Steward case

CASE-000421

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

OpenCheckpointckpt-run-mvfoap9e-46180workflow paused, state held

Side-by-side comparison

Incoming CLM-412083 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412083incoming	#1MBR-018203Willie Price 0.832 rec. Best evidence: NameDate of birth
Name	Willie Price	Willie Price
Date of birth	1976-01-15 1/15/1976	1976-01-15
Member ID	—	UHC-38904-57
SSN	— •••-••-UNKNOWN	•••-••-5423
Phone	—	5106652657
Email	willie.price@yahoo.com	—
Address	—	2918 Highland Ave
City / state / ZIP	— NULL, UNKNOWN, NULL	San Diego, CA, 92176
Group	GRP-4183	GRP-4183
Plan	MEDICARE-ADV-B	—
Sources, records	CLM1 record	CLM ×22 records

Evidence detail

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

▶#1MBR-018203Willie Price0.83

Matched against CLM-412081, 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-412081Willie Price1976-01-15Rule 0.99
CLMCLM-412082Willie Price1976-01-15Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3996814a8742
Escalated CLM-412083, top score 0.83, candidates MBR-018203

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 Willie PriceMBR-018203, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-412083 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-46180
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030817
Opened: 2026-10-19 19:54:36
Top score: 0.83