Steward case

CASE-003455

Confidence 0.71 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-26512workflow paused, state held

Side-by-side comparison

Incoming CLM-405377 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405377incoming	#1MBR-030761Mery Ramirez 0.711 rec. Best evidence: Name
Name	Mary Ramirez Ramirez, Mary	Mery Ramirez
Date of birth	1960-03-28	1961-03-28
Member ID	—	—
SSN	•••-••-7632	—
Phone	— null	6846205137
Email	—	—
Address	1794 Cedar Ln 1794 Cedar Lane	1794 Cedar Ln
City / state / ZIP	Jacksonville, FL JACKSONVILLE, Florida,	Jacksonville, FL, 32277
Group	GRP-1033	—
Plan	— UNKNOWN	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-030761Mery Ramirez0.71

Matched against TPA-52357, 3 fields compared, weighted score 0.715

Field	Similarity	Weight	Share	Note
Name	0.94	3	38%
Date of birth	0.50	3	38%	one_digit
Address	0.70	2	25%	street_match

Guard: noneConflicts: none

Records in this identity

TPATPA-52357Mery Ramirez1961-03-28Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d6c79acca6
Escalated CLM-405377, top score 0.71, candidates MBR-030761

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 Mery RamirezMBR-030761, score 0.71, 1 recordLinkConfirm as a distinct identityCLM-405377 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-26512
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-020690
Opened: 2026-10-19 19:54:36
Top score: 0.71