Prompt patterns for finance analysis
Recall finance-specific prompt patterns that preserve source status and decision context.
D-SAFE What five elements make a finance prompt safer? Decision, source, assumptions, format, evidence. Prompt skeleton Explore prompt vs. decision prompt Choose based on where you are in the workflow Exploration can be broad. Decision prompts need tighter evidence rules. Objection: Prompt labels make the request too long. Prompt labels make the request too long. A teammate wants to use a one-line prompt for a close analysis. Your line The labels are shorter than rework. Decision, source, assumptions, format, and evidence tell AI what not to guess. Optimizing for prompt brevity while creating review burden later. It frames structure as…
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