Steward case

CASE-003362

Confidence 0.78 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-42494workflow paused, state held

Side-by-side comparison

Incoming CLM-428917 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-428917incoming	#1MBR-019346Donald Cooper 0.782 rec. Best evidence: NamePhone
Name	Donald Cooper	Donald O Cooper
Date of birth	1988-03-11	1989-03-11
Member ID	—	UHC-62188-44
SSN	— •••-••-null	—
Phone	5756987106 575.698.7106	5756987106
Email	— N/A	—
Address	4619 Central Ave	4619 Central Ave
City / state / ZIP	Los Angeles, CA Los Angeles, CA, -	Los Angeles, CA, 90000
Group	—	GRP-5114
Plan	— NULL	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×1TPA ×12 records

Evidence detail

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

▶#1MBR-019346Donald Cooper0.78

Matched against CLM-428918, 4 fields compared, weighted score 0.779

Field	Similarity	Weight	Share	Note
Name	1.00	3	32%
Date of birth	0.50	3	32%	one_digit
Phone	1.00	1.5	16%
Address	0.70	2	21%	street_match

Guard: noneConflicts: none

Records in this identity

CLMCLM-428918Donald Cooper1989-03-11Scored 1.00
TPATPA-62782Donald Cooper1989-03-11Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5527d55edeeb
Escalated CLM-428917, top score 0.78, candidates MBR-019346

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 Donald CooperMBR-019346, score 0.78, 2 recordsLinkConfirm as a distinct identityCLM-428917 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-42494
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029163
Opened: 2026-10-22 12:43:43
Top score: 0.78