Steward case

CASE-000317

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

OpenCheckpointckpt-run-mvfoap9e-5966workflow paused, state held

Side-by-side comparison

Incoming CLM-400605 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400605incoming	#1MBR-009303Marcus Hall 0.833 rec. Best evidence: NameDate of birth
Name	Marcus Hall	Marcus Hall
Date of birth	1947-12-15	1947-12-15
Member ID	—	UHC-89525-68
SSN	—	•••-••-9748
Phone	— 7630255	6547630255
Email	marcus.hall@aol.com	marcus.hall@aol.com
Address	— UNKNOWN	2861 Maple Ave
City / state / ZIP	— N/A, null	Tucson, AZ, 85712
Group	GRP-3315	GRP-3315
Plan	—	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-009303Marcus Hall0.83

Matched against CLM-400606, 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-100818Marcus Hall1946-12-15Rule 0.96
CLMCLM-400606Marcus Hall1947-12-15Rule 0.97
CLMCLM-400607Marcus Hall1947-12-15Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392b4982fa4e
Escalated CLM-400605, top score 0.83, candidates MBR-009303

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 Marcus HallMBR-009303, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-400605 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-5966
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-005515
Opened: 2026-10-19 19:54:36
Top score: 0.83