Steward case

CASE-000161

Confidence 0.75 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-31881workflow paused, state held

Side-by-side comparison

Incoming CLM-429665 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429665incoming	#1MBR-036285Nicholas Sanchez 0.751 rec. Best evidence: NameDate of birth
Name	Nicholas Sanchez	Nicholas Sanchez
Date of birth	2008-03-10	2008-03-10
Member ID	— null	UHC-05768-19
SSN	— •••-••-N/A	—
Phone	—	—
Email	— -	nicholas.sanchez5@hotmail.com
Address	571 Canyon Rd 571 Canyon Road	2233 Market St
City / state / ZIP	Tucson, AZ, 85728	Sacramento, CA, 95879
Group	GRP-0670	GRP-0670
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-036285Nicholas Sanchez0.75

Matched against ENR-138922, 3 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	1.00	3	38%	exact
Address	0.00	2	25%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-138922Nicholas Sanchez2008-03-10Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3944388a9c93
Escalated CLM-429665, top score 0.75, candidates MBR-036285

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 Nicholas SanchezMBR-036285, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-429665 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-31881
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-023820
Opened: 2026-10-19 19:54:36
Top score: 0.75