
)

# 53
items.append(
    make_entry(
        53,
        "fin:settlement_runbook_notes",
        """
 Operations need a step-by-step because we’re settling EnergyCo’s new €750 million five-year senior-unsecured notes (International Securities Identification Number (ISIN) XS2570123456). Allocations are Euroclear 40 percent, Clearstream 35 percent, Depository Trust Company (DTC) 20 percent, and Canadian Depository for Securities (CDS) 5 percent. Closing is trade date plus five business days (T+5) with value date 28 July 2025, and the desk is already flagging trade date plus two business days (T+2) risk if cash wires slip. The ask is a practical run-sheet we can hand to coverage and the agents-granular enough to cover matching, standing settlement instructions (SSI) checks, depot/safekeeping account codes, cash-wire deadlines, penalties, and the end-of-day reconciliation. Keep the language operational and make it usable per clearing system. Where relevant, refer to standard message types such as SWIFT settlement messages MT54x (deliver/receive instructions), Release-At-Delivery (RAD) controls at CDS, FAST (Fast Automated Securities Transfer) eligibility at DTC, and Fedwire payment cut-offs for the cash leg.
""",
        """ Follow this chain: (1) create sub-headings Euroclear (40%), Clearstream (35%), DTC (20%), CDS (5%), and Common; (2) under each sub-heading, write the steps as Markdown checkboxes [ ] covering SSI/depot checks, message matching and exceptions, wire or Fedwire cut-offs, partials/fails handling, and close-of-day reconciliations; (3) keep everything in Markdown only and prefix every step with [ ].""",
    )
)

# 54
items.append(
    make_entry(
        54,
        "fin:ma_board_slide_apextech",
        """
 We’re preparing the board pack for ApexTech’s proposed acquisition of DataNex. Use only these facts: headline value is $1.2 billion all-cash; ApexTech’s FY2024 revenue is $3.4 billion and EBITDA margin 22%; DataNex contributes $260 million revenue at 15% margin; identified cost synergies are $35 million run-rate by year two; closing target is Q4-2025 with integration led by Ops. The chair wants a concise slide that states what we are buying, why now, and how success will be measured, without adding any figures beyond those provided.
""",
        """
Construct the slide in this order: (1) write a two-sentence overview of the deal and timing; (2) add a Markdown table titled Key Figures with columns Item | Value using only the numbers above; (3) provide exactly three bullets under Strategic Rationale; (4) provide exactly three bullets under Integration & Risks; (5) end with a one-line Success Metrics statement that names revenue growth, margin, and synergy delivery.        """,
    )
)

# 55
items.append(
    make_entry(
        55,
        "fin:rmbs_poolcard_stratification",
        """
Structuring wants a pool card we can drop into the term sheet for the Sunrise 2025-1 RMBS. Use these attributes verbatim: collateral balance $820 million; weighted-average FICO 742; weighted-average LTV 72%; weighted-average seasoning 28 months; geographic mix 35% California, 18% Texas, 9% Florida, remainder diversified; fixed-rate share 86%; investor property share 12%. Keep it descriptive and don’t introduce new metrics.
""",
        """Build the output in this order: (1) write a one-sentence summary of the pool; (2) present a Markdown table Stratification with columns Measure | Value listing exactly the attributes above; (3) follow with three short bullets titled Credit & Prepay Considerations that paraphrase implications of FICO/LTV/seasoning and fixed-rate share without adding numbers; (4) end with a single line Use: Preliminary-subject to change in italics. Markdown only.
""",
    )
)

# 56
items.append(
    make_entry(
        56,
        "fin:fxhedge_calendar_novamed",
        """
The CFO of NovaMed exports from the euro area and invoices in USD. Forecast USD collections are $18 million per month from September through December 2025, with book-rate guidance at EUR/USD 1.08 and a policy statement that forbids speculative positions and requires a minimum 70% hedge ratio one month ahead. We need a desk-ready note that turns this into a simple playbook and a month-by-month calendar we can hand to controllers.""",
        """
Start with these steps, in order: (1) write a three-sentence overview of exposure, policy and objective, explicitly quoting the phrase “no-speculative-hedging” once; (2) add a Markdown table Hedge Calendar with columns Month | USD Receipts | Target Hedge % | Instrument using the four months above and “70%+” for the target; (3) add three bullets titled Execution Notes that mention tenor selection, roll/early-draw handling, and documentation; (4) finish with a one-line Compliance statement repeating the minimum hedge ratio.

""",
    )
)

# 57
items.append(
    make_entry(
        57,
        "fin:airline_fuel_exposuremap",
        """

 FleetOps Airlines consumes approximately 32 million gallons of jet fuel per month and prices tickets on a 90-day look-forward. Treasury currently references Brent and settles on U.S. Gulf Coast jet prices with the crack spread implicitly embedded; the mandate is to describe exposure and produce a simple reporting layout using consumption as given without performing any calculations. Keep it operational and do not introduce market views.
""",
        """

 Lay out the deliverable in this order: (1) open with two sentences stating consumption and the pricing basis; (2) add a Markdown table Exposure Map with columns Component | Reference | Notes covering crude (Brent), crack spread, and location basis (USGC jet); (3) add three bullets under Reporting Pack naming volume-matched hedges, coverage percentage, and open months; (4) close with a single line Policy that restates the 90-day look-forward horizon.
""",
    )
)

# 58
items.append(
    make_entry(
        58,
        "fin:aml_case_northbridge",
        """

 Compliance needs a triage write-up for a payments client, NorthBridge Remit, after an automated alert fired on 14 Aug 2025 for structuring. Facts that must be used as-is: three cash-in transactions of $9,600, $9,800, and $9,750 within 48 hours from two linked senders; destination corridors are U.S.→MX and U.S.→GT; prior alerts exist in February and May 2025 but no SARs were filed; KYC is verified with government ID and recent proof of address; there are no law-enforcement inquiries on file. Produce something we can paste into the case system without changing these details.
""",
        """

 Write it up in this order: (1) write a four-sentence Summary that restates dates, amounts, corridors and prior alerts; (2) add a Markdown table Indicators with columns Signal | Present? listing structuring pattern, repeated counterparties, corridor risk, and KYC sufficiency where values are Yes or No using only the facts given; (3) add three bullets Next Actions naming outreach, enhanced review of linked parties, and 90-day monitoring; (4) end with a final line Decision: Escalate for SAR drafting in bold.
""",
    )
)

# 59
items.append(
    make_entry(
        59,
        "fin:treasury_monthend_runsheet",
        """

 Group treasury needs a month-end run-sheet we can paste into the shared workspace. We operate cash pools across three banks and three hubs. Accounts and currencies are as follows: London hub at Albion Bank in pound sterling, New York hub at Continental Bank in United States dollars, and Singapore hub at Pacific Bank in euro converted to Singapore dollar on receipt. Target balances for month end are zero for operating accounts and positive five million United States dollars equivalent in the London header account. Value dates for this close are twenty six September through thirty September. Local wire cut-off times provided by the banks are London sixteen thirty, New York seventeen fifteen, and Singapore sixteen ten. Intercompany netting must precede all external wires, and any deficit at a hub must be covered by an internal draw from the London header before we tap external facilities. Produce a practical calendar and checklist the team can follow so that nothing slips and funding risk at close of business on day minus one is avoided.
""",
        """

 Start with the following approach: first state the funding objective in one line; second present a five-day calendar table with columns date, hub, action, internal counterparty or bank, currency, amount as a placeholder, and local cut-off time; third list a checklist of standing settlement instruction checks, intercompany netting confirmation, wire release approvals, and end-of-day reconciliations, each as a separate checkbox line; fourth end with a short section titled contingency describing what to do if a wire misses the cut-off.
""",
    )
)

# 60
items.append(
    make_entry(
        60,
        "fin:rm_securitization_factsheet",
        """

 Capital markets is preparing an investor factsheet for a residential mortgage securitization. Use only the pool sample below and do not add fields. The eight sample loans are: L001, two hundred forty thousand, four point zero percent, three hundred, Texas, prime, seventy five percent. L002, three hundred twenty thousand, four point six percent, two hundred eighty four, Florida, near prime, eighty five percent. L003, one hundred eighty thousand, three point eight percent, two hundred forty, Ohio, prime, sixty eight percent. L004, two hundred ninety thousand, five point two percent, two hundred seventy, New York, non prime, ninety two percent. L005, two hundred twenty thousand, four point one percent, two hundred fifty four, Georgia, near prime, eighty two percent. L006, four hundred thousand, five point zero percent, three hundred, California, prime, seventy two percent. L007, one hundred sixty thousand, four point nine percent, two hundred sixteen, Michigan, non prime, ninety five percent. L008, two hundred fifty thousand, four point two percent, two hundred eighty eight, Arizona, prime, seventy nine percent. We need a clear, investor-ready summary that we can drop into the factsheet.
""",
        """

 Handle the deliverable in this order: first write one paragraph that states what the pool is and that the summary reflects only the eight loans provided; second present a stratification table grouped by borrower credit band with columns band, number of loans, average remaining term in months as a placeholder, and average ratio of loan amount to property value as a placeholder; third present a second table grouped by state with columns state and number of loans; fourth finish with three short bullet points on notable concentration and risk considerations using only the bands and states already mentioned.
""",
    )
)

# 61
items.append(
    make_entry(
        61,
        "fin:pe_quarterly_letter_skeleton",
        """

 The investor relations team needs a tidy skeleton for the quarterly letter based on three portfolio companies. Use only these facts. Northwind Logistics increased revenue by twelve percent year over year and improved earnings before interest, taxes, depreciation, and amortization margin to eighteen percent. Harbor Software grew revenue by eight percent year over year with stable margin of twenty two percent. Meridian Healthcare experienced revenue decline of four percent year over year and margin compression to fifteen percent following wage inflation. No disposals or acquisitions closed in the quarter. The fund has no leverage at the management company level and holds three percent cash. We need a short letter we can expand, focused on performance, drivers, and next steps.
""",
        """

 Draft it using this sequence: first write a two-sentence opening that states the quarter and reminds readers that the figures are management estimates; second present a compact table with columns company, revenue trend, margin, and comment using only the facts above; third provide three short paragraphs in this order titled performance summary, drivers, and priorities for next quarter; fourth close with a single sentence on liquidity referring only to the cash figure already given.
""",
    )
)

# 62
items.append(
    make_entry(
        62,
        "fin:claims_reserve_rollforward",
        """

 The reserving team needs a clean roll-forward for the non-life claims book. Use only the numbers here. Opening unpaid claims reserve at the start of the half year was one billion two hundred million United States dollars. Paid claims during the half year were four hundred ten million United States dollars. Additional case estimates raised reported but not yet settled claims by sixty five million United States dollars. Actuarial review recommends releasing thirty million United States dollars from older accident years. There were no acquisitions, disposals, or foreign exchange effects. Prepare a short roll-forward we can review in the committee.
""",
        """

 Produce the output as follows: first present a roll-forward table with rows opening reserve, paid claims, change in reported but not settled claims, prior year development, and closing reserve with the amount column left as placeholders except for the inputs already given; second write two bullet points that explain which items increase or decrease the reserve and why; third add a one-sentence outlook on monitoring actions for the next half year.
""",
    )
)

# 63
items.append(
    make_entry(
        63,
        "fin:merchant_chargeback_pack",
        """

 Risk operations is setting up a monthly control pack for chargebacks across our merchant acquiring portfolio. The portfolio mix is forty percent digital goods, thirty five percent retail point of sale, and twenty five percent travel. The largest countries by volume are the United States, Canada, and the United Kingdom. Common chargeback reasons to cover are product not received, product not as described, fraud not present, and processing error. Evidence must include receipt or delivery proof, merchant communication, and system logs. Submission windows for card networks vary by region but the internal target is five business days from notification. Produce a pack outline that a new analyst can run end to end.
""",
        """

 Assemble the pack as follows: first provide a one-line purpose statement; second create a checklist with Markdown checkboxes grouped into data pulls, case sampling and assignment, evidence gathering, merchant contact, submission to network, and post-mortem review, with each step on its own line; third add a small table titled timelines with columns stage and target completion in business days using the internal target already given; fourth end with three bullet points on monitoring signals that would trigger deeper review, using only sectors and countries already listed.
""",
    )
)

# 64
items.append(
    make_entry(
        64,
        "fin:jetfuel_hedgeplan_outline",
        """

 The treasury committee wants a simple hedge plan for jet fuel purchases for the next three months that we can turn into trade tickets. Forecast consumption is one hundred twenty million litres in October, one hundred ten million litres in November, and one hundred million litres in December. Approved instruments are fixed price swaps on the main fuel index and call options on the same index. The risk policy sets target hedge ratios of fifty percent for October, forty percent for November, and thirty percent for December. The mandate is to prefer swaps for the first half of each target and to use call options for the remainder to cap upside risk. Prepare an outline that restates the plan clearly and sets up execution.
""",
        """

 Frame the plan like this: first present a table with columns month, forecast consumption, target hedge ratio, instrument mix, and indicative volume placeholders that restate the policy above without new calculations; second provide a short section titled execution checklist with Markdown checkboxes covering pricing source, credit line confirmation, trade approval, and post-trade reconciliation; third finish with a one-sentence statement of risk limits referencing only the target ratios already provided.
""",
    )
)

# 65
items.append(
    make_entry(
        65,
        "fin:bank_gap_snapshot",
        """

 The balance sheet management team needs a compact gap snapshot for the commercial bank to include in the monthly package. Use only these facts. Demand deposits total ninety billion United States dollars, term deposits total thirty billion United States dollars with an average remaining maturity of six months, and wholesale funding totals twenty billion United States dollars with an average remaining maturity of nine months. Fixed-rate loans total sixty five billion United States dollars with an average remaining maturity of four years, and floating-rate loans total fifty five billion United States dollars that reprice every three months. Securities held for liquidity total fifteen billion United States dollars and are mainly short duration government bonds. Build a layout that sets up the discussion without estimating sensitivities.
""",
        """

 To proceed, set it out like this: first write a one-sentence objective; second present a table with columns category, amount, and repricing or maturity description that lists all funding and asset items exactly as given; third add a short section titled gap view with three bullet points that describe at a high level which items reprice quickly and which are longer dated using only the descriptions provided; fourth add a final line that states next steps for the committee review.
""",
    )
)

# 66
items.append(
    make_entry(
        66,
        "fin:lockup_monitoring_plan",
        """

 Silver Ridge Technologies has a staged release from share sale restrictions after its initial public offering. The six month release date is eleven September two thousand twenty five for founder and venture fund blocks that together cover one hundred eighty million existing shares, subject to dealer managed sales plans. A second, smaller employee release occurs on fifteen March two thousand twenty six following the first anniversary of the initial public offering, with dealing windows controlled by the company secretary. Market communications must avoid creating the appearance of coordinated selling. The task is to prepare a plan that we can paste into the monitoring channel covering dates, message templates for each holder group, and who watches the share lending data and short interest data during the week of the first release.
""",
        """

 Firstly, map the work like this: (1) open with a one sentence purpose statement that names the two release dates and the holder groups; (2) provide a timeline table with columns date, holder group, action, point of contact, and notes; (3) write a short section titled communications with three bullet points that supply neutral message text for founders, venture funds, and employees; (4) finish with a monitoring checklist using Markdown checkboxes that names the data to watch and who is responsible each day.
""",
    )
)

# 67
items.append(
    make_entry(
        67,
        "fin:branchclosure_oakview_plan",
        """

 The bank is closing the Oakview branch on thirty November two thousand twenty five and must manage a clean transition for twelve thousand four hundred retail customers and six hundred twenty small business customers. Safe deposit boxes number three hundred forty and must be emptied or transferred by fifteen November two thousand twenty five. Two nearby locations, River Road branch and Meadow Park branch, will receive redirected foot traffic, and call centre staffing will be increased during the final week. Regulators require a notice period of ninety days, mailed letters, on site posters, and a path for vulnerable customers to receive extra support. Produce a plan that operations and customer care can follow without improvisation.
""",
        """

 Begin with a single line customer promise, then continue as follows: (1) create a dated timeline table from notice day through closure with columns date, task, owner, and channel; (2) write a section titled customer actions with Markdown checkboxes for account redirection, direct debit and credit transfer, safe deposit box appointments, and complaint handling; (3) add a brief script block for staff to use when customers call, and end with a one line statement on how exceptions are escalated.
""",
    )
)

# 68
items.append(
    make_entry(
        68,
        "fin:merchant_onboarding_arcadia",
        """

 A new internet ticketing merchant named Arcadia Tickets seeks onboarding on our payment gateway. The merchant expects a monthly card not present volume of twelve million United States dollars with an average ticket of one hundred twenty United States dollars and strong seasonality around city festival weeks. The site sells dated tickets that are delivered electronically and refunds are allowed up to forty eight hours before the event start time. Required documents include certificate of incorporation, beneficial ownership declaration, prior processing statements for the last six months, refund policy, delivery policy, and visible customer support channels. The risk appetite requires a rolling reserve for medium risk merchants and a target chargeback ratio below zero point eight percent. Build an onboarding pack that a new analyst can run through with the merchant.
""",
        """

 Start by setting the tone, then proceed in sequence: (1) write a one sentence risk summary that reflects the business model and the chargeback tolerance; (2) present a table titled merchant facts with columns item and detail using only the information provided; (3) provide a checklist titled documents and system checks using Markdown checkboxes that lists the document set and a live checkout test; (4) add a short section titled risk controls that proposes reserve, refund time frames, and delivery proof expectations; (5) close with a one line go or hold decision placeholder.
""",
    )
)

# 69
items.append(
    make_entry(
        69,
        "fin:realestate_valuation_runbook",
        """

 Harborstone Real Estate Fund One will complete quarter end external valuations on three assets: Pierpoint Office Tower located in Boston with a full external appraisal due on thirty September two thousand twenty five, Maple Grove Logistics Park near Dallas comprised of three warehouses with market rent updates due on the same date, and Seaview Apartments in Seattle with a desktop update and a lender covenant check. Rent rolls and operating statements are available, and the fund policy requires an investment committee sign off within five working days after receipt of each report. Build a step by step runbook that coordinates managers, the external valuers, the lender, and the fund administrator.
""",
        """

 Firstly, set out the objective and then organise the flow: (1) provide a table with columns asset, city, valuation approach, report due date, and dependencies; (2) write a checklist titled approvals path with Markdown checkboxes that covers manager review, valuation committee review, lender covenant confirmation, and administrator booking; (3) add a calendar section with milestone dates from report due through committee sign off; (4) finish with an escalation rule describing who is notified if a report is late or a covenant variance is flagged.
""",
    )
)

# 70
items.append(
    make_entry(
        70,
        "fin:greenbond_allocation_riverton",
        """

 The City of Riverton issued a four hundred million United States dollar environmental project bond in June two thousand twenty five and now needs an allocation and impact note for the annual report. The intended uses and expected annual outcomes are as follows: rooftop solar programme one hundred eighty million United States dollars with expected generation of two hundred twenty gigawatt hours, public electric bus fleet one hundred twenty million United States dollars for one hundred fifty buses with expected diesel displacement of three point six million litres, building energy efficiency retrofits sixty million United States dollars with expected savings of ninety gigawatt hours, and urban tree planting forty million United States dollars with a target of two hundred fifty thousand trees. The treasury team wants a table that matches amounts to categories and a short narrative that explains the impact and how progress will be verified.
""",
        """

 Begin by defining the scope of the note, then complete these pieces: (1) present an allocation table with columns project category, amount, and expected annual outcome using only the values above; (2) write a compact section titled impact explanation with three bullet points that interpret the outcomes in plain language; (3) add a short section titled verification and governance that states how data will be collected and who reviews it each year; (4) end with a one line statement that the report contains only the programmes financed by this bond.
""",
    )
)

# 71
items.append(
    make_entry(
        71,
        "fin:procurement_cards_auditpack",
        """

 Northstar Electronics runs a corporate procurement card programme with two thousand three hundred active cards. The standard monthly limit per card is five thousand United States dollars and the policy prohibits cash like transactions, personal travel, and alcohol purchases. The audit team reviews five percent of all transactions over one thousand United States dollars each month and reviews one hundred percent of transactions that fall into prohibited categories. The settlement date is the twenty fifth day of each month and card statements are due from cardholders two days later. Build a monthly audit pack that tells reviewers exactly what to do and when to do it.
""",
        """

 Start by stating the purpose, then build the pack step by step: (1) include a policy summary table with columns topic and rule that lists limits, prohibited categories, and statement deadlines; (2) provide a checklist titled sampling plan with Markdown checkboxes that describes how to select transactions for review; (3) add a timetable table with columns date, task, and owner that covers selection, outreach, evidence collection, and close; (4) finish with a short section titled exceptions and recovery that describes how to handle missing receipts or personal use.
""",
    )
)

# 72
items.append(
    make_entry(
        72,
        "fin:research_blueharbor_compliance",
        """

 The research department is preparing to publish a company note on Blue Harbor Pharmaceuticals. Sources include the company quarterly report published in May two thousand twenty five and two scientific conference presentations given in June two thousand twenty five. The lead analyst holds no securities of the company. The investment bank within the group acted as a bookrunner for a secondary share sale last year, so the research must contain appropriate disclosures and the final draft must receive a compliance sign off. Create a pre publication set of materials that ensures the note can be released without delay.
""",
        """

 Firstly, set the structure clearly and then complete each element: (1) write a one line header that states the company name and the document type; (2) provide a table titled sources with columns source type, publication date, and citation; (3) create a checklist titled certifications with Markdown checkboxes for analyst ownership, factual accuracy, fair presentation, and editorial independence; (4) add a paragraph titled conflicts and disclosures that refers to the prior underwriting role and the required standard disclosures; (5) end with a single line distribution approval placeholder with fields for names and dates.
""",
    )
)

# 73
items.append(
    make_entry(
        73,
        "fin:payments_cutover_runbook",
        """

 The bank is scheduling a release of the core payments switch identified as release twenty twenty five point zero nine. The change window runs from Saturday twelve September two thousand twenty five at twenty two hundred hours until Sunday thirteen September two thousand twenty five at zero four hundred hours local time. The update affects instant bank transfers, automated clearing house files, and card authorisation routing. The contingency plan is to return to the prior production version within thirty minutes if specific failure indicators appear. Prepare a cutover runbook that coordinates technology, operations, and communications.
""",
        """

 Begin with a one sentence goal statement, then set out the runbook in order: (1) provide a timeline table with columns time, activity, owner, and success signal from pre change to post change; (2) write three checklists titled pre cutover, cutover, and post cutover using Markdown checkboxes for items such as freezes, backups, message drains, smoke tests, and reconciliation; (3) write a short section titled rollback triggers that lists the exact indicators that require a return to the prior version; (4) conclude with a communications tree naming who is notified at start, at checkpoints, and at completion.
""",
    )
)

# 74
items.append(
    make_entry(
        74,
        "fin:venturedebt_covenant_monitor",
        """
 Our credit ops team needs a covenant monitor for CloudFlux’s venture-debt facility. Facility size is $40 million with an undrawn commitment fee; financial covenants are minimum liquidity $5 million, quarterly net retention at or above 108%, quarterly MRR growth at or above 2%, and a springing leverage cap of 3.0× if liquidity falls below $7 million. Reporting is monthly with a quarterly compliance certificate. Please turn this into something the portfolio associate can paste into the tracker without adding or changing thresholds.
 """,
        """
Prepare the output as follows: (1) include a one-sentence facility overview; (2) present a Markdown table Covenants with columns Test | Threshold | Period | Status using the thresholds above and TBD in Status; (3) add a checklist titled What to Pull Each Month with exactly five [ ] items covering bank statements, MRR/retention extracts, covenant calc sheet, compliance certificate draft, and management attestation; (4) end with a one-line When to Notify rule that mentions the springing leverage trigger.
""",
    )
)

# 75
items.append(
    make_entry(
        75,
        "fin:payments_switch_cutover_runbook",
        """
The bank will release the core payments switch (Release 2025.09). The change window runs 2025-09-12 22:00 to 2025-09-13 04:00 (local time). Affected flows: instant bank transfers, ACH files, card authorization routing. Contingency is to return to the prior production version within 30 minutes if rollback triggers are met. Prepare a cutover runbook coordinating technology, operations, and communications.

Rollback triggers (treat these as the exact indicators):
• sustained switch error rate ≥ 5% for ≥ 5 minutes;
• ACH file ACK/NACK failure or > 1 file rejection in window;
• card authorization decline rate spikes by ≥ 300 bps vs 15-minute baseline;
• message queues fail to drain pre-cutover or backlog exceeds threshold post-cutover;
• health checks fail on primary AND secondary nodes;
• end-to-end smoke tests fail on any affected flow.
""",
        """
Begin with a one-sentence goal statement. Then produce exactly these sections in order and Markdown only:

1) A line Timeline immediately above a table with columns time | activity | owner | success signal covering pre-change through post-change items during 2025-09-12 22:00 to 2025-09-13 04:00 (local time).
2) Three checklists titled pre cutover, cutover, and post cutover (Markdown checkboxes). Across these lists include the following items (wording may vary but must include these concepts): freezes, backups, message drains, smoke tests, reconciliation.
3) A section titled Rollback triggers that lists exactly the six indicators provided in the prompt text verbatim (order does not matter).
4) A section titled Communications tree that names who is notified at start, at checkpoints, and at completion (by role).
Do not include any extra sections, headings, or commentary.
""",
    )
)

# 76
items.append(
    make_entry(
        76,
        "fin:restricted_list_adds_table",
        """
The compliance desk is updating the employee trading restricted list before quarter-end. Email thread excerpts (latest first): ATTACHMENT: “draft_list.xlsx” (outdated; ignore). Note: derivatives pause policy discussed separately; out of scope for this notice. Items: RYLT - status ADD effective 03 Oct 2025 (reason: earnings blackout); BHPH - WATCHLIST only (no restriction); XMCO - REMOVE effective 15 Sep 2025 (deal rumor cleared); HNRG - ADD effective 05 Oct 2025 (reason: buyback window); OCEY - ADD effective 06 Oct 2025 (reason: confidential secondary); QTRN - ADD effective 07 Oct 2025 (reason: board transition). Old line: “OCEY to be evaluated” (superseded by ADD above). Prepare a clean extract controllers can circulate.
""",
        """
Firstly, set the structure clearly and then complete each element: provide a single table titled Restricted List with columns ticker, effective date, rationale that lists only the items marked ADD (exclude WATCHLIST and REMOVE), in alphabetical order by ticker, and with dates and reasons exactly as in the notes; do not include any other rows, columns, headings, or commentary.
""",
    )
)

# 77
items.append(
    make_entry(
        77,
        "fin:fund_profile_fees_contact",
        """
The distribution team needs a factsheet refresh for “NorthBridge Global Equity – Class I (USD)”. Verified data: domicile Ireland; ISIN IE00A1NB0001; inception 2018-03-29; management fee 0.70 %; performance fee none; dealing daily; NAV frequency daily; benchmark MSCI ACWI Net; minimum investment institutional only. Marketing notes mention “model backtest” and “hypothetical composites”-do not use those. Latest IR contact factsheet@northbridge.example. Ignore the slide titled “US retail share class” and the banner with “Top-quartile since launch”; they are not for this class.
""",
        """
Firstly, write a one line header that contains the fund name and the phrase Key Facts; secondly, add a table titled Fund Profile with columns item, value containing exactly these rows in this order: Domicile, Ireland; ISIN, IE00A1NB0001; Inception, 2018-03-29; Benchmark, MSCI ACWI Net; Dealing, Daily; NAV Frequency, Daily; Minimum Investment, Institutional only; thirdly, add a table titled Fees with columns item, value containing exactly these rows in this order: Management Fee, 0.70 %; Performance Fee, None; finally, end with a single line Contact that reads exactly IR: factsheet@northbridge.example.
""",
    )
)

# 78
items.append(
    make_entry(
        78,
        "fin:treasury_accounts_rationalization",
        """
Controllers asked treasury to share a pre-close view of operating accounts. Notes from the working doc: Bank of Huron (US) - Operating USD x…4821 (status active), Payroll USD x…6619 (status close by 15 Dec 2025); EuroTrade Bank (DE) - Operating EUR x…9074 (status active); MetroBank (UK) - Legacy GBP x…1130 (status close by 30 Nov 2025); Bank of Huron - Collections USD x…7742 (status active). Disregard “Huron virtual IBAN pilot” and the canceled vendor wallet. Control ID CTR-ACC-2025-11.
""",
        """
Begin by writing a one line header that states the company name “Northline Systems” and “Treasury Account Rationalization”; next, provide a table titled Active Accounts with columns bank, country, currency, account name, last4 listing exactly the active accounts in the order they appear in the notes; then, add a paragraph titled Closures that lists only the accounts marked to close with their target dates; finally, end with a single sentence titled Summary that states “Active accounts:” followed by the exact count of rows in the Active Accounts table, then “; Closures:” followed by the exact count of accounts listed in the Closures paragraph.
""",
    )
)

# 79
items.append(
    make_entry(
        79,
        "fin:sec_filing_pack_zephyr",
        """
The SEC filing calendar for Zephyr Mobility needs finalization before the close window.
Draft 10-Q target from IR spreadsheet says 08 Nov 2025; the legal team clarified EDGAR submission must be no later than 07 Nov 2025.
Earnings press release is approved for distribution on the wire on 07 Nov 2025 at 06:59 ET; use the approved boilerplate only.
The webcast vendor suggests 10:00 ET on 08 Nov 2025 for the call; CFO prefers 09:00 ET; CEO is fine with either.
Do not include the internal media interview slots; those are handled separately by PR.
A stray Slack note mentions a “Form 8-K” for facility draw; that item is on hold and not part of this pack.
Internal doc lists “draft deck v3” and “v2” attached; v2 is obsolete.
Audit review is complete; external auditor sign-off received yesterday.
Earnings Q&A chair is the CFO; operator script is standard and not required in this output.
IR contact for this cycle: ir@zephyrmobility.example.
Time zone is Eastern Time (ET) for all dates/times in this pack.
Compliance reminder: embargo applies until the wire release time; social posts are scheduled after the wire goes out.
Please make sure owners are assigned: Legal owns the 10-Q, IR owns the press release, IR+Finance own the call.
Ignore the old calendar invite labeled “Earnings – 11/09 11:00 ET” (superseded).
The video clip placeholder in the draft is not part of required deliverables.
The objective is to hand controllers a clean, circulation-ready filing pack.
""",
        """
Firstly, set the structure clearly and then complete each element: (1) write a one line header that states “Zephyr Mobility - SEC Filing Pack”; (2) provide a line “Filings and Events” immediately above a table with columns item, date/time ET, owner containing exactly these rows in this order: 10-Q filing, 07 Nov 2025, Legal; Earnings press release, 07 Nov 2025 06:59, IR; Earnings call, 08 Nov 2025 09:00, IR+Finance; (3) add a checklist titled Approvals with Markdown checkboxes for External auditor sign-off, Legal review, IR review in that order; (4) add a paragraph titled Embargo that includes the exact phrase “No public distribution before 07 Nov 2025 06:59 ET.”; (5) end with a single line IR Contact that contains exactly ir@zephyrmobility.example..
""",
    )
)

# 80
items.append(
    make_entry(
        80,
        "fin:esg_extract_orion_2024",
        """
Orion Logistics is consolidating ESG disclosures for the annual report.
Draft notes mention “Scope 1 diesel fleet fuel” and “Scope 2 electricity (market-based)”; Scope 3 Categories 1–4 are not measured this year.
The boundary statement in the policy reads “global operations including owned fleet and leased depots”.
A marketing slide claims “carbon neutral by 2030” (aspirational; not for disclosure here).
“Supplier Green Pledge” PDF is informative but not a formal policy; list only approved policies.
Approved policies: Environmental Policy v2 (effective 2024-03-01), Supplier Code of Conduct v4 (effective 2024-05-15), Data Privacy Policy v5 (effective 2025-01-10).
The spreadsheet “Emissions_2024_final.xlsx” is authoritative; ignore “Emissions_2024_draft.xlsx”.
The internal email thread includes a debate about location-based vs market-based; use market-based for Scope 2 in this pack.
A consultant suggested adding RECs detail; that is out of scope.
Contact for this section: esg@orion.example.
Reporting year: 2024.
Do not include charts or icons; the CFO wants plain tables.
Units for emissions are tCO2e.
A rumor about a carbon offset pilot exists; it is not approved and must not be referenced.
Please prepare a concise, auditor-friendly extract.
""",
        """
Firstly, write a one line header that states “Orion Logistics - ESG Extract (2024)”; secondly, add a line “Boundary” followed by a single sentence that includes the exact phrase “global operations”; thirdly, add a line “Emissions” immediately above a table with columns scope, amount, unit, status containing exactly three rows in this order: Scope 1, (leave amount blank with “TBD”), tCO2e, Reported; Scope 2 (market-based), TBD, tCO2e, Reported; Scope 3 (Cat 1–4), Not measured, tCO2e, Not measured; fourthly, add a line “Policies” immediately above a table with columns policy, effective date listing exactly the approved policies and dates in the order given in the base; lastly, end with a single line Contact that is exactly esg@orion.example.
""",
    )
)

# 81
items.append(
    make_entry(
        81,
        "fin:credit_limit_changes_summary",
        """
The credit risk team is preparing a limit-change submission for selected counterparties.
Portfolio snapshot thread (latest on top) includes exposures and change notes.
Counterparty Apex Metals plc - Request: Increase; Reason: new collateral posted; Current limit 50; Exposure 38.
Counterparty Belltower Capital - Request: Maintain; Reason: stable metrics; Current limit 40; Exposure 29.
Counterparty Cinder Rail GmbH - Request: Decrease; Reason: sector downgrade; Current limit 60; Exposure 47.
Counterparty Dovetail Foods Inc. - Request: Increase; Reason: lower volatility; Current limit 30; Exposure 18.
Counterparty Elara Shipping BV - Request: Maintain; Reason: unchanged outlook; Current limit 25; Exposure 22.
Ignore the archived line “Apex Metals plc - pending docs” (superseded by collateral note).
The spreadsheet tab “old_limits_2023” is not relevant.
Owner for this pack: Credit Ops.
Do not include VaR or stress metrics; those are in a separate annex.
The template asks for a clean summary the CRO can sign.
Email routing alias: creditops@northline.example.
No attachments should be referenced in the output.
Sorting should be alphabetic by counterparty for the final change table.
""",
        """
Firstly, write a one line header that reads “Limit Change Submission - Summary”; secondly, add a line “Requested Changes” immediately above a table with columns counterparty, request, reason containing exactly the counterparties marked Increase or Decrease only, sorted alphabetically by counterparty name, with the request and reason exactly as in the notes; thirdly, add a single sentence titled Justification that lists the distinct reasons present among those rows in the following order if they appear: “new collateral posted”; “lower volatility”; “sector downgrade” joined by “; ”; finally, end with a single line Owner that reads exactly Credit Ops - creditops@northline.example.
""",
    )
)

# 82
items.append(
    make_entry(
        82,
        "fin:saas_amendment_change_json",
        """
The SaaS contract amendment for DataHarbor Cloud needs a concise internal brief.
Vendor legal name: DataHarbor Cloud LLC.
Proposed changes: add disaster-recovery region EU-West; remove subprocessor “Mailjet”; extend term to 24 months from renewal; update DPA signature date to 2025-10-20.
Subprocessors currently active: AWS, Cloudflare, Segment; Mailjet is legacy (remove).
Security posture: SOC 2 Type II valid until 2026-12-31; ISO27001 not certified.
Billing terms unchanged: net 30.
The sales deck mentions “future ISO program”; ignore marketing promises.
Support contact: support@dataharbor.example.
Commercial owner: Alicia Rao.
The clause “optional premium support” is not part of the amendment and should not be included.A redline doc “Amend_v2_redline.docx” exists; content already reflected above.The renewal window opens 2025-10-15.Internal note says “consider DR in EU only”; proceed with EU-West exactly as stated.Make the brief controller-friendly with precise rows and a count.
""",
        """
Firstly, write a one line header that states “DataHarbor Cloud - Amendment Summary”; secondly, add a line “Change Log” immediately above a table with columns change, value containing exactly these rows in this order: DR Region, EU-West; Subprocessor Removal, Mailjet; Term, 24 months (from renewal); DPA Signed, 2025-10-20; thirdly, append a single fenced json code block with exactly one object containing the key change_count with value 4; lastly, end with a single line Contacts that reads “support@dataharbor.example; Owner: Alicia Rao”.
""",
    )
)

# 83
items.append(
    make_entry(
        83,
        "fin:pci_scope_extract_2025",
        """
The payments compliance team is refreshing PCI scope notes for merchant entities.
Merchant “Northline Retail US” operates ecommerce only; SAQ type A; ASV scans monthly; AOC on file.
Merchant “Northline Retail EU” operates ecommerce and stores; SAQ type D; ASV scans monthly; AOC pending.
Merchant “Outlet Clearance” is legacy and being decommissioned; do not include it in scope.
“Gift Card Kiosk” pilot is paused; out of scope.
The spreadsheet “PCI_2025_scope_FINAL.xlsx” is authoritative; ignore “PCI_scope_draft.xlsx”.
Evidence placeholders include links; do not print links in the output.
All SAQ types and statuses should be captured exactly; do not normalize casing.
Evidence checklist items for each cycle: ASV scan, PenTest, AOC.
Owner: Payments Compliance.
Contact: pci@northline.example.
Merchants must be listed in alphabetical order by their names used above.
No graphics or logos are needed.
Final extract goes to the CFO packet.
""",
        """
Firstly, write a one line header that reads “PCI Scope Extract - 2025 Refresh”; secondly, add a line “Merchants” immediately above a table with columns merchant, saq type, aoc status containing exactly the two in-scope merchants in alphabetical order with their SAQ types and AOC statuses as stated; thirdly, add a checklist titled Evidence with Markdown checkboxes for ASV scan, PenTest, and AOC in that order; finally, end with a single line Contact that reads exactly pci@northline.example.
""",
    )
)

# 84
items.append(
    make_entry(
        84,
        "fin:ap_payment_run_2025_10_15",
        """
The AP team is preparing the mid-month payment run for Northline Systems dated 15 Oct 2025.
Invoices (status in caps): INV-10472 (Vendor: Atlas Print) amount $3,240.00 due 2025-10-18 - READY.
INV-10480 (Vendor: HelioSoft) amount $12,500.00 due 2025-10-16 - URGENT.
INV-10481 (Vendor: HelioSoft) amount $12,500.00 - DUPLICATE of INV-10480 (ignore).
INV-10491 (Vendor: Orion Freight) amount €4,200.00 due 2025-10-25 - READY.
INV-10503 (Vendor: MacroBind) amount $1,180.50 due 2025-10-22 - ON HOLD (missing PO).
INV-10507 (Vendor: BluePine Data) amount $7,990.00 due 2025-10-21 - READY.
INV-10510 (Vendor: DeltaQuant Labs) amount $5,200.00 due 2025-10-15 - CANCELED by vendor credit (ignore).
Notes: pay only statuses READY or URGENT; ignore DUPLICATE/CANCELED/ON HOLD.
Remittance template “2024-A” is obsolete; use the new bank file (handled outside this output).
Controls this cycle: three-way match (DONE), AP manager approval (PENDING), cash forecast update (DONE), bank file generated (PENDING).
FX note about EUR is informational only; amounts should stay as listed.
Please do not print any bank account numbers in this pack.
Owner: AP Ops; alias ap@northline.example.
""",
        """
Firstly, write a one line header that states “Northline Systems - AP Payment Run (15 Oct 2025)”; secondly, add a table titled Payment Batch with columns vendor, invoice, currency, amount, due date, status containing only the invoices with status READY or URGENT, sorted by due date ascending; for currency normalization, replace “$” with “USD ” and “€” with “EUR ” in the table (the output must not contain “$” or “€” anywhere), and keep the numeric amounts exactly as given; thirdly, add a checklist titled Controls with the items Three-way match complete, AP manager approval, Cash forecast updated, Bank file generated in that order, with [x] on the items marked DONE in the notes and [ ] on the others; finally, end with a single line Owner that reads exactly “AP Ops - ap@northline.example”. Output in Markdown only.
""",
    )
)

# 85
items.append(
    make_entry(
        85,
        "fin:tax_1099_candidates_2025",
        """
Year-end 1099 review for U.S. payees at Northline Systems (tax year 2025).
Vendor list (classification; service/goods; W-9/TIN status; YTD paid):
Riverside Consulting (Sole Prop; Services; W-9 ON FILE, TIN MATCH PASS; $1,850.00).
Blue Lantern LLC (LLC taxed as Corporation; Services; W-9 ON FILE; $3,400.00).
Atlas Print Co (C-Corp; Goods; W-9 ON FILE; $2,120.00).
Meridian Analytics (LLC taxed as Partnership; Services; W-9 MISSING; $560.00).
HelioSoft Inc (C-Corp; Services; W-9 ON FILE; $7,200.00).
Nina Kapoor (Individual; Services; W-9 ON FILE, TIN MATCH PASS; $635.00).
Threshold rule: issue 1099-NEC for Services to non-corporate classifications when YTD >= $600 and valid W-9 on file.
Ignore ACH micro-deposit chatter and the “1096 aggregator” thread; those are handled later.
Do not include any links; addresses are out of scope.
Owner: Tax Ops; alias taxops@northline.example.
The goal is a controller-readable extract.
""",
        """
Firstly, write a one line header “Year-End 1099 Candidates - 2025”; secondly, add a table titled Candidates with columns vendor, classification, amount, include? that lists only vendors meeting the stated rule, with amount values normalized to replace “$” with “USD ” (the output must not contain “$” anywhere); thirdly, add a checklist titled Documents with Markdown checkboxes for W-9 on file, TIN match pass, Address verified in that order and mark [x] for the first two items only if every vendor in the table satisfies that document condition according to the notes (otherwise leave them [ ]), and always leave Address verified [ ]; finally, end with a single line Owner that reads exactly “Tax Ops - taxops@northline.example”. Output in Markdown only.
""",
    )
)

# 86
items.append(
    make_entry(
        86,
        "fin:saas_quanta_commercial_controls",
        """
Quanta Ledger contract pack - commercial and controls review before signature. Fees in the commercial draft: license $120,000 per year; implementation €30,000 one-time; premium support $18,000 per year (note: premium support to be removed; not in final scope). Current subprocessors: AWS, Cloudflare, Segment; legacy “Mailjet” appears in an old annex and must be removed. Security posture: SOC 2 Type II valid to 2026-09-30; ISO27001 not certified; bridge letter required for gap months. SSO: SAML 2.0 available; MFA supported. DPA signed on 2025-08-22; annex needs refresh to remove Mailjet. Payment terms: net 30. Internal slide mentions “future ISO program”; ignore marketing forward-looking statements. Contacts: support@quantaledger.example; commercial owner Priya Shah. Status flags for required actions: Remove Mailjet (REQUIRED), Bridge letter (DONE), Stage SSO test (PENDING), Update DPA Annex (REQUIRED), Premium support strike (DONE). Ignore the PDF watermark and the “pricing alt B” that was rejected. No links or images needed.
""",
        """
Firstly, write a one line header that states “Quanta Ledger - Commercial & Controls”; secondly, add a table titled Commercial Terms with columns item, value containing exactly these rows in this order with currency normalization (replace “$” with “USD ” and “€” with “EUR ” and ensure no “$”/“€” appear anywhere): License Fee, USD 120,000 per year; Implementation Fee, EUR 30,000 one-time; Payment Terms, net 30; SSO/MFA, SAML2; MFA Yes; thirdly, add a checklist titled Required Actions with exactly these five items and states in this order - Remove Mailjet, Bridge letter, Stage SSO test, Update DPA Annex, Premium support strike - and mark [x] on items whose status in the notes is REQUIRED or DONE, leaving others [ ]; finally, end with a single line Contacts that reads exactly “support@quantaledger.example; Owner: Priya Shah”.
""",
    )
)

# 87
items.append(
    make_entry(
        87,
        "fin:revops_deals_hygiene_q4_2025",
        """
RevOps top-deals hygiene (Q4 2025) for Meridian Robotics.
Deals snapshot (ARR, stage, blockers/flags):
A) Acme Health - ARR $820,000 - Stage: Commit - Security questionnaire DONE; Legal redlines OPEN; Pricing committee APPROVED; NDA EXECUTED.
B) Borealis Mining - ARR $450,000 - Stage: Best Case - Security questionnaire OPEN; Legal redlines OPEN; Pricing committee PENDING; NDA EXECUTED.
C) Crescent Retail - ARR $1,050,000 - Stage: Commit - Security questionnaire DONE; Legal redlines DONE; Pricing committee APPROVED; NDA EXECUTED.
D) Delta Airways - ARR €600,000 - Stage: Pipeline - Security questionnaire OPEN; Legal redlines OPEN; Pricing committee PENDING; NDA PENDING.
Ignore the sandbox “test-deal Z” row; not a real opp.
Use only the letters A–D above and preserve that order in any table.
Do not expand acronyms; keep tokens as in the notes.
Contact: revops@meridian.example.
No charts or links.
""",
        """
Firstly, write a one line header “Meridian Robotics - RevOps Deals Hygiene (Q4 2025)”; secondly, add a table titled Top Deals with columns account, arr, stage, blockers containing rows for A–D in that order, with arr values normalized to replace “$” with “USD ” and “€” with “EUR ” (the output must not contain “$”/“€” anywhere) and blockers summarized as “Security OPEN/DONE; Legal OPEN/DONE; Pricing PENDING/APPROVED; NDA PENDING/EXECUTED” using the exact tokens from the notes; thirdly, add a checklist titled Hygiene with items Security questionnaire complete, Legal redlines resolved, Pricing committee approved, NDA executed in that order, and mark [x] on an item only if all four deals meet that condition (otherwise leave [ ]); finally, end with a single line Contact that reads exactly revops@meridian.example. Output in Markdown only.
""",
    )
)

# 88
items.append(
    make_entry(
        88,
        "fin:ir_roadshow_blueharbor_oct2025",
        """
Investor relations roadshow pack for Blue Harbor Pharmaceuticals - October 2025.
Cities and dates (local time): Boston 2025-10-12 09:00; New York 2025-10-13 10:30; Chicago 2025-10-14 09:30.
Meeting types: group + 1-on-1 in each city; booking handled by brokers.
Materials status: deck READY; model PENDING; FAQ READY; regulatory disclosures READY.
Budget notes (estimates): flights $4,800; hotels $2,700; car €450; printing $380.
Old spreadsheet “roadshow_2023.xls” is not relevant.
PR banner text draft is not needed here.
Brokers have their own invites; do not list email addresses in the output.
CFO requires a one-page pack with schedule, budget, and a materials checklist.
Ignore the separate “KOL dinner” thread.
Contact: ir@blueharbor.example.
No logos or images.
All currency in output must be normalized to codes.
Keep the order of cities as given.
""",
        """
Firstly, write a one line header that includes the company name and “Oct 2025 Roadshow”; secondly, add a table titled Schedule with columns city, date/time listing the three cities in the order given with their times; thirdly, add a table titled Budget with columns item, amount where all amounts replace “$” with “USD ” and “€” with “EUR ” (the output must not contain “$”/“€” anywhere); fourthly, add a checklist titled Materials with items Deck, Model, FAQ, Disclosures in that order, marking [x] only for items whose status is READY in the notes; finally, end with a single line IR Contact containing exactly ir@blueharbor.example. Output in Markdown only.
""",
    )
)

# =============================================================================
# Exclusions & auto-renumber
# =============================================================================

EXCLUDE_KEYS = {}
EXCLUDE_IIDS = {}

_filtered = []
for obj in items:
    orig_key = obj.get("key")
    iid = (obj.get("instruction_id_list") or [None])[0]
    if orig_key in EXCLUDE_KEYS:
        continue
    if iid in EXCLUDE_IIDS:
        continue
    _filtered.append(obj)

for new_key, obj in enumerate(_filtered, start=1):
    obj["key"] = new_key

for obj in _filtered:
    raw_iid = (obj.get("instruction_id_list") or [None])[0]
    obj["instruction_id_list"] = [_canon(raw_iid)]

items = _filtered

print(f"Excluded {len(EXCLUDE_KEYS) + len(EXCLUDE_IIDS)} entries; writing {len(items)} items.")

with OUT_PATH.open("w", encoding="utf-8") as f:
    for obj in items:
        f.write(json.dumps(obj, ensure_ascii=False) + "\n")

print(f"Wrote {len(items)} items to {OUT_PATH}")