Steward case

CASE-003660

Confidence 0.77 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-32293workflow paused, state held

Side-by-side comparison

Incoming CLM-432613 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-432613incoming	#1MBR-025827Samantha Martin 0.771 rec. Best evidence: NameSSN (last four)Phone
Name	Samantha Martiin	Samantha U Martin
Date of birth	— 1812-18-96	1986-12-18
Member ID	— NULL	UHC-06474-19
SSN	•••-••-7990	•••-••-7990
Phone	8277122983	8277122983
Email	—	samantha.martin53@proton.me
Address	9290 Canyon Rd Apt 28 9290 Canyon Road Apt 28	9519 Jefferson Ave
City / state / ZIP	San Antonio, TX, 78217	Eden Prairie, MN, 55332
Group	GRP-4570	GRP-4570
Plan	NAVIGATE-HMO	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-025827Samantha Martin0.77

Matched against ENR-142808, 4 fields compared, weighted score 0.772

Field	Similarity	Weight	Share	Note
Name	0.98	3	33%
SSN (last four)	1.00	2.5	28%
Phone	1.00	1.5	17%
Address	0.00	2	22%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-142808Samantha Martin1986-12-18Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39478009cffe
Escalated CLM-432613, top score 0.77, candidates MBR-025827

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 Samantha MartinMBR-025827, score 0.77, 1 recordLinkConfirm as a distinct identityCLM-432613 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-32293
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024052
Opened: 2026-10-19 19:54:36
Top score: 0.77