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
IntermediateAccounting policy memo: revenue policy (template + draft)
Drafts a revenue accounting policy document with definitions, examples, and controls. Useful for building a policy library and onboarding new staff.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
88
Technical Research
BeginnerTechnical memo template: structure, tone, and sign-off blocks
Provides a robust technical memo template with standard sections, tone guidance, and sign-off blocks. Useful for consistent internal/external documentation.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
61
Technical Research
AdvancedVariable interest entity (VIE) consolidation assessment guide
Creates a structured VIE assessment guide and documentation package. Useful for complex structures, SPVs, and arrangements with implicit support.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
61