Steward case

CASE-003261

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

OpenCheckpointckpt-run-mvfoap9e-80514workflow paused, state held

Side-by-side comparison

Incoming CLM-407675 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407675incoming	#1MBR-044114Christian Porter 0.831 rec. Best evidence: NameDate of birth
Name	Christian B Porter	Christian Porter
Date of birth	1976-04-05	1976-04-05
Member ID	UHC-10085-76	—
SSN	— •••-••-UNKNOWN	•••-••-2276
Phone	— NULL	—
Email	christian.porter28@gmail.com	—
Address	— null	7314 Valley View Dr
City / state / ZIP	— N/A	Los Angeles, CA, 90091
Group	— -	GRP-2655
Plan	—	OPTIONS-PPO
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-044114Christian Porter0.83

Matched against TPA-53367, 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

TPATPA-53367Christian Porter1976-04-05Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39b2be6f5171
Escalated CLM-407675, top score 0.83, candidates MBR-044114

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 Christian PorterMBR-044114, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-407675 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-80514
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042419
Opened: 2026-10-19 19:54:36
Top score: 0.83