Steward queue/CASE-001696
Steward case

CASE-001696

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-80550workflow paused, state held

Side-by-side comparison

Incoming CLM-419808 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

FieldCLMCLM-419808incoming
#1MBR-006384Aaron Ortiz
0.814 rec.
Best evidence: NameAddress
NameAaron U OrtizAaron U Ortiz
Date of birth1972-12-01
12/1/1972
1971-12-01
Member ID—
NULL
UHC-59807-57
SSN—•••-••-2054
Phone56769061865676906186
Email—aaron.ortiz59@yahoo.com
Address3890 Baseline Rd
3890 Baseline Road
3890 Baseline Rd
City / state / ZIPTempe, AZ, 85238Tempe, AZ
GroupGRP-6960GRP-6960
PlanCHOICE-PLUS-PPOCHOICE-PLUS-PPO
Sources, recordsCLM1 recordCLM ×1TPA ×2ENR ×14 records

Evidence detail

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

▶#1MBR-006384Aaron Ortiz0.81
Matched against CLM-419809, 3 fields compared, weighted score 0.813
FieldSimilarityWeightShareNote
Name1.00338%
Date of birth0.50338%one_digit
Address1.00225%exact
Guard: noneConflicts: none
Records in this identity

Case audit

Every transition on this case, sealed into the hash chain

  1. Steward case openedEscalation agent2026-10-19 19:54:3988644d59bc
    Escalated CLM-419808, top score 0.81, candidates MBR-006384

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
At least 8 characters (0/8)
ActorJ. Okafor (Data Stewardship)
Choose an option
Checkpoint
ckpt-run-mvfoap9e-80550
Stage
Human steward
Policy version
v1, threshold 0.85, floor 0.6
Provisional identity
MBR-042430
Opened
2026-10-19 19:54:36
Top score
0.81