Steward case

CASE-003402

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

OpenCheckpointckpt-run-mvjj6udb-56607workflow paused, state held

Side-by-side comparison

Incoming CLM-403358 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-403358incoming	#1MBR-035601Jose Dixon 0.832 rec. Best evidence: NameDate of birth
Name	Jose Dixon	Jose Dixon
Date of birth	1981-03-27	1981-03-27
Member ID	—	UHC-56158-59
SSN	—	•••-••-0073
Phone	— NULL	4527783899
Email	—	jose.dixon54@gmail.com
Address	—	8241 Sage Ct
City / state / ZIP	— N/A	Tampa, FL, 33627
Group	GRP-4797	GRP-4797
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-035601Jose Dixon0.83

Matched against ENR-104368, 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-104368Jose Dixon1981-03-27Rule 0.97
CLMCLM-403359Jose Dixon1981-03-27Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553710063ca4
Escalated CLM-403358, top score 0.83, candidates MBR-035601

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 Jose DixonMBR-035601, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-403358 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-56607
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034980
Opened: 2026-10-22 12:43:43
Top score: 0.83