Steward case
CASE-003749
Confidence 0.81 is below the policy threshold 0.85.
OpenCheckpointckpt-run-mvfoap9e-87528workflow paused, state held
Side-by-side comparison
Incoming CLM-430823 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it
| Field | CLMCLM-430823incoming | |
|---|---|---|
| Name | Roy Coleman Coleman, Roy | Roy O Coleman |
| Date of birth | 1950-10-13 | 1949-10-13 |
| Member ID | — null | UHC-34187-63 |
| SSN | •••-••-9614 | •••-••-9614 |
| Phone | 2213393572 | 2213393572 |
| — | roy.coleman@aol.com | |
| Address | 8107 Camelback Rd | 8107 Camelback Rd |
| City / state / ZIP | Phoenix, AZ, 85040 | Phoenix, AZ, 85040 |
| Group | GRP-3732 | GRP-3732 |
| Plan | MEDICARE-ADV-A | MEDICARE-ADV-A |
| 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-025553Roy Coleman0.81
Matched against ENR-140492, 5 fields compared, weighted score 0.813
| Field | Similarity | Weight | Share | Note |
|---|---|---|---|---|
| Name | 1.00 | 3 | 25% | |
| Date of birth | 0.25 | 3 | 25% | month_day |
| SSN (last four) | 1.00 | 2.5 | 21% | |
| Phone | 1.00 | 1.5 | 13% | |
| Address | 1.00 | 2 | 17% | exact |
Guard: noneConflicts: none
Records in this identity
- ENRENR-140492Roy Coleman1949-10-13Single record 1.00
Case audit
Every transition on this case, sealed into the hash chain
- Steward case openedEscalation agent2026-10-19 19:54:395d03624959Escalated CLM-430823, top score 0.81, candidates MBR-025553
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
At least 8 characters (0/8)
ActorJ. Okafor (Data Stewardship)
Choose an option
- Checkpoint
- ckpt-run-mvfoap9e-87528
- Stage
- Human steward
- Policy version
- v1, threshold 0.85, floor 0.6
- Provisional identity
- MBR-044118
- Opened
- 2026-10-19 19:54:36
- Top score
- 0.81