Steward case

CASE-000714

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

OpenCheckpointckpt-run-mvfoap9e-41199workflow paused, state held

Side-by-side comparison

Incoming CLM-401345 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401345incoming	#1MBR-010755Vincent Roberts 0.835 rec. Best evidence: NameDate of birth
Name	Vincent O Roberts	Vincent O Roberts
Date of birth	1986-05-22	1986-05-22
Member ID	—	UHC-46711-68
SSN	— •••-••-null	•••-••-2495
Phone	— -	4146298403
Email	—	vincent.roberts@gmail.com
Address	—	4910 Mountain View Dr
City / state / ZIP	— null, -, UNKNOWN	Sacramento, CA, 95852
Group	— UNKNOWN	GRP-6478
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	TPA ×1CLM ×1ENR ×35 records

Evidence detail

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

▶#1MBR-010755Vincent Roberts0.83

Matched against TPA-50589, 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-50589Vincent Roberts1986-05-22Scored 1.00
CLMCLM-401346Vincent Roberts1986-05-22Scored 1.00
ENRENR-101728Vincent Roberts1986-05-22Scored 1.00
ENRENR-101729Vincent Roberts1986-05-22Scored 1.00
ENRENR-101727Vincent Roberts1986-05-22Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39ac52d9cdc6
Escalated CLM-401345, top score 0.83, candidates MBR-010755

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 Vincent RobertsMBR-010755, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-401345 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-41199
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028575
Opened: 2026-10-19 19:54:36
Top score: 0.83