Steward case

CASE-003594

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

OpenCheckpointckpt-run-mvfoap9e-48644workflow paused, state held

Side-by-side comparison

Incoming CLM-411664 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411664incoming	#1MBR-046128Jacob Richards 0.831 rec. Best evidence: NameDate of birth
Name	Jacoob Richards	Jacob Richards
Date of birth	2003-08-16	2003-08-16
Member ID	—	UHC-68186-91
SSN	—	•••-••-1701
Phone	— UNKNOWN	4035636538
Email	—	—
Address	— NULL	5371 Lincoln Way
City / state / ZIP	— UNKNOWN, NULL	Austin, TX, 78733
Group	GRP-2775	GRP-2775
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
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-046128Jacob Richards0.83

Matched against ENR-115366, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-115366Jacob Richards2003-08-16Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d929b79d58
Escalated CLM-411664, top score 0.83, candidates MBR-046128

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 Jacob RichardsMBR-046128, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-411664 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-48644
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-031884
Opened: 2026-10-19 19:54:36
Top score: 0.83