Steward case

CASE-000977

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

OpenCheckpointckpt-run-mvjj6udb-45223workflow paused, state held

Side-by-side comparison

Incoming CLM-408798 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408798incoming	#1MBR-023203Carlos Jenkins 0.832 rec. Best evidence: NameDate of birth
Name	Carlos Jenkins	Carlos Jenkins
Date of birth	1959-08-07	1959-08-07
Member ID	— N/A	UHC-61665-17
SSN	—	•••-••-3252
Phone	— 9410694	4939410694
Email	— -	carlos.jenkins@hotmail.com
Address	— null	1581 Valley View Dr
City / state / ZIP	— null , NULL, UNKNOWN	Chandler, AZ, 85291
Group	GRP-5648	GRP-5648
Plan	—	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×1PRV ×12 records

Evidence detail

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

▶#1MBR-023203Carlos Jenkins0.83

Matched against ENR-111612, 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-111612Carlos Jenkins1959-08-07Rule 0.97
PRVPRV-22613Carlos Jenkins1959-08-07Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55cbe87fa1dc
Escalated CLM-408798, top score 0.83, candidates MBR-023203

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 Carlos JenkinsMBR-023203, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-408798 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-45223
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030412
Opened: 2026-10-22 12:43:43
Top score: 0.83