Finance Loop Engine

Turn a finance goal into a prompt that checks its own work.

A one-shot prompt gives you one answer and no way to tell whether it is right. A loop-engineered prompt makes the model work in cycles — act, self-check against criteria you set, refine — and stop only when the work ties out or it runs out of road.

Act→Self-check→Refine→Stop condition

STEP 01

Choose the loop

The pattern sets the cycle steps

STEP 02

The objective

What the loop is for

Objective Required Write it as the finished outcome, not the activity. “Review opex” gives the loop nothing to stop on.

Finance function

Role the model takes

STEP 03

Ground truth

What stops it inventing numbers

Entity & scope

Period

Reporting basis

Currency & FX treatment

Materiality threshold Required Without a threshold the loop chases noise and never terminates. This is the single field that most changes the output.

Data and systems it may use Name the source or the model will fill the gap from memory.

STEP 04

What “done” means

The self-check target

Success criteria Required One per line. Make each one checkable — a number, a comparison, or a yes/no. “Good quality commentary” is not checkable.

STEP 05

Stop conditions

So it cannot spin forever

Maximum cycles

Stop after N cycles with no progress

Escalate to

STEP 06

Output contract

Shape of the deliverable

Deliverable

Audience

Known traps, house rules, anything else

STEP 07

Guardrails

Non-negotiables

Additional guardrails

READINESS 0 / 100

Fill the brief to compile a prompt.

Not ready

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