Advanced
Complex contract analysis: embedded derivatives and bifurcation screen
Screens a complex contract for embedded derivatives and outlines next steps and data needed. Useful for technical accounting and audit planning.
Screen the contract for embedded derivatives and required separation under {framework}.
Inputs:
- Contract summary or text: {contract_text}
- Payment terms and indices: {payment_terms}
- Settlement features: {settlement_features}
- Underlying exposures (rates, commodities, FX): {underlyings}
- Company’s typical risk management approach: {risk_management_context}
Output:
1) Embedded feature inventory (list each feature).
2) Screening conclusion (likely bifurcation? why/why not) with assumptions.
3) Data needed for valuation and accounting.
4) Suggested workpaper structure and controls.
5) Auditor communication points.
Do not provide definitive conclusions without sufficient facts—flag uncertainties.Related Prompts
Technical Research
AdvancedPolicy-to-controls mapping (SOX-ready) for key accounting areas
Maps policies to control activities and evidence to support compliance and audit. Useful for aligning technical accounting with internal controls.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
21
Technical Research
AdvancedDisclosure requirement finder: what to disclose and where
Identifies required disclosures for a topic and maps them to footnote sections and data sources. Useful for reporting teams and technical accountants.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
17
Technical Research
AdvancedRevenue + financing + leases interplay: multi-standard analysis plan
Creates an analysis plan for transactions touching multiple standards (e.g., bundled arrangements). Useful for avoiding gaps and documenting cross-standard considerations.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
24