Steward case

CASE-003360

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

OpenCheckpointckpt-run-mvfoap9e-85551workflow paused, state held

Side-by-side comparison

Incoming CLM-414053 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414053incoming	#1MBR-021471Logan Wang 0.832 rec. Best evidence: NameDate of birth
Name	Logan Wang Wang, Logan	Logan Wang
Date of birth	1943-02-10	1943-02-10
Member ID	—	UHC-66376-95
SSN	•••-••-0469	—
Phone	—	9184341045
Email	—	logan.wang@gmail.com
Address	— N/A	1767 River Rd
City / state / ZIP	— N/A, NULL	Sacramento, CA, 95862
Group	GRP-4340	GRP-4340
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	ENR ×1TPA ×12 records

Evidence detail

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

▶#1MBR-021471Logan Wang0.83

Matched against ENR-118411, 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

ENRENR-118411Logan Wang1943-02-10Scored 1.00
TPATPA-56206Logan Wang1943-02-10Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3933cc9a8ec1
Escalated CLM-414053, top score 0.83, candidates MBR-021471

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 Logan WangMBR-021471, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-414053 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-85551
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043683
Opened: 2026-10-19 19:54:36
Top score: 0.83