Steward case

CASE-002648

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-77678workflow paused, state held

Side-by-side comparison

Incoming CLM-402512 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402512incoming	#1MBR-011930Julia Ortega 0.831 rec. Best evidence: NamePhone	#2MBR-019990Julie Ortega 0.613 rec. Best evidence: Name
Name	Julia Ortega	Julia Ortega	Julie T Ortega
Date of birth	1999-09-26	—	1964-09-26
Member ID	—	—	UHC-75380-43
SSN	•••-••-5407	—	•••-••-0659
Phone	3623824545	3623824545	8469592035
Email	—	—	julie.ortega@proton.me
Address	— NULL	9413 Jefferson Ave	1649 Mountain View Dr
City / state / ZIP	— -, NULL	Denver, CO, 80281	Fresno, CA, 93764
Group	GRP-3988	—	GRP-9219
Plan	— -	—	MEDICARE-ADV-B
Sources, records	CLM1 record	PRV ×11 record	CLM ×2TPA ×13 records

Evidence detail

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

▶#1MBR-011930Julia Ortega0.83

Matched against PRV-20733, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	67%
Phone	1.00	1.5	33%

Guard: Too few fields to compareConflicts: none

Records in this identity

PRVPRV-20733Julia OrtegaSingle record 1.00

▶#2MBR-019990Julie Ortega0.61

Matched against TPA-55011, 2 fields compared, weighted score 0.609

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	0.25	3	50%	month_day

Guard: noneConflicts: none

Records in this identity

CLMCLM-411399Julie Ortega1964-09-26Scored 0.93
CLMCLM-411398Julie Ortega1964-09-26Scored 1.00
TPATPA-55011Julie Ortega1964-09-26Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c72aa75de6
Escalated CLM-402512, top score 0.83, candidates MBR-011930, MBR-019990

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 Julia OrtegaMBR-011930, score 0.83, 1 recordLinkLink to Julie OrtegaMBR-019990, score 0.61, 3 recordsLinkConfirm as a distinct identityCLM-402512 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-77678
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041709
Opened: 2026-10-19 19:54:36
Top score: 0.83