Steward case

CASE-000764

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

OpenCheckpointckpt-run-mvfoap9e-65654workflow paused, state held

Side-by-side comparison

Incoming CLM-427621 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427621incoming	#1MBR-002461Jose Bradley 0.832 rec. Best evidence: NameDate of birth
Name	Jose Bradley	Jose Bradley
Date of birth	2004-11-02	2004-11-02
Member ID	— null	UHC-71503-66
SSN	— •••-••-UNKNOWN	•••-••-4894
Phone	—	2467735641
Email	—	jose.bradley48@proton.me
Address	—	2268 Ocean Ave
City / state / ZIP	— NULL, NULL	Minneapolis, MN
Group	— -	GRP-7052
Plan	CORE-HMO	CORE-HMO
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-002461Jose Bradley0.83

Matched against ENR-136213, 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-136213Jose Bradley2004-11-02Rule 0.97
CLMCLM-427622Joes Bradley2004-11-02Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3951b89e3bab
Escalated CLM-427621, top score 0.83, candidates MBR-002461

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 Jose BradleyMBR-002461, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-427621 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-65654
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038147
Opened: 2026-10-19 19:54:36
Top score: 0.83