Steward case

CASE-000393

Confidence 0.75 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-61101workflow paused, state held

Side-by-side comparison

Incoming CLM-405788 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405788incoming	#1MBR-001136Stephen Lewis 0.753 rec. Best evidence: NameDate of birth
Name	Stephen Lewis	Stephen Lewis
Date of birth	1958-03-04	1958-03-04
Member ID	— UNKNOWN	UHC-80754-67
SSN	—	•••-••-9001
Phone	— NULL	—
Email	—	stephen.lewis26@yahoo.com
Address	3109 Church St 3109 Church Street	7899 Church St
City / state / ZIP	Jacksonville, FL, 32262	Miami, FL, 33177
Group	GRP-5956	GRP-5956
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-001136Stephen Lewis0.75

Matched against CLM-405789, 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

CLMCLM-405789Stephen Lewis1958-03-04Rule 0.99
CLMCLM-405790Stephen Lewis1958-03-04Rule 0.99
ENRENR-107611Stephen Lewis1958-03-04Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d64ffbe358
Escalated CLM-405788, top score 0.75, candidates MBR-001136

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 Stephen LewisMBR-001136, score 0.75, 3 recordsLinkConfirm as a distinct identityCLM-405788 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-61101
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036581
Opened: 2026-10-19 19:54:36
Top score: 0.75