Steward case

CASE-003246

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

OpenCheckpointckpt-run-mvjj6udb-22036workflow paused, state held

Side-by-side comparison

Incoming CLM-427299 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427299incoming	#1MBR-043802Richard Graham 0.832 rec. Best evidence: NameDate of birth
Name	Richard Graham	Richard Graham
Date of birth	1940-08-21	1940-08-21
Member ID	—	UHC-75097-36
SSN	—	•••-••-3875
Phone	— UNKNOWN	4572195228
Email	— null	richard.graham@yahoo.com
Address	—	9332 Camelback Rd
City / state / ZIP	— null	Tempe, AZ, 85243
Group	—	GRP-9514
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	PRV ×1CLM ×12 records

Evidence detail

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

▶#1MBR-043802Richard Graham0.83

Matched against PRV-28013, 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

PRVPRV-28013Richard Graham1940-08-21Rule 0.97
CLMCLM-427300Richard Graham1940-08-21Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55412c6c4353
Escalated CLM-427299, top score 0.83, candidates MBR-043802

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 Richard GrahamMBR-043802, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-427299 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-22036
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017791
Opened: 2026-10-22 12:43:43
Top score: 0.83