Steward case

CASE-001627

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

OpenCheckpointckpt-run-mvjj6udb-64073workflow paused, state held

Side-by-side comparison

Incoming CLM-408977 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408977incoming	#1MBR-006029Bobby Gray 0.834 rec. Best evidence: NameDate of birth
Name	Bobby Gray	Bobby J Gray
Date of birth	1998-12-27	1998-12-27
Member ID	— null	UHC-31950-26
SSN	— •••-••-null	•••-••-2472
Phone	— UNKNOWN	5917836723
Email	—	bobby.gray@gmail.com
Address	— UNKNOWN	5084 Market St
City / state / ZIP	— NULL, N/A	Tampa, FL, 33607
Group	GRP-5988	GRP-5988
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×3TPA ×14 records

Evidence detail

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

▶#1MBR-006029Bobby Gray0.83

Matched against ENR-111865, 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

ENRENR-111865Bobby Gray1998-12-27Rule 0.99
ENRENR-111864Bobby Gray1998-12-27Rule 0.99
ENRENR-111866Bobby Gray1998-12-27Rule 0.99
TPATPA-53933Bobby Gray1998-12-27Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55281e441112
Escalated CLM-408977, top score 0.83, candidates MBR-006029

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 GrayMBR-006029, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-408977 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-64073
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037620
Opened: 2026-10-22 12:43:43
Top score: 0.83