Steward case

CASE-001637

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

OpenCheckpointckpt-run-mvjj6udb-6615workflow paused, state held

Side-by-side comparison

Incoming CLM-405586 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405586incoming	#1MBR-014976Marcus Bryant 0.831 rec. Best evidence: NameDate of birth
Name	Marcus C Bryant	Marcus C Bryant
Date of birth	1998-01-03 Jan 3, 1998	1998-01-03
Member ID	— -	UHC-34443-06
SSN	—	•••-••-1018
Phone	— N/A	5179745055
Email	marcus.bryant@icloud.com	—
Address	— UNKNOWN	3386 Indian School Rd
City / state / ZIP	— -	Houston, TX, 77034
Group	GRP-9104	GRP-9104
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-014976Marcus Bryant0.83

Matched against ENR-107343, 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-107343Marcus Bryant1998-01-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5593fab9f3fc
Escalated CLM-405586, top score 0.83, candidates MBR-014976

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 Marcus BryantMBR-014976, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-405586 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-6615
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-006069
Opened: 2026-10-22 12:43:43
Top score: 0.83