32 lines
4.2 KiB
JSON
32 lines
4.2 KiB
JSON
{
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"prompts": [
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"1. Identify document category: Super or MIS\n",
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"In a prospectus for an MIS(Managed Investment Scheme) product you’ll typically see references to a “responsible entity”, a registration number (ARSN) and disclosures that comply with the Corporations Act’s regime for managed investment schemes (e.g. pooling of funds, unit trusts, detailed product disclosures, and rules on redemption).\n",
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"In contrast, a prospectus or product disclosure statement for a Super(superannuation) product will refer to superannuation or MySuper, include terms related to compulsory employer contributions, tax concessions, and comply with superannuation-specific legislation and guidelines (for example, those issued by APRA or the ATO).\n",
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"In short, look at the headings, statutory references, product descriptions, and regulatory disclaimers: if they discuss “managed investment schemes” or “responsible entities” and related disclosure obligations under the Corporations Act, it’s an MIS document; if they mention superannuation, MySuper, employer contributions, and similar features, then it belongs to the Super regime.\n",
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"• To determine the regime of a document, simply check the beginning pages where the fund is mentioned.",
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"• If keywords like Pension, Transition to Retirement (TTR), Super, Income Stream, or Accumulation are found, the document belongs to the Super regime; In this case, the business rules associated with the Super regime should be applied.",
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"If these keywords are not present, the document falls under the MIS regime.",
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"Please identify whether the document belongs to the Super or MIS regime according to the context, and output answer as JSON format.",
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"The example is: {\"document_category\": \"Super\"}\n",
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"\n",
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"2. Get production name from document context. \n",
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"The production name is the name of the relevant fund(s) product that the document is about. It is usually found in the title of the document or in the first few pages of the document.\n",
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"Please provide the production name as a string.\n",
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"----Example 1 context start----",
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"MLC MasterKey Super & \nPension Fundamentals \n\nYour Guide to what is included in the MLC MasterKey Super \n& Pension Fundamentals Product Disclosure Statement \n\nPreparation date \n\n30 September 2022 \n\nIssued by the Trustee \n\nNULIS Nominees \n(Australia) Limited \nABN 80 008 515 633 \nAFSL 236465 \n\nThe Fund \n\nMLC Super Fund \nABN 70 732 426 024 \n\nMLC MasterKey Super & \nPension Fundamentals \n\nProduct Disclosure Statement \n\nThe Insurer \n\nInsurance is issued by \nMLC Limited \nABN 90 000 000 \n402 AFSL 230694 \n\n1. About MLC MasterKey Super & Pension Fundamentals \n\nYou can use this Product Disclosure Statement (PDS) to find what you need to know \nabout your super and how we can help you reach your retirement goals",
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"----Example 1 context end----",
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"The output should be:",
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"{\"document_production\": \"MLC MasterKey Super & Pension Fundamentals\"}\n",
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"\n",
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"----Example 2 context start----",
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"Pension \nProduct Disclosure \nStatement \n\nThis legalsuper Pension Product Disclosure Statement is \n\nissued by Legal Super Pty Ltd, Level 9, 627 Chapel Street, \nSouth Yarra, 3141 (ABN 37 004 455 789, AFSL 246315) \nas the Trustee for legalsuper ABN 60 346 078 879. \n\nIssued 1 April 2023\nLEGALSUPER PENSION \nPRODUCT DISCLOSURE STATEMENT \n\nIssued by Legal Super Pty Ltd \nLevel 9, 627 Chapel Street, South Yarra, 3141 \nABN 37 004 455 789, AFSL 246315, L0002585 \nlegalsuper ABN 60 346 078 879 (the Fund) \n\nFund Contact Details \n\nPhone: 1800 060 312 (8am to 8pm [AEST/AEDT] Monday to Friday)\nEmail: mail@legalsuper.com.au \nlegalsuper.com.au \n\nDate of preparation: 1 April 2023",
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"----Example 2 context end----",
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"The output should be:",
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"{\"document_production\": \"legalsuper Pension\"}\n",
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"\n",
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"3. Output format, please provide the answer with both of document_category and document_production format, here is the example:\n",
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"{\"document_category\": \"Super\", \"document_production\": \"ABC Superannuation Fund\"}\n",
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"Answer:\n"
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]
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} |