Steward case

CASE-000563

Confidence 0.83 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-45015workflow paused, state held

Side-by-side comparison

Incoming CLM-420261 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420261incoming	#1MBR-025472Autin Ray 0.831 rec. Best evidence: Member IDPhone	#2MBR-016702Valentina Austin 0.653 rec. Best evidence: none ≥ 0.90	#3MBR-044942Valentina Ausstin 0.641 rec. Best evidence: none ≥ 0.90
Name	Raymond Austin	Autin F Ray	Valentina Austin	Valentina Ausstin
Date of birth	1980-11-07 07-11-1980	1981-11-07	1980-11-05	1980-11-05
Member ID	UHC-70748-51	UHC-70748-51	UHC-16705-36	—
SSN	—	•••-••-3025	•••-••-9240	—
Phone	2546782802	2546782802	4258931839	—
Email	— -	—	valentina.austin54@aol.com	—
Address	—	9353 Market St	6663 Highland Ave	—
City / state / ZIP	—	Phoenix, AZ, 85066	Gilbert, AZ	—
Group	GRP-7251	GRP-7251	GRP-4903	GRP-4903
Plan	SELECT-EPO	SELECT-EPO	MEDICARE-ADV-A	SELECT-EPO
Sources, records	CLM1 record	ENR ×11 record	CLM ×2TPA ×13 records	CLM ×11 record

Evidence detail

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

▶#1MBR-025472Autin Ray0.83

Matched against ENR-126630, 4 fields compared, weighted score 0.832

Field	Similarity	Weight	Share	Note
Name	0.86	3	26%	swapped
Date of birth	0.50	3	26%	one_digit
Member ID	1.00	4	35%
Phone	1.00	1.5	13%

Guard: noneConflicts: none

Records in this identity

ENRENR-126630Autin Ray1981-11-07Single record 1.00

▶#2MBR-016702Valentina Austin0.65

Matched against TPA-50124, 2 fields compared, weighted score 0.651

Field	Similarity	Weight	Share	Note
Name	0.80	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-400294Valentina Austin1980-11-05Scored 1.00
TPATPA-50124Valentina Austin1980-11-05Scored 1.00
CLMCLM-400293Valentina Austin1980-11-05Scored 0.94

▶#3MBR-044942Valentina Ausstin0.64

Matched against CLM-400295, 2 fields compared, weighted score 0.641

Field	Similarity	Weight	Share	Note
Name	0.78	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-400295Valentina Ausstin1980-11-05Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3910662e9fe2
Escalated CLM-420261, top score 0.83, candidates MBR-025472, MBR-016702, MBR-044942

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 Autin RayMBR-025472, score 0.83, 1 recordLinkLink to Valentina AustinMBR-016702, score 0.65, 3 recordsLinkLink to Valentina AusstinMBR-044942, score 0.64, 1 recordLinkConfirm as a distinct identityCLM-420261 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-45015
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030314
Opened: 2026-10-19 19:54:36
Top score: 0.83