Steward case

CASE-002943

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

OpenCheckpointckpt-run-mvfoap9e-93395workflow paused, state held

Side-by-side comparison

Incoming CLM-411909 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411909incoming	#1MBR-029512Randy Webb 0.832 rec. Best evidence: NameDate of birth
Name	Randy Webb Webb, Randy	Randy Webb
Date of birth	1957-12-03 Dec 3, 1957	1957-12-03
Member ID	— -	UHC-16139-40
SSN	— •••-••--	•••-••-4214
Phone	—	7596643441
Email	—	randy.webb@gmail.com
Address	— UNKNOWN	2472 Spring St # 532
City / state / ZIP	— UNKNOWN	Houston, TX, 77011
Group	—	GRP-7225
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	ENR ×22 records

Evidence detail

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

▶#1MBR-029512Randy Webb0.83

Matched against ENR-115672, 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-115672Randy Webb1957-12-03Rule 0.97
ENRENR-115671Randy Webb1957-12-03Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39dff013b047
Escalated CLM-411909, top score 0.83, candidates MBR-029512

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 Randy WebbMBR-029512, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-411909 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-93395
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045469
Opened: 2026-10-19 19:54:36
Top score: 0.83