Steward case

CASE-000703

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

OpenCheckpointckpt-run-mvjj6udb-17834workflow paused, state held

Side-by-side comparison

Incoming CLM-431978 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431978incoming	#1MBR-046231Jeffrey Grant 0.831 rec. Best evidence: NameDate of birth
Name	Jeffrey Grant Grant, Jeffrey	Jeffrey Grant
Date of birth	1983-09-13 19830913	1983-09-13
Member ID	UHC-11675-92 UHC1167592	—
SSN	— •••-••-UNKNOWN	—
Phone	— null	—
Email	— null	jeffrey.grant91@proton.me
Address	8815 Oak St 8815 Oak Street	—
City / state / ZIP	Eden Prairie, MN, 55300	—
Group	— -	—
Plan	—	—
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-046231Jeffrey Grant0.83

Matched against TPA-64104, 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-64104Jeffrey Grant1983-09-13Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55fc33a23031
Escalated CLM-431978, top score 0.83, candidates MBR-046231

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 Jeffrey GrantMBR-046231, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-431978 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-17834
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-014910
Opened: 2026-10-22 12:43:43
Top score: 0.83