Steward case

CASE-002736

Confidence 0.80 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-14630workflow paused, state held

Side-by-side comparison

Incoming CLM-406740 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406740incoming	#1MBR-036448Samantha Russell 0.801 rec. Best evidence: NamePhone
Name	Samantha L Russell SAMANTHA L. RUSSELL	Samantha Russell
Date of birth	1944-11-13	1943-11-13
Member ID	UHC-90440-08	—
SSN	—	—
Phone	6672390638 (667) 239-0638	6672390638
Email	— -	samantha.russell47@gmail.com
Address	—	1842 Indian School Rd
City / state / ZIP	— UNKNOWN ,	Nashville, TN, 37230
Group	— N/A	—
Plan	— N/A	NAVIGATE-HMO
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-036448Samantha Russell0.80

Matched against TPA-52958, 3 fields compared, weighted score 0.800

Field	Similarity	Weight	Share	Note
Name	1.00	3	40%
Date of birth	0.50	3	40%	one_digit
Phone	1.00	1.5	20%

Guard: noneConflicts: none

Records in this identity

TPATPA-52958Samantha Russell1943-11-13Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:559de926f89f
Escalated CLM-406740, top score 0.80, candidates MBR-036448

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 Samantha RussellMBR-036448, score 0.80, 1 recordLinkConfirm as a distinct identityCLM-406740 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-14630
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-012553
Opened: 2026-10-22 12:43:43
Top score: 0.80