Steward case

CASE-002960

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

OpenCheckpointckpt-run-mvfoap9e-64052workflow paused, state held

Side-by-side comparison

Incoming CLM-408120 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408120incoming	#1MBR-014696Thomas Cox 0.831 rec. Best evidence: NameDate of birth
Name	Thomas Cox	Thomas W Cox
Date of birth	1986-04-10	1986-04-10
Member ID	— NULL	UHC-43029-59
SSN	—	•••-••-2697
Phone	— null	4604191476
Email	thomas.cox99@hotmail.com	—
Address	1819 Mesa Dr 1819 Mesa Drive	—
City / state / ZIP	Seattle, WA, 98179 Seattle, Washington, 98179	—
Group	GRP-0748	GRP-0748
Plan	—	CORE-HMO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-014696Thomas Cox0.83

Matched against ENR-110699, 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-110699Thomas Cox1986-04-10Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39db5b750834
Escalated CLM-408120, top score 0.83, candidates MBR-014696

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 Thomas CoxMBR-014696, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-408120 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-64052
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037613
Opened: 2026-10-19 19:54:36
Top score: 0.83