Steward case

CASE-001200

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

OpenCheckpointckpt-run-mvjj6udb-66335workflow paused, state held

Side-by-side comparison

Incoming CLM-423067 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423067incoming	#1MBR-021144Philip Fox 0.832 rec. Best evidence: NameDate of birth
Name	Philyp Fox Fox, Philyp	Philip A Fox
Date of birth	1993-12-25	1993-12-25
Member ID	— NULL	UHC-96825-71
SSN	— •••-••-NULL	•••-••-6550
Phone	—	8124455250
Email	—	—
Address	— null	9588 Highland Ave
City / state / ZIP	— UNKNOWN, N/A	Tucson, AZ, 85711
Group	GRP-0399	GRP-0399
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×1PRV ×12 records

Evidence detail

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

▶#1MBR-021144Philip Fox0.83

Matched against ENR-130191, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-130191Philip Fox1993-12-25Scored 1.00
PRVPRV-26814Philip Fox1993-12-25Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5595412ce728
Escalated CLM-423067, top score 0.83, candidates MBR-021144

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 Philip FoxMBR-021144, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-423067 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-66335
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038354
Opened: 2026-10-22 12:43:43
Top score: 0.83