Steward case

CASE-002320

Confidence 0.75 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-70555workflow paused, state held

Side-by-side comparison

Incoming CLM-430944 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430944incoming	#1MBR-031279Joan Santiago 0.751 rec. Best evidence: NameDate of birth
Name	Joan Z Santiago joan Z. santiago	Joan Santiago
Date of birth	1960-05-03	1960-05-03
Member ID	— N/A	UHC-90878-30
SSN	— •••-••-null	—
Phone	— NULL	7727016450
Email	— N/A	joan.santiago74@gmail.com
Address	7617 Lincoln Way Apt 9	8177 Harbor Blvd
City / state / ZIP	Seattle, WA, 98124 SEATTLE, WA , 98124	Dallas, TX, 75268
Group	—	GRP-3684
Plan	—	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-031279Joan Santiago0.75

Matched against ENR-140644, 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

ENRENR-140644Joan Santiago1960-05-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39bfe8bd823a
Escalated CLM-430944, top score 0.75, candidates MBR-031279

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 Joan SantiagoMBR-031279, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-430944 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-70555
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039690
Opened: 2026-10-19 19:54:36
Top score: 0.75