Steward case

CASE-001763

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

OpenCheckpointckpt-run-mvjj6udb-47393workflow paused, state held

Side-by-side comparison

Incoming CLM-409108 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409108incoming	#1MBR-006690Donald Walker 0.833 rec. Best evidence: NameDate of birth
Name	Donald Walker	Donald Walker
Date of birth	2002-06-26	2002-06-26
Member ID	— NULL	UHC-23250-48
SSN	— •••-••-UNKNOWN	•••-••-7586
Phone	— UNKNOWN	2969652931
Email	—	donald.walker@gmail.com
Address	— UNKNOWN	6076 Palm Dr
City / state / ZIP	— UNKNOWN, UNKNOWN	Tempe, AZ
Group	— -	GRP-3131
Plan	MEDICARE-ADV-B	CORE-HMO
Sources, records	CLM1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-006690Donald Walker0.83

Matched against CLM-409110, 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-409110Donald Walker2002-06-26Scored 1.00
ENRENR-112019Donald Walker2002-06-26Scored 1.00
CLMCLM-409109Donald Wlaker2002-06-26Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:557f024f061b
Escalated CLM-409108, top score 0.83, candidates MBR-006690

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 Donald WalkerMBR-006690, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-409108 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-47393
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-031316
Opened: 2026-10-22 12:43:43
Top score: 0.83