Steward case

CASE-002368

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvjj6udb-11586workflow paused, state held

Side-by-side comparison

Incoming CLM-417259 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417259incoming	#1MBR-042964Patrcik Ellis 0.832 rec. Best evidence: NamePhone
Name	Patrick Ellis	Patrcik Ellis
Date of birth	— 9175-04-06	1975-04-06
Member ID	— NULL	UHC-52459-13
SSN	— •••-••-N/A	•••-••-6323
Phone	7134396493 (713) 439-6493	7134396493
Email	—	patrick.ellis@proton.me
Address	— UNKNOWN	1833 Ridge Rd
City / state / ZIP	— NULL, UNKNOWN , UNKNOWN	Eden Prairie, MN, 55326
Group	GRP-8741	GRP-8741
Plan	— NULL	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-042964Patrcik Ellis0.83

Matched against ENR-122748, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	67%
Phone	1.00	1.5	33%

Guard: Too few fields to compareConflicts: none

Records in this identity

CLMCLM-417260Patrick Ellis1975-04-06Rule 0.99
ENRENR-122748Patrcik Ellis1975-04-06Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55f6bd172dfc
Escalated CLM-417259, top score 0.83, candidates MBR-042964

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 Patrcik EllisMBR-042964, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-417259 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-11586
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-010190
Opened: 2026-10-22 12:43:43
Top score: 0.83