Steward case

CASE-000182

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

OpenCheckpointckpt-run-mvfoap9e-70436workflow paused, state held

Side-by-side comparison

Incoming CLM-413805 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413805incoming	#1MBR-006125Henry Johnson 0.834 rec. Best evidence: NameDate of birth
Name	Henry Johnson	Henry Z Johnson
Date of birth	1982-05-24 5/24/1982	1982-05-24
Member ID	— N/A	UHC-39549-73
SSN	— •••-••--	•••-••-1871
Phone	— -	7369763592
Email	— null	henry.johnson39@icloud.com
Address	— UNKNOWN	8640 Willow Ct
City / state / ZIP	— N/A, NULL	Tucson, AZ, 85757
Group	GRP-6519	GRP-6519
Plan	— UNKNOWN	MEDICARE-ADV-B
Sources, records	CLM1 record	TPA ×1ENR ×1CLM ×24 records

Evidence detail

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

▶#1MBR-006125Henry Johnson0.83

Matched against TPA-56058, 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

TPATPA-56058Henry Johnson1982-05-24Scored 1.00
ENRENR-118041Henry Johnson1982-05-24Scored 1.00
CLMCLM-413804Henry Johnson1982-05-24Scored 1.00
CLMCLM-413803Henry Johnsun1982-05-24Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399de6580621
Escalated CLM-413805, top score 0.83, candidates MBR-006125

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 Henry JohnsonMBR-006125, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-413805 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-70436
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039660
Opened: 2026-10-19 19:54:36
Top score: 0.83