Steward case

CASE-003790

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-36379workflow paused, state held

Side-by-side comparison

Incoming CLM-409410 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409410incoming	#1MBR-042513Carlos Mendez 0.811 rec. Best evidence: NameAddress
Name	Carlos F Mendez	Carlos F Mendez
Date of birth	1967-01-27	1966-01-27
Member ID	— NULL	UHC-00585-43
SSN	— •••-••-N/A	•••-••-4530
Phone	— UNKNOWN	3467332084
Email	—	—
Address	9858 Elm St	9858 Elm St
City / state / ZIP	San Antonio, TX, 78288 SAN ANTONIO, Texas, 78288	San Antonio, TX, 78288
Group	—	GRP-7804
Plan	NAVIGATE-HMO	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-042513Carlos Mendez0.81

Matched against ENR-112378, 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

ENRENR-112378Carlos Mendez1966-01-27Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:558d29de7398
Escalated CLM-409410, top score 0.81, candidates MBR-042513

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 Carlos MendezMBR-042513, score 0.81, 1 recordLinkConfirm as a distinct identityCLM-409410 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-36379
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026221
Opened: 2026-10-22 12:43:43
Top score: 0.81