Steward case

CASE-003944

Confidence 0.74 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-90227workflow paused, state held

Side-by-side comparison

Incoming CLM-408996 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408996incoming	#1MBR-029505Margaret Ramirez 0.741 rec. Best evidence: Name
Name	Margaret Ramirez	Margaret I Ramirez
Date of birth	1942-07-20	1941-07-20
Member ID	—	UHC-31939-46
SSN	— •••-••-UNKNOWN	•••-••-1450
Phone	—	8508835197
Email	—	margaret.ramirez99@gmail.com
Address	9566 Bayshore Dr 9566 Bayshore Drive	9566 Bayshore Dr
City / state / ZIP	Austin, TX Austin, Texas, -	Austin, TX, 78735
Group	GRP-0779	GRP-0779
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-029505Margaret Ramirez0.74

Matched against ENR-111902, 3 fields compared, weighted score 0.738

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.50	3	38%	one_digit
Address	0.70	2	25%	street_match

Guard: noneConflicts: none

Records in this identity

ENRENR-111902Margaret Ramirez1941-07-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398bbb14845d
Escalated CLM-408996, top score 0.74, candidates MBR-029505

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 Margaret RamirezMBR-029505, score 0.74, 1 recordLinkConfirm as a distinct identityCLM-408996 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-90227
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044751
Opened: 2026-10-19 19:54:36
Top score: 0.74