Steward case

CASE-002198

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

OpenCheckpointckpt-run-mvjj6udb-32352workflow paused, state held

Side-by-side comparison

Incoming CLM-420333 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420333incoming	#1MBR-022929Samuel Green 0.832 rec. Best evidence: Date of birth
Name	Samuel Green	Samuel Green
Date of birth	2005-09-27	2005-09-27
Member ID	UHC-81219-27	—
SSN	—	•••-••-6836
Phone	—	6314528134
Email	—	samuel.green@hotmail.com
Address	—	44 Sage Ct
City / state / ZIP	— -, null	San Diego, CA, 92153
Group	— null	GRP-0529
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×1PRV ×12 records

Evidence detail

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

▶#1MBR-022929Samuel Green0.83

Matched against CLM-420334, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.90	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-420334Sam Green2005-09-27Scored 0.96
PRVPRV-26031Samuel Green2005-09-27Scored 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5523404a3904
Escalated CLM-420333, top score 0.83, candidates MBR-022929

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 Samuel GreenMBR-022929, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-420333 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-mvjj6udb-32352
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024080
Opened: 2026-10-22 12:43:43
Top score: 0.83