Steward case

CASE-001018

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-99145workflow paused, state held

Side-by-side comparison

Incoming CLM-430351 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430351incoming	#1MBR-003495Aaron Shaw 0.832 rec. Best evidence: Name
Name	Aaron Shaw	Aaron S Shaw
Date of birth	— 19381100	1938-10-10
Member ID	— N/A	UHC-68668-91
SSN	— •••-••-UNKNOWN	—
Phone	— null	6169889813
Email	—	aaron.shaw@proton.me
Address	3907 Elm St 3907 Elm Street	3907 Elm St
City / state / ZIP	Seattle, WA, 98107	Seattle, WA, 98107
Group	GRP-8233	GRP-8233
Plan	MEDICARE-ADV-A	NAVIGATE-HMO
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-003495Aaron Shaw0.83

Matched against ENR-139842, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	60%
Address	0.70	2	40%	street_match

Guard: Too few fields to compareConflicts: none

Records in this identity

ENRENR-139842Aaron ShawScored 0.91
CLMCLM-430352Aaron Shaw1938-10-10Scored 0.91

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39a662efa838
Escalated CLM-430351, top score 0.83, candidates MBR-003495

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 Aaron ShawMBR-003495, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-430351 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-99145
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046672
Opened: 2026-10-19 19:54:36
Top score: 0.83