Steward case

CASE-002622

Confidence 0.79 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-93920workflow paused, state held

Side-by-side comparison

Incoming CLM-415411 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415411incoming	#1MBR-011666Carolyn Schultz 0.791 rec. Best evidence: NameDate of birthPhone
Name	Carolyn Schultz	Carolyn Schultz
Date of birth	1952-03-12	1952-03-12
Member ID	—	UHC-41908-46
SSN	—	•••-••-1800
Phone	9566257981 956-625-7981	9566257981
Email	— NULL	carolyn.schultz49@aol.com
Address	5355 Harbor Blvd # 897 5355 Harbor Blvd #897	1296 Maple Ave
City / state / ZIP	San Diego, CA, 92122	Jacksonville, FL, 32211
Group	GRP-6637	GRP-6637
Plan	— -	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-011666Carolyn Schultz0.79

Matched against ENR-120295, 4 fields compared, weighted score 0.789

Field	Similarity	Weight	Share	Note
Name	1.00	3	32%
Date of birth	1.00	3	32%	exact
Phone	1.00	1.5	16%
Address	0.00	2	21%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-120295Carolyn Schultz1952-03-12Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:557c8e2730e1
Escalated CLM-415411, top score 0.79, candidates MBR-011666

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 Carolyn SchultzMBR-011666, score 0.79, 1 recordLinkConfirm as a distinct identityCLM-415411 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-93920
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045583
Opened: 2026-10-22 12:43:43
Top score: 0.79