Steward case

CASE-000662

Confidence 0.82 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-6492workflow paused, state held

Side-by-side comparison

Incoming CLM-400439 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400439incoming	#1MBR-005801Juan Castro 0.822 rec. Best evidence: NameSSN (last four)
Name	Juan Castro	Juan Castro
Date of birth	1978-08-01	1979-08-01
Member ID	— N/A	UHC-48650-39
SSN	•••-••-6466	•••-••-6466
Phone	5215587867	—
Email	— -	juan.castro67@icloud.com
Address	— UNKNOWN	3550 Sunset Blvd
City / state / ZIP	— NULL, NULL, N/A	San Antonio, TX, 78261
Group	GRP-5662	GRP-5662
Plan	— NULL	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-005801Juan Castro0.82

Matched against ENR-100596, 3 fields compared, weighted score 0.824

Field	Similarity	Weight	Share	Note
Name	1.00	3	35%
Date of birth	0.50	3	35%	one_digit
SSN (last four)	1.00	2.5	29%

Guard: noneConflicts: none

Records in this identity

ENRENR-100596Juan Castro1979-08-01Scored 0.98
CLMCLM-400440Juen Castro1979-08-01Scored 0.98

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39500f14aa2d
Escalated CLM-400439, top score 0.82, candidates MBR-005801

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 Juan CastroMBR-005801, score 0.82, 2 recordsLinkConfirm as a distinct identityCLM-400439 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-6492
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-005965
Opened: 2026-10-19 19:54:36
Top score: 0.82