Steward case

CASE-000689

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

OpenCheckpointckpt-run-mvfoap9e-49485workflow paused, state held

Side-by-side comparison

Incoming CLM-410712 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410712incoming	#1MBR-040726Mason Carter 0.832 rec. Best evidence: NameDate of birth
Name	Mason Carter	Mason P Carter
Date of birth	2006-05-10	2006-05-10
Member ID	— UNKNOWN	UHC-49290-17
SSN	— •••-••-UNKNOWN	•••-••-9820
Phone	4806123680	4806123680
Email	— NULL	mason.carter9@icloud.com
Address	— NULL	5364 Elm St
City / state / ZIP	— NULL, NULL, -	Houston, TX, 77087
Group	GRP-7196	GRP-7196
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-040726Mason Carter0.83

Matched against CLM-410713, 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-114054Mason CarterRule 0.96
CLMCLM-410713Mason Carter2006-05-10Rule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:390362702407
Escalated CLM-410712, top score 0.83, candidates MBR-040726

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 CarterMBR-040726, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-410712 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-49485
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032229
Opened: 2026-10-19 19:54:36
Top score: 0.83