Steward case

CASE-001676

Confidence 0.68 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-65116workflow paused, state held

Side-by-side comparison

Incoming CLM-419961 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419961incoming	#1MBR-025262Gerald Stephens 0.683 rec. Best evidence: none ≥ 0.90
Name	Teresa Stephens	Gerald Q Stephens
Date of birth	1973-08-20	1973-09-20
Member ID	UHC-87322-48 UHC8732248	UHC-71981-48
SSN	— •••-••-null	•••-••-4733
Phone	— UNKNOWN	2349122001
Email	— NULL	gerald.stephens98@aol.com
Address	604 Maple Ave 604 MAPLE AVENUE	8996 River Rd
City / state / ZIP	Chandler, AZ, 85202	Gilbert, AZ, 85293
Group	GRP-3498	GRP-8798
Plan	— -	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-025262Gerald Stephens0.68

Matched against CLM-401062, 2 fields compared, weighted score 0.683

Field	Similarity	Weight	Share	Note
Name	0.87	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-401061Gerald Stephens1973-09-20Scored 1.00
ENRENR-101376Gerald Stephens1973-09-20Scored 1.00
CLMCLM-401062Gerald Stephens1973-09-20Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a17e295898
Escalated CLM-419961, top score 0.68, candidates MBR-025262

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 Gerald StephensMBR-025262, score 0.68, 3 recordsLinkConfirm as a distinct identityCLM-419961 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-65116
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037963
Opened: 2026-10-22 12:43:43
Top score: 0.68