Steward case

CASE-003304

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

OpenCheckpointckpt-run-mvjj6udb-37915workflow paused, state held

Side-by-side comparison

Incoming CLM-408830 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408830incoming	#1MBR-037998Grg Parker 0.832 rec. Best evidence: NameDate of birth
Name	Gregroy Parker	Grg R Parker
Date of birth	1961-05-05 05/05/1961	1961-05-05
Member ID	—	UHC-82884-11
SSN	— •••-••-null	•••-••-5609
Phone	—	7454415638
Email	—	gregory.parker@proton.me
Address	— NULL	2142 Mountain View Dr
City / state / ZIP	— , NULL	Glendale, AZ, 85366
Group	—	GRP-0568
Plan	— -	SELECT-EPO
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-037998Grg Parker0.83

Matched against CLM-408831, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-408831Gregory Parker1961-05-05Rule 0.99
ENRENR-111665Grg Parker1961-05-05Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:551a8a56936a
Escalated CLM-408830, top score 0.83, candidates MBR-037998

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 Grg ParkerMBR-037998, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-408830 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-37915
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026983
Opened: 2026-10-22 12:43:43
Top score: 0.83