Steward case

CASE-000329

Confidence 0.79 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-83627workflow paused, state held

Side-by-side comparison

Incoming CLM-414227 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414227incoming	#1MBR-009347Jesse Reyes 0.793 rec. Best evidence: NameDate of birthPhone	#2MBR-029257Jesse Reyes 0.631 rec. Best evidence: NamePhone
Name	Jesse Reyes	Jesse M Reyes	Jesse M Reyes
Date of birth	2006-02-10	2006-02-10	2007-02-10
Member ID	— -	UHC-88973-05	—
SSN	— •••-••--	•••-••-2866	—
Phone	2722119943 12722119943	2722119943	2722119943
Email	— UNKNOWN	—	—
Address	5187 Grand Ave	3997 Canyon Rd	3997 Canyon Rd
City / state / ZIP	Chandler, AZ, 85293	Mesa, AZ, 85215	Mesa, AZ, 85215
Group	GRP-9739	GRP-9739	GRP-9739
Plan	— NULL	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	CLM ×1ENR ×23 records	CLM ×11 record

Evidence detail

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

▶#1MBR-009347Jesse Reyes0.79

Matched against CLM-414228, 4 fields compared, weighted score 0.789

Field	Similarity	Weight	Share	Note
Name	1.00	3	32%
Date of birth	1.00	3	32%	exact
Phone	1.00	1.5	16%
Address	0.00	2	21%	different

Guard: noneConflicts: none

Records in this identity

CLMCLM-414228Jesse Reyes2006-02-10Scored 0.94
ENRENR-118678Jesse Reyes2006-02-10Rule 0.96
ENRENR-118679Jesse Reyes2006-02-01Rule 0.96

▶#2MBR-029257Jesse Reyes0.63

Matched against CLM-414229, 4 fields compared, weighted score 0.632

Field	Similarity	Weight	Share	Note
Name	1.00	3	32%
Date of birth	0.50	3	32%	one_digit
Phone	1.00	1.5	16%
Address	0.00	2	21%	different

Guard: noneConflicts: none

Records in this identity

CLMCLM-414229Jesse Reyes2007-02-10Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39be35b53c7d
Escalated CLM-414227, top score 0.79, candidates MBR-009347, MBR-029257

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 Jesse ReyesMBR-009347, score 0.79, 3 recordsLinkLink to Jesse ReyesMBR-029257, score 0.63, 1 recordLinkConfirm as a distinct identityCLM-414227 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-83627
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043227
Opened: 2026-10-19 19:54:36
Top score: 0.79