Steward case

CASE-002802

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvjj6udb-30120workflow paused, state held

Side-by-side comparison

Incoming CLM-409030 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409030incoming	#1MBR-013173Patricia Andrews 0.832 rec. Best evidence: NamePhone
Name	Patricia Andrews	Patricia O Andrews
Date of birth	— 1996-05-70	1996-05-07
Member ID	—	UHC-97038-28
SSN	— •••-••-NULL	•••-••-1540
Phone	4696792661 469-679-2661	4696792661
Email	— -	patricia.andrews73@gmail.com
Address	— N/A	9097 Washington St
City / state / ZIP	— UNKNOWN	Orlando, FL, 32873
Group	GRP-4147	GRP-4147
Plan	— N/A	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-013173Patricia Andrews0.83

Matched against ENR-111947, 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-111947Patricia Andrews1996-05-07Rule 0.99
CLMCLM-409031Patricia Andrews1996-05-07Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55810d76d0d6
Escalated CLM-409030, top score 0.83, candidates MBR-013173

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 Patricia AndrewsMBR-013173, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-409030 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-30120
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-022814
Opened: 2026-10-22 12:43:43
Top score: 0.83