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How can I tell a real mismatch task from a simple lookup?

A short checklist of task properties that separate genuine record-disagreement work from lookups, covering evidence, decoys, authority, downstream effects and acceptable non-fix outcomes.

A task is genuine mismatch work, rather than a lookup, when most of the following hold.

- Two or more records disagree, and the task statement does not declare which record is correct. - The cause is not given and has to be found by reading other linked records, notes or documents. - At least one tempting explanation, such as a timing gap or a rounding rule, turns out to be wrong on checking. - The fix can be made by several routes that carry different approval levels or reason codes. - Correcting one record should change something downstream, such as a notice, a payment or an open case. - A reason code or note must be written so a later reviewer can follow the decision. - Waiting, escalating or taking no action is the right answer for some cases. - The result can be checked from the end state and the action log, not only from a final answer in text.

Use these properties as a screen when reviewing any vendor's mismatch material, so you train on judgement and not on retrieval.

Audience:
Model labs
Content type:
Checklist
Buyer question:
What it is and why it matters

Content release: r-a220eb6e099b243b

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