Steward case

CASE-001477

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

OpenCheckpointckpt-run-mvfoap9e-82368workflow paused, state held

Side-by-side comparison

Incoming CLM-430492 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430492incoming	#1MBR-005351Jordan Kelley 0.833 rec. Best evidence: NameDate of birth
Name	Jordan Kelley	Jordan Kelley
Date of birth	1953-06-05 Jun 5, 1953	1953-06-05
Member ID	UHC-93333-68	—
SSN	•••-••-1111	—
Phone	— N/A	5794220608
Email	—	—
Address	— null	4822 Pine Dr
City / state / ZIP	— N/A, null	Eden Prairie, MN, 55352
Group	GRP-5847	GRP-5847
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×2TPA ×13 records

Evidence detail

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

▶#1MBR-005351Jordan Kelley0.83

Matched against CLM-430491, 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-430491Jordan Kelley1953-06-05Scored 1.00
TPATPA-63462Jordan Kelley1953-06-05Scored 0.93
CLMCLM-430493Jordan Kelley1953-06-05Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395e6fb1e865
Escalated CLM-430492, top score 0.83, candidates MBR-005351

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 Jordan KelleyMBR-005351, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-430492 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-82368
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042908
Opened: 2026-10-19 19:54:36
Top score: 0.83