Steward case

CASE-003356

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

OpenCheckpointckpt-run-mvfoap9e-24295workflow paused, state held

Side-by-side comparison

Incoming CLM-428016 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-428016incoming	#1MBR-038810Jack Chen 0.832 rec. Best evidence: NameDate of birth
Name	Jack Chen	Jack Chen
Date of birth	1959-04-17	1959-04-17
Member ID	— -	UHC-51556-12
SSN	— •••-••-NULL	—
Phone	— N/A	9696147099
Email	jack.chen33@yahoo.com	—
Address	—	1301 Apache Blvd
City / state / ZIP	—	Gilbert, AZ
Group	GRP-3297	GRP-3297
Plan	— NULL	CORE-HMO
Sources, records	CLM1 record	PRV ×1ENR ×12 records

Evidence detail

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

▶#1MBR-038810Jack Chen0.83

Matched against PRV-28220, 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-28220Jack Chen1959-04-17Scored 0.94
ENRENR-136733Jack Chen1959-04-17Scored 0.94

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39f6376bd263
Escalated CLM-428016, top score 0.83, candidates MBR-038810

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 Jack ChenMBR-038810, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-428016 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-24295
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019297
Opened: 2026-10-19 19:54:36
Top score: 0.83