Steward case

CASE-003478

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-94513workflow paused, state held

Side-by-side comparison

Incoming CLM-404085 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-404085incoming	#1MBR-021068Jacqueline Black 0.834 rec. Best evidence: NamePhone
Name	Jacqueline G Black JACQUELINE G. BLACK	Jacqueline G Black
Date of birth	1988-08-17	1989-08-17
Member ID	— NULL	UHC-52048-14
SSN	•••-••-0686	•••-••-0686
Phone	7868549331	7868549331
Email	—	jacqueline.black@yahoo.com
Address	—	3673 Apache Blvd
City / state / ZIP	— null	Tucson, AZ, 85721
Group	GRP-4928	GRP-4928
Plan	SELECT-EPO	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×2ENR ×1TPA ×14 records

Evidence detail

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

▶#1MBR-021068Jacqueline Black0.83

Matched against CLM-404084, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	67%
Phone	1.00	1.5	33%

Guard: Too few fields to compareConflicts: none

Records in this identity

CLMCLM-404083Jacqueline Black1990-08-17Rule 0.96
ENRENR-105334Jacqueline Black1989-08-17Rule 0.96
TPATPA-51769Black Jacqueline1989-08-17Scored 0.98
CLMCLM-404084Jacqueline BlackScored 0.98

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397c8d314f5c
Escalated CLM-404085, top score 0.83, candidates MBR-021068

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 Jacqueline BlackMBR-021068, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-404085 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-94513
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045703
Opened: 2026-10-19 19:54:36
Top score: 0.83