Steward case

CASE-000785

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-2658workflow paused, state held

Side-by-side comparison

Incoming CLM-408568 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408568incoming	#1MBR-024165Vincent Pena 0.813 rec. Best evidence: NameAddress
Name	Vincent L Pena	Vincent Pena
Date of birth	1944-02-06 19440206	1945-02-06
Member ID	—	UHC-95465-09
SSN	•••-••-0606	—
Phone	— -	3683430541
Email	—	—
Address	3385 Hillcrest Rd 3385 HILLCREST ROAD	3385 Hillcrest Rd
City / state / ZIP	Minneapolis, MN, 55480	Minneapolis, MN, 55480
Group	—	GRP-5645
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	TPA ×1CLM ×1PRV ×13 records

Evidence detail

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

▶#1MBR-024165Vincent Pena0.81

Matched against TPA-53771, 3 fields compared, weighted score 0.813

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.50	3	38%	one_digit
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

TPATPA-53771Vincent Pena1945-02-06Scored 1.00
CLMCLM-408567Vincent Pena1945-02-06Scored 1.00
PRVPRV-22536Vincent Pena1945-02-06Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:558652ff924a
Escalated CLM-408568, top score 0.81, candidates MBR-024165

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 Vincent PenaMBR-024165, score 0.81, 3 recordsLinkConfirm as a distinct identityCLM-408568 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-mvjj6udb-2658
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-002531
Opened: 2026-10-22 12:43:43
Top score: 0.81