Steward case

CASE-000809

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

OpenCheckpointckpt-run-mvjj6udb-66708workflow paused, state held

Side-by-side comparison

Incoming CLM-402507 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402507incoming	#1MBR-032760William Simmons 0.833 rec. Best evidence: NameDate of birth
Name	William Simmons	William Simmons
Date of birth	1972-06-17 06/17/1972	1972-06-17
Member ID	—	UHC-76744-15
SSN	—	•••-••-9130
Phone	—	4213430868
Email	— UNKNOWN	william.simmons15@aol.com
Address	— NULL	3955 Oak St
City / state / ZIP	— , -	Miami, FL, 33134
Group	GRP-7932	GRP-7932
Plan	—	CORE-HMO
Sources, records	CLM1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-032760William Simmons0.83

Matched against CLM-402508, 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

CLMCLM-402508William Simmons1972-06-17Rule 0.99
CLMCLM-402506William Simmons1972-06-17Rule 0.99
ENRENR-103220Williaam Simmons1972-06-17Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55f9b0a1fa24
Escalated CLM-402507, top score 0.83, candidates MBR-032760

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 William SimmonsMBR-032760, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-402507 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-66708
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038486
Opened: 2026-10-22 12:43:43
Top score: 0.83