Steward case

CASE-002328

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

OpenCheckpointckpt-run-mvfoap9e-80928workflow paused, state held

Side-by-side comparison

Incoming CLM-416638 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416638incoming	#1MBR-009952Carlos Ford 0.833 rec. Best evidence: NameDate of birth
Name	Cerlos Ford	Carlos Ford
Date of birth	1973-06-22	1973-06-22
Member ID	—	UHC-51499-08
SSN	— •••-••--	•••-••-8864
Phone	— NULL	8544796446
Email	— null	—
Address	—	3488 Palm Dr
City / state / ZIP	— N/A, -, N/A	Tucson, AZ, 85712
Group	— -	GRP-9577
Plan	OPTIONS-PPO	—
Sources, records	CLM1 record	CLM ×1PRV ×23 records

Evidence detail

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

▶#1MBR-009952Carlos Ford0.83

Matched against CLM-416637, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.94	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-416637Carls Ford1973-06-22Rule 0.99
PRVPRV-24930Carlos Ford1973-06-22Rule 0.99
PRVPRV-24929Carlos Ford1973-06-22Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39bb467fd01c
Escalated CLM-416638, top score 0.83, candidates MBR-009952

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 Carlos FordMBR-009952, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-416638 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-mvfoap9e-80928
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042527
Opened: 2026-10-19 19:54:36
Top score: 0.83