Steward case

CASE-001174

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

OpenCheckpointckpt-run-mvjj6udb-66856workflow paused, state held

Side-by-side comparison

Incoming CLM-429204 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429204incoming	#1MBR-003995Brian Little 0.832 rec. Best evidence: NameDate of birth
Name	Brian R Little	Brian R Little
Date of birth	2007-11-25 25-11-2007	2007-11-25
Member ID	— UNKNOWN	UHC-52440-71
SSN	—	•••-••-4215
Phone	— 2717446	3942717446
Email	— N/A	brian.little36@proton.me
Address	— -	7536 Mesa Dr
City / state / ZIP	— NULL	Orlando, FL, 32860
Group	— -	GRP-5770
Plan	— null	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×1TPA ×12 records

Evidence detail

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

▶#1MBR-003995Brian Little0.83

Matched against ENR-138311, 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-138311Brian Little2007-11-25Scored 1.00
TPATPA-62916Brian Little2007-11-25Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553e0c5376ce
Escalated CLM-429204, top score 0.83, candidates MBR-003995

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 Brian LittleMBR-003995, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-429204 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-66856
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038540
Opened: 2026-10-22 12:43:43
Top score: 0.83