Steward case

CASE-002784

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

OpenCheckpointckpt-run-mvjj6udb-65972workflow paused, state held

Side-by-side comparison

Incoming CLM-419048 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419048incoming	#1MBR-019417David Yang 0.833 rec. Best evidence: NameDate of birth
Name	David Yang Yang, David	David W Yang
Date of birth	1991-09-02 09/02/91	1991-09-02
Member ID	— -	UHC-99596-65
SSN	— •••-••--	•••-••-6591
Phone	— NULL	8532747627
Email	— N/A	david.yang@gmail.com
Address	— N/A	1276 Baseline Rd
City / state / ZIP	— N/A	Atlanta, GA, 30337
Group	GRP-0409	GRP-0409
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×2TPA ×13 records

Evidence detail

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

▶#1MBR-019417David Yang0.83

Matched against ENR-125110, 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-125110David Yang1991-09-02Scored 1.00
ENRENR-125111David Yang1991-09-02Scored 1.00
TPATPA-58443David Yang1991-09-02Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5592668fd6e3
Escalated CLM-419048, top score 0.83, candidates MBR-019417

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 David YangMBR-019417, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-419048 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-65972
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038243
Opened: 2026-10-22 12:43:43
Top score: 0.83