Steward case

CASE-002227

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

OpenCheckpointckpt-run-mvjj6udb-33885workflow paused, state held

Side-by-side comparison

Incoming CLM-425815 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425815incoming	#1MBR-031015Thomas Jordan 0.832 rec. Best evidence: NameDate of birth
Name	Thomas Jordan	Thomas S Jordan
Date of birth	2002-11-26	2002-11-26
Member ID	—	UHC-61772-32
SSN	— •••-••-UNKNOWN	•••-••-3866
Phone	— UNKNOWN	7104981349
Email	— UNKNOWN	thomas.jordan@yahoo.com
Address	— UNKNOWN	2492 Hillcrest Rd
City / state / ZIP	— NULL, NULL	Scottsdale, AZ, 85224
Group	— NULL	GRP-9570
Plan	OPTIONS-PPO	—
Sources, records	CLM1 record	CLM ×1TPA ×12 records

Evidence detail

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

▶#1MBR-031015Thomas Jordan0.83

Matched against CLM-425816, 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-425816Thomas Jordan2002-11-26Scored 0.88
TPATPA-61402Thomas Jordan2002-12-16Scored 0.88

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a268962f03
Escalated CLM-425815, top score 0.83, candidates MBR-031015

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 Thomas JordanMBR-031015, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-425815 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-33885
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024928
Opened: 2026-10-22 12:43:43
Top score: 0.83