Steward case

CASE-000119

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

OpenCheckpointckpt-run-mvfoap9e-72133workflow paused, state held

Side-by-side comparison

Incoming CLM-401473 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401473incoming	#1MBR-026814Mateo Shaw 0.831 rec. Best evidence: NameDate of birth
Name	Mateo Shaw	Mateo Shaw
Date of birth	1955-06-19	1955-06-19
Member ID	UHC-17274-05	—
SSN	— •••-••- NULL	•••-••-6510
Phone	— UNKNOWN	9385570806
Email	mateo.shaw46@outlook.com	—
Address	—	1818 Church St # 860
City / state / ZIP	— N/A, NULL, N/A	San Antonio, TX, 78281
Group	GRP-5423	—
Plan	—	—
Sources, records	CLM1 record	PRV ×11 record

Evidence detail

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

▶#1MBR-026814Mateo Shaw0.83

Matched against PRV-20457, 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-20457Mateo Shaw1955-06-19Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d185b94847
Escalated CLM-401473, top score 0.83, candidates MBR-026814

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 Mateo ShawMBR-026814, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-401473 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-72133
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040156
Opened: 2026-10-19 19:54:36
Top score: 0.83