Steward case

CASE-003363

Confidence 0.73 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-54381workflow paused, state held

Side-by-side comparison

Incoming CLM-410252 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410252incoming	#1MBR-019411David Wheeler 0.733 rec. Best evidence: NameSSN (last four)
Name	David Wheeler	David Wheeler
Date of birth	1980-07-27	1979-07-27
Member ID	—	UHC-83567-23
SSN	•••-••-5585 •••-••-*--5585	•••-••-5585
Phone	— null	9472792529
Email	—	—
Address	— UNKNOWN	6385 Lincoln Way
City / state / ZIP	— UNKNOWN, N/A, null	Sacramento, CA, 95881
Group	—	GRP-2520
Plan	— -	CORE-HMO
Sources, records	CLM1 record	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-019411David Wheeler0.73

Matched against CLM-410251, 3 fields compared, weighted score 0.735

Field	Similarity	Weight	Share	Note
Name	1.00	3	35%
Date of birth	0.25	3	35%	month_day
SSN (last four)	1.00	2.5	29%

Guard: noneConflicts: none

Records in this identity

ENRENR-113487David Weeler1979-07-27Rule 0.97
CLMCLM-410251David Wheeler1979-07-27Rule 0.97
CLMCLM-410250David Wheeler1979-07-27Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397bc95b2f06
Escalated CLM-410252, top score 0.73, candidates MBR-019411

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 David WheelerMBR-019411, score 0.73, 3 recordsLinkConfirm as a distinct identityCLM-410252 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-54381
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034136
Opened: 2026-10-19 19:54:36
Top score: 0.73