Steward case

CASE-001234

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-4530workflow paused, state held

Side-by-side comparison

Incoming CLM-402227 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402227incoming	#1MBR-008825Alice Singh 0.834 rec. Best evidence: NameAddress
Name	Alice Singh	Alice F Singh
Date of birth	1984-02-16	1983-02-16
Member ID	—	UHC-74636-77
SSN	—	•••-••-6082
Phone	—	6525146912
Email	— UNKNOWN	—
Address	4384 Main St	4384 Main St
City / state / ZIP	San Antonio, TX, 78233 San Antonio, Texas, 78233	San Antonio, TX, 78233
Group	GRP-8884	GRP-8884
Plan	— null	—
Sources, records	CLM1 record	CLM ×3TPA ×14 records

Evidence detail

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

▶#1MBR-008825Alice Singh0.83

Matched against TPA-50941, 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-402226Alice Singh1983-02-16Scored 0.93
CLMCLM-402228Alice Singh1983-02-16Rule 0.99
TPATPA-50941Alice SinghRule 0.96
CLMCLM-402229Alice Singh1983-02-16Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39717942d6e6
Escalated CLM-402227, top score 0.83, candidates MBR-008825

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 Alice SinghMBR-008825, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-402227 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-4530
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-004227
Opened: 2026-10-19 19:54:36
Top score: 0.83