Steward case

CASE-003297

Confidence 0.75 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-53742workflow paused, state held

Side-by-side comparison

Incoming CLM-406269 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406269incoming	#1MBR-018411Nancy Hoffman 0.751 rec. Best evidence: NameDate of birth
Name	Nancy Hoffman	Nancy Hoffman
Date of birth	1945-06-23	1945-06-23
Member ID	— N/A	UHC-67490-98
SSN	— •••-••-NULL	•••-••-8498
Phone	— 2851377	—
Email	—	—
Address	1994 Maple Ave	4284 Grand Ave
City / state / ZIP	Dallas, TX, 75217	Phoenix, AZ, 85062
Group	GRP-7411	—
Plan	—	—
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-018411Nancy Hoffman0.75

Matched against TPA-52774, 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

TPATPA-52774Nancy Hoffman1945-06-23Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:551dfa132cd5
Escalated CLM-406269, top score 0.75, candidates MBR-018411

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 Nancy HoffmanMBR-018411, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-406269 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-53742
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033894
Opened: 2026-10-22 12:43:43
Top score: 0.75