Steward case

CASE-000147

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

OpenCheckpointckpt-run-mvfoap9e-12559workflow paused, state held

Side-by-side comparison

Incoming CLM-419108 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419108incoming	#1MBR-001792Gregory Reid 0.835 rec. Best evidence: NameDate of birth
Name	Gregory Ried	Gregory Reid
Date of birth	1943-07-18	1943-07-18
Member ID	—	UHC-65879-07
SSN	— •••-••-NULL	•••-••-7047
Phone	— UNKNOWN	6768843380
Email	— null	gregory.reid53@hotmail.com
Address	— N/A	2914 Maple Ave
City / state / ZIP	— N/A, null	Atlanta, GA, 30399
Group	GRP-7587	GRP-7587
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	CLM ×3ENR ×1TPA ×15 records

Evidence detail

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

▶#1MBR-001792Gregory Reid0.83

Matched against ENR-125177, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.95	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-419105Reid Gregory1943-07-18Scored 0.98
ENRENR-125177Gregory Reid1943-07-18Scored 1.00
TPATPA-58456Gegory Reid1943-07-18Rule 0.97
CLMCLM-419106Greg Reid1943-07-18Scored 1.00
CLMCLM-419107Gregory Reid1943-07-18Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:390fd25302d5
Escalated CLM-419108, top score 0.83, candidates MBR-001792

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 Gregory ReidMBR-001792, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-419108 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-12559
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-010961
Opened: 2026-10-19 19:54:36
Top score: 0.83