Steward case

CASE-000129

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

OpenCheckpointckpt-run-mvfoap9e-38978workflow paused, state held

Side-by-side comparison

Incoming CLM-426003 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426003incoming	#1MBR-031222Zachary Hunt 0.832 rec. Best evidence: NameDate of birth
Name	Zachary Hunt	Zachary W Hunt
Date of birth	1990-01-21	1990-01-21
Member ID	—	UHC-68795-03
SSN	— •••-••-N/A	•••-••-6902
Phone	—	5872830589
Email	— NULL	zachary.hunt@icloud.com
Address	— N/A	9239 Canyon Rd
City / state / ZIP	—	Scottsdale, AZ, 85295
Group	GRP-5158	GRP-5158
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-031222Zachary Hunt0.83

Matched against CLM-426002, 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

CLMCLM-426002Zachary Hunt1990-01-21Rule 0.99
ENRENR-134043Zachary Hunt1990-01-21Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39743474a3a6
Escalated CLM-426003, top score 0.83, candidates MBR-031222

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 Zachary HuntMBR-031222, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-426003 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-38978
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027506
Opened: 2026-10-19 19:54:36
Top score: 0.83