Steward case

CASE-002999

Confidence 0.79 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-69204workflow paused, state held

Side-by-side comparison

Incoming CLM-415235 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415235incoming	#1MBR-020899Nancy Marshall 0.791 rec. Best evidence: NameDate of birthPhone
Name	Nancy Marshall	Nancy Marshall
Date of birth	1995-12-28	1995-12-28
Member ID	—	UHC-46794-15
SSN	—	•••-••-4471
Phone	9857475674 (985) 747-5674	9857475674
Email	— -	—
Address	5026 Forest Ave 5026 FOREST AVENUE	3906 Grand Ave # 487
City / state / ZIP	Houston, TX, 77043 HOUSTON, TX , 77043	Phoenix, AZ, 85087
Group	GRP-9102	GRP-9102
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-020899Nancy Marshall0.79

Matched against ENR-120083, 4 fields compared, weighted score 0.789

Field	Similarity	Weight	Share	Note
Name	1.00	3	32%
Date of birth	1.00	3	32%	exact
Phone	1.00	1.5	16%
Address	0.00	2	21%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-120083Nancy Marshall1995-12-28Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5513e9f077b8
Escalated CLM-415235, top score 0.79, candidates MBR-020899

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 Nancy MarshallMBR-020899, score 0.79, 1 recordLinkConfirm as a distinct identityCLM-415235 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-69204
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039280
Opened: 2026-10-22 12:43:43
Top score: 0.79