Steward case

CASE-002114

Confidence 0.79 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-77275workflow paused, state held

Side-by-side comparison

Incoming CLM-407511 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407511incoming	#1MBR-040029Jack Sanchez 0.791 rec. Best evidence: NameDate of birthPhone
Name	Jack Sanchez	Jack P Sanchez
Date of birth	1998-04-02	1998-04-02
Member ID	—	UHC-31828-64
SSN	— •••-••-NULL	•••-••-5801
Phone	6027213425	6027213425
Email	— null	jack.sanchez44@proton.me
Address	9589 Canyon Rd	252 Mountain View Dr
City / state / ZIP	San Diego, CA, 92138 San Diego, CA , 92138-9510	Austin, TX, 78728
Group	GRP-6923	GRP-6923
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-040029Jack Sanchez0.79

Matched against ENR-109848, 4 fields compared, weighted score 0.789

Field	Similarity	Weight	Share	Note
Name	1.00	3	32%
Date of birth	1.00	3	32%	exact
Phone	1.00	1.5	16%
Address	0.00	2	21%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-109848Jack Sanchez1998-04-02Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5581093d9d32
Escalated CLM-407511, top score 0.79, candidates MBR-040029

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 Jack SanchezMBR-040029, score 0.79, 1 recordLinkConfirm as a distinct identityCLM-407511 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-77275
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041589
Opened: 2026-10-22 12:43:43
Top score: 0.79