Steward case

CASE-001150

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

OpenCheckpointckpt-run-mvjj6udb-35640workflow paused, state held

Side-by-side comparison

Incoming CLM-404100 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-404100incoming	#1MBR-034561Garry Rice 0.832 rec. Best evidence: NameDate of birth
Name	Gary Rice	Garry Rice
Date of birth	1961-06-26 6/26/1961	1961-06-26
Member ID	UHC-62341-88	—
SSN	—	—
Phone	— N/A	8393020543
Email	— null	gary.rice61@yahoo.com
Address	— UNKNOWN	5578 Pine Dr
City / state / ZIP	— -	Columbus, OH, 43271
Group	—	—
Plan	— -	—
Sources, records	CLM1 record	TPA ×1CLM ×12 records

Evidence detail

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

▶#1MBR-034561Garry Rice0.83

Matched against TPA-51775, 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

TPATPA-51775Gary Rice1961-06-26Scored 0.99
CLMCLM-404101Garry Rice1961-06-26Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55e21a10ab9b
Escalated CLM-404100, top score 0.83, candidates MBR-034561

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 Garry RiceMBR-034561, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-404100 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-35640
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025843
Opened: 2026-10-22 12:43:43
Top score: 0.83