Steward case

CASE-002271

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

OpenCheckpointckpt-run-mvjj6udb-26717workflow paused, state held

Side-by-side comparison

Incoming CLM-406883 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406883incoming	#1MBR-043123Keith Dixon 0.831 rec. Best evidence: NameDate of birth
Name	Keith Dixon	Keith Dixon
Date of birth	2004-09-02	2004-09-02
Member ID	UHC-86166-19	—
SSN	•••-••-3408 •••-••-*--3408	—
Phone	— UNKNOWN	7757626439
Email	— UNKNOWN	keith.dixon@outlook.com
Address	— UNKNOWN	9147 Hillcrest Rd
City / state / ZIP	— -, NULL	Fresno, CA, 93754
Group	GRP-9351	GRP-9351
Plan	— null	SELECT-EPO
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-043123Keith Dixon0.83

Matched against TPA-53021, 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-53021Keith Dixon2004-09-02Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a28f921d2c
Escalated CLM-406883, top score 0.83, candidates MBR-043123

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 Keith DixonMBR-043123, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-406883 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-26717
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-020828
Opened: 2026-10-22 12:43:43
Top score: 0.83