Steward case

CASE-002634

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvjj6udb-56866workflow paused, state held

Side-by-side comparison

Incoming CLM-409090 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409090incoming	#1MBR-011827Jose Espinoza 0.832 rec. Best evidence: NameAddress
Name	Jose Espinoza	Jose Espinoza
Date of birth	1997-08-14 19970814	1996-08-14
Member ID	— -	UHC-99113-02
SSN	— •••-••-N/A	•••-••-5351
Phone	—	7514200056
Email	jose.espinoza6@hotmail.com	—
Address	8225 Market St	8225 Market St
City / state / ZIP	Seattle, WA, 98129 SEATTLE, Washington, 98129	Seattle, WA, 98129
Group	GRP-3119	GRP-3119
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-011827Jose Espinoza0.83

Matched against ENR-112009, 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

ENRENR-112009Jose EspinozaRule 0.96
CLMCLM-409089Jose Espinoza1996-08-14Rule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55780768d61d
Escalated CLM-409090, top score 0.83, candidates MBR-011827

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 Jose EspinozaMBR-011827, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-409090 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-56866
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035075
Opened: 2026-10-22 12:43:43
Top score: 0.83