Steward case

CASE-002614

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

OpenCheckpointckpt-run-mvfoap9e-13561workflow paused, state held

Side-by-side comparison

Incoming CLM-417290 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417290incoming	#1MBR-011600Jacob Russell 0.834 rec. Best evidence: NameDate of birth
Name	Jacob Russell	Jacob Russell
Date of birth	1961-03-27 3/27/1961	1961-03-27
Member ID	— N/A	UHC-99756-43
SSN	— •••-••-null	•••-••-5453
Phone	— N/A	3635020664
Email	—	—
Address	—	2233 Broadway
City / state / ZIP	— NULL, -	Dallas, TX, 75284
Group	GRP-6727	GRP-6727
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	CLM ×3TPA ×14 records

Evidence detail

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

▶#1MBR-011600Jacob Russell0.83

Matched against CLM-417289, 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

CLMCLM-417289Jacob Russell1961-03-27Scored 1.00
TPATPA-57636Jacob Russell1961-03-27Scored 1.00
CLMCLM-417292Jacob Russell1961-03-27Scored 1.00
CLMCLM-417291Jacob Russell1961-03-27Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39097410b9fc
Escalated CLM-417290, top score 0.83, candidates MBR-011600

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 RussellMBR-011600, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-417290 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-13561
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-011742
Opened: 2026-10-19 19:54:36
Top score: 0.83