Steward case

CASE-003414

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

OpenCheckpointckpt-run-mvfoap9e-25858workflow paused, state held

Side-by-side comparison

Incoming CLM-407119 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407119incoming	#1MBR-037216Frank Bowman 0.833 rec. Best evidence: NameDate of birth
Name	Frank Bowman	Frank K Bowman
Date of birth	1976-05-12	1976-05-12
Member ID	— null	UHC-05898-40
SSN	— •••-••-N/A	—
Phone	—	8403412160
Email	— -	frank.bowman@icloud.com
Address	— NULL	520 Lake View Rd
City / state / ZIP	— N/A, null, UNKNOWN	San Diego, CA, 92106
Group	GRP-5261	GRP-5261
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	TPA ×1ENR ×1CLM ×13 records

Evidence detail

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

▶#1MBR-037216Frank Bowman0.83

Matched against TPA-53113, 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-53113Frank Bowman1976-05-12Rule 0.99
ENRENR-109300Frank Bowman1976-05-12Rule 0.99
CLMCLM-407120Frank Bowman1976-05-12Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3912b620e365
Escalated CLM-407119, top score 0.83, candidates MBR-037216

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 Frank BowmanMBR-037216, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-407119 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-25858
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-020283
Opened: 2026-10-19 19:54:36
Top score: 0.83