tasks/world_9_task_23.json

{
  "task_id": "task_6140e09e1ce6482c8b4cfcdc007f758c",
  "task_name": "World 9 Task 23",
  "world_id": "world_0645ad7c997c415e8c43f8de7cee2008",
  "prompt": "Analyze collections for the last three months by identifying the collections per month for each class and flagging any changes that were >15% month over month within this time frame. Round change % to the nearest whole %. What customer caused the largest $ fluctuation between November and December in Real Estate?",
  "context_files": [
    "client_matter_list.xlsx",
    "clio_billing_export_2024.csv",
    "Management Memo.docx"
  ],
  "rubric": [
    {
      "id": "ver_8cc07e662eea45399088a2cc23c0ffa4",
      "criterion_type": "Reasoning (numerical)",
      "description": "Identifies Corporate-M&A collections for October are $444,138.01 (Acceptable range is $444,133.01 to $444,143.01)"
    },
    {
      "id": "ver_b8bd16da9cfc4521a34e50d6be3182c4",
      "criterion_type": "Reasoning (numerical)",
      "description": "Identifies Corporate-M&A collections for November are $328,465.18 (Acceptable range is $328,460.18 to $328,470.18)"
    },
    {
      "id": "ver_cce80ba2a77a4d9a9e7244d2fdac4f87",
      "criterion_type": "Reasoning (numerical)",
      "description": "Identifies Corporate-M&A collections for December are $368,729.02 (Acceptable range is $368,724.02 to $368,734.02)"
    },
    {
      "id": "ver_d39d06dee0f645d180920f4ae5bb6f73",
      "criterion_type": "Reasoning (numerical)",
      "description": "Identifies Litigation collections for October are $306,055.05 (Acceptable range is $306,050.05 to $306,060.05)"
    },
    {
      "id": "ver_a9d3b9b0a53e451691856218d63081d5",
      "criterion_type": "Reasoning (numerical)",
      "description": "Identifies Litigation collections for November are $197,204.17 (Acceptable range is $197,199.17 to $197,209.17)"
    },
    {
      "id": "ver_19cb86ad1d8c4a24a7dbad93541eb70e",
      "criterion_type": "Reasoning (numerical)",
      "description": "Identifies Litigation collections for December are $421,432.60 (Acceptable range is $421,427.60 to $421,437.60)"
    },
    {
      "id": "ver_fab03b824aea4336bf37a7a7a37bab21",
      "criterion_type": "Reasoning (numerical)",
      "description": "Identifies Real Estate collections for October are $320,128.54 (Acceptable range is $320,123.54 to $320,133.54)"
    },
    {
      "id": "ver_8e11c3d2e417484b96611fd1e007e9d1",
      "criterion_type": "Reasoning (numerical)",
      "description": "Identifies Real Estate collections for November are $150,418.25 (Acceptable range is $150,413.25 to $150,423.25)"
    },
    {
      "id": "ver_b5b2881503c44b45840495b7afcdb7b2",
      "criterion_type": "Reasoning (numerical)",
      "description": "Identifies Real Estate collections for December are $105,955.56 (Acceptable range is $105,950.56 to $105,960.56)"
    },
    {
      "id": "ver_4c7f6852076e4f80af26c88c82111861",
      "criterion_type": "Reasoning (numerical)",
      "description": "Flags the change in Corporate-M&A collections as being above the 15% threshold between October and November with a change of -26% (Acceptable value is -26%)"
    },
    {
      "id": "ver_fc471beb35094c479445d9adf6ce332d",
      "criterion_type": "Reasoning (numerical)",
      "description": "Flags the change in Litigation collections as being above the 15% threshold between October and November with a change of -36% (Acceptable value is -36%)"
    },
    {
      "id": "ver_858346455ee64d37bfd3de5717337481",
      "criterion_type": "Reasoning (numerical)",
      "description": "Flags the change in Litigation collections as being above the 15% threshold between November and December with a change of +114% (Acceptable value is 114%)"
    },
    {
      "id": "ver_9c9b3a649374434e944d038c1c3d9fe2",
      "criterion_type": "Reasoning (numerical)",
      "description": "Flags the change in Real Estate collections as being above the 15% threshold between October and November with a change of -53% (Acceptable value is -53%)"
    },
    {
      "id": "ver_2172b335196c4fc99676599b10767209",
      "criterion_type": "Reasoning (numerical)",
      "description": "Flags the change in Real Estate collections as being above the 15% threshold between November and December with a change of -30% (Acceptable value is -30%)"
    },
    {
      "id": "ver_9dd1a1d53dbf4e99837669e6d8255851",
      "criterion_type": "Reasoning (qualitative)",
      "description": "Identifies the largest change in collections from November to December for Real Estate was Eastgate Plaza Development LLC. "
    },
    {
      "id": "ver_0b50d3f3b5ff462ba54a88e61308d230",
      "criterion_type": "Reasoning (numerical)",
      "description": "Identifies no more than five practice-group MoM changes as crossing the 15% threshold"
    }
  ],
  "gold_output": "Collections Analysis by Practice Group, October to December 2024 - Sterling, Marsh & Associates LLP\n\nBasis: collections are payments received per the Clio billing export, grouped into classes per the client matter list. Per the management memo, December includes the $46,800.52 Allerton Pharmaceuticals check received against a previously written-off invoice (deposit clears in January), and the returned Pemberton Office Holdings LLC check of $200,632.47 is excluded from the analysis.\n\nPart 1: Collections per month by class\n\nCorporate-M&A\nOctober $444,138.01\nNovember $328,465.18\nDecember $368,729.02\n\nLitigation\nOctober $306,055.05\nNovember $197,204.17\nDecember $421,432.60\n\nReal Estate\nOctober $320,128.54\nNovember $150,418.25\nDecember $105,955.56\n\nPart 2: Month over month changes greater than 15% in either direction\n\nCorporate-M&A\nOctober to November: -26%, flagged\n\nLitigation\nOctober to November: -36%, flagged\nNovember to December: +114%, flagged\n\nReal Estate\nOctober to November: -53%, flagged\nNovember to December: -30%, flagged\n\nThe largest dollar fluctuation between November and December in Real Estate is Eastgate Plaza Development LLC, whose collections dropped from $61,309.57 in November to $0.00 in December.",
  "metadata": {
    "category": "Variance Analysis",
    "subcategory": "MoM revenue",
    "output_type": "console_text",
    "world_entity_type": "legal_services",
    "estimated_completion_hours": 2.0,
    "author_role": "expert",
    "reviewer_role": "expert"
  }
}