Steward case

CASE-001339

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

OpenCheckpointckpt-run-mvjj6udb-34581workflow paused, state held

Side-by-side comparison

Incoming CLM-410080 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410080incoming	#1MBR-029310Bobby Walsh 0.833 rec. Best evidence: NameDate of birth
Name	Bobby Walsh	Bobby P Walsh
Date of birth	2002-05-01	2002-05-01
Member ID	—	UHC-90832-95
SSN	— •••-••--	•••-••-9961
Phone	—	5884019411
Email	—	bobby.walsh@outlook.com
Address	— -	5749 Mountain View Dr
City / state / ZIP	— -, N/A	Houston, TX, 77041
Group	—	GRP-5404
Plan	— -	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×1ENR ×1PRV ×13 records

Evidence detail

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

▶#1MBR-029310Bobby Walsh0.83

Matched against CLM-410081, 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-410081Bobby Walsh2002-05-01Scored 1.00
ENRENR-113294Bobby Walsh2002-05-01Scored 1.00
PRVPRV-22929Bobby Walsh2002-05-01Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5571cf79f130
Escalated CLM-410080, top score 0.83, candidates MBR-029310

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 Bobby WalshMBR-029310, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-410080 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-34581
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025285
Opened: 2026-10-22 12:43:43
Top score: 0.83