Steward case

CASE-001631

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

OpenCheckpointckpt-run-mvjj6udb-69230workflow paused, state held

Side-by-side comparison

Incoming CLM-409655 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409655incoming	#1MBR-032678Dylan Berry 0.833 rec. Best evidence: NameDate of birth
Name	Dilan Berry	Dylan Berry
Date of birth	1983-09-18 Sep 18, 1983	1983-09-18
Member ID	— N/A	UHC-73876-98
SSN	— •••-••--	•••-••-2907
Phone	— -	8685107101
Email	dylan.berry@aol.com	—
Address	— null	7702 Harbor Blvd
City / state / ZIP	— -, -,	Plano, TX
Group	— null	GRP-6924
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	CLM ×1ENR ×23 records

Evidence detail

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

▶#1MBR-032678Dylan Berry0.83

Matched against ENR-112713, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.95	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-409656Dylan BerryRule 0.96
ENRENR-112713Dylan Berry1983-09-18Rule 0.99
ENRENR-112712Dylan Berry1983-09-18Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:554e78290119
Escalated CLM-409655, top score 0.83, candidates MBR-032678

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 Dylan BerryMBR-032678, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-409655 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-69230
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039289
Opened: 2026-10-22 12:43:43
Top score: 0.83