Steward case

CASE-003573

Confidence 0.75 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-64156workflow paused, state held

Side-by-side comparison

Incoming CLM-424070 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424070incoming	#1MBR-045764Jacqueline Yang 0.751 rec. Best evidence: NameDate of birth
Name	Jackie Yang Yang, Jackie	Jacqueline Yang
Date of birth	1938-05-18 May 18, 1938	1938-05-18
Member ID	—	UHC-73644-33
SSN	—	—
Phone	—	—
Email	— -	—
Address	3618 Pine Dr 3618 Pine Drive	2563 Central Ave
City / state / ZIP	Jacksonville, FL, 32274	Chandler, AZ, 85216
Group	GRP-1906	GRP-1906
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-045764Jacqueline Yang0.75

Matched against CLM-424069, 3 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%	nickname
Date of birth	1.00	3	38%	exact
Address	0.00	2	25%	different

Guard: noneConflicts: none

Records in this identity

CLMCLM-424069Jacqueline Yang1938-05-18Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c5dca4a7e9
Escalated CLM-424070, top score 0.75, candidates MBR-045764

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 YangMBR-045764, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-424070 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-64156
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037650
Opened: 2026-10-19 19:54:36
Top score: 0.75