Steward case

CASE-003405

Confidence 0.82 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-58148workflow paused, state held

Side-by-side comparison

Incoming CLM-410172 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410172incoming	#1MBR-020151Katherine Romero 0.821 rec. Best evidence: NameDate of birthSSN (last four)Phone
Name	Romero Katherine	Katherine Romero
Date of birth	1960-05-18 5/18/1960	1960-05-18
Member ID	—	UHC-26431-22
SSN	•••-••-1728	•••-••-1728
Phone	9134558005	9134558005
Email	—	katherine.romero@proton.me
Address	1998 Spring St	3633 Mountain View Dr
City / state / ZIP	Plano, TX	Tampa, FL, 33683
Group	— NULL	GRP-2832
Plan	—	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-020151Katherine Romero0.82

Matched against ENR-113386, 5 fields compared, weighted score 0.821

Field	Similarity	Weight	Share	Note
Name	0.95	3	25%	swapped
Date of birth	1.00	3	25%	exact
SSN (last four)	1.00	2.5	21%
Phone	1.00	1.5	13%
Address	0.00	2	17%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-113386Katherine Romero1960-05-18Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55bfe50a402d
Escalated CLM-410172, top score 0.82, candidates MBR-020151

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 Katherine RomeroMBR-020151, score 0.82, 1 recordLinkConfirm as a distinct identityCLM-410172 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-58148
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035567
Opened: 2026-10-22 12:43:43
Top score: 0.82