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Introduction

Learn how to craft effective prompts for Lume AI to achieve accurate and efficient results in financial recasting, data transformation, and workflow automation. This guide covers key principles and practical examples to help you get the most out of AI-driven edits.

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Key Principles

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1. Be Specific & Clear

  • State exactly what you want to achieve
  • Include all necessary parameters
  • Avoid ambiguous or vague instructions
Good vs Bad Examples: Define Your Objective Clearly:
  • ❌ “Put ‘John Doe’”
  • ✅ “Place ‘John Doe’ as the default value for this target field.”
Use Precise Instructions:
  • ❌ “Make this sound better.”
  • ✅ “Rewrite this loan summary to be more professional and concise, while keeping key financial metrics.”

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2. Contextual Awareness

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Provide Sufficient Background

  • AI edits are more effective when given relevant context
  • Include details like industry jargon, audience type, or document purpose
  • A huge lever is providing an example
Example:
  • ❌ “Split the address”
  • ✅ “We are provided with a full address containing Street, City, State, and Zip. Please extract the street name. The addresses may vary in format, so please account for these differences.”

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Leverage Data-Driven Insights

  • If applicable, reference specific data points or sources for accuracy
Example: “Here are a set of sample addresses: 123 Main St, New York, NY, 10002 and 456 Main St, APT 2014, New York, NY 10002.”

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3. Iterative Refinement

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Break Down Complex Edits

Complex edits should be broken down into clear, structured steps within a single prompt. Example: “Please process this list of lenders by:
  1. Extracting the first name
  2. Adding a unique id to the end of each name
  3. Including any additional name-related fields present”

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Feedback & Adjustments

  • If an AI edit isn’t perfect, refine your prompt
  • Use structured feedback to improve results
Example: “The edit is now improved, but could you remove the unique_id.”

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4. Structural & Formatting Enhancements

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Use Formatting Directives

  • Specify whether edits should include bullet points, tables, or numbered lists
Example: “Restructure the name to be comma separated for easier readability. For example: ‘Jane, Smith‘“

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Ensure Logical Flow

  • Indicate if content should be reordered for coherence
Example: “Rearrange these sections so the risk analysis follows the revenue projections.”

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Best Practices

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Do:

  • Start with a clear objective
  • Provide sample data when possible
  • Specify output format requirements
  • Break complex tasks into steps

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Don’t:

  • Use vague instructions
  • Assume context is understood
  • Request multiple transformations in one prompt
  • Skip providing examples for complex tasks

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Troubleshooting

If you’re not getting desired results:
  1. Add more specific examples
  2. Break down the request into smaller steps
  3. Clarify any assumptions
  4. Include edge cases you want to handle

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Need Help?

Contact our support team via your dedicated account manager or email [email protected].