Steward case

CASE-002528

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

OpenCheckpointckpt-run-mvfoap9e-92015workflow paused, state held

Side-by-side comparison

Incoming CLM-423127 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423127incoming	#1MBR-011446Arthur Anderson 0.832 rec. Best evidence: NameDate of birth
Name	Arthur V Anderson	Arthur V Anderson
Date of birth	1982-06-09	1982-06-09
Member ID	—	UHC-92354-94
SSN	— •••-••-N/A	•••-••-8477
Phone	— null	4097936353
Email	— NULL	arthur.anderson60@proton.me
Address	6812 Broadway	8012 Meadow Ln
City / state / ZIP	Dallas, TX, 75228 DALLAS, Texas, 75228	San Diego, CA, 92178
Group	GRP-7485	GRP-7485
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-011446Arthur Anderson0.83

Matched against CLM-423126, 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-130269Arthur Anderson1982-06-09Rule 0.99
CLMCLM-423126Arthur Anderson1982-06-09Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c363d7931d
Escalated CLM-423127, top score 0.83, candidates MBR-011446

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 Arthur AndersonMBR-011446, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-423127 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-92015
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045174
Opened: 2026-10-19 19:54:36
Top score: 0.83