Steward case

CASE-003123

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

OpenCheckpointckpt-run-mvjj6udb-24209workflow paused, state held

Side-by-side comparison

Incoming CLM-414598 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414598incoming	#1MBR-025654Lus Jenkins 0.832 rec. Best evidence: NameDate of birth
Name	Luis Jenkins	Lus Jenkins
Date of birth	1958-10-19 19581019	1958-10-19
Member ID	—	UHC-57726-75
SSN	—	•••-••-7137
Phone	— UNKNOWN	—
Email	— null	luis.jenkins@proton.me
Address	— null	7476 Ridge Rd
City / state / ZIP	— N/A, null	Phoenix, AZ, 85092
Group	GRP-1822	GRP-1822
Plan	—	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-025654Lus Jenkins0.83

Matched against ENR-119239, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-119239Lus Jenkins1958-10-19Rule 0.99
CLMCLM-414599Luis Jenkins1958-10-19Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:556585835d60
Escalated CLM-414598, top score 0.83, candidates MBR-025654

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 Lus JenkinsMBR-025654, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-414598 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-24209
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019241
Opened: 2026-10-22 12:43:43
Top score: 0.83