Steward case

CASE-001524

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-92973workflow paused, state held

Side-by-side comparison

Incoming CLM-417770 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417770incoming	#1MBR-005595Susan Burns 0.831 rec. Best evidence: NameEmail	#2MBR-035162Susan Burns 0.832 rec. Best evidence: NameDate of birth
Name	Susan Burns	Susan X Burns	Susan Burns
Date of birth	2000-04-10	—	2000-04-10
Member ID	— -	UHC-68235-49	—
SSN	—	—	•••-••-6503
Phone	— UNKNOWN	—	2033783493
Email	susan.burns@hotmail.com	susan.burns@hotmail.com	—
Address	— N/A	4393 Ridge Rd	6673 Cedar Ln
City / state / ZIP	— NULL	Denver, CO, 80253	Tampa, FL, 33655
Group	—	GRP-3225	GRP-3225
Plan	—	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×11 record	CLM ×22 records

Evidence detail

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

▶#1MBR-005595Susan Burns0.83

Matched against ENR-123381, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	67%
Email	1.00	1.5	33%

Guard: Too few fields to compareConflicts: none

Records in this identity

ENRENR-123381Susan BurnsSingle record 1.00

▶#2MBR-035162Susan Burns0.83

Matched against CLM-417769, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-417769Susan Burns2000-04-10Rule 0.97
CLMCLM-417768Susan Burns2000-04-10Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39614d63464f
Escalated CLM-417770, top score 0.83, candidates MBR-005595, MBR-035162

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 Susan BurnsMBR-005595, score 0.83, 1 recordLinkLink to Susan BurnsMBR-035162, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-417770 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-92973
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045378
Opened: 2026-10-19 19:54:36
Top score: 0.83