Steward case

CASE-001299

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

OpenCheckpointckpt-run-mvjj6udb-39674workflow paused, state held

Side-by-side comparison

Incoming CLM-409334 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409334incoming	#1MBR-004893Scott Jacobs 0.831 rec. Best evidence: NameDate of birth	#2MBR-024085Sctot Jacobs 0.832 rec. Best evidence: NameDate of birth
Name	Scott Jacobs	Scott Jacobs	Sctot Jacobs
Date of birth	1954-07-22	1954-07-22	1954-07-22
Member ID	— null	UHC-89192-22	—
SSN	•••-••-6840	—	—
Phone	—	3704954147	—
Email	— -	scott.jacobs88@proton.me	—
Address	— NULL	9709 Grand Ave	9154 Cedar Ln
City / state / ZIP	—	Tampa, FL, 33658	Seattle, WA, 98102
Group	GRP-1987	—	GRP-1987
Plan	— null	SELECT-EPO	—
Sources, records	CLM1 record	PRV ×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-004893Scott Jacobs0.83

Matched against PRV-22736, 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-22736Scott Jacobs1954-07-22Single record 1.00

▶#2MBR-024085Sctot Jacobs0.83

Matched against TPA-54049, 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

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 12:43:55e7fde6375c
Escalated CLM-409334, top score 0.83, candidates MBR-004893, 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-004893, score 0.83, 1 recordLinkLink to Sctot JacobsMBR-024085, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-409334 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-39674
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027836
Opened: 2026-10-22 12:43:43
Top score: 0.83