Steward case

CASE-002387

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

OpenCheckpointckpt-run-mvfoap9e-23318workflow paused, state held

Side-by-side comparison

Incoming CLM-417739 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417739incoming	#1MBR-044476Jacob Ferguson 0.831 rec. Best evidence: NameDate of birth
Name	Jacob Ferguson	Jacob M Ferguson
Date of birth	1950-01-07 Jan 7, 1950	1950-01-07
Member ID	UHC-83068-74	—
SSN	— •••-••-null	—
Phone	— NULL	—
Email	—	—
Address	— null	846 Lake View Rd
City / state / ZIP	— -, N/A	Mesa, AZ, 85238
Group	GRP-6088	GRP-6088
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
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-044476Jacob Ferguson0.83

Matched against TPA-57834, 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-57834Jacob Ferguson1950-01-07Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398006d10312
Escalated CLM-417739, top score 0.83, candidates MBR-044476

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 Jacob FergusonMBR-044476, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-417739 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-23318
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-018648
Opened: 2026-10-19 19:54:36
Top score: 0.83