Steward case

CASE-002681

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

OpenCheckpointckpt-run-mvjj6udb-22723workflow paused, state held

Side-by-side comparison

Incoming CLM-413842 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413842incoming	#1MBR-030064Jonathan Nguyen 0.831 rec. Best evidence: NameDate of birth
Name	Jonathan Nguyen	Jonathan N Nguyen
Date of birth	1955-06-07	1955-06-07
Member ID	— N/A	UHC-27822-73
SSN	— •••-••-UNKNOWN	•••-••-2577
Phone	— N/A	9413391621
Email	— NULL	—
Address	—	1560 Maple Ave
City / state / ZIP	— UNKNOWN,	Orlando, FL, 32883
Group	—	GRP-9603
Plan	— N/A	MEDICARE-ADV-A
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-030064Jonathan Nguyen0.83

Matched against ENR-118100, 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-118100Jonathan Nguyen1955-06-07Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55bd6051dbfa
Escalated CLM-413842, top score 0.83, candidates MBR-030064

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 Jonathan NguyenMBR-030064, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-413842 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-22723
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-018265
Opened: 2026-10-22 12:43:43
Top score: 0.83