Steward case

CASE-001141

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

OpenCheckpointckpt-run-mvjj6udb-72155workflow paused, state held

Side-by-side comparison

Incoming CLM-431420 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431420incoming	#1MBR-027288Russell Park 0.831 rec. Best evidence: NameDate of birth
Name	Russell Park	Russell Y Park
Date of birth	1978-09-19	1978-09-19
Member ID	—	UHC-27001-48
SSN	—	•••-••-0326
Phone	—	9882780145
Email	russell.park47@aol.com	—
Address	— N/A	1286 Hillcrest Rd
City / state / ZIP	— N/A, NULL	Dallas, TX, 75273
Group	GRP-7118	GRP-7118
Plan	— NULL	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-027288Russell Park0.83

Matched against ENR-141244, 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-141244Russell Park1978-09-19Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5510131d59e5
Escalated CLM-431420, top score 0.83, candidates MBR-027288

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 Russell ParkMBR-027288, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-431420 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-72155
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040162
Opened: 2026-10-22 12:43:43
Top score: 0.83