Steward case

CASE-001503

Confidence 0.60 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-52328workflow paused, state held

Side-by-side comparison

Incoming CLM-429202 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429202incoming	#1MBR-016027Betty Ray 0.601 rec. Best evidence: Name
Name	Betty Ray	Betty Ray
Date of birth	1991-11-10 10-11-1991	1991-11-01
Member ID	—	UHC-11103-39
SSN	— •••-••-UNKNOWN	•••-••-5954
Phone	8486225622	—
Email	—	—
Address	6922 Cedar Ln # 149 6922 Cedar Lane #149	9637 Cedar Ln
City / state / ZIP	San Diego, CA, 92138 San Diego, California, 92138	Orlando, FL
Group	GRP-0289	GRP-0289
Plan	CORE-HMO	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-016027Betty Ray0.60

Matched against ENR-138308, 3 fields compared, weighted score 0.600

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.60	3	38%	transposition
Address	0.00	2	25%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-138308Betty Ray1991-11-01Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3958eae7de8d
Escalated CLM-429202, top score 0.60, candidates MBR-016027

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 Betty RayMBR-016027, score 0.60, 1 recordLinkConfirm as a distinct identityCLM-429202 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-52328
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033331
Opened: 2026-10-19 19:54:36
Top score: 0.60