Steward case

CASE-000134

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

OpenCheckpointckpt-run-mvfoap9e-30968workflow paused, state held

Side-by-side comparison

Incoming CLM-416088 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416088incoming	#1MBR-041451Matthew Stevens 0.831 rec. Best evidence: NameDate of birth
Name	Matthew Stevens	Matthew V Stevens
Date of birth	1964-03-01	1964-03-01
Member ID	— -	UHC-13745-51
SSN	— •••-••-NULL	•••-••-3618
Phone	— UNKNOWN	8804965786
Email	— -	matthew.stevens@icloud.com
Address	—	477 Sunset Blvd
City / state / ZIP	— UNKNOWN, N/A	Fresno, CA, 93760
Group	— null	GRP-0860
Plan	CORE-HMO	CORE-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-041451Matthew Stevens0.83

Matched against ENR-121163, 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-121163Matthew Stevens1964-03-01Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c4e9c3abfb
Escalated CLM-416088, top score 0.83, candidates MBR-041451

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 Matthew StevensMBR-041451, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-416088 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-30968
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-023289
Opened: 2026-10-19 19:54:36
Top score: 0.83