Steward case

CASE-002676

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

OpenCheckpointckpt-run-mvfoap9e-93638workflow paused, state held

Side-by-side comparison

Incoming CLM-400204 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400204incoming	#1MBR-039844Gerald Knight 0.831 rec. Best evidence: NameDate of birth
Name	Gerald Knight	Gerald Knight
Date of birth	1963-02-06	1963-02-06
Member ID	— -	UHC-94266-68
SSN	— •••-••- null	•••-••-4395
Phone	—	4744859616
Email	—	—
Address	— UNKNOWN	2508 Highland Ave # 178
City / state / ZIP	— UNKNOWN	Phoenix, AZ, 85026
Group	GRP-9918	GRP-9918
Plan	— NULL	CHOICE-PLUS-PPO
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-039844Gerald Knight0.83

Matched against ENR-100300, 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-100300Gerald Knight1963-02-06Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3980c1587ea4
Escalated CLM-400204, top score 0.83, candidates MBR-039844

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 Gerald KnightMBR-039844, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-400204 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-93638
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045520
Opened: 2026-10-19 19:54:36
Top score: 0.83