Steward case

CASE-003223

Confidence 0.75 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-64430workflow paused, state held

Side-by-side comparison

Incoming CLM-427678 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427678incoming	#1MBR-017430Ann Salazar 0.751 rec. Best evidence: NameDate of birth
Name	Ann Salazar Salazar, Ann	Ann Salazar
Date of birth	1960-10-10 Oct 10, 1960	1960-10-10
Member ID	— UNKNOWN	UHC-08234-84
SSN	— •••-••-null	•••-••-6794
Phone	—	3008605229
Email	— UNKNOWN	—
Address	288 Hillcrest Rd	2390 Forest Ave
City / state / ZIP	Plano, TX, 75089	Miami, FL
Group	—	GRP-6060
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
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-017430Ann Salazar0.75

Matched against ENR-136270, 3 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	1.00	3	38%	exact
Address	0.00	2	25%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-136270Ann Salazar1960-10-10Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55f4ae9a30a7
Escalated CLM-427678, top score 0.75, candidates MBR-017430

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 Ann SalazarMBR-017430, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-427678 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-64430
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037736
Opened: 2026-10-22 12:43:43
Top score: 0.75