Steward case

CASE-003470

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-46329workflow paused, state held

Side-by-side comparison

Incoming CLM-429143 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429143incoming	#1MBR-020940Heather Nelson 0.833 rec. Best evidence: NameAddress
Name	Heather Nelson	Heather Nelson
Date of birth	— null	1977-12-27
Member ID	—	UHC-32033-88
SSN	•••-••-8952 •••-••-*--8952	•••-••-8952
Phone	— N/A	9344533818
Email	—	—
Address	3480 Main St 3480 Main Street	3480 Main St # 814
City / state / ZIP	Plano, TX, 75059	Plano, TX
Group	— N/A	GRP-5046
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	TPA ×1CLM ×1ENR ×13 records

Evidence detail

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

▶#1MBR-020940Heather Nelson0.83

Matched against TPA-62884, 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-62884Heather Nelson1977-12-27Rule 0.99
CLMCLM-429144Heather Nelon1977-12-27Rule 0.99
ENRENR-138211Heather Nelson1977-12-27Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39aadb0400f7
Escalated CLM-429143, top score 0.83, candidates MBR-020940

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 Heather NelsonMBR-020940, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-429143 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-46329
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030880
Opened: 2026-10-19 19:54:36
Top score: 0.83