Steward case

CASE-002509

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

OpenCheckpointckpt-run-mvjj6udb-21160workflow paused, state held

Side-by-side comparison

Incoming CLM-423252 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423252incoming	#1MBR-043032Peter Patterson 0.831 rec. Best evidence: NameDate of birth
Name	Peter Patterson	Peter R Patterson
Date of birth	1938-02-12 19380212	1938-02-12
Member ID	—	UHC-73004-82
SSN	•••-••-0810	—
Phone	— null	2692998112
Email	— NULL	peter.patterson@icloud.com
Address	— NULL	209 Elm St Apt 15
City / state / ZIP	— UNKNOWN, N/A	Eden Prairie, MN, 55397
Group	—	GRP-0719
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-043032Peter Patterson0.83

Matched against ENR-130406, 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-130406Peter Patterson1938-02-12Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55912ce11974
Escalated CLM-423252, top score 0.83, candidates MBR-043032

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 Peter PattersonMBR-043032, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-423252 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-21160
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017214
Opened: 2026-10-22 12:43:43
Top score: 0.83