Steward case

CASE-001298

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

OpenCheckpointckpt-run-mvjj6udb-5257workflow paused, state held

Side-by-side comparison

Incoming PRV-22736 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	PRVPRV-22736incoming	#1MBR-027836Scott Jacobs 0.831 rec. Best evidence: NameDate of birth	#2MBR-024085Sctot Jacobs 0.752 rec. Best evidence: NameDate of birth
Name	Scott Jacobs	Scott Jacobs	Sctot Jacobs
Date of birth	1954-07-22 07/22/1954	1954-07-22	1954-07-22
Member ID	UHC-89192-22	—	—
SSN	—	•••-••-6840	—
Phone	3704954147 370-495-4147	—	—
Email	scott.jacobs88@proton.me	—	—
Address	9709 Grand Ave	—	9154 Cedar Ln
City / state / ZIP	Tampa, FL, 33658	—	Seattle, WA, 98102
Group	— null	GRP-1987	GRP-1987
Plan	SELECT-EPO	—	—
Sources, records	PRV1 record	CLM ×11 record	TPA ×1CLM ×12 records

Evidence detail

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

▶#1MBR-027836Scott Jacobs0.83

Matched against CLM-409334, 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-409334Scott Jacobs1954-07-22Single record 1.00

▶#2MBR-024085Sctot Jacobs0.75

Matched against TPA-54049, 3 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	1.00	3	38%	exact
Address	0.00	2	25%	different

Guard: noneConflicts: none

Records in this identity

TPATPA-54049Scott Jacobs1954-07-22Scored 0.99
CLMCLM-409336Sctot Jacobs1954-07-22Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55754b237a6e
Escalated PRV-22736, top score 0.83, candidates MBR-027836, MBR-024085

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 Scott JacobsMBR-027836, score 0.83, 1 recordLinkLink to Sctot JacobsMBR-024085, score 0.75, 2 recordsLinkConfirm as a distinct identityPRV-22736 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-5257
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-004893
Opened: 2026-10-22 12:43:43
Top score: 0.83