Steward case

CASE-002546

Confidence 0.75 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-73793workflow paused, state held

Side-by-side comparison

Incoming CLM-400099 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400099incoming	#1MBR-043281Joey Simpson 0.752 rec. Best evidence: NameDate of birth
Name	Joseph U Simpson Simpson, Joseph U	Joey U Simpson
Date of birth	1997-04-14	1997-04-14
Member ID	— NULL	UHC-40911-71
SSN	— •••-••-N/A	•••-••-8171
Phone	— null	7684184471
Email	—	joseph.simpson@yahoo.com
Address	7986 Mountain View Dr 7986 Mountain View Drive	9890 Canyon Rd
City / state / ZIP	Sacramento, CA, 95822	Nashville, TN, 37266
Group	GRP-6606	GRP-6606
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×22 records

Evidence detail

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

▶#1MBR-043281Joey Simpson0.75

Matched against ENR-100144, 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-100144Joseph Simpson1997-04-14Rule 0.99
ENRENR-100143Joey Simpson1997-04-14Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55f4aeade06c
Escalated CLM-400099, top score 0.75, candidates MBR-043281

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 Joey SimpsonMBR-043281, score 0.75, 2 recordsLinkConfirm as a distinct identityCLM-400099 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-73793
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040654
Opened: 2026-10-22 12:43:43
Top score: 0.75