Steward case

CASE-003393

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-25223workflow paused, state held

Side-by-side comparison

Incoming CLM-406794 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406794incoming	#1MBR-019858Julie Pena 0.833 rec. Best evidence: NameAddress
Name	Julie Pena Pena, Julie	Julie Pena
Date of birth	— 1899-12-02	1989-12-02
Member ID	—	UHC-02461-38
SSN	— •••-••-null	•••-••-0880
Phone	—	2948505111
Email	— NULL	julie.pena@yahoo.com
Address	59 Mountain View Dr 59 Mountain View Drive	59 Mountain View Dr
City / state / ZIP	Tucson, AZ, 85739	Tucson, AZ, 85739
Group	GRP-9199	GRP-9199
Plan	— UNKNOWN	MEDICARE-ADV-A
Sources, records	CLM1 record	TPA ×1PRV ×1ENR ×13 records

Evidence detail

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

▶#1MBR-019858Julie Pena0.83

Matched against TPA-52984, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	60%
Address	1.00	2	40%	exact

Guard: Too few fields to compareConflicts: none

Records in this identity

TPATPA-52984Julie Pena1988-12-02Scored 0.88
PRVPRV-22003Julie Pena1989-12-02Rule 0.99
ENRENR-108876Julie Pena1989-12-02Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e52e0f366b
Escalated CLM-406794, top score 0.83, candidates MBR-019858

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 Julie PenaMBR-019858, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-406794 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-25223
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019875
Opened: 2026-10-19 19:54:36
Top score: 0.83