CASE-002018

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-56714workflow paused, state held

Side-by-side comparison

Incoming CLM-411368 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411368incoming	#1MBR-007930Jonathan Wheelar 0.832 rec. Best evidence: NamePhone
Name	Jonathan E Wheeler	Jonathan E Wheelar
Date of birth	—	2007-10-20
Member ID	—	UHC-72162-77
SSN	— •••-••-NULL	•••-••-9115
Phone	9602096387	9602096387
Email	—	jonathan.wheeler36@outlook.com
Address	— null	8429 Hillcrest Rd # 900
City / state / ZIP	— -	Scottsdale, AZ, 85285
Group	GRP-4743	GRP-4743
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-007930Jonathan Wheelar0.83

Matched against ENR-114953, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	67%
Phone	1.00	1.5	33%

Guard: Too few fields to compareConflicts: none

Records in this identity

ENRENR-114953Jonathan Wheelar2007-10-20Scored 0.91
CLMCLM-411367Jonathan Wheeler2007-10-20Scored 0.91

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39f7781d0d26
Escalated CLM-411368, top score 0.83, candidates MBR-007930

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 Jonathan WheelarMBR-007930, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-411368 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-56714
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035021
Opened: 2026-10-19 19:54:36
Top score: 0.83