Steward case

CASE-003645

Confidence 0.83 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-37690workflow paused, state held

Side-by-side comparison

Incoming CLM-424690 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424690incoming	#1MBR-023940Julia Dean 0.834 rec. Best evidence: NameAddress
Name	Julia Dan	Julia F Dean
Date of birth	1978-06-17	1987-06-17
Member ID	— -	UHC-21980-71
SSN	— •••-••-null	•••-••-3212
Phone	— -	6408302752
Email	— NULL	—
Address	5101 Central Ave	5101 Central Ave
City / state / ZIP	Gilbert, AZ, 85221	Gilbert, AZ, 85221
Group	—	GRP-7190
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×3ENR ×14 records

Evidence detail

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

▶#1MBR-023940Julia Dean0.83

Matched against CLM-424692, 3 fields compared, weighted score 0.833

Field	Similarity	Weight	Share	Note
Name	0.95	3	38%
Date of birth	0.60	3	38%	transposition
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

CLMCLM-424692Julia Dean1987-06-17Scored 1.00
CLMCLM-424691Julia Dean1987-06-17Scored 1.00
ENRENR-132253Julia DeanRule 0.96
CLMCLM-424693Julia Dean1987-06-17Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3921567c6fd9
Escalated CLM-424690, top score 0.83, candidates MBR-023940

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 Julia DeanMBR-023940, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-424690 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-37690
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026879
Opened: 2026-10-19 19:54:36
Top score: 0.83