Steward case

CASE-000602

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

OpenCheckpointckpt-run-mvjj6udb-12457workflow paused, state held

Side-by-side comparison

Incoming CLM-427126 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427126incoming	#1MBR-001903Eugene Phillips 0.832 rec. Best evidence: NameDate of birth	#2MBR-040752Eugene Phillips 0.831 rec. Best evidence: NameDate of birth
Name	Eugene F Phillips Eugene F. Phillips	Eugene F Phillips	Eugene F Phillips
Date of birth	2004-12-09	2004-12-09	2004-12-09
Member ID	—	—	—
SSN	•••-••-4066 •••-••-*--4066	—	—
Phone	—	6136989682	—
Email	—	—	—
Address	— N/A	6874 Lincoln Way	—
City / state / ZIP	— UNKNOWN , null, UNKNOWN	Seattle, WA, 98147	—
Group	GRP-1990	—	—
Plan	NAVIGATE-HMO	—	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×22 records	CLM ×11 record

Evidence detail

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

▶#1MBR-001903Eugene Phillips0.83

Matched against CLM-427124, 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-427124Eugene Phillips2004-12-09Scored 1.00
CLMCLM-427125Eugene Phillips2004-12-09Scored 1.00

▶#2MBR-040752Eugene Phillips0.83

Matched against CLM-427127, 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-427127Eugene Phillips2004-12-09Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55617438f927
Escalated CLM-427126, top score 0.83, candidates MBR-001903, MBR-040752

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 Eugene PhillipsMBR-001903, score 0.83, 2 recordsLinkLink to Eugene PhillipsMBR-040752, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-427126 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-12457
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-010883
Opened: 2026-10-22 12:43:43
Top score: 0.83