Steward case

CASE-000335

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

OpenCheckpointckpt-run-mvfoap9e-97356workflow paused, state held

Side-by-side comparison

Incoming CLM-414233 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414233incoming	#1MBR-030421Adam Green 0.834 rec. Best evidence: NameDate of birth
Name	Adam Green	Adam Green
Date of birth	2003-05-12	2003-05-12
Member ID	— N/A	UHC-08215-14
SSN	—	•••-••-6804
Phone	—	9595158897
Email	— null	adam.green@aol.com
Address	—	731 Market St
City / state / ZIP	— null	Austin, TX, 78743
Group	—	GRP-6348
Plan	SELECT-EPO	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×3CLM ×14 records

Evidence detail

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

▶#1MBR-030421Adam Green0.83

Matched against CLM-414234, 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-118690Adam Geen2003-05-12Rule 0.99
CLMCLM-414234Adam Green2003-05-12Rule 0.99
ENRENR-118691Adam GreenRule 0.96
ENRENR-118692Adam Green2003-05-12Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:391b8d1e13e5
Escalated CLM-414233, top score 0.83, candidates MBR-030421

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 Adam GreenMBR-030421, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-414233 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-97356
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046327
Opened: 2026-10-19 19:54:36
Top score: 0.83