Steward case

CASE-000627

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

OpenCheckpointckpt-run-mvfoap9e-17061workflow paused, state held

Side-by-side comparison

Incoming CLM-417765 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417765incoming	#1MBR-012438Mason Rose 0.833 rec. Best evidence: NameDate of birth
Name	Mason Rose	Mason Rose
Date of birth	1948-06-12	1948-06-12
Member ID	—	UHC-72109-49
SSN	— •••-••--	—
Phone	—	6539590695
Email	— N/A	mason.rose@proton.me
Address	—	1468 Central Ave
City / state / ZIP	— NULL, NULL	Phoenix, AZ, 85021
Group	GRP-9070	GRP-9070
Plan	CORE-HMO	—
Sources, records	CLM1 record	PRV ×1CLM ×23 records

Evidence detail

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

▶#1MBR-012438Mason Rose0.83

Matched against PRV-25269, 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

PRVPRV-25269Mason Rose1948-06-12Scored 0.99
CLMCLM-417763Masno Rose1948-06-12Scored 0.99
CLMCLM-417764Mason Rose1948-06-12Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e8a1a71030
Escalated CLM-417765, top score 0.83, candidates MBR-012438

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 Mason RoseMBR-012438, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-417765 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-17061
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-014354
Opened: 2026-10-19 19:54:36
Top score: 0.83