Steward case

CASE-001281

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

OpenCheckpointckpt-run-mvjj6udb-59864workflow paused, state held

Side-by-side comparison

Incoming CLM-420244 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420244incoming	#1MBR-004487Ethan Boyd 0.832 rec. Best evidence: NameDate of birth
Name	Ethan Boyd	Ethan Boyd
Date of birth	1990-12-17 19901217	1990-12-17
Member ID	— null	UHC-52979-83
SSN	—	•••-••-2718
Phone	—	—
Email	— null	—
Address	— UNKNOWN	7978 Sage Ct
City / state / ZIP	— N/A, NULL, NULL	Atlanta, GA, 30372
Group	GRP-1165	—
Plan	— NULL	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×22 records

Evidence detail

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

▶#1MBR-004487Ethan Boyd0.83

Matched against CLM-420246, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.96	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-420246Ethan Body1990-12-17Scored 0.98
CLMCLM-420245Ethan Boyd1990-12-17Scored 0.98

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55b6e6e8ed6b
Escalated CLM-420244, top score 0.83, candidates MBR-004487

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 Ethan BoydMBR-004487, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-420244 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-59864
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036160
Opened: 2026-10-22 12:43:43
Top score: 0.83