Steward case

CASE-002226

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

OpenCheckpointckpt-run-mvjj6udb-64132workflow paused, state held

Side-by-side comparison

Incoming CLM-422126 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422126incoming	#1MBR-027668Donald Patel 0.832 rec. Best evidence: NameDate of birth
Name	Donald R Patel donald R. patel	Donald R Patel
Date of birth	1989-03-28	1989-03-28
Member ID	— -	UHC-14764-41
SSN	—	•••-••-9843
Phone	— UNKNOWN	7724414294
Email	—	donald.patel@proton.me
Address	— -	958 Cedar Ln
City / state / ZIP	— NULL, null, NULL	Denver, CO
Group	GRP-9596	GRP-9596
Plan	— -	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-027668Donald Patel0.83

Matched against ENR-128988, 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

ENRENR-128988Donald Patel1989-03-28Scored 0.94
CLMCLM-422125Donald Patel1989-03-28Scored 0.94

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55ae6b3f4070
Escalated CLM-422126, top score 0.83, candidates MBR-027668

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 Donald PatelMBR-027668, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-422126 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-64132
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037640
Opened: 2026-10-22 12:43:43
Top score: 0.83