Steward case

CASE-000924

Confidence 0.75 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-94293workflow paused, state held

Side-by-side comparison

Incoming CLM-401215 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401215incoming	#1MBR-003029Carl Morrison 0.754 rec. Best evidence: NameDate of birth
Name	Carl Morrison	Carl H Morrison
Date of birth	1989-06-26	1989-06-26
Member ID	— UNKNOWN	UHC-22994-76
SSN	— •••-••-UNKNOWN	•••-••-6516
Phone	— -	6654491872
Email	— null	carl.morrison45@gmail.com
Address	7763 Hillcrest Rd 7763 Hillcrest Road	3084 River Rd
City / state / ZIP	Tempe, AZ, 85291	Denver, CO, 80236
Group	GRP-7832	GRP-7832
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×1TPA ×1PRV ×1ENR ×14 records

Evidence detail

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

▶#1MBR-003029Carl Morrison0.75

Matched against CLM-401214, 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

CLMCLM-401214Carl Morrison1989-06-26Scored 1.00
TPATPA-50522Carl Morrison1989-06-26Scored 1.00
PRVPRV-20387Morrison Carl1989-06-26Rule 0.99
ENRENR-101567Carl Morrison1989-06-26Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39f6e8f81cd9
Escalated CLM-401215, top score 0.75, candidates MBR-003029

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 Carl MorrisonMBR-003029, score 0.75, 4 recordsLinkConfirm as a distinct identityCLM-401215 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-94293
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045657
Opened: 2026-10-19 19:54:36
Top score: 0.75