Steward case

CASE-000328

Confidence 0.75 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-60450workflow paused, state held

Side-by-side comparison

Incoming CLM-417999 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417999incoming	#1MBR-032717Joan Robertson 0.751 rec. Best evidence: NameDate of birth
Name	Joan Robertson Robertson, Joan	Joan Robertson
Date of birth	2002-07-11 20020711	2002-07-11
Member ID	— NULL	UHC-71932-26
SSN	—	•••-••-6755
Phone	—	4688269933
Email	— UNKNOWN	joan.robertson2@hotmail.com
Address	9644 Forest Ave 9644 Forest Avenue	1381 Jefferson Ave
City / state / ZIP	Houston, TX, 77009 HOUSTON, Texas, 77009	Columbus, OH, 43263
Group	— NULL	GRP-2663
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-032717Joan Robertson0.75

Matched against ENR-123676, 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-123676Joan Robertson2002-07-11Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39b6804da2fa
Escalated CLM-417999, top score 0.75, candidates MBR-032717

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 Joan RobertsonMBR-032717, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-417999 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-60450
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036379
Opened: 2026-10-19 19:54:36
Top score: 0.75