Steward case

CASE-000514

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

OpenCheckpointckpt-run-mvjj6udb-1888workflow paused, state held

Side-by-side comparison

Incoming CLM-429903 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429903incoming	#1MBR-009961Anthony Taylor 0.832 rec. Best evidence: NameDate of birth
Name	Tony Taylor	Anthony X Taylor
Date of birth	1940-06-11 06/11/40	1940-06-11
Member ID	—	UHC-53353-74
SSN	— •••-••-null	•••-••-0764
Phone	— null	8374546978
Email	— null	—
Address	— null	5141 Central Ave
City / state / ZIP	— -, -, NULL	Atlanta, GA, 30369
Group	GRP-6491	GRP-6491
Plan	—	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-009961Anthony Taylor0.83

Matched against ENR-139209, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%	nickname
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-139209Anthony Taylor1940-06-11Rule 0.99
CLMCLM-429902Taylor Anthony1940-06-11Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a816b67ea8
Escalated CLM-429903, top score 0.83, candidates MBR-009961

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 Anthony TaylorMBR-009961, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-429903 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-mvjj6udb-1888
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-001812
Opened: 2026-10-22 12:43:43
Top score: 0.83