Steward case

CASE-003471

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-64873workflow paused, state held

Side-by-side comparison

Incoming CLM-422844 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422844incoming	#1MBR-020948Ana Gilbert 0.837 rec. Best evidence: NameAddress
Name	Ana N Gilbert	Ana N Gilbert
Date of birth	— 1730-19-79	1979-03-17
Member ID	— N/A	UHC-96425-46
SSN	—	•••-••-9960
Phone	— NULL	3386953263
Email	— UNKNOWN	ana.gilbert@proton.me
Address	5440 Valley View Dr 5440 Valley View Drive	3101 Ridge Rd
City / state / ZIP	Austin, TX, 78725 Austin , TX, 78725	Houston, TX, 77068
Group	GRP-0378	GRP-0378
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	ENR ×2TPA ×1CLM ×47 records

Evidence detail

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

▶#1MBR-020948Ana Gilbert0.83

Matched against ENR-129890, 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

ENRENR-129890Ana Gilbert1979-03-17Scored 1.00
ENRENR-129889Ana Gilbert1979-03-17Scored 1.00
TPATPA-60035Ana Gilbert1979-03-17Scored 1.00
CLMCLM-422845Ana Gilbert1979-03-17Scored 1.00
CLMCLM-422848Ana Gilert1979-03-17Rule 0.99
CLMCLM-422847Ana Gilert1979-03-17Rule 0.99
… 1 more

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e1f9e1be22
Escalated CLM-422844, top score 0.83, candidates MBR-020948

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 Ana GilbertMBR-020948, score 0.83, 7 recordsLinkConfirm as a distinct identityCLM-422844 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-64873
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037880
Opened: 2026-10-19 19:54:36
Top score: 0.83