Steward case

CASE-001729

Confidence 0.67 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-7153workflow paused, state held

Side-by-side comparison

Incoming CLM-431387 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431387incoming	#1MBR-040393Philip Greene 0.671 rec. Best evidence: NameSSN (last four)
Name	Philip Greene	Philip D Greene
Date of birth	1982-10-01	1981-10-01
Member ID	— N/A	UHC-72670-36
SSN	•••-••-1740	•••-••-1740
Phone	—	4058635603
Email	— null	philip.greene9@icloud.com
Address	3314 Jefferson Ave	2179 Sunset Blvd
City / state / ZIP	San Antonio, TX, 78267	San Antonio, TX, 78236
Group	— -	GRP-7945
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-040393Philip Greene0.67

Matched against ENR-141211, 4 fields compared, weighted score 0.667

Field	Similarity	Weight	Share	Note
Name	1.00	3	29%
Date of birth	0.50	3	29%	one_digit
SSN (last four)	1.00	2.5	24%
Address	0.00	2	19%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-141211Philip Greene1981-10-01Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55152f28a3be
Escalated CLM-431387, top score 0.67, candidates MBR-040393

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 Philip GreeneMBR-040393, score 0.67, 1 recordLinkConfirm as a distinct identityCLM-431387 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-7153
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-006527
Opened: 2026-10-22 12:43:43
Top score: 0.67