Steward case

CASE-001558

Confidence 0.71 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-83202workflow paused, state held

Side-by-side comparison

Incoming CLM-427838 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427838incoming	#1MBR-005740Patricia Lawson 0.714 rec. Best evidence: NameSSN (last four)Phone
Name	Patricia Lawson	Patricia Z Lawson
Date of birth	1964-01-04	1963-01-04
Member ID	—	UHC-61632-44
SSN	•••-••-6598	•••-••-6598
Phone	9155266047 (915) 526-6047	9155266047
Email	— UNKNOWN	patricia.lawson45@icloud.com
Address	5663 Meadow Ln 5663 Meadow Lane	2289 Broadway
City / state / ZIP	Charlotte, NC, 28208 CHARLOTTE, NC , 28208	San Antonio, TX, 78251
Group	—	GRP-9937
Plan	—	SELECT-EPO
Sources, records	CLM1 record	CLM ×3ENR ×14 records

Evidence detail

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

▶#1MBR-005740Patricia Lawson0.71

Matched against ENR-136497, 5 fields compared, weighted score 0.708

Field	Similarity	Weight	Share	Note
Name	1.00	3	25%
Date of birth	0.50	3	25%	one_digit
SSN (last four)	1.00	2.5	21%
Phone	1.00	1.5	13%
Address	0.00	2	17%	different

Guard: noneConflicts: none

Records in this identity

CLMCLM-427839Patricia Lawson1963-01-04Rule 0.99
CLMCLM-427840Patricia Lawson1963-01-04Rule 0.99
CLMCLM-427837Lawson Patricia1963-01-04Rule 0.99
ENRENR-136497Patricia Lawson1963-01-04Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398439b90d12
Escalated CLM-427838, top score 0.71, candidates MBR-005740

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 Patricia LawsonMBR-005740, score 0.71, 4 recordsLinkConfirm as a distinct identityCLM-427838 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-83202
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043116
Opened: 2026-10-19 19:54:36
Top score: 0.71