Steward case

CASE-000683

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

OpenCheckpointckpt-run-mvfoap9e-2337workflow paused, state held

Side-by-side comparison

Incoming CLM-412237 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412237incoming	#1MBR-014716Yuki Boyd 0.833 rec. Best evidence: NameDate of birth
Name	Yuki D Boyd	Yuki D Boyd
Date of birth	1993-05-18	1993-05-18
Member ID	— N/A	UHC-66893-48
SSN	•••-••-5550	—
Phone	— UNKNOWN	6436026611
Email	—	yuki.boyd@gmail.com
Address	1400 Maple Ave 1400 Maple Avenue	8451 Oak St # 297
City / state / ZIP	Chandler, AZ, 85297 Chandler , Arizona, 85297	Scottsdale, AZ, 85262
Group	GRP-9662	GRP-9662
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-014716Yuki Boyd0.83

Matched against CLM-412235, 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

ENRENR-116120Yuki Booyd1993-05-18Rule 0.99
CLMCLM-412235Yuki Boyd1993-05-18Rule 0.99
CLMCLM-412236Yuki Boyd1993-05-18Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:396151bc14e4
Escalated CLM-412237, top score 0.83, candidates MBR-014716

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 Yuki BoydMBR-014716, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-412237 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-2337
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-002225
Opened: 2026-10-19 19:54:36
Top score: 0.83