Steward case

CASE-000740

Confidence 0.64 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-72284workflow paused, state held

Side-by-side comparison

Incoming CLM-411345 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411345incoming	#1MBR-002522Grace Stephens 0.644 rec. Best evidence: none ≥ 0.90
Name	Terry Stephens	Grace Stephens
Date of birth	1956-04-05	1956-03-05
Member ID	—	UHC-10502-17
SSN	— •••-••- UNKNOWN	•••-••-2261
Phone	3838754246	7496648840
Email	— -	grace.stephens27@icloud.com
Address	— N/A	1151 Palm Dr
City / state / ZIP	— -, -	San Antonio, TX, 78266
Group	GRP-3511	GRP-1730
Plan	— -	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×3TPA ×14 records

Evidence detail

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

▶#1MBR-002522Grace Stephens0.64

Matched against CLM-421981, 2 fields compared, weighted score 0.643

Field	Similarity	Weight	Share	Note
Name	0.79	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-421980Grace Stephens1956-03-05Scored 1.00
CLMCLM-421979Grace Stephens1956-03-05Scored 1.00
TPATPA-59654Grace Stephnes1956-03-05Scored 0.99
CLMCLM-421981Grace Stephens1956-03-05Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:559d945c525f
Escalated CLM-411345, top score 0.64, candidates MBR-002522

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 Grace StephensMBR-002522, score 0.64, 4 recordsLinkConfirm as a distinct identityCLM-411345 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-mvjj6udb-72284
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040198
Opened: 2026-10-22 12:43:43
Top score: 0.64