Steward case

CASE-003975

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-44902workflow paused, state held

Side-by-side comparison

Incoming CLM-413013 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413013incoming	#1MBR-031007Roger Holmes 0.812 rec. Best evidence: NameAddress
Name	Roger Holmes	Roger Holmes
Date of birth	1977-08-03	1978-08-03
Member ID	— -	UHC-75657-14
SSN	— •••-••--	•••-••-7487
Phone	—	4724286696
Email	— NULL	—
Address	289 Grand Ave 289 Grand Avenue	289 Grand Ave
City / state / ZIP	Los Angeles, CA, 90087	Los Angeles, CA, 90087
Group	GRP-5468	GRP-5468
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×1TPA ×12 records

Evidence detail

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

▶#1MBR-031007Roger Holmes0.81

Matched against CLM-413014, 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

CLMCLM-413014Roger Holmes1978-08-03Scored 1.00
TPATPA-55724Roger Holmes1978-08-03Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39588c98f349
Escalated CLM-413013, top score 0.81, candidates MBR-031007

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 Roger HolmesMBR-031007, score 0.81, 2 recordsLinkConfirm as a distinct identityCLM-413013 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-44902
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030269
Opened: 2026-10-19 19:54:36
Top score: 0.81