Steward case

CASE-003664

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-88468workflow paused, state held

Side-by-side comparison

Incoming CLM-423664 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423664incoming	#1MBR-024074Janice Banks 0.815 rec. Best evidence: NameAddress
Name	Janice Banks	Janice A Banks
Date of birth	1965-06-22	1964-06-22
Member ID	— NULL	UHC-81252-69
SSN	— •••-••-null	•••-••-3679
Phone	— -	7216183607
Email	— -	janice.banks9@gmail.com
Address	6376 Church St 6376 CHURCH STREET	7977 Elm St
City / state / ZIP	Scottsdale, AZ, 85275	Orlando, FL
Group	—	GRP-7782
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×1PRV ×2ENR ×25 records

Evidence detail

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

▶#1MBR-024074Janice Banks0.81

Matched against PRV-26979, 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

CLMCLM-423665Janice Banks1964-06-22Rule 0.97
PRVPRV-26979Janice Banks1964-06-22Rule 0.99
PRVPRV-26980Janice Banks1964-06-22Rule 0.99
ENRENR-130952Janice Banks1964-06-22Rule 0.99
ENRENR-130953Janice Banks1964-06-22Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395ab3763590
Escalated CLM-423664, top score 0.81, candidates MBR-024074

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 Janice BanksMBR-024074, score 0.81, 5 recordsLinkConfirm as a distinct identityCLM-423664 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-88468
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044357
Opened: 2026-10-19 19:54:36
Top score: 0.81