Steward case

CASE-002701

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-37077workflow paused, state held

Side-by-side comparison

Incoming CLM-419389 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419389incoming	#1MBR-012249Shirley Gutierrez 0.834 rec. Best evidence: NameAddress
Name	Shirley Gutierrez	Shirley Gutierrez
Date of birth	— 9158-08-13	1958-08-13
Member ID	— -	UHC-95109-52
SSN	— •••-••-NULL	•••-••-8381
Phone	— N/A	3608963553
Email	—	shirley.gutierrez@aol.com
Address	2473 Willow Ct 2473 Willow Court	2473 Willow Ct
City / state / ZIP	San Antonio, TX, 78276 San Antonio, Texas, 78276-6020	San Antonio, TX, 78276
Group	— N/A	GRP-0163
Plan	—	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×2ENR ×24 records

Evidence detail

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

▶#1MBR-012249Shirley Gutierrez0.83

Matched against CLM-419388, 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

CLMCLM-419388Shirley Gutierrez1958-08-13Scored 1.00
CLMCLM-419387Shirley Gutierrez1958-08-13Scored 1.00
ENRENR-125535Shirley Gutierrez1958-08-13Scored 1.00
ENRENR-125534Shirley Gutierrez1958-08-13Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:390730054611
Escalated CLM-419389, top score 0.83, candidates MBR-012249

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 Shirley GutierrezMBR-012249, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-419389 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-37077
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026573
Opened: 2026-10-19 19:54:36
Top score: 0.83