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Overview

Rules are system-level instructions that help Prince agents follow guidelines across chats. Prince provides a list of rules common to institutional financial modeling. You can also provide custom instructions. Rules

Configuring Rules

Rules can be configured at the Project level and at the workbook level.

Project-level Rules

Project-level Rules can be configured in Settings - all new workbooks created in the current Project will start out with these default rules.

Workbook-level Rules

Workbook-level Rules can be configured by clicking on the three dots at the top right of the workbook, then clicking Configure.