Steward case

CASE-000574

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

OpenCheckpointckpt-run-mvfoap9e-89900workflow paused, state held

Side-by-side comparison

Incoming CLM-424736 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424736incoming	#1MBR-001783Joe Thomas 0.833 rec. Best evidence: NameDate of birth
Name	Joe Thomas	Joe Thomas
Date of birth	1975-10-17	1975-10-17
Member ID	— UNKNOWN	UHC-78254-13
SSN	—	•••-••-0801
Phone	—	8457618659
Email	—	joe.thomas68@icloud.com
Address	— null	9108 Washington St
City / state / ZIP	— null	San Antonio, TX, 78215
Group	GRP-1954	GRP-1954
Plan	—	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×1ENR ×1TPA ×13 records

Evidence detail

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

▶#1MBR-001783Joe Thomas0.83

Matched against CLM-424735, 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-424735Joe Thomas1975-10-17Scored 1.00
ENRENR-132303Joe Thomas1975-10-17Rule 0.99
TPATPA-60913Joe Thomas1975-10-17Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395ddcfb160d
Escalated CLM-424736, top score 0.83, candidates MBR-001783

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 Joe ThomasMBR-001783, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-424736 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-89900
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044681
Opened: 2026-10-19 19:54:36
Top score: 0.83