Steward case

CASE-003163

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

OpenCheckpointckpt-run-mvjj6udb-81477workflow paused, state held

Side-by-side comparison

Incoming CLM-426027 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426027incoming	#1MBR-035535John Hayes 0.832 rec. Best evidence: NameDate of birth
Name	John Hayes	John M Hayes
Date of birth	2002-11-20 11/20/2002	2002-11-20
Member ID	— N/A	UHC-59901-87
SSN	— •••-••--	•••-••-2629
Phone	— N/A	8908777429
Email	— N/A	—
Address	— -	2300 Broadway
City / state / ZIP	— -, NULL	Tampa, FL, 33631
Group	—	GRP-3610
Plan	—	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×1PRV ×12 records

Evidence detail

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

▶#1MBR-035535John Hayes0.83

Matched against CLM-426028, 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-426028John Hayes2002-11-20Rule 0.99
PRVPRV-27670John Hayes2002-11-20Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:554c0beeb830
Escalated CLM-426027, top score 0.83, candidates MBR-035535

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 John HayesMBR-035535, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-426027 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-81477
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042680
Opened: 2026-10-22 12:43:43
Top score: 0.83