Steward case

CASE-002205

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-10391workflow paused, state held

Side-by-side comparison

Incoming CLM-403034 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-403034incoming	#1MBR-035136Noah Morales 0.832 rec. Best evidence: NameAddress
Name	Noah M Morales Noah M. Morales	Noah M Morales
Date of birth	— -	1958-04-26
Member ID	— -	UHC-68816-49
SSN	— •••-••-UNKNOWN	•••-••-6628
Phone	— null	3374582516
Email	— N/A	noah.morales@icloud.com
Address	8322 Maple Ave 8322 MAPLE AVENUE	8322 Maple Ave
City / state / ZIP	San Antonio, TX, 78212	San Antonio, TX, 78212
Group	—	GRP-7476
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×1PRV ×12 records

Evidence detail

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

▶#1MBR-035136Noah Morales0.83

Matched against ENR-103931, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	60%
Address	1.00	2	40%	exact

Guard: Too few fields to compareConflicts: none

Records in this identity

ENRENR-103931Noah Morales1958-04-26Rule 0.99
PRVPRV-20860Noah Morales1958-04-26Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397dd710f267
Escalated CLM-403034, top score 0.83, candidates MBR-035136

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 Noah MoralesMBR-035136, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-403034 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-10391
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-009212
Opened: 2026-10-19 19:54:36
Top score: 0.83