Steward case

CASE-003904

Confidence 0.80 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-53686workflow paused, state held

Side-by-side comparison

Incoming CLM-407895 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407895incoming	#1MBR-028609Teresa Gutierrez 0.801 rec. Best evidence: NamePhone
Name	Teresa Gutierrez Gutierrez, Teresa	Teresa Gutierrez
Date of birth	2001-03-21 03/21/2001	2000-03-21
Member ID	UHC-30469-27	—
SSN	•••-••-6935	—
Phone	8406553103 840.655.3103	8406553103
Email	—	—
Address	— NULL	6977 Hillcrest Rd
City / state / ZIP	— UNKNOWN, -, UNKNOWN	Miami, FL, 33170
Group	GRP-2514	—
Plan	MEDICARE-ADV-A	—
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-028609Teresa Gutierrez0.80

Matched against TPA-53483, 3 fields compared, weighted score 0.800

Field	Similarity	Weight	Share	Note
Name	1.00	3	40%
Date of birth	0.50	3	40%	one_digit
Phone	1.00	1.5	20%

Guard: noneConflicts: none

Records in this identity

TPATPA-53483Teresa Gutierrez2000-03-21Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:556f7733bb6b
Escalated CLM-407895, top score 0.80, candidates MBR-028609

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 Teresa GutierrezMBR-028609, score 0.80, 1 recordLinkConfirm as a distinct identityCLM-407895 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-53686
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033873
Opened: 2026-10-22 12:43:43
Top score: 0.80