Steward case
CASE-004121
Too few fields present at source to decide automatically.
OpenCheckpointckpt-run-mvfoap9e-79471workflow paused, state held
Side-by-side comparison
Incoming CLM-400863 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it
| Field | CLMCLM-400863incoming | |
|---|---|---|
| Name | Joan I Lane | Joan Lane |
| Date of birth | — UNKNOWN | 1949-03-16 |
| Member ID | — null | UHC-13637-61 |
| SSN | •••-••-5147 | — |
| Phone | — N/A | — |
| joan.lane@outlook.com | — | |
| Address | 573 Willow Ct | 573 Willow Ct |
| City / state / ZIP | Plano, TX, 75001 | Plano, TX, 75001 |
| Group | — | GRP-1519 |
| Plan | — | CHOICE-PLUS-PPO |
| Sources, records | CLM1 record | TPA ×1CLM ×12 records |
Evidence detail
How the scoring agent compared the incoming record to the record it matched inside each candidate
▶#1MBR-034344Joan Lane0.83
Matched against TPA-50405, 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
- TPATPA-50405Joan Lane1949-03-16Rule 0.99
- CLMCLM-400864Joan Lane1949-03-16Rule 0.99
Case audit
Every transition on this case, sealed into the hash chain
- Steward case openedEscalation agent2026-10-19 19:54:392451a4bf3bEscalated CLM-400863, top score 0.83, candidates MBR-034344
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
At least 8 characters (0/8)
ActorJ. Okafor (Data Stewardship)
Choose an option
- Checkpoint
- ckpt-run-mvfoap9e-79471
- Stage
- Human steward
- Policy version
- v1, threshold 0.85, floor 0.6
- Provisional identity
- MBR-042158
- Opened
- 2026-10-19 19:54:36
- Top score
- 0.83