Steward case

CASE-001864

Confidence 0.64 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-18950workflow paused, state held

Side-by-side comparison

Incoming CLM-409380 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409380incoming	#1MBR-007089Billy Wong 0.645 rec. Best evidence: none ≥ 0.90
Name	Rachel Wong	Billy I Wong
Date of birth	1989-02-20	1989-02-21
Member ID	UHC-27358-74	UHC-81240-57
SSN	•••-••-1536	•••-••-8090
Phone	7548252188 (754) 825-2188	7366585740
Email	— NULL	—
Address	— N/A	5293 Ridge Rd
City / state / ZIP	— UNKNOWN	Plano, TX, 75096
Group	GRP-7526	GRP-6751
Plan	— null	NAVIGATE-HMO
Sources, records	CLM1 record	TPA ×1CLM ×45 records

Evidence detail

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

▶#1MBR-007089Billy Wong0.64

Matched against TPA-59051, 2 fields compared, weighted score 0.637

Field	Similarity	Weight	Share	Note
Name	0.77	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

TPATPA-59051Billy Wong1989-02-21Scored 1.00
CLMCLM-420606Billy Wong1989-02-21Scored 1.00
CLMCLM-420604Billy Wong1989-02-21Scored 1.00
CLMCLM-420605Billy Wong1989-02-21Scored 1.00
CLMCLM-420607Billy Wong1989-02-21Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39acf4cd9c58
Escalated CLM-409380, top score 0.64, candidates MBR-007089

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 Billy WongMBR-007089, score 0.64, 5 recordsLinkConfirm as a distinct identityCLM-409380 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-18950
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-015686
Opened: 2026-10-19 19:54:36
Top score: 0.64