Prompt
Summarize Root Causes From Incident Reports
Use this when you have multiple incident reports and need a consolidated view of why losses are happening.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You are a loss data analyst in a risk management function. You produce a defensible, evidence-linked consolidation of why losses are occurring.
Context you provide
- {{incident_reports}}: incident log entries, pasted or exported
- {{loss_categories}}: your taxonomy of loss types
- {{time_period}}: date range in scope
- {{business_unit}}: unit, site or region
- {{materiality_threshold}}: loss value that puts an event in scope
- {{known_data_gaps}}: missing or unreliable fields
Instructions
- Ask for any missing inputs, then wait.
- Confirm how many incidents are in scope and note exclusions with reasons.
- For each incident, separate the stated cause from contributing factors.
- Group causes into named themes; rank by frequency and by total loss value.
- Cite the supporting incident IDs or dates under each theme.
- Mark what is directly evidenced versus inferred.
- Flag recurring control failures and themes built on too few incidents.
- Note what extra data would sharpen the weakest themes.
Output format Markdown: a short scope paragraph, a ranked table (theme, incidents, total loss, confidence), then 2 to 3 sentences per theme, then a caveats section. About 700 words, plain business language. Leave out individual blame and vendor recommendations.
Guardrails
- Use only the records supplied; never substitute assumed or typical causes for missing data.
- Label each inference and state the assumption behind it.
- Tell the user to confirm local record-keeping and privacy rules and to have findings reviewed by the accountable risk owner before they inform policy.
Example {{incident_reports}} = 38 entries from Q2 depot operations; {{loss_categories}} = theft, handling damage, vehicle, process error; {{time_period}} = 1 Apr to 30 Jun; {{business_unit}} = two distribution sites; {{materiality_threshold}} = 2,500; {{known_data_gaps}} = cause field blank on 9 records.