Steward case

CASE-001256

Confidence 0.72 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-90798workflow paused, state held

Side-by-side comparison

Incoming CLM-431118 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431118incoming	#1MBR-004350Sandra Patel 0.725 rec. Best evidence: NameAddress
Name	Sandra Patel	Sandra I Patel
Date of birth	1949-08-26 Aug 26, 1949	1950-08-26
Member ID	— -	UHC-95354-02
SSN	— •••-••-NULL	•••-••-9934
Phone	— N/A	5909219151
Email	— UNKNOWN	sandra.patel40@proton.me
Address	1517 Park Pl	1517 Park Pl
City / state / ZIP	Nashville, TN, 37249	Nashville, TN, 37249
Group	— NULL	GRP-2650
Plan	—	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×2ENR ×2TPA ×15 records

Evidence detail

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

▶#1MBR-004350Sandra Patel0.72

Matched against CLM-431116, 3 fields compared, weighted score 0.719

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.25	3	38%	month_day
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

CLMCLM-431116Sandra Patel1950-08-26Scored 1.00
ENRENR-140861Sandra Patel1950-08-26Scored 1.00
TPATPA-63752Sandra Patel1950-08-26Scored 1.00
ENRENR-140862Sandra Patel1950-08-26Scored 1.00
CLMCLM-431117Sandra Patel1950-08-26Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d5249f3df7
Escalated CLM-431118, top score 0.72, candidates MBR-004350

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 Sandra PatelMBR-004350, score 0.72, 5 recordsLinkConfirm as a distinct identityCLM-431118 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-90798
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044888
Opened: 2026-10-19 19:54:36
Top score: 0.72