Steward case

CASE-001872

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

OpenCheckpointckpt-run-mvfoap9e-42206workflow paused, state held

Side-by-side comparison

Incoming CLM-426008 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426008incoming	#1MBR-007569David Jacobs 0.832 rec. Best evidence: NameDate of birth
Name	David Jacobs	David C Jacobs
Date of birth	1999-01-03 19990103	1999-01-03
Member ID	— UNKNOWN	UHC-26875-93
SSN	•••-••-7734	—
Phone	— -	2904286809
Email	—	david.jacobs74@proton.me
Address	— null	9035 Central Ave Apt 5
City / state / ZIP	— null, NULL	Seattle, WA, 98193
Group	—	GRP-6270
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	TPA ×1ENR ×12 records

Evidence detail

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

▶#1MBR-007569David Jacobs0.83

Matched against TPA-61494, 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

TPATPA-61494David Jacobs1999-01-03Rule 0.99
ENRENR-134047David Jacobs1999-01-03Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e92b111258
Escalated CLM-426008, top score 0.83, candidates MBR-007569

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 David JacobsMBR-007569, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-426008 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-42206
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029038
Opened: 2026-10-19 19:54:36
Top score: 0.83