Steward case

CASE-004098

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-52838workflow paused, state held

Side-by-side comparison

Incoming CLM-420168 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420168incoming	#1MBR-025525Carolyn Morales 0.832 rec. Best evidence: NameAddress
Name	Carolyn H Morales CAROLYN H. MORALES	Carolyn H Morales
Date of birth	— 1970-22-18	1972-02-18
Member ID	— UNKNOWN	UHC-88658-70
SSN	— •••-••--	•••-••-5994
Phone	— NULL	4075023318
Email	—	—
Address	9473 Elm St 9473 ELM STREET	9473 Elm St
City / state / ZIP	Miami, FL, 33182	Miami, FL, 33182
Group	—	GRP-6499
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-025525Carolyn Morales0.83

Matched against CLM-420169, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	60%
Address	1.00	2	40%	exact

Guard: Too few fields to compareConflicts: none

Records in this identity

ENRENR-126544Carolyn Morales1972-02-18Rule 0.99
CLMCLM-420169Carolyn Morales1972-02-18Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3922bf5bbe04
Escalated CLM-420168, top score 0.83, candidates MBR-025525

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 Carolyn MoralesMBR-025525, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-420168 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-52838
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033532
Opened: 2026-10-19 19:54:36
Top score: 0.83