Steward case

CASE-000589

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

OpenCheckpointckpt-run-mvfoap9e-85919workflow paused, state held

Side-by-side comparison

Incoming CLM-402358 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402358incoming	#1MBR-001853Philip Morgan 0.834 rec. Best evidence: NameDate of birth
Name	Philip Morgan	Philip O Morgan
Date of birth	1939-11-19	1939-11-19
Member ID	— -	UHC-74681-79
SSN	— •••-••--	•••-••-7860
Phone	— -	2909733861
Email	—	philip.morgan41@gmail.com
Address	— null	5281 River Rd
City / state / ZIP	— N/A	Minneapolis, MN
Group	GRP-7530	GRP-7530
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	CLM ×2ENR ×24 records

Evidence detail

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

▶#1MBR-001853Philip Morgan0.83

Matched against CLM-402357, 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-402357Philip Morgan1939-11-19Scored 1.00
CLMCLM-402359Philip Morgan1939-11-19Scored 1.00
ENRENR-103021Philip MurganScored 0.97
ENRENR-103020Philip MorganRule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39ce82bd8a6a
Escalated CLM-402358, top score 0.83, candidates MBR-001853

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 Philip MorganMBR-001853, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-402358 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-85919
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043755
Opened: 2026-10-19 19:54:36
Top score: 0.83