Steward case

CASE-002686

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvjj6udb-14084workflow paused, state held

Side-by-side comparison

Incoming CLM-411274 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411274incoming	#1MBR-030974Diego George 0.833 rec. Best evidence: NamePhone
Name	Diego George	Diego S George
Date of birth	— 91620715	1962-07-15
Member ID	— N/A	UHC-54806-04
SSN	— •••-••--	•••-••-5509
Phone	9444057800 (944) 405-7800	9444057800
Email	— NULL	diego.george93@yahoo.com
Address	251 Apache Blvd 251 Apache Boulevard	251 Apache Blvd
City / state / ZIP	Tucson, AZ, 85792 Tucson, AZ , 85792	Tucson, AZ, 85792
Group	—	GRP-9440
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×1TPA ×13 records

Evidence detail

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

▶#1MBR-030974Diego George0.83

Matched against CLM-411275, 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

ENRENR-114835Diego George1962-07-15Scored 1.00
CLMCLM-411275Diego George1963-07-15Rule 0.96
TPATPA-54955Diego George1962-07-15Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55c18eef423a
Escalated CLM-411274, top score 0.83, candidates MBR-030974

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 Diego GeorgeMBR-030974, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-411274 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-14084
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-012150
Opened: 2026-10-22 12:43:43
Top score: 0.83