Steward case

CASE-003211

Confidence 0.79 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-45751workflow paused, state held

Side-by-side comparison

Incoming CLM-417724 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417724incoming	#1MBR-017272Sophia Kelley 0.791 rec. Best evidence: NameDate of birthPhone
Name	Sophia Kelley Kelley, Sophia	Sophia O Kelley
Date of birth	1951-11-13	1951-11-13
Member ID	—	UHC-20588-02
SSN	— •••-••-N/A	•••-••-5687
Phone	3668810763	3668810763
Email	— NULL	—
Address	6604 Park Pl	5695 Highland Ave
City / state / ZIP	Charlotte, NC, 28280 CHARLOTTE , NC, 28280	San Diego, CA, 92125
Group	GRP-5853	GRP-5853
Plan	— NULL	MEDICARE-ADV-A
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-017272Sophia Kelley0.79

Matched against ENR-123339, 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-123339Sophia Kelley1951-11-13Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55d0937233f7
Escalated CLM-417724, top score 0.79, candidates MBR-017272

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 Sophia KelleyMBR-017272, score 0.79, 1 recordLinkConfirm as a distinct identityCLM-417724 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-45751
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030641
Opened: 2026-10-22 12:43:43
Top score: 0.79