Steward case

CASE-002535

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-23507workflow paused, state held

Side-by-side comparison

Incoming CLM-414662 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414662incoming	#1MBR-010968Susan Carr 0.813 rec. Best evidence: NameAddress
Name	Sue Carr	Susan Carr
Date of birth	2004-06-19	2005-06-19
Member ID	— null	UHC-11023-15
SSN	— •••-••-UNKNOWN	•••-••-4591
Phone	— NULL	4392075440
Email	— null	—
Address	8577 Spring St # 711 8577 Spring Street #711	5207 Pine Dr
City / state / ZIP	Charlotte, NC, 28263	Las Vegas, NV, 89177
Group	GRP-5326	GRP-5326
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×1TPA ×1PRV ×13 records

Evidence detail

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

▶#1MBR-010968Susan Carr0.81

Matched against TPA-56464, 3 fields compared, weighted score 0.813

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%	nickname
Date of birth	0.50	3	38%	one_digit
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

CLMCLM-414661Susan Carr2005-06-19Rule 0.99
TPATPA-56464Susan Carr2005-06-19Rule 0.97
PRVPRV-24300Sue Carr2005-06-19Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3984392531be
Escalated CLM-414662, top score 0.81, candidates MBR-010968

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 Susan CarrMBR-010968, score 0.81, 3 recordsLinkConfirm as a distinct identityCLM-414662 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-23507
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-018771
Opened: 2026-10-19 19:54:36
Top score: 0.81