Steward case

CASE-003521

Confidence 0.81 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-68996workflow paused, state held

Side-by-side comparison

Incoming CLM-421993 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-421993incoming	#1MBR-021540Grace Taylor 0.811 rec. Best evidence: NameAddress
Name	Grace Taylor	Grace T Taylor
Date of birth	1986-06-25	1987-06-25
Member ID	— N/A	UHC-14572-13
SSN	—	—
Phone	— N/A	5346798505
Email	—	grace.taylor47@outlook.com
Address	5460 Grand Ave 5460 Grand Avenue	5460 Grand Ave
City / state / ZIP	San Antonio, TX, 78296	San Antonio, TX, 78296
Group	GRP-1102	GRP-1102
Plan	— null	NAVIGATE-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-021540Grace Taylor0.81

Matched against ENR-128802, 3 fields compared, weighted score 0.813

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.50	3	38%	one_digit
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

ENRENR-128802Grace Taylor1987-06-25Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3964910d3f94
Escalated CLM-421993, top score 0.81, candidates MBR-021540

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 TaylorMBR-021540, score 0.81, 1 recordLinkConfirm as a distinct identityCLM-421993 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-68996
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039213
Opened: 2026-10-19 19:54:36
Top score: 0.81