Steward case

CASE-000519

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-79148workflow paused, state held

Side-by-side comparison

Incoming CLM-408906 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408906incoming	#1MBR-001571Kevin Rice 0.831 rec. Best evidence: NameAddress	#2MBR-011457Kevin Rice 0.793 rec. Best evidence: NameSSN (last four)Address
Name	Kevin Rice	Kevin Rice	Kevin A Rice
Date of birth	2000-08-06	—	1999-08-06
Member ID	— -	—	UHC-54331-49
SSN	•••-••-4873 •••-••-*--4873	—	•••-••-4873
Phone	—	—	2332187197
Email	— -	—	kevin.rice20@icloud.com
Address	8670 Main St 8670 MAIN STREET	8670 Main St	8670 Main St
City / state / ZIP	Chandler, AZ, 85265	Chandler, AZ, 85265	Chandler, AZ, 85265
Group	GRP-0267	GRP-0267	GRP-0267
Plan	— null	—	CORE-HMO
Sources, records	CLM1 record	TPA ×11 record	ENR ×2CLM ×13 records

Evidence detail

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

▶#1MBR-001571Kevin Rice0.83

Matched against TPA-53901, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	60%
Address	1.00	2	40%	exact

Guard: Too few fields to compareConflicts: none

Records in this identity

TPATPA-53901Kevin RiceSingle record 1.00

▶#2MBR-011457Kevin Rice0.79

Matched against ENR-111762, 4 fields compared, weighted score 0.786

Field	Similarity	Weight	Share	Note
Name	1.00	3	29%
Date of birth	0.25	3	29%	month_day
SSN (last four)	1.00	2.5	24%
Address	1.00	2	19%	exact

Guard: noneConflicts: none

Records in this identity

ENRENR-111763Kevin Rice1999-08-06Rule 0.99
ENRENR-111762Kevin Rice1999-08-06Rule 0.99
CLMCLM-408905Kevin Rice1999-08-06Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e503eab144
Escalated CLM-408906, top score 0.83, candidates MBR-001571, MBR-011457

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 Kevin RiceMBR-001571, score 0.83, 1 recordLinkLink to Kevin RiceMBR-011457, score 0.79, 3 recordsLinkConfirm as a distinct identityCLM-408906 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-79148
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042082
Opened: 2026-10-19 19:54:36
Top score: 0.83