Steward case

CASE-000664

Confidence 0.75 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-65774workflow paused, state held

Side-by-side comparison

Incoming CLM-415561 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415561incoming	#1MBR-003869Olivia Perez 0.754 rec. Best evidence: NameDate of birth
Name	Olivia Perez	Olivia K Perez
Date of birth	1963-04-16	1963-04-16
Member ID	—	UHC-08021-88
SSN	— •••-••-UNKNOWN	•••-••-5557
Phone	—	5596402012
Email	— N/A	olivia.perez56@yahoo.com
Address	2563 Park Pl 2563 Park Place	1737 Union St
City / state / ZIP	Las Vegas, NV, 89137	Tampa, FL, 33689
Group	—	GRP-4040
Plan	— -	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×1TPA ×2CLM ×14 records

Evidence detail

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

▶#1MBR-003869Olivia Perez0.75

Matched against ENR-120513, 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

ENRENR-120513Olivia Perez1963-04-16Scored 0.99
TPATPA-56823Olivya Perez1963-04-16Scored 0.99
TPATPA-56824Olivia Perez1963-04-16Scored 0.99
CLMCLM-415562Olivia Perez1963-04-16Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39eeb175aa50
Escalated CLM-415561, top score 0.75, candidates MBR-003869

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 Olivia PerezMBR-003869, score 0.75, 4 recordsLinkConfirm as a distinct identityCLM-415561 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-65774
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038182
Opened: 2026-10-19 19:54:36
Top score: 0.75