Steward case

CASE-003577

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

OpenCheckpointckpt-run-mvjj6udb-30173workflow paused, state held

Side-by-side comparison

Incoming CLM-406309 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406309incoming	#1MBR-043045Joseph Thompson 0.831 rec. Best evidence: NameDate of birth
Name	Joseph Thompson Thompson, Joseph	Joseph X Thompson
Date of birth	1944-11-23 11/23/44	1944-11-23
Member ID	— UNKNOWN	UHC-49525-57
SSN	— •••-••-NULL	•••-••-7400
Phone	—	—
Email	— UNKNOWN	joseph.thompson23@yahoo.com
Address	— null	1294 Cedar Ln
City / state / ZIP	— null	Eden Prairie, MN, 55385
Group	— -	GRP-2288
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
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-043045Joseph Thompson0.83

Matched against ENR-108285, 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-108285Joseph Thompson1944-11-23Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5589010686d1
Escalated CLM-406309, top score 0.83, candidates MBR-043045

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 Joseph ThompsonMBR-043045, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-406309 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-30173
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-022847
Opened: 2026-10-22 12:43:43
Top score: 0.83