Steward case

CASE-003101

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-39901workflow paused, state held

Side-by-side comparison

Incoming CLM-413441 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413441incoming	#1MBR-015951Bruce Garza 0.834 rec. Best evidence: NameAddress
Name	Bruce Garza	Bruce G Garza
Date of birth	—	1971-02-23
Member ID	—	UHC-63823-65
SSN	— •••-••-null	•••-••-5694
Phone	— UNKNOWN	2108312845
Email	— NULL	bruce.garza83@aol.com
Address	2756 Ocean Ave 2756 OCEAN AVENUE	2756 Ocean Ave
City / state / ZIP	Miami, FL, 33113	Miami, FL, 33113
Group	GRP-7187	GRP-7187
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×2CLM ×24 records

Evidence detail

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

▶#1MBR-015951Bruce Garza0.83

Matched against ENR-117627, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	60%
Address	1.00	2	40%	exact

Guard: Too few fields to compareConflicts: none

Records in this identity

ENRENR-117627Buce Garza1971-02-23Scored 0.99
CLMCLM-413439Bruce Garza1971-02-23Scored 1.00
ENRENR-117626Bruce Garza1971-02-23Rule 0.99
CLMCLM-413440Bruce Garza1971-02-23Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c52239526d
Escalated CLM-413441, top score 0.83, candidates MBR-015951

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 Bruce GarzaMBR-015951, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-413441 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-39901
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027950
Opened: 2026-10-19 19:54:36
Top score: 0.83