Steward case

CASE-001464

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

OpenCheckpointckpt-run-mvfoap9e-96648workflow paused, state held

Side-by-side comparison

Incoming CLM-405767 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405767incoming	#1MBR-029760Ralph Burns 0.833 rec. Best evidence: NameDate of birth
Name	Ralph Burns	Ralph Burns
Date of birth	1949-01-14	1949-01-14
Member ID	— -	UHC-63658-24
SSN	— •••-••-N/A	•••-••-2760
Phone	—	8579749999
Email	—	—
Address	— NULL	6961 Meadow Ln
City / state / ZIP	— null, N/A	Tucson, AZ, 85760
Group	GRP-0130	GRP-0130
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	TPA ×1CLM ×1ENR ×13 records

Evidence detail

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

▶#1MBR-029760Ralph Burns0.83

Matched against TPA-52551, 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-52551Ralph Burns1949-01-14Scored 1.00
CLMCLM-405766Ralph Burns1949-01-14Scored 1.00
ENRENR-107583Ralph Burns1949-01-14Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398443f5a884
Escalated CLM-405767, top score 0.83, candidates MBR-029760

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 Ralph BurnsMBR-029760, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-405767 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-mvfoap9e-96648
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046176
Opened: 2026-10-19 19:54:36
Top score: 0.83