Steward case

CASE-004049

Confidence 0.83 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-53076workflow paused, state held

Side-by-side comparison

Incoming CLM-416445 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416445incoming	#1MBR-031820Beverly Aguilar 0.833 rec. Best evidence: NamePhoneEmail
Name	Beverly V Aguilar Beverly V. Aguilar	Beverly V Aguilar
Date of birth	1993-04-15	1992-04-15
Member ID	— UNKNOWN	UHC-96753-34
SSN	— •••-••-NULL	•••-••-2671
Phone	8893726618	8893726618
Email	beverly.aguilar@outlook.com	beverly.aguilar@outlook.com
Address	— UNKNOWN	5561 Main St
City / state / ZIP	— -, UNKNOWN	Minneapolis, MN, 55480
Group	GRP-7718	GRP-7718
Plan	—	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×1TPA ×1PRV ×13 records

Evidence detail

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

▶#1MBR-031820Beverly Aguilar0.83

Matched against ENR-121599, 4 fields compared, weighted score 0.833

Field	Similarity	Weight	Share	Note
Name	1.00	3	33%
Date of birth	0.50	3	33%	one_digit
Phone	1.00	1.5	17%
Email	1.00	1.5	17%

Guard: noneConflicts: none

Records in this identity

ENRENR-121599Beverly Aguilar1992-04-15Scored 1.00
TPATPA-57215Beverly Aguilar1992-04-15Scored 1.00
PRVPRV-24869Beverly Aguilar1992-04-15Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3920bfe5bcd1
Escalated CLM-416445, top score 0.83, candidates MBR-031820

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 Beverly AguilarMBR-031820, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-416445 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-53076
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033624
Opened: 2026-10-19 19:54:36
Top score: 0.83