Steward case

CASE-002573

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-69661workflow paused, state held

Side-by-side comparison

Incoming CLM-419760 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419760incoming	#1MBR-011314Mei Moreno 0.832 rec. Best evidence: NameAddress	#2MBR-018145Mei Moreno 0.601 rec. Best evidence: Name
Name	Mei Moreno	Mei Moreno	Mei X Moreno
Date of birth	— 1495-09-16	1945-09-16	—
Member ID	— null	UHC-60887-74	UHC-80082-09
SSN	— •••-••-UNKNOWN	•••-••-2108	—
Phone	— NULL	3096666398	—
Email	— N/A	mei.moreno@hotmail.com	mei.moreno9@icloud.com
Address	4287 Mountain View Dr	4287 Mountain View Dr	7435 Church St
City / state / ZIP	Denver, CO, 80286 Denver , CO , 80286	Denver, CO, 80286	Houston, TX, 77034
Group	— null	GRP-4507	GRP-1893
Plan	—	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	TPA ×1ENR ×12 records	ENR ×11 record

Evidence detail

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

▶#1MBR-011314Mei Moreno0.83

Matched against TPA-58713, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	60%
Address	1.00	2	40%	exact

Guard: Too few fields to compareConflicts: none

Records in this identity

TPATPA-58713Mei Moreno1945-09-16Scored 1.00
ENRENR-126017Mei Moreno1945-09-16Scored 1.00

▶#2MBR-018145Mei Moreno0.60

Matched against ENR-110008, 2 fields compared, weighted score 0.600

Field	Similarity	Weight	Share	Note
Name	1.00	3	60%
Address	0.00	2	40%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-110008Mei MorenoSingle record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e35da27429
Escalated CLM-419760, top score 0.83, candidates MBR-011314, MBR-018145

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 Mei MorenoMBR-011314, score 0.83, 2 recordsLinkLink to Mei MorenoMBR-018145, score 0.60, 1 recordLinkConfirm as a distinct identityCLM-419760 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-69661
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039412
Opened: 2026-10-19 19:54:36
Top score: 0.83