Steward case

CASE-001856

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-7787workflow paused, state held

Side-by-side comparison

Incoming CLM-419906 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419906incoming	#1MBR-030358Lisa Harrison 0.811 rec. Best evidence: NameAddress
Name	Lisa Harrison	Lisa Harrison
Date of birth	1982-07-19	1983-07-19
Member ID	UHC-17341-10	—
SSN	•••-••-3780	—
Phone	8183417523 (818) 341-7523	—
Email	—	—
Address	2224 Ocean Ave 2224 Ocean Avenue	2224 Ocean Ave
City / state / ZIP	Minneapolis, MN, 55431	Minneapolis, MN, 55431
Group	GRP-6873	—
Plan	—	OPTIONS-PPO
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-030358Lisa Harrison0.81

Matched against TPA-58776, 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

TPATPA-58776Lisa Harrison1983-07-19Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5549306c7941
Escalated CLM-419906, top score 0.81, candidates MBR-030358

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 Lisa HarrisonMBR-030358, score 0.81, 1 recordLinkConfirm as a distinct identityCLM-419906 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-7787
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-007067
Opened: 2026-10-22 12:43:43
Top score: 0.81