Steward case

CASE-003614

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

OpenCheckpointckpt-run-mvjj6udb-31065workflow paused, state held

Side-by-side comparison

Incoming CLM-402003 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402003incoming	#1MBR-035093Donald Grant 0.832 rec. Best evidence: NameDate of birth
Name	Dnald Grant	Donald Y Grant
Date of birth	1977-04-14	1977-04-14
Member ID	UHC-91776-10	—
SSN	—	—
Phone	— UNKNOWN	9468035661
Email	—	—
Address	— NULL	1926 Valley View Dr
City / state / ZIP	— null, null, null	Gilbert, AZ, 85270
Group	GRP-3163	—
Plan	— UNKNOWN	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×22 records

Evidence detail

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

▶#1MBR-035093Donald Grant0.83

Matched against CLM-402002, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-402002Donald Grant1977-04-14Scored 1.00
CLMCLM-402001Donald Grant1977-04-14Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5535815d2477
Escalated CLM-402003, top score 0.83, candidates MBR-035093

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 Donald GrantMBR-035093, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-402003 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-31065
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-023346
Opened: 2026-10-22 12:43:43
Top score: 0.83