Steward case

CASE-002914

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-17037workflow paused, state held

Side-by-side comparison

Incoming CLM-410363 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410363incoming	#1MBR-020878Mason Chen 0.832 rec. Best evidence: NameAddress
Name	Mason Chen Chen, Mason	Mason H Chen
Date of birth	— NULL	1982-09-21
Member ID	— UNKNOWN	UHC-68233-59
SSN	— •••-••-null	•••-••-9371
Phone	—	7104003271
Email	— UNKNOWN	mason.chen@gmail.com
Address	9569 Canyon Rd 9569 Canyon Road	9569 Canyon Rd Apt 30
City / state / ZIP	San Antonio, TX, 78240 San Antonio, Texas, 78240	San Antonio, TX, 78240
Group	GRP-2610	GRP-2610
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1PRV ×12 records

Evidence detail

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

▶#1MBR-020878Mason Chen0.83

Matched against ENR-113632, 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

ENRENR-113632Mason Chen1982-09-21Rule 0.99
PRVPRV-22998Mason Chen1982-09-21Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c6da30afff
Escalated CLM-410363, top score 0.83, candidates MBR-020878

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 Mason ChenMBR-020878, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-410363 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-17037
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-014337
Opened: 2026-10-19 19:54:36
Top score: 0.83