Steward case

CASE-004013

Confidence 0.79 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-51184workflow paused, state held

Side-by-side comparison

Incoming CLM-432221 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-432221incoming	#1MBR-031051Jerry Chapman 0.791 rec. Best evidence: NameDate of birthPhone
Name	Jerry Chapman	Jerry Q Chapman
Date of birth	1997-09-24	1997-09-24
Member ID	— UNKNOWN	—
SSN	— •••-••-UNKNOWN	•••-••-7112
Phone	9219825498 (921) 982-5498	9219825498
Email	— UNKNOWN	—
Address	5719 Lake View Rd 5719 Lake View Road	3583 Meadow Ln
City / state / ZIP	Miami, FL, 33199	Houston, TX, 77061
Group	GRP-5070	GRP-5070
Plan	— N/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-031051Jerry Chapman0.79

Matched against ENR-142306, 4 fields compared, weighted score 0.789

Field	Similarity	Weight	Share	Note
Name	1.00	3	32%
Date of birth	1.00	3	32%	exact
Phone	1.00	1.5	16%
Address	0.00	2	21%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-142306Jerry Chapman1997-09-24Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3918e7a7ce65
Escalated CLM-432221, top score 0.79, candidates MBR-031051

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 Jerry ChapmanMBR-031051, score 0.79, 1 recordLinkConfirm as a distinct identityCLM-432221 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-51184
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032907
Opened: 2026-10-19 19:54:36
Top score: 0.79