Steward case

CASE-002793

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvjj6udb-15358workflow paused, state held

Side-by-side comparison

Incoming CLM-406134 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406134incoming	#1MBR-019248Theresa Reiid 0.832 rec. Best evidence: NameAddress
Name	Theresa Reid	Theresa H Reiid
Date of birth	1963-05-18 05/18/1963	—
Member ID	— UNKNOWN	UHC-63053-40
SSN	— •••-••-NULL	—
Phone	—	4152532113
Email	— NULL	theresa.reid@yahoo.com
Address	5210 Apache Blvd 5210 APACHE BOULEVARD	5210 Apache Blvd
City / state / ZIP	Dallas, TX, 75211	Dallas, TX, 75211
Group	GRP-5573	GRP-5573
Plan	—	SELECT-EPO
Sources, records	CLM1 record	ENR ×22 records

Evidence detail

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

▶#1MBR-019248Theresa Reiid0.83

Matched against ENR-108049, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	60%
Address	1.00	2	40%	exact

Guard: Too few fields to compareConflicts: none

Records in this identity

ENRENR-108049Theresa ReiidRule 0.96
ENRENR-108048Theresa ReiidRule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:552af6772953
Escalated CLM-406134, top score 0.83, candidates MBR-019248

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 Theresa ReiidMBR-019248, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-406134 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-15358
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013107
Opened: 2026-10-22 12:43:43
Top score: 0.83