Steward case

CASE-000830

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

OpenCheckpointckpt-run-mvjj6udb-2834workflow paused, state held

Side-by-side comparison

Incoming CLM-423405 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423405incoming	#1MBR-005154Scott Duncan 0.835 rec. Best evidence: NameDate of birth
Name	Scott Duncan	Scott Duncan
Date of birth	1997-10-26 Oct 26, 1997	1997-10-26
Member ID	—	UHC-47476-28
SSN	— •••-••-NULL	•••-••-2074
Phone	—	5253736120
Email	—	scott.duncan21@gmail.com
Address	— UNKNOWN	4543 Indian School Rd
City / state / ZIP	— , null	Gilbert, AZ, 85261
Group	GRP-9357	GRP-9357
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	ENR ×3CLM ×1PRV ×15 records

Evidence detail

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

▶#1MBR-005154Scott Duncan0.83

Matched against ENR-130601, 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-130601Scott Duncan1997-10-26Rule 0.99
ENRENR-130599Scott Duncan1997-10-26Rule 0.99
CLMCLM-423404Scott Duncan1997-10-26Rule 0.99
ENRENR-130600Scott Duncan1997-10-26Rule 0.99
PRVPRV-26906Scott Duncan1997-10-26Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55d5462bc089
Escalated CLM-423405, top score 0.83, candidates MBR-005154

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 Scott DuncanMBR-005154, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-423405 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-2834
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-002696
Opened: 2026-10-22 12:43:43
Top score: 0.83