Steward case

CASE-002224

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

OpenCheckpointckpt-run-mvjj6udb-64342workflow paused, state held

Side-by-side comparison

Incoming CLM-431392 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431392incoming	#1MBR-019338Jerry Roberts 0.834 rec. Best evidence: NameDate of birth
Name	Jerry Roberts Roberts, Jerry	Jerry Roberts
Date of birth	2005-11-21 11/21/05	2005-11-21
Member ID	— NULL	UHC-19892-59
SSN	—	•••-••-1845
Phone	— N/A	5198862869
Email	— null	jerry.roberts13@hotmail.com
Address	— NULL	8059 Valley View Dr Apt 13
City / state / ZIP	— , UNKNOWN, NULL	Scottsdale, AZ, 85272
Group	GRP-6476	GRP-6476
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	TPA ×3ENR ×14 records

Evidence detail

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

▶#1MBR-019338Jerry Roberts0.83

Matched against TPA-63869, 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-63869Jerry Roberts2005-11-21Scored 1.00
TPATPA-63867Jarry Roberts2005-11-21Rule 0.99
TPATPA-63868Jerry Roberts2005-11-21Scored 1.00
ENRENR-141213Jerry Roberts2005-11-21Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55ca8625a91d
Escalated CLM-431392, top score 0.83, candidates MBR-019338

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 Jerry RobertsMBR-019338, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-431392 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-64342
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037713
Opened: 2026-10-22 12:43:43
Top score: 0.83