Steward case

CASE-001120

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-16564workflow paused, state held

Side-by-side comparison

Incoming CLM-423977 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423977incoming	#1MBR-003810Charles Cook 0.832 rec. Best evidence: NameAddress
Name	Chuck Couk	Charles Cook
Date of birth	1940-12-17 12/17/1940	—
Member ID	—	UHC-68735-07
SSN	— •••-••-NULL	•••-••-5097
Phone	— UNKNOWN	8907572188
Email	—	charles.cook@proton.me
Address	7669 Hillcrest Rd	7669 Hillcrest Rd
City / state / ZIP	Orlando, FL, 32812	Orlando, FL, 32812
Group	GRP-6878	GRP-6878
Plan	— N/A	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1TPA ×12 records

Evidence detail

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

▶#1MBR-003810Charles Cook0.83

Matched against ENR-131348, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.92	3	60%	nickname
Address	1.00	2	40%	exact

Guard: Too few fields to compareConflicts: none

Records in this identity

ENRENR-131348Charles CookScored 1.00
TPATPA-60556Chuck CookScored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3985c8769cda
Escalated CLM-423977, top score 0.83, candidates MBR-003810

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 Charles CookMBR-003810, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-423977 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-16564
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013991
Opened: 2026-10-19 19:54:36
Top score: 0.83