Steward case

CASE-004243

Confidence 0.74 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-70152workflow paused, state held

Side-by-side comparison

Incoming CLM-403088 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-403088incoming	#1MBR-041868Frank Ramirez 0.743 rec. Best evidence: Name
Name	Frank Ramireez	Frank Ramirez
Date of birth	1974-09-09	1973-09-09
Member ID	—	UHC-97290-10
SSN	— •••-••-UNKNOWN	•••-••-4293
Phone	— -	3713242989
Email	—	—
Address	— N/A	16 Pine Dr
City / state / ZIP	— N/A, -	Fresno, CA, 93793
Group	GRP-0296	GRP-0296
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	TPA ×1ENR ×1CLM ×13 records

Evidence detail

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

▶#1MBR-041868Frank Ramirez0.74

Matched against TPA-51315, 2 fields compared, weighted score 0.743

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

TPATPA-51315Frank Ramirez1973-09-09Rule 0.99
ENRENR-103991Frank Ramirez1973-09-09Rule 0.99
CLMCLM-403089Frank Ramirez1973-09-09Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39af10eecc0e
Escalated CLM-403088, top score 0.74, candidates MBR-041868

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 Frank RamirezMBR-041868, score 0.74, 3 recordsLinkConfirm as a distinct identityCLM-403088 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-70152
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039569
Opened: 2026-10-19 19:54:36
Top score: 0.74