Steward case

CASE-002353

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

OpenCheckpointckpt-run-mvjj6udb-16340workflow paused, state held

Side-by-side comparison

Incoming CLM-408321 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408321incoming	#1MBR-035928Gregory Pierce 0.831 rec. Best evidence: NameDate of birth
Name	Gregory L Pierce	Gregory L Pierce
Date of birth	1941-04-14 19410414	1941-04-14
Member ID	— UNKNOWN	UHC-82947-32
SSN	— •••-••-NULL	—
Phone	7567820684 (756) 782-0684	—
Email	— null	—
Address	—	1955 Maple Ave
City / state / ZIP	— null, -	San Antonio, TX, 78299
Group	—	GRP-5235
Plan	—	—
Sources, records	CLM1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-035928Gregory Pierce0.83

Matched against CLM-408320, 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-408320Gregory Pierce1941-04-14Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:556ee885b6a3
Escalated CLM-408321, top score 0.83, candidates MBR-035928

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 Gregory PierceMBR-035928, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-408321 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-16340
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013818
Opened: 2026-10-22 12:43:43
Top score: 0.83