Steward case

CASE-004233

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-68330workflow paused, state held

Side-by-side comparison

Incoming CLM-416361 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416361incoming	#1MBR-044908Betty Rodriguez 0.831 rec. Best evidence: NameAddress
Name	Betty Rodriguez	Betty Rodriguez
Date of birth	— -	1946-07-14
Member ID	— -	UHC-21148-82
SSN	•••-••-8549	—
Phone	—	9579593955
Email	— null	betty.rodriguez@hotmail.com
Address	9758 Forest Ave 9758 Forest Avenue	9758 Forest Ave
City / state / ZIP	Houston, TX, 77037 Houston , TX, 77037	Houston, TX, 77037
Group	GRP-6165	GRP-6165
Plan	— null	CORE-HMO
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-044908Betty Rodriguez0.83

Matched against ENR-121509, 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-121509Betty Rodriguez1946-07-14Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:393e4346e2c9
Escalated CLM-416361, top score 0.83, candidates MBR-044908

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 Betty RodriguezMBR-044908, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-416361 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-68330
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039008
Opened: 2026-10-19 19:54:36
Top score: 0.83