Steward case

CASE-003434

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-70136workflow paused, state held

Side-by-side comparison

Incoming CLM-428328 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-428328incoming	#1MBR-020506Jerry Snyder 0.811 rec. Best evidence: NameAddress
Name	Jerry E Snyder	Jerry Snyder
Date of birth	2004-07-14 20040714	2003-07-14
Member ID	— -	—
SSN	—	—
Phone	8952122926 +1 895 212 2926	—
Email	—	—
Address	2995 Ridge Rd 2995 Ridge Road	2995 Ridge Rd
City / state / ZIP	Fresno, CA, 93791 Fresno, CA, 93791-7111	Fresno, CA, 93791
Group	GRP-8100	—
Plan	—	CHOICE-PLUS-PPO
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-020506Jerry Snyder0.81

Matched against TPA-62510, 3 fields compared, weighted score 0.813

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.50	3	38%	one_digit
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

TPATPA-62510Jerry Snyder2003-07-14Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:558eb097e4e0
Escalated CLM-428328, top score 0.81, candidates MBR-020506

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 Jerry SnyderMBR-020506, score 0.81, 1 recordLinkConfirm as a distinct identityCLM-428328 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-70136
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039563
Opened: 2026-10-22 12:43:43
Top score: 0.81