Steward case

CASE-003552

Confidence 0.82 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-29046workflow paused, state held

Side-by-side comparison

Incoming CLM-413613 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413613incoming	#1MBR-035135Jacqueline Espinoza 0.821 rec. Best evidence: NameSSN (last four)
Name	Jacqueline Espinoza	Jacqueline Espinoza
Date of birth	1992-11-25	1991-11-25
Member ID	— NULL	UHC-52185-69
SSN	•••-••-7622	•••-••-7622
Phone	—	3828214879
Email	—	—
Address	— N/A	5551 River Rd
City / state / ZIP	— , N/A, UNKNOWN	Miami, FL, 33153
Group	GRP-4066	GRP-4066
Plan	OPTIONS-PPO	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-035135Jacqueline Espinoza0.82

Matched against ENR-117809, 3 fields compared, weighted score 0.824

Field	Similarity	Weight	Share	Note
Name	1.00	3	35%
Date of birth	0.50	3	35%	one_digit
SSN (last four)	1.00	2.5	29%

Guard: noneConflicts: none

Records in this identity

ENRENR-117809Jacqueline Espinoza1991-11-25Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:555d90315622
Escalated CLM-413613, top score 0.82, candidates MBR-035135

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 EspinozaMBR-035135, score 0.82, 1 recordLinkConfirm as a distinct identityCLM-413613 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-29046
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-022205
Opened: 2026-10-22 12:43:43
Top score: 0.82