Steward case

CASE-003187

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

OpenCheckpointckpt-run-mvjj6udb-63293workflow paused, state held

Side-by-side comparison

Incoming CLM-403069 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-403069incoming	#1MBR-027164Phlip Reynolds 0.831 rec. Best evidence: NameDate of birth
Name	Philip Reynolds	Phlip Y Reynolds
Date of birth	1954-06-13	1954-06-13
Member ID	— N/A	UHC-22824-91
SSN	—	•••-••-1390
Phone	— 2241947	4042241947
Email	— NULL	philip.reynolds3@yahoo.com
Address	— UNKNOWN	6356 Spring St
City / state / ZIP	— NULL, , UNKNOWN	Los Angeles, CA, 90062
Group	GRP-4913	GRP-4913
Plan	— NULL	MEDICARE-ADV-A
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-027164Phlip Reynolds0.83

Matched against ENR-103970, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.96	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-103970Phlip Reynolds1954-06-13Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5552d2f0c76c
Escalated CLM-403069, top score 0.83, candidates MBR-027164

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 Phlip ReynoldsMBR-027164, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-403069 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-63293
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037342
Opened: 2026-10-22 12:43:43
Top score: 0.83