Steward case

CASE-000055

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-34764workflow paused, state held

Side-by-side comparison

Incoming CLM-401470 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401470incoming	#1MBR-000154Jerry Pierce 0.813 rec. Best evidence: NameAddress
Name	Jerry Pierce	Jerry Pierce
Date of birth	2004-02-27	2005-02-27
Member ID	—	UHC-01827-46
SSN	— •••-••-NULL	•••-••-5762
Phone	— UNKNOWN	2753735096
Email	—	—
Address	3308 Baseline Rd	3308 Baseline Rd # 173
City / state / ZIP	Phoenix, AZ, 85020 PHOENIX, Arizona, 85020	Phoenix, AZ, 85020
Group	GRP-3862	GRP-3862
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×2ENR ×13 records

Evidence detail

How the scoring agent compared the incoming record to the record it matched inside each candidate

▶#1MBR-000154Jerry Pierce0.81

Matched against CLM-401468, 3 fields compared, weighted score 0.813

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.50	3	38%	one_digit
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

CLMCLM-401468Jerry Pierce2005-02-27Rule 0.99
CLMCLM-401469Jerry Pierce2005-02-27Rule 0.99
ENRENR-101909Jerry Pierce2005-02-27Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e88caf04f8
Escalated CLM-401470, top score 0.81, candidates MBR-000154

AI recommendation

Advisory only; the steward decides

The model can read the same side-by-side evidence and suggest link, new or reject with a rationale. It never decides.

Steward decision

Recording a decision resumes the paused workflow and updates the graph immediately

Decision

Link to Jerry PierceMBR-000154, score 0.81, 3 recordsLinkConfirm as a distinct identityCLM-401470 stays on its own golden identity, marked verified.New identityReject record (quarantine)The record's identity is quarantined; nothing downstream may act on it.Reject

Rationale *

At least 8 characters (0/8)

ActorJ. Okafor (Data Stewardship)

Choose an option

Checkpoint: ckpt-run-mvfoap9e-34764
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025376
Opened: 2026-10-19 19:54:36
Top score: 0.81