Steward case

CASE-003315

Confidence 0.80 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-52710workflow paused, state held

Side-by-side comparison

Incoming CLM-411735 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411735incoming	#1MBR-027733Juan Kelly 0.802 rec. Best evidence: NameSSN (last four)
Name	Juan F Kelly	Juan F Kelly
Date of birth	2002-07-25	2001-07-25
Member ID	— -	UHC-79297-20
SSN	•••-••-6637	•••-••-6637
Phone	2058588693 +1 205 858 8693	2058588693
Email	— NULL	juan.kelly@hotmail.com
Address	1899 Maple Ave Apt 14	1899 Maple Ave
City / state / ZIP	Dallas, TX	Dallas, TX, 75268
Group	GRP-8846	GRP-8846
Plan	— UNKNOWN	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×22 records

Evidence detail

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

▶#1MBR-027733Juan Kelly0.80

Matched against ENR-115482, 4 fields compared, weighted score 0.800

Field	Similarity	Weight	Share	Note
Name	1.00	3	29%
Date of birth	0.50	3	29%	one_digit
SSN (last four)	1.00	2.5	24%
Address	0.70	2	19%	street_match

Guard: noneConflicts: none

Records in this identity

ENRENR-115483Juan Kelly2001-07-25Rule 0.99
ENRENR-115482Juan Kelly2001-07-25Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397c12282a01
Escalated CLM-411735, top score 0.80, candidates MBR-027733

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 Juan KellyMBR-027733, score 0.80, 2 recordsLinkConfirm as a distinct identityCLM-411735 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-52710
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033479
Opened: 2026-10-19 19:54:36
Top score: 0.80