Steward case

CASE-003519

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

OpenCheckpointckpt-run-mvjj6udb-27899workflow paused, state held

Side-by-side comparison

Incoming CLM-412390 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412390incoming	#1MBR-038979Jack Russell 0.831 rec. Best evidence: NameDate of birth
Name	Jack Russell	Jack Russell
Date of birth	1972-04-12	1972-04-12
Member ID	— null	UHC-66734-66
SSN	—	•••-••-4251
Phone	— null	6719542282
Email	—	jack.russell27@yahoo.com
Address	7332 Church St 7332 CHURCH STREET	—
City / state / ZIP	Seattle, WA SEATTLE, WA, -	—
Group	— NULL	GRP-3876
Plan	— null	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-038979Jack Russell0.83

Matched against ENR-116298, 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-116298Jack Russell1972-04-12Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55b1381b15ce
Escalated CLM-412390, top score 0.83, candidates MBR-038979

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 RussellMBR-038979, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-412390 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-27899
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-021532
Opened: 2026-10-22 12:43:43
Top score: 0.83