Steward case

CASE-001063

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-15977workflow paused, state held

Side-by-side comparison

Incoming CLM-430842 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430842incoming	#1MBR-003635Katherine Gonzalez 0.833 rec. Best evidence: NameAddress
Name	Katherine Gonzalez	Katherine Gonzalez
Date of birth	— 9158-10-26	1958-10-26
Member ID	—	UHC-99110-29
SSN	— •••-••-UNKNOWN	•••-••-0768
Phone	— -	4764510371
Email	— null	katherine.gonzalez@yahoo.com
Address	3627 Highland Ave 3627 Highland Avenue	3627 Highland Ave
City / state / ZIP	Tampa, FL, 33637	Tampa, FL, 33637
Group	GRP-8710	GRP-8710
Plan	—	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×2TPA ×13 records

Evidence detail

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

▶#1MBR-003635Katherine Gonzalez0.83

Matched against ENR-140517, 2 fields compared, weighted score 0.830

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

Guard: Too few fields to compareConflicts: none

Records in this identity

ENRENR-140517Katherine Gonzalez1958-10-26Scored 0.99
ENRENR-140516Gonzalez Katherine1958-10-26Scored 0.99
TPATPA-63633Katherine Gonzalez1958-10-26Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398bdd390915
Escalated CLM-430842, top score 0.83, candidates MBR-003635

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 Katherine GonzalezMBR-003635, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-430842 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-15977
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013549
Opened: 2026-10-19 19:54:36
Top score: 0.83