Steward case

CASE-003245

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-65439workflow paused, state held

Side-by-side comparison

Incoming CLM-424897 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424897incoming	#1MBR-017735Frank Roberts 0.815 rec. Best evidence: NameAddress
Name	Frank Roberts	Frank K Roberts
Date of birth	1981-06-11 6/11/1981	1982-06-11
Member ID	— UNKNOWN	UHC-23833-14
SSN	—	•••-••-9214
Phone	— NULL	3555231096
Email	frank.roberts@gmail.com	—
Address	7429 Washington St 7429 Washington Street	7429 Washington St
City / state / ZIP	Phoenix, AZ, 85050 Phoenix, Arizona, 85050	Phoenix, AZ, 85050
Group	—	GRP-8889
Plan	— UNKNOWN	CORE-HMO
Sources, records	CLM1 record	CLM ×3ENR ×25 records

Evidence detail

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

▶#1MBR-017735Frank Roberts0.81

Matched against CLM-424895, 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

CLMCLM-424894Frank Roberts1982-06-11Scored 1.00
CLMCLM-424895Frank Roberts1982-06-11Scored 1.00
CLMCLM-424896Frank Roberts1982-06-11Scored 1.00
ENRENR-132536Frank Roberts1982-06-11Scored 1.00
ENRENR-132535Frank Roberts1982-06-11Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3937e62b9f48
Escalated CLM-424897, top score 0.81, candidates MBR-017735

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 Frank RobertsMBR-017735, score 0.81, 5 recordsLinkConfirm as a distinct identityCLM-424897 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-65439
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038079
Opened: 2026-10-19 19:54:36
Top score: 0.81