Steward case

CASE-000003

Name and date of birth agree but no identifier (member ID, SSN, phone, email or address) confirms it.

OpenCheckpointckpt-run-mvfoap9e-39053workflow paused, state held

Side-by-side comparison

Incoming CLM-430743 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430743incoming	#1MBR-000009Larry Hansen 0.834 rec. Best evidence: NameDate of birth
Name	Larry Hansen	Larry Hansen
Date of birth	1999-08-13 19990813	1999-08-13
Member ID	— NULL	UHC-63312-69
SSN	— •••-••-null	•••-••-7562
Phone	— N/A	4752587529
Email	—	larry.hansen@outlook.com
Address	— N/A	5799 Union St
City / state / ZIP	— UNKNOWN, -	Tucson, AZ, 85752
Group	GRP-3847	GRP-3847
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	PRV ×1CLM ×2ENR ×14 records

Evidence detail

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

▶#1MBR-000009Larry Hansen0.83

Matched against PRV-29001, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-29001Larry Hansen1999-08-13Scored 1.00
CLMCLM-430744Larry Hansen1999-08-13Scored 1.00
CLMCLM-430742Larry Hansen2000-08-13Rule 0.96
ENRENR-140387Larry Hansen1999-08-13Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39bf486ca144
Escalated CLM-430743, top score 0.83, candidates MBR-000009

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 Larry HansenMBR-000009, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-430743 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-39053
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027542
Opened: 2026-10-19 19:54:36
Top score: 0.83