Steward case

CASE-000094

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

OpenCheckpointckpt-run-mvfoap9e-275workflow paused, state held

Side-by-side comparison

Incoming CLM-413722 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413722incoming	#1MBR-004345Alan Bennett 0.833 rec. Best evidence: NameDate of birth
Name	Alan Bennett	Alan S Bennett
Date of birth	1985-09-11	1985-09-11
Member ID	— UNKNOWN	UHC-10761-18
SSN	•••-••-1301	•••-••-1301
Phone	— null	6326601015
Email	—	alan.bennett1@proton.me
Address	—	2470 Lake View Rd
City / state / ZIP	— NULL, N/A, -	Charlotte, NC, 28209
Group	— N/A	GRP-5194
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×1PRV ×1CLM ×13 records

Evidence detail

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

▶#1MBR-004345Alan Bennett0.83

Matched against PRV-23975, 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

ENRENR-117946Alan Bennett1986-09-11Rule 0.96
PRVPRV-23975Alan Bennett1985-09-11Scored 1.00
CLMCLM-413721Alan Bennett1985-09-11Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:391bdbb9775f
Escalated CLM-413722, top score 0.83, candidates MBR-004345

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 Alan BennettMBR-004345, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-413722 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-275
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-000269
Opened: 2026-10-19 19:54:36
Top score: 0.83