Steward case

CASE-001101

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-84675workflow paused, state held

Side-by-side comparison

Incoming CLM-426462 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426462incoming	#1MBR-003749Martha Soto 0.832 rec. Best evidence: NameAddress
Name	Martha Q Soto Martha Q. Soto	Martha Q Soto
Date of birth	— 1897-07-21	1987-07-21
Member ID	—	UHC-39559-98
SSN	—	—
Phone	—	6494123942
Email	— N/A	martha.soto@proton.me
Address	1011 Lincoln Way	1011 Lincoln Way
City / state / ZIP	Glendale, AZ, 85337	Glendale, AZ, 85337
Group	— N/A	—
Plan	NAVIGATE-HMO	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×1PRV ×12 records

Evidence detail

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

▶#1MBR-003749Martha Soto0.83

Matched against CLM-426463, 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

CLMCLM-426463Martha Soto1987-07-21Rule 0.99
PRVPRV-27804Martha Soto1987-07-21Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397a75e47bfe
Escalated CLM-426462, top score 0.83, candidates MBR-003749

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 Martha SotoMBR-003749, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-426462 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-84675
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043480
Opened: 2026-10-19 19:54:36
Top score: 0.83