Steward case

CASE-003623

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

OpenCheckpointckpt-run-mvfoap9e-90245workflow paused, state held

Side-by-side comparison

Incoming CLM-404912 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-404912incoming	#1MBR-033621Bruce Ferguson 0.833 rec. Best evidence: NameDate of birth
Name	Bruce P Ferguson Bruce P. Ferguson	Bruce P Ferguson
Date of birth	1977-04-10	1977-04-10
Member ID	— null	UHC-65891-58
SSN	—	•••-••-5616
Phone	3388534845	3388534845
Email	— UNKNOWN	—
Address	— UNKNOWN	3067 Mesa Dr
City / state / ZIP	— null, NULL	Minneapolis, MN
Group	—	GRP-2190
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×2PRV ×13 records

Evidence detail

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

▶#1MBR-033621Bruce Ferguson0.83

Matched against CLM-404910, 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-404910Bruce Ferguson1977-04-10Rule 0.99
CLMCLM-404911Bruce Ferguson1977-04-10Rule 0.99
PRVPRV-21423Bruce Ferguson1978-04-10Rule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395c8c024162
Escalated CLM-404912, top score 0.83, candidates MBR-033621

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 Bruce FergusonMBR-033621, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-404912 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-90245
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044755
Opened: 2026-10-19 19:54:36
Top score: 0.83