Steward case

CASE-002363

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

OpenCheckpointckpt-run-mvfoap9e-47736workflow paused, state held

Side-by-side comparison

Incoming CLM-407954 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407954incoming	#1MBR-010152Joshua Hayes 0.835 rec. Best evidence: NameDate of birth
Name	Joshua Hayes	Joshua R Hayes
Date of birth	1956-04-13 19560413	1956-04-13
Member ID	— UNKNOWN	UHC-85275-22
SSN	—	•••-••-4870
Phone	— UNKNOWN	5918584128
Email	— null	joshua.hayes2@icloud.com
Address	— null	3922 Hillcrest Rd
City / state / ZIP	— UNKNOWN, NULL	Eden Prairie, MN, 55303
Group	— NULL	GRP-1321
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×3CLM ×1TPA ×15 records

Evidence detail

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

▶#1MBR-010152Joshua Hayes0.83

Matched against ENR-110513, 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

ENRENR-110513Joshua Hayes1956-04-13Scored 1.00
CLMCLM-407955Joshua Hayes1956-04-13Rule 0.99
ENRENR-110514Joshua Hayes1956-04-13Rule 0.99
TPATPA-53515Joshua Hayes1956-04-13Scored 1.00
ENRENR-110512Joshua Hayes1956-04-13Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39af0f0edc82
Escalated CLM-407954, top score 0.83, candidates MBR-010152

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 Joshua HayesMBR-010152, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-407954 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-47736
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-031476
Opened: 2026-10-19 19:54:36
Top score: 0.83