Steward case

CASE-003744

Confidence 0.78 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-73949workflow paused, state held

Side-by-side comparison

Incoming CLM-406188 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406188incoming	#1MBR-041092Jerry Meyer 0.781 rec. Best evidence: NamePhone
Name	Jerry Meyer	Jerry S Meyer
Date of birth	1954-02-05	1955-02-05
Member ID	—	UHC-94668-47
SSN	—	•••-••-0070
Phone	6818803780 681.880.3780	6818803780
Email	— N/A	jerry.meyer25@aol.com
Address	6076 Pine Dr 6076 Pine Drive	6076 Pine Dr
City / state / ZIP	Plano, TX Plano, TX, -	Plano, TX, 75071
Group	GRP-2774	GRP-2774
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-041092Jerry Meyer0.78

Matched against ENR-108140, 4 fields compared, weighted score 0.779

Field	Similarity	Weight	Share	Note
Name	1.00	3	32%
Date of birth	0.50	3	32%	one_digit
Phone	1.00	1.5	16%
Address	0.70	2	21%	street_match

Guard: noneConflicts: none

Records in this identity

ENRENR-108140Jerry Meyer1955-02-05Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55dd1141a4e9
Escalated CLM-406188, top score 0.78, candidates MBR-041092

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 Jerry MeyerMBR-041092, score 0.78, 1 recordLinkConfirm as a distinct identityCLM-406188 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-mvjj6udb-73949
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040691
Opened: 2026-10-22 12:43:43
Top score: 0.78