Steward case

CASE-001767

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

OpenCheckpointckpt-run-mvfoap9e-93006workflow paused, state held

Side-by-side comparison

Incoming CLM-421898 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-421898incoming	#1MBR-025040Alexis Price 0.835 rec. Best evidence: NameDate of birth
Name	Alexis R Price	Alexis R Price
Date of birth	1958-09-09 19580909	1958-09-09
Member ID	—	UHC-80433-48
SSN	—	•••-••-3091
Phone	—	9034940566
Email	—	alexis.price60@icloud.com
Address	— N/A	1324 Main St
City / state / ZIP	— null , -, NULL	Scottsdale, AZ, 85248
Group	GRP-3123	GRP-3123
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	ENR ×1CLM ×45 records

Evidence detail

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

▶#1MBR-025040Alexis Price0.83

Matched against CLM-421899, 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-128691Alexis PriceRule 0.96
CLMCLM-421899Alexis Price1958-09-09Scored 1.00
CLMCLM-421900Alexis Price1958-09-09Scored 1.00
CLMCLM-421901Alexis Price1958-09-09Rule 0.99
CLMCLM-421902Alexis Price1958-09-09Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39613519541c
Escalated CLM-421898, top score 0.83, candidates MBR-025040

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 Alexis PriceMBR-025040, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-421898 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-93006
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045389
Opened: 2026-10-19 19:54:36
Top score: 0.83