Steward case

CASE-001777

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-7422workflow paused, state held

Side-by-side comparison

Incoming CLM-422371 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422371incoming	#1MBR-027572Jessica Sanchez 0.833 rec. Best evidence: NameAddress
Name	Jess Q Sanchez	Jessica Q Sanchez
Date of birth	— 9148-10-19	1948-10-19
Member ID	— NULL	UHC-54681-25
SSN	—	•••-••-0444
Phone	—	—
Email	— null	—
Address	2365 Mountain View Dr 2365 Mountain View Drive	2365 Mountain View Dr
City / state / ZIP	Sacramento, CA, 95888	Sacramento, CA, 95888
Group	GRP-9330	GRP-9330
Plan	— null	CORE-HMO
Sources, records	CLM1 record	CLM ×33 records

Evidence detail

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

▶#1MBR-027572Jessica Sanchez0.83

Matched against CLM-422373, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	60%	nickname
Address	1.00	2	40%	exact

Guard: Too few fields to compareConflicts: none

Records in this identity

CLMCLM-422372Jessica Sanchez1948-10-19Rule 0.96
CLMCLM-422373Jessica Sanchez1948-10-19Scored 0.85
CLMCLM-422374Jessica Sanchez1948-01-19Rule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3904f527188c
Escalated CLM-422371, top score 0.83, candidates MBR-027572

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 Jessica SanchezMBR-027572, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-422371 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-7422
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-006754
Opened: 2026-10-19 19:54:36
Top score: 0.83