Steward case

CASE-002399

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-11762workflow paused, state held

Side-by-side comparison

Incoming CLM-405209 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405209incoming	#1MBR-028184Beverly Montgomery 0.832 rec. Best evidence: NamePhone
Name	Beverly Mntgomery	Beverly Montgomery
Date of birth	1940-05-17	1940-05-17
Member ID	— null	UHC-55657-24
SSN	—	•••-••-4340
Phone	7337623845 17337623845	7337623845
Email	—	beverly.montgomery71@gmail.com
Address	—	820 Lake View Rd
City / state / ZIP	— null, -, null	Tempe, AZ, 85200
Group	GRP-8064	GRP-8064
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	TPA ×1ENR ×12 records

Evidence detail

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

▶#1MBR-028184Beverly Montgomery0.83

Matched against ENR-106821, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.94	3	67%
Phone	1.00	1.5	33%

Guard: Too few fields to compareConflicts: none

Records in this identity

TPATPA-52281Beverly Montgomery1940-05-17Scored 1.00
ENRENR-106821Beverly MontgomeryScored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3916f3556427
Escalated CLM-405209, top score 0.83, candidates MBR-028184

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 Beverly MontgomeryMBR-028184, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-405209 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-11762
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-010332
Opened: 2026-10-19 19:54:36
Top score: 0.83