Steward case

CASE-003805

Confidence 0.67 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-74431workflow paused, state held

Side-by-side comparison

Incoming CLM-402900 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402900incoming	#1MBR-026503Elizabeth Mendez 0.671 rec. Best evidence: NameSSN (last four)
Name	Elizabeth Mendez	Elizabeth Mendez
Date of birth	1942-01-06 01/06/1942	1941-01-06
Member ID	— -	UHC-68235-58
SSN	•••-••-5545	•••-••-5545
Phone	— -	8786261987
Email	— NULL	—
Address	9808 Apache Blvd 9808 Apache Boulevard	6053 Church St
City / state / ZIP	Las Vegas, NV, 89144	Tampa, FL
Group	GRP-5564	GRP-5564
Plan	— null	MEDICARE-ADV-B
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-026503Elizabeth Mendez0.67

Matched against ENR-103739, 4 fields compared, weighted score 0.667

Field	Similarity	Weight	Share	Note
Name	1.00	3	29%
Date of birth	0.50	3	29%	one_digit
SSN (last four)	1.00	2.5	24%
Address	0.00	2	19%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-103739Elizabeth Mendez1941-01-06Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:393ae918d1ac
Escalated CLM-402900, top score 0.67, candidates MBR-026503

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 Elizabeth MendezMBR-026503, score 0.67, 1 recordLinkConfirm as a distinct identityCLM-402900 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-74431
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040831
Opened: 2026-10-19 19:54:36
Top score: 0.67