Steward case

CASE-001406

Confidence 0.75 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-63484workflow paused, state held

Side-by-side comparison

Incoming CLM-423224 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423224incoming	#1MBR-037008Sharon Dean 0.751 rec. Best evidence: NameDate of birth
Name	Sharon Dean	Sharon O Dean
Date of birth	2005-09-11 11-09-2005	2005-09-11
Member ID	— N/A	UHC-69328-22
SSN	—	•••-••-0794
Phone	— NULL	7155095899
Email	— UNKNOWN	—
Address	1782 Valley View Dr 1782 VALLEY VIEW DRIVE	5774 Elm St
City / state / ZIP	Charlotte, NC, 28202	Nashville, TN, 37268
Group	— NULL	GRP-3474
Plan	— NULL	CORE-HMO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-037008Sharon Dean0.75

Matched against ENR-130370, 3 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	1.00	3	38%	exact
Address	0.00	2	25%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-130370Sharon Dean2005-09-11Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55001813806c
Escalated CLM-423224, top score 0.75, candidates MBR-037008

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 Sharon DeanMBR-037008, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-423224 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-mvjj6udb-63484
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037401
Opened: 2026-10-22 12:43:43
Top score: 0.75