CASE-001900

Confidence 0.75 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-8098workflow paused, state held

Side-by-side comparison

Incoming CLM-413604 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413604incoming	#1MBR-030365Terry Schmidt 0.751 rec. Best evidence: NameDate of birth
Name	Terry Schmidt	Terry Schmidt
Date of birth	1993-06-16	1993-06-16
Member ID	UHC-14615-70	—
SSN	— •••-••--	—
Phone	5329134752 +1 532 913 4752	—
Email	— UNKNOWN	terry.schmidt@aol.com
Address	4884 Valley View Dr 4884 Valley View Drive	4118 Pine Dr
City / state / ZIP	Chandler, AZ, 85206 Chandler , AZ, 85206	Miami, FL, 33196
Group	— -	—
Plan	CORE-HMO	CORE-HMO
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-030365Terry Schmidt0.75

Matched against TPA-55980, 3 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	1.00	3	38%	exact
Address	0.00	2	25%	different

Guard: noneConflicts: none

Records in this identity

TPATPA-55980Terry Schmidt1993-06-16Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5589fc95eeb2
Escalated CLM-413604, top score 0.75, candidates MBR-030365

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 Terry SchmidtMBR-030365, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-413604 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-8098
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-007326
Opened: 2026-10-22 12:43:43
Top score: 0.75