Steward case

CASE-003051

Confidence 0.79 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-44732workflow paused, state held

Side-by-side comparison

Incoming CLM-420021 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420021incoming	#1MBR-016138Hiroshi Guerrero 0.793 rec. Best evidence: NameDate of birthPhone
Name	Hiroshi Guerrero	Hiroshi B Guerrero
Date of birth	1959-10-27 19591027	1959-10-27
Member ID	— N/A	UHC-62930-88
SSN	— •••-••-N/A	•••-••-0710
Phone	9214336320 921-433-6320	9214336320
Email	— UNKNOWN	hiroshi.guerrero@yahoo.com
Address	3471 Baseline Rd 3471 Baseline Road	4508 Broadway
City / state / ZIP	Atlanta, GA, 30352	Miami, FL, 33132
Group	GRP-6973	GRP-6973
Plan	— UNKNOWN	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×2CLM ×13 records

Evidence detail

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

▶#1MBR-016138Hiroshi Guerrero0.79

Matched against ENR-126375, 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-126375Hiroshi Guerrero1959-10-27Rule 0.99
ENRENR-126376Hiroshi Guerrero1959-10-27Rule 0.99
CLMCLM-420022Hiroshi Guerrero1959-10-27Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55f91aed8201
Escalated CLM-420021, top score 0.79, candidates MBR-016138

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 Hiroshi GuerreroMBR-016138, score 0.79, 3 recordsLinkConfirm as a distinct identityCLM-420021 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-44732
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030179
Opened: 2026-10-22 12:43:43
Top score: 0.79