Steward case

CASE-001533

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-16019workflow paused, state held

Side-by-side comparison

Incoming CLM-400363 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400363incoming	#1MBR-005652Grace Soot 0.812 rec. Best evidence: NameAddress
Name	Grace Soto	Grace B Soot
Date of birth	1947-03-03	1946-03-03
Member ID	—	UHC-54130-50
SSN	— •••-••--	•••-••-4259
Phone	— -	4238927617
Email	—	—
Address	4634 Forest Ave 4634 Forest Avenue	4634 Forest Ave
City / state / ZIP	Orlando, FL, 32819	Orlando, FL, 32819
Group	—	GRP-6429
Plan	—	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×1TPA ×12 records

Evidence detail

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

▶#1MBR-005652Grace Soot0.81

Matched against TPA-50152, 3 fields compared, weighted score 0.813

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.50	3	38%	one_digit
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

ENRENR-100504Grace Soot1946-03-03Scored 0.98
TPATPA-50152Grace Soto1946-03-03Scored 0.98

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5509698f1580
Escalated CLM-400363, top score 0.81, candidates MBR-005652

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 Grace SootMBR-005652, score 0.81, 2 recordsLinkConfirm as a distinct identityCLM-400363 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-16019
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013581
Opened: 2026-10-22 12:43:43
Top score: 0.81