Steward case

CASE-002992

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvjj6udb-56548workflow paused, state held

Side-by-side comparison

Incoming CLM-407360 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407360incoming	#1MBR-014954Robert Patel 0.834 rec. Best evidence: NameAddress
Name	Robert Patel	Robert Patel
Date of birth	— 1990-81-08	1998-01-08
Member ID	— NULL	UHC-85449-55
SSN	— •••-••-NULL	•••-••-9777
Phone	— -	6004637069
Email	—	robert.patel90@hotmail.com
Address	7450 Lake View Rd	7450 Lake View Rd Apt 31
City / state / ZIP	Seattle, WA, 98146	Seattle, WA, 98146
Group	GRP-5485	GRP-5485
Plan	— NULL	SELECT-EPO
Sources, records	CLM1 record	TPA ×1CLM ×1ENR ×24 records

Evidence detail

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

▶#1MBR-014954Robert Patel0.83

Matched against TPA-53235, 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

TPATPA-53235Robert Patel1998-01-08Scored 1.00
CLMCLM-407361Robert Patel1998-01-08Rule 0.99
ENRENR-109635Robert Patel1998-01-08Scored 1.00
ENRENR-109636Robert Patel1998-01-08Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:557c741449d1
Escalated CLM-407360, top score 0.83, candidates MBR-014954

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 Robert PatelMBR-014954, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-407360 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-56548
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034949
Opened: 2026-10-22 12:43:43
Top score: 0.83