Steward case

CASE-000078

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-71384workflow paused, state held

Side-by-side comparison

Incoming CLM-409387 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409387incoming	#1MBR-000216Zachary Perkins 0.811 rec. Best evidence: NameAddress	#2MBR-016227Zachary Perkins 0.673 rec. Best evidence: NameSSN (last four)
Name	Zachary Perkins	Zachary Perkins	Zachary B Perkins
Date of birth	2004-04-25	2003-04-25	2003-04-25
Member ID	— null	—	UHC-56774-67
SSN	•••-••-4485	—	•••-••-4485
Phone	—	—	7182105716
Email	—	zachary.perkins@icloud.com	zachary.perkins@icloud.com
Address	9138 Grand Ave 9138 Grand Avenue	9138 Grand Ave	9270 Oak St
City / state / ZIP	Tucson, AZ, 85730	Tucson, AZ, 85730	Tampa, FL, 33643
Group	— UNKNOWN	—	GRP-3022
Plan	—	—	CHOICE-PLUS-PPO
Sources, records	CLM1 record	TPA ×11 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-000216Zachary Perkins0.81

Matched against TPA-54069, 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

TPATPA-54069Zachary Perkins2003-04-25Single record 1.00

▶#2MBR-016227Zachary Perkins0.67

Matched against ENR-112356, 4 fields compared, weighted score 0.667

Field	Similarity	Weight	Share	Note
Name	1.00	3	29%
Date of birth	0.50	3	29%	one_digit
SSN (last four)	1.00	2.5	24%
Address	0.00	2	19%	different

Guard: noneConflicts: none

Records in this identity

CLMCLM-409388Zahary Perkins2003-04-25Rule 0.99
CLMCLM-409389Zachary Perkins2003-04-25Scored 1.00
ENRENR-112356Zachary Perkins2003-04-25Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3905ee64e927
Escalated CLM-409387, top score 0.81, candidates MBR-000216, MBR-016227

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 Zachary PerkinsMBR-000216, score 0.81, 1 recordLinkLink to Zachary PerkinsMBR-016227, score 0.67, 3 recordsLinkConfirm as a distinct identityCLM-409387 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-71384
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039934
Opened: 2026-10-19 19:54:36
Top score: 0.81