Steward case

CASE-000151

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

OpenCheckpointckpt-run-mvfoap9e-64447workflow paused, state held

Side-by-side comparison

Incoming CLM-422772 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422772incoming	#1MBR-026525Gregory Le 0.833 rec. Best evidence: NameDate of birth
Name	Gregory Le	Gregory G Le
Date of birth	1939-12-05	1939-12-05
Member ID	— -	UHC-77243-54
SSN	•••-••-0236	—
Phone	— null	9158164062
Email	— NULL	gregory.le45@proton.me
Address	—	3244 Spring St
City / state / ZIP	— N/A, N/A	San Diego, CA
Group	GRP-0662	GRP-0662
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×2TPA ×13 records

Evidence detail

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

▶#1MBR-026525Gregory Le0.83

Matched against CLM-422770, 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-422770Gregory Le1939-12-05Rule 0.99
TPATPA-60000Gregory Le1939-12-05Rule 0.99
CLMCLM-422771Gregory Le1939-12-05Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392edcd874a6
Escalated CLM-422772, top score 0.83, candidates MBR-026525

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 LeMBR-026525, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-422772 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-64447
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037744
Opened: 2026-10-19 19:54:36
Top score: 0.83