Steward case

CASE-000908

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

OpenCheckpointckpt-run-mvfoap9e-39005workflow paused, state held

Side-by-side comparison

Incoming CLM-400700 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400700incoming	#1MBR-002961Marcus Collins 0.833 rec. Best evidence: NameDate of birth
Name	Marcus Collins	Marcus X Collins
Date of birth	1946-03-20	1946-03-20
Member ID	— null	UHC-00187-28
SSN	— •••-••-UNKNOWN	•••-••-8907
Phone	— NULL	3772524734
Email	—	marcus.collins@icloud.com
Address	— NULL	3486 Harbor Blvd
City / state / ZIP	— UNKNOWN, NULL	Fresno, CA, 93786
Group	GRP-9413	GRP-9413
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-002961Marcus Collins0.83

Matched against ENR-100941, 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-100941Marcus Collins1946-03-20Rule 0.99
CLMCLM-400698Marcuus Collins1946-03-20Rule 0.99
CLMCLM-400699Marc Collins1946-03-20Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3901b76ba6a9
Escalated CLM-400700, top score 0.83, candidates MBR-002961

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 Marcus CollinsMBR-002961, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-400700 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-39005
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027516
Opened: 2026-10-19 19:54:36
Top score: 0.83