Steward case

CASE-000810

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

OpenCheckpointckpt-run-mvfoap9e-93980workflow paused, state held

Side-by-side comparison

Incoming CLM-420531 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420531incoming	#1MBR-014981Luis Patterson 0.833 rec. Best evidence: NameDate of birth
Name	Luis Patterson	Luis Patterson
Date of birth	1974-11-01	1974-11-01
Member ID	— NULL	UHC-74727-19
SSN	— •••-••-null	•••-••-1605
Phone	— N/A	5314841352
Email	—	luis.patterson@outlook.com
Address	—	5011 Indian School Rd
City / state / ZIP	— , null, NULL	Columbus, OH, 43209
Group	GRP-3399	GRP-3399
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	ENR ×2CLM ×13 records

Evidence detail

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

▶#1MBR-014981Luis Patterson0.83

Matched against ENR-127010, 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-127010Luis Patterson1974-11-01Rule 0.99
ENRENR-127011Luis Patterson1974-11-01Rule 0.99
CLMCLM-420532Luis Patterson1974-11-01Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e2457444d7
Escalated CLM-420531, top score 0.83, candidates MBR-014981

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 Luis PattersonMBR-014981, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-420531 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-93980
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045596
Opened: 2026-10-19 19:54:36
Top score: 0.83