Steward case

CASE-000650

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

OpenCheckpointckpt-run-mvfoap9e-59465workflow paused, state held

Side-by-side comparison

Incoming CLM-412365 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412365incoming	#1MBR-012304Steven Mason 0.833 rec. Best evidence: NameDate of birth
Name	Steven Mason	Steven C Mason
Date of birth	1965-11-06	1965-11-06
Member ID	— UNKNOWN	UHC-04663-13
SSN	— •••-••- UNKNOWN	•••-••-4208
Phone	— UNKNOWN	2756901855
Email	—	steven.mason@aol.com
Address	— -	6665 Pine Dr
City / state / ZIP	— null, N/A, -	Miami, FL, 33184
Group	— NULL	GRP-6840
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	TPA ×2ENR ×13 records

Evidence detail

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

▶#1MBR-012304Steven Mason0.83

Matched against TPA-55450, 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

TPATPA-55450Steven Mason1965-11-06Scored 1.00
ENRENR-116270Steven Mason1965-11-06Scored 1.00
TPATPA-55451Stevn Mason1965-11-06Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399e5c4fb639
Escalated CLM-412365, top score 0.83, candidates MBR-012304

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 Steven MasonMBR-012304, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-412365 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-59465
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036024
Opened: 2026-10-19 19:54:36
Top score: 0.83