Steward case

CASE-002884

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

OpenCheckpointckpt-run-mvjj6udb-35227workflow paused, state held

Side-by-side comparison

Incoming CLM-424279 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424279incoming	#1MBR-013995Adam Taylor 0.833 rec. Best evidence: NameDate of birth
Name	Adam Taylor	Adam D Taylor
Date of birth	1958-11-06 Nov 6, 1958	1958-11-06
Member ID	— -	UHC-10122-04
SSN	—	•••-••-3642
Phone	— null	8399004971
Email	— NULL	—
Address	—	5074 Ocean Ave
City / state / ZIP	— UNKNOWN, null	Scottsdale, AZ, 85252
Group	GRP-3622	GRP-3622
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-013995Adam Taylor0.83

Matched against CLM-424281, 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-424281Adam Taylor1958-11-06Rule 0.99
ENRENR-131737Adam Taylor1958-11-06Rule 0.99
CLMCLM-424280Adam Taylor1958-11-06Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55d79d80a4de
Escalated CLM-424279, top score 0.83, candidates MBR-013995

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 Adam TaylorMBR-013995, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-424279 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-35227
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025632
Opened: 2026-10-22 12:43:43
Top score: 0.83