Steward case

CASE-002754

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

OpenCheckpointckpt-run-mvjj6udb-65438workflow paused, state held

Side-by-side comparison

Incoming CLM-417314 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417314incoming	#1MBR-015073Jason Wheeler 0.833 rec. Best evidence: NameDate of birth
Name	Jason Wheeler Wheeler, Jason	Jason A Wheeler
Date of birth	1954-08-10 08/10/54	1954-08-10
Member ID	—	UHC-04921-58
SSN	— •••-••-null	•••-••-6025
Phone	— -	7058205106
Email	—	jason.wheeler28@aol.com
Address	—	1833 Apache Blvd
City / state / ZIP	— null, NULL	Las Vegas, NV, 89113
Group	GRP-9943	GRP-9943
Plan	—	SELECT-EPO
Sources, records	CLM1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-015073Jason Wheeler0.83

Matched against CLM-417312, 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-417312Jason Wheeler1954-08-10Rule 0.99
ENRENR-122809Jason Wheeler1954-08-10Rule 0.99
CLMCLM-417313Jason Wheeler1954-08-10Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:552725a9190e
Escalated CLM-417314, top score 0.83, candidates MBR-015073

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 Jason WheelerMBR-015073, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-417314 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-65438
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038078
Opened: 2026-10-22 12:43:43
Top score: 0.83