Steward case

CASE-000387

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

OpenCheckpointckpt-run-mvfoap9e-95932workflow paused, state held

Side-by-side comparison

Incoming CLM-432550 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-432550incoming	#1MBR-003147Russell Jacobs 0.834 rec. Best evidence: NameDate of birth
Name	Russell K Jacobs	Russell K Jacobs
Date of birth	1986-02-10	1986-02-10
Member ID	— UNKNOWN	UHC-03633-88
SSN	•••-••-4068	—
Phone	—	7469542726
Email	—	—
Address	— null	3278 Spring St
City / state / ZIP	— NULL, N/A, null	Denver, CO, 80225
Group	—	GRP-9693
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×2TPA ×24 records

Evidence detail

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

▶#1MBR-003147Russell Jacobs0.83

Matched against CLM-432549, 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-432549Russell Jacobs1986-02-10Scored 1.00
TPATPA-64361Russell Jacobs1986-02-10Scored 1.00
CLMCLM-432548Russell Jacobs1986-02-10Scored 1.00
TPATPA-64360Russell Jacobs1986-02-10Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39bb70e743f2
Escalated CLM-432550, top score 0.83, candidates MBR-003147

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 Russell JacobsMBR-003147, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-432550 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-95932
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046016
Opened: 2026-10-19 19:54:36
Top score: 0.83