Steward case

CASE-002898

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

OpenCheckpointckpt-run-mvfoap9e-96509workflow paused, state held

Side-by-side comparison

Incoming CLM-406363 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406363incoming	#1MBR-042974Jordan Richards 0.832 rec. Best evidence: NameDate of birth
Name	Jordan K Richards	Jordan K Richards
Date of birth	1964-04-15 Apr 15, 1964	1964-04-15
Member ID	UHC-99630-40	—
SSN	— •••-••-NULL	—
Phone	8915290762 (891) 529-0762	—
Email	— NULL	—
Address	— N/A	4417 Market St
City / state / ZIP	— UNKNOWN, NULL, NULL	Charlotte, NC, 28204
Group	—	GRP-9918
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	PRV ×1CLM ×12 records

Evidence detail

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

▶#1MBR-042974Jordan Richards0.83

Matched against PRV-21856, 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

PRVPRV-21856Jordan Richards1964-04-15Scored 1.00
CLMCLM-406364Jordan Richards1964-04-15Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39a3837eb78e
Escalated CLM-406363, top score 0.83, candidates MBR-042974

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 Jordan RichardsMBR-042974, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-406363 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-96509
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046145
Opened: 2026-10-19 19:54:36
Top score: 0.83