Steward case

CASE-002496

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

OpenCheckpointckpt-run-mvfoap9e-84516workflow paused, state held

Side-by-side comparison

Incoming CLM-403526 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-403526incoming	#1MBR-037055Jakc Gibson 0.831 rec. Best evidence: Date of birth
Name	Jack Gibson	Jakc Gibson
Date of birth	1939-09-24 19390924	1939-09-24
Member ID	—	UHC-51781-73
SSN	•••-••-2728	—
Phone	2997507649 (299) 750-7649	—
Email	— -	—
Address	— -	8712 Apache Blvd
City / state / ZIP	— N/A, -, N/A	Scottsdale, AZ, 85235
Group	—	GRP-6325
Plan	SELECT-EPO	—
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-037055Jakc Gibson0.83

Matched against TPA-51536, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.82	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-51536Jakc Gibson1939-09-24Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3910226cb4b7
Escalated CLM-403526, top score 0.83, candidates MBR-037055

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 Jakc GibsonMBR-037055, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-403526 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-84516
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043433
Opened: 2026-10-19 19:54:36
Top score: 0.83