Steward case

CASE-003649

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-32188workflow paused, state held

Side-by-side comparison

Incoming CLM-412969 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412969incoming	#1MBR-032452Heather Pierce 0.811 rec. Best evidence: NameAddress
Name	Heather Pierce	Heather Pierce
Date of birth	1976-03-11	1975-03-11
Member ID	UHC-29304-05	—
SSN	•••-••-9243	—
Phone	— -	8969681540
Email	— null	—
Address	1540 Maple Ave	1540 Maple Ave Apt 11
City / state / ZIP	San Antonio, TX, 78253 San Antonio, TX, 78253-3193	San Antonio, TX, 78253
Group	GRP-7081	—
Plan	—	—
Sources, records	CLM1 record	PRV ×11 record

Evidence detail

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

▶#1MBR-032452Heather Pierce0.81

Matched against PRV-23757, 3 fields compared, weighted score 0.813

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.50	3	38%	one_digit
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

PRVPRV-23757Heather Pierce1975-03-11Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39b9f272ce8b
Escalated CLM-412969, top score 0.81, candidates MBR-032452

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 Heather PierceMBR-032452, score 0.81, 1 recordLinkConfirm as a distinct identityCLM-412969 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-32188
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-023994
Opened: 2026-10-19 19:54:36
Top score: 0.81