Steward case

CASE-001842

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

OpenCheckpointckpt-run-mvfoap9e-23108workflow paused, state held

Side-by-side comparison

Incoming CLM-403952 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-403952incoming	#1MBR-007009Bobby Cooper 0.835 rec. Best evidence: NameDate of birth
Name	Bobby Cooper Cooper, Bobby	Bobby Cooper
Date of birth	1998-12-01	1998-12-01
Member ID	— NULL	UHC-84475-10
SSN	— •••-••-null	•••-••-8190
Phone	— UNKNOWN	4882831996
Email	—	bobby.cooper29@outlook.com
Address	—	379 Church St
City / state / ZIP	— -	Chandler, AZ, 85278
Group	GRP-2736	GRP-2736
Plan	— N/A	CORE-HMO
Sources, records	CLM1 record	ENR ×1TPA ×1CLM ×35 records

Evidence detail

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

▶#1MBR-007009Bobby Cooper0.83

Matched against ENR-105141, 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-105141Bobby Cooper1998-12-01Rule 0.99
TPATPA-51709Bobby Cooper1998-12-01Scored 1.00
CLMCLM-403953Bobby Cooper1998-12-01Rule 0.99
CLMCLM-403950Bobby Cooper1998-12-01Scored 1.00
CLMCLM-403951Bobby Cooper1998-12-01Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d9cd7bfc1d
Escalated CLM-403952, top score 0.83, candidates MBR-007009

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 CooperMBR-007009, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-403952 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-23108
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-018510
Opened: 2026-10-19 19:54:36
Top score: 0.83