Steward queue/CASE-002020
Steward case

CASE-002020

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

OpenCheckpointckpt-run-mvjj6udb-48301workflow paused, state held

Side-by-side comparison

Incoming PRV-20158 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

FieldPRVPRV-20158incoming
#1MBR-007942Harold Carter
0.832 rec.
Best evidence: NameDate of birth
NameHarold X Carter
Harold X. Carter
Harold X Carter
Date of birth1939-02-03
2/3/1939
1939-02-03
Member ID—UHC-55890-56
SSN—
•••-••-UNKNOWN
•••-••-5987
Phone—
null
7154045081
Email—
UNKNOWN
—
Address5029 Lincoln Way162 Washington St
City / state / ZIPPhoenix, AZ, 85020Fresno, CA, 93793
Group—
-
GRP-9696
Plan—CORE-HMO
Sources, recordsPRV1 recordCLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-007942Harold Carter0.83
Matched against CLM-400535, 2 fields compared, weighted score 0.830
FieldSimilarityWeightShareNote
Name1.00350%
Date of birth1.00350%exact
Guard: No identifier agreesConflicts: none
Records in this identity

Case audit

Every transition on this case, sealed into the hash chain

  1. Steward case openedEscalation agent2026-10-22 12:43:553ceb88364e
    Escalated PRV-20158, top score 0.83, candidates MBR-007942

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
At least 8 characters (0/8)
ActorJ. Okafor (Data Stewardship)
Choose an option
Checkpoint
ckpt-run-mvjj6udb-48301
Stage
Human steward
Policy version
v1, threshold 0.85, floor 0.6
Provisional identity
MBR-031729
Opened
2026-10-22 12:43:43
Top score
0.83