Steward case

CASE-001151

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

OpenCheckpointckpt-run-mvfoap9e-81737workflow paused, state held

Side-by-side comparison

Incoming CLM-407499 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407499incoming	#1MBR-003925Peter Fowler 0.834 rec. Best evidence: NameDate of birth
Name	Peter Fowler	Peter W Fowler
Date of birth	1972-04-02	1972-04-02
Member ID	— NULL	UHC-94395-87
SSN	— •••-••-N/A	•••-••-7626
Phone	— -	9664871123
Email	— null	peter.fowler29@icloud.com
Address	— -	646 Willow Ct
City / state / ZIP	— N/A, NULL	Tampa, FL, 33675
Group	GRP-4213	GRP-4213
Plan	CHOICE-PLUS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×2ENR ×24 records

Evidence detail

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

▶#1MBR-003925Peter Fowler0.83

Matched against CLM-407500, 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-407500Peter Fowler1972-04-02Scored 1.00
ENRENR-109826Peter Fowler1972-04-02Rule 0.99
CLMCLM-407498Peter Fowler1972-04-02Scored 1.00
ENRENR-109825Peter Fowler1972-04-02Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3955af19ff4a
Escalated CLM-407499, top score 0.83, candidates MBR-003925

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 Peter FowlerMBR-003925, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-407499 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-81737
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042749
Opened: 2026-10-19 19:54:36
Top score: 0.83