Steward case

CASE-001297

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

OpenCheckpointckpt-run-mvjj6udb-12319workflow paused, state held

Side-by-side comparison

Incoming CLM-421514 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-421514incoming	#1MBR-004543Joe Stewart 0.834 rec. Best evidence: NameDate of birth
Name	Joe Stewart	Joe G Stewart
Date of birth	1953-02-11 02/11/53	1953-02-11
Member ID	—	UHC-21317-80
SSN	— •••-••-NULL	—
Phone	— N/A	5262346068
Email	— UNKNOWN	joe.stewart37@yahoo.com
Address	— null	286 Sage Ct
City / state / ZIP	— NULL, N/A	Los Angeles, CA, 90063
Group	GRP-4592	GRP-4592
Plan	—	CORE-HMO
Sources, records	CLM1 record	PRV ×2CLM ×1ENR ×14 records

Evidence detail

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

▶#1MBR-004543Joe Stewart0.83

Matched against PRV-26342, 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

PRVPRV-26342Joe Stewart1953-02-11Rule 0.99
CLMCLM-421513Joe Stewart1953-02-11Rule 0.99
ENRENR-128168Joe Stewart1953-02-11Scored 0.94
PRVPRV-26343Joe Stewart1953-02-11Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55933a94bb00
Escalated CLM-421514, top score 0.83, candidates MBR-004543

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 Joe StewartMBR-004543, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-421514 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-12319
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-010780
Opened: 2026-10-22 12:43:43
Top score: 0.83