Steward case

CASE-000384

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

OpenCheckpointckpt-run-mvfoap9e-2726workflow paused, state held

Side-by-side comparison

Incoming CLM-407690 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407690incoming	#1MBR-023654Eugene Kelly 0.833 rec. Best evidence: NameDate of birth
Name	Eugene Kelly	Eugene H Kelly
Date of birth	1976-07-07	1976-07-07
Member ID	— UNKNOWN	UHC-59154-82
SSN	•••-••-1838	—
Phone	— null	8614086016
Email	—	—
Address	—	1751 Valley View Dr
City / state / ZIP	— null	Miami, FL, 33148
Group	GRP-1415	GRP-1415
Plan	NAVIGATE-HMO	—
Sources, records	CLM1 record	TPA ×1PRV ×1CLM ×13 records

Evidence detail

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

▶#1MBR-023654Eugene Kelly0.83

Matched against TPA-53374, 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-53374Eugene Kelly1976-07-07Scored 1.00
PRVPRV-22279Eugene Kellly1976-07-07Scored 0.99
CLMCLM-407691Eugene Kelly1976-07-07Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d263aaf650
Escalated CLM-407690, top score 0.83, candidates MBR-023654

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 Eugene KellyMBR-023654, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-407690 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-2726
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-002595
Opened: 2026-10-19 19:54:36
Top score: 0.83