Steward case

CASE-004322

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-90303workflow paused, state held

Side-by-side comparison

Incoming CLM-400459 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400459incoming	#1MBR-045894Janice Santiago 0.831 rec. Best evidence: NameAddress
Name	Janice C Santiago janice C. santiago	Janice C Santiago
Date of birth	— 0807-14-90	1940-08-07
Member ID	— N/A	—
SSN	—	—
Phone	—	4093028714
Email	—	—
Address	210 Highland Ave	210 Highland Ave
City / state / ZIP	Tucson, AZ, 85789	Tucson, AZ, 85789
Group	— UNKNOWN	—
Plan	NAVIGATE-HMO	—
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-045894Janice Santiago0.83

Matched against TPA-50196, 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-50196Janice Santiago1940-08-07Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39017717c2f5
Escalated CLM-400459, top score 0.83, candidates MBR-045894

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 Janice SantiagoMBR-045894, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-400459 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-90303
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044770
Opened: 2026-10-19 19:54:36
Top score: 0.83