Steward case

CASE-000435

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-13972workflow paused, state held

Side-by-side comparison

Incoming CLM-406505 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406505incoming	#1MBR-001310Carlos Gordon 0.812 rec. Best evidence: NameDate of birthSSN (last four)Phone
Name	Carlos Gordon	Carlos L Gordon
Date of birth	1983-04-28	1983-04-28
Member ID	—	UHC-62783-16
SSN	•••-••-4533	•••-••-4533
Phone	5745155263 (574) 515-5263	5745155263
Email	— N/A	—
Address	3929 Valley View Dr 3929 Valley View Drive	5917 Maple Ave
City / state / ZIP	Austin, TX, 78761	Plano, TX, 75040
Group	GRP-4003	—
Plan	— N/A	OPTIONS-PPO
Sources, records	CLM1 record	TPA ×1PRV ×12 records

Evidence detail

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

▶#1MBR-001310Carlos Gordon0.81

Matched against TPA-52863, 5 fields compared, weighted score 0.812

Field	Similarity	Weight	Share	Note
Name	0.92	3	25%
Date of birth	1.00	3	25%	exact
SSN (last four)	1.00	2.5	21%
Phone	1.00	1.5	13%
Address	0.00	2	17%	different

Guard: noneConflicts: none

Records in this identity

TPATPA-52863Carlos Grdon1983-04-28Scored 0.97
PRVPRV-21910Carlos Gordon1983-04-28Scored 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:391967d3d434
Escalated CLM-406505, top score 0.81, candidates MBR-001310

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 Carlos GordonMBR-001310, score 0.81, 2 recordsLinkConfirm as a distinct identityCLM-406505 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-13972
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-012063
Opened: 2026-10-19 19:54:36
Top score: 0.81