Steward case

CASE-002904

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

OpenCheckpointckpt-run-mvfoap9e-81667workflow paused, state held

Side-by-side comparison

Incoming CLM-410219 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410219incoming	#1MBR-018330David Yang 0.835 rec. Best evidence: NameDate of birth
Name	David Yang Yang, David	David Y Yang
Date of birth	2008-01-27 Jan 27, 2008	2008-01-27
Member ID	— UNKNOWN	UHC-06564-81
SSN	— •••-••-null	•••-••-6689
Phone	— -	2063808058
Email	— NULL	david.yang20@hotmail.com
Address	— -	7936 Park Pl
City / state / ZIP	— NULL	Atlanta, GA, 30313
Group	GRP-0989	GRP-0989
Plan	— UNKNOWN	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×4ENR ×15 records

Evidence detail

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

▶#1MBR-018330David Yang0.83

Matched against CLM-410220, 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-410220David Yang2008-01-27Scored 1.00
ENRENR-113444David Yang2008-01-27Scored 1.00
CLMCLM-410216David Yang2008-01-27Rule 0.99
CLMCLM-410217David Yang2008-01-27Scored 1.00
CLMCLM-410218David Yang2008-01-27Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:391f4d3b913b
Escalated CLM-410219, top score 0.83, candidates MBR-018330

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-018330, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-410219 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-81667
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042730
Opened: 2026-10-19 19:54:36
Top score: 0.83