Prioritizing Missing Application Items
List everything a submitted application is missing, separating what blocks the decision from what can follow later.
About this use case
An incomplete application is not always an obstacle. Some blanks stop the file; others can be collected while it moves. Treating every blank the same way either stalls files that could progress or sends files forward that will come straight back.
This use case sorts the gaps: what the program requires before a decision, what is needed before funding, and what is merely nice to have. The output is a request list ordered by what unblocks the file soonest.
A missing income document may block the decision while missing employment dates only block funding; a self-employed applicant moves to a different row of the documentation matrix; a queue of new files comes back sorted by how few items stand between each file and a decision.
Documents to consider
- The submitted application
- Required-field lists by product and program
- Your processing procedure and its stage gates
- Stipulation definitions
- The documentation matrix by income and employment type
The prompt
Written to be pasted straight into your AI assistant, with the documents it asks for attached. Request access below and we’ll send it over.
Files
Nothing to download here. This prompt runs against your own institution’s material — the documents it lists above.
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