Steward case

CASE-003175

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-28283workflow paused, state held

Side-by-side comparison

Incoming CLM-417315 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417315incoming	#1MBR-016852Lori Obrien 0.811 rec. Best evidence: NameAddress
Name	Lori U Obrien	Lori Obrien
Date of birth	1982-05-16	1983-05-16
Member ID	— NULL	—
SSN	—	•••-••-6936
Phone	—	6914429605
Email	— UNKNOWN	—
Address	232 Indian School Rd 232 INDIAN SCHOOL ROAD	232 Indian School Rd
City / state / ZIP	San Diego, CA, 92191	San Diego, CA, 92191
Group	GRP-4932	—
Plan	MEDICARE-ADV-B	—
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-016852Lori Obrien0.81

Matched against TPA-57646, 3 fields compared, weighted score 0.813

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.50	3	38%	one_digit
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

TPATPA-57646Lori Obrien1983-05-16Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5555ab02127e
Escalated CLM-417315, top score 0.81, candidates MBR-016852

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 Lori ObrienMBR-016852, score 0.81, 1 recordLinkConfirm as a distinct identityCLM-417315 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-28283
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-021759
Opened: 2026-10-22 12:43:43
Top score: 0.81