Steward case

CASE-003587

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-30267workflow paused, state held

Side-by-side comparison

Incoming CLM-429348 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429348incoming	#1MBR-034680Terry Walsh 0.831 rec. Best evidence: NameAddress
Name	Terry Wlsh	Terry Q Walsh
Date of birth	— -	1988-02-28
Member ID	— N/A	UHC-20441-31
SSN	— •••-••-UNKNOWN	•••-••-0600
Phone	— N/A	3428593118
Email	— -	terry.walsh@icloud.com
Address	528 Willow Ct 528 Willow Court	528 Willow Ct
City / state / ZIP	San Diego, CA, 92173	San Diego, CA, 92173
Group	— -	GRP-3945
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
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-034680Terry Walsh0.83

Matched against ENR-138510, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.96	3	60%
Address	1.00	2	40%	exact

Guard: Too few fields to compareConflicts: none

Records in this identity

ENRENR-138510Terry Walsh1988-02-28Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39bd76561d50
Escalated CLM-429348, top score 0.83, candidates MBR-034680

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 Terry WalshMBR-034680, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-429348 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-30267
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-022898
Opened: 2026-10-19 19:54:36
Top score: 0.83