Steward case

CASE-003189

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-87885workflow paused, state held

Side-by-side comparison

Incoming CLM-429983 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429983incoming	#1MBR-017010Julie Romero 0.832 rec. Best evidence: NameAddress	#2MBR-042897Julie Romero 0.601 rec. Best evidence: Name
Name	Julie Romero Romero, Julie	Julie F Romero	Julie K Romero
Date of birth	— 1992-06-72	1992-06-27	—
Member ID	— N/A	UHC-29496-76	UHC-01895-18
SSN	—	•••-••-0437	•••-••-4914
Phone	— NULL	4677273235	2125637377
Email	—	julie.romero@yahoo.com	julie.romero@icloud.com
Address	5486 Central Ave	5486 Central Ave # 442	5688 Highland Ave
City / state / ZIP	Nashville, TN, 37292	Nashville, TN, 37292	San Antonio, TX, 78229
Group	GRP-0880	GRP-0880	GRP-8933
Plan	CORE-HMO	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	ENR ×1CLM ×12 records	ENR ×11 record

Evidence detail

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

▶#1MBR-017010Julie Romero0.83

Matched against ENR-139305, 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

ENRENR-139305Julie Romero1992-06-27Rule 0.99
CLMCLM-429982Julie Romero1992-06-27Rule 0.99

▶#2MBR-042897Julie Romero0.60

Matched against ENR-142652, 2 fields compared, weighted score 0.600

Field	Similarity	Weight	Share	Note
Name	1.00	3	60%
Address	0.00	2	40%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-142652Julie RomeroSingle record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3919ed22aea1
Escalated CLM-429983, top score 0.83, candidates MBR-017010, MBR-042897

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 Julie RomeroMBR-017010, score 0.83, 2 recordsLinkLink to Julie RomeroMBR-042897, score 0.60, 1 recordLinkConfirm as a distinct identityCLM-429983 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-87885
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044203
Opened: 2026-10-19 19:54:36
Top score: 0.83