Steward case

CASE-001042

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

OpenCheckpointckpt-run-mvjj6udb-3789workflow paused, state held

Side-by-side comparison

Incoming CLM-432808 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-432808incoming	#1MBR-012686Carlos Payne 0.835 rec. Best evidence: NameDate of birth
Name	Carlos K Payne	Carlos K Payne
Date of birth	1951-08-07 07-08-1951	1951-08-07
Member ID	— UNKNOWN	UHC-13103-96
SSN	—	•••-••-8718
Phone	—	8973881268
Email	— -	carlos.payne@gmail.com
Address	—	3843 Broadway
City / state / ZIP	— N/A , null	Houston, TX, 77040
Group	— null	GRP-3864
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	CLM ×4ENR ×15 records

Evidence detail

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

▶#1MBR-012686Carlos Payne0.83

Matched against CLM-432804, 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-432804Carlos Payne1951-08-07Rule 0.99
ENRENR-143075Carlos Payne1951-08-07Rule 0.99
CLMCLM-432806Carlos PayneRule 0.96
CLMCLM-432807Carlos PayneRule 0.96
CLMCLM-432805Carlos Payne1951-08-07Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55e3b989ef50
Escalated CLM-432808, top score 0.83, candidates MBR-012686

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 PayneMBR-012686, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-432808 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-3789
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-003574
Opened: 2026-10-22 12:43:43
Top score: 0.83