Steward case

CASE-003367

Confidence 0.75 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-94353workflow paused, state held

Side-by-side comparison

Incoming CLM-400981 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400981incoming	#1MBR-026591David Moreno 0.753 rec. Best evidence: NameDate of birth
Name	David Moreno	David S Moreno
Date of birth	1968-02-28	1968-02-28
Member ID	— NULL	UHC-71942-05
SSN	—	•••-••-2046
Phone	— 2640391	9412640391
Email	—	—
Address	8613 Baseline Rd	7932 Willow Ct
City / state / ZIP	Chandler, AZ, 85274	Plano, TX, 75047
Group	—	GRP-6214
Plan	— NULL	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-026591David Moreno0.75

Matched against CLM-400983, 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

CLMCLM-400983David Moreno1968-02-28Scored 1.00
ENRENR-101285Moreno David1968-02-28Rule 0.99
CLMCLM-400982David Moreno1968-02-28Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e279a57e90
Escalated CLM-400981, top score 0.75, candidates MBR-026591

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 MorenoMBR-026591, score 0.75, 3 recordsLinkConfirm as a distinct identityCLM-400981 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-94353
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045671
Opened: 2026-10-19 19:54:36
Top score: 0.75