Steward case

CASE-001890

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

OpenCheckpointckpt-run-mvfoap9e-92316workflow paused, state held

Side-by-side comparison

Incoming CLM-409891 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409891incoming	#1MBR-007254Joseph Lawson 0.832 rec. Best evidence: NameDate of birth
Name	Joseph Lawson	Joseph C Lawson
Date of birth	1981-02-19 19810219	1981-02-19
Member ID	—	UHC-26174-27
SSN	—	•••-••-9324
Phone	—	2454192338
Email	—	—
Address	—	9661 Meadow Ln
City / state / ZIP	— N/A, N/A, UNKNOWN	San Diego, CA, 92142
Group	— null	GRP-7780
Plan	— NULL	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-007254Joseph Lawson0.83

Matched against CLM-409890, 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-409890Joseph Lawson1981-02-19Rule 0.99
ENRENR-113035Joseph Lawson1981-02-19Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39545de1c675
Escalated CLM-409891, top score 0.83, candidates MBR-007254

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 Joseph LawsonMBR-007254, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-409891 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-92316
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045248
Opened: 2026-10-19 19:54:36
Top score: 0.83