Steward case

CASE-002251

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

OpenCheckpointckpt-run-mvjj6udb-42965workflow paused, state held

Side-by-side comparison

Incoming CLM-418477 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418477incoming	#1MBR-009591Theresa Gray 0.833 rec. Best evidence: NameDate of birth
Name	Theresa Grray	Theresa D Gray
Date of birth	1968-05-05 19680505	1968-05-05
Member ID	— NULL	UHC-34684-20
SSN	•••-••-5642	•••-••-5642
Phone	—	2664817570
Email	—	—
Address	—	1814 Sage Ct
City / state / ZIP	— N/A, UNKNOWN, UNKNOWN	Houston, TX, 77018
Group	GRP-1873	GRP-1873
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	CLM ×33 records

Evidence detail

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

▶#1MBR-009591Theresa Gray0.83

Matched against CLM-418478, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-418479Theresa Grray1969-05-05Rule 0.96
CLMCLM-418478Theresa Gray1968-05-05Rule 0.99
CLMCLM-418480Theresa Gray1968-05-05Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553fab327bf8
Escalated CLM-418477, top score 0.83, candidates MBR-009591

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 Theresa GrayMBR-009591, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-418477 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-42965
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029374
Opened: 2026-10-22 12:43:43
Top score: 0.83