Steward case

CASE-003444

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

OpenCheckpointckpt-run-mvjj6udb-45200workflow paused, state held

Side-by-side comparison

Incoming CLM-405038 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405038incoming	#1MBR-035139Carlos Young 0.833 rec. Best evidence: NameDate of birth
Name	Carlos Young	Carlos G Young
Date of birth	2004-11-02	2004-11-02
Member ID	— -	UHC-07597-48
SSN	— •••-••-NULL	—
Phone	—	6827887515
Email	—	—
Address	—	5970 Main St
City / state / ZIP	— N/A, null	Columbus, OH
Group	GRP-2971	GRP-2971
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	CLM ×33 records

Evidence detail

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

▶#1MBR-035139Carlos Young0.83

Matched against CLM-405037, 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

CLMCLM-405037Carlos Young2004-11-02Scored 1.00
CLMCLM-405036Carlos Young2004-11-02Scored 1.00
CLMCLM-405035Carlos Young2004-11-02Scored 0.94

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5589f86a63d5
Escalated CLM-405038, top score 0.83, candidates MBR-035139

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 Carlos YoungMBR-035139, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-405038 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-45200
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030399
Opened: 2026-10-22 12:43:43
Top score: 0.83