Steward case
CASE-002834
Confidence 0.81 is below the policy threshold 0.85.
OpenCheckpointckpt-run-mvfoap9e-93116workflow paused, state held
Side-by-side comparison
Incoming CLM-422223 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it
| Field | CLMCLM-422223incoming | |
|---|---|---|
| Name | William Morales | Billy Morales |
| Date of birth | 1997-12-10 | 1997-12-01 |
| Member ID | — UNKNOWN | UHC-83444-60 |
| SSN | — •••-••-N/A | •••-••-5830 |
| Phone | 9632818563 963-281-8563 | 9632818563 |
| — | william.morales64@yahoo.com | |
| Address | 342 Grand Ave | 342 Grand Ave # 276 |
| City / state / ZIP | Miami, FL, 33126 | Miami, FL |
| Group | — | GRP-4287 |
| Plan | — UNKNOWN | SELECT-EPO |
| 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-013536Billy Morales0.81
Matched against ENR-129138, 4 fields compared, weighted score 0.811
| Field | Similarity | Weight | Share | Note |
|---|---|---|---|---|
| Name | 1.00 | 3 | 32% | nickname |
| Date of birth | 0.60 | 3 | 32% | transposition |
| Phone | 1.00 | 1.5 | 16% | |
| Address | 0.70 | 2 | 21% | street_match |
Guard: noneConflicts: none
Records in this identity
- ENRENR-129138Billy Morales1997-12-01Rule 0.97
- CLMCLM-422224William Mroales1997-12-01Rule 0.97
Case audit
Every transition on this case, sealed into the hash chain
- Steward case openedEscalation agent2026-10-19 19:54:396ed87e746eEscalated CLM-422223, top score 0.81, candidates MBR-013536
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
At least 8 characters (0/8)
ActorJ. Okafor (Data Stewardship)
Choose an option
- Checkpoint
- ckpt-run-mvfoap9e-93116
- Stage
- Human steward
- Policy version
- v1, threshold 0.85, floor 0.6
- Provisional identity
- MBR-045415
- Opened
- 2026-10-19 19:54:36
- Top score
- 0.81