Steward case

CASE-002297

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

OpenCheckpointckpt-run-mvjj6udb-21030workflow paused, state held

Side-by-side comparison

Incoming CLM-430061 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430061incoming	#1MBR-013597Mason Berry 0.831 rec. Best evidence: NameDate of birth
Name	Mason Bery	Mason Berry
Date of birth	1951-01-28	1951-01-28
Member ID	— -	UHC-32036-43
SSN	—	•••-••-9397
Phone	— N/A	7259977826
Email	—	mason.berry@proton.me
Address	— NULL	5362 Sunset Blvd
City / state / ZIP	— N/A, NULL	Phoenix, AZ, 85041
Group	GRP-7116	GRP-7116
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-013597Mason Berry0.83

Matched against ENR-139421, 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

ENRENR-139421Mason Berry1951-01-28Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55224214ee9a
Escalated CLM-430061, top score 0.83, candidates MBR-013597

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 Mason BerryMBR-013597, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-430061 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-21030
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017123
Opened: 2026-10-22 12:43:43
Top score: 0.83